The Week That’s Done: Japan’s Green Hydrogen BetMarch 12, 2023
Japan has recognized the strategic value of friendshoring since well before it became a buzz phrase—and a burgeoning Japan-Australia hydrogen partnership could offer lessons to other countries. Meanwhile, the US shale boom looks to be flagging, a new report raises aluminum alarms, and Europe’s China stance is hardening. Plus: Are we back to supply chain normality yet?
The Week That’s Done: October 16October 16, 2022
The international market is increasingly bifurcated and in the West, the dominant theme is shortage: Aluminum crunch, refining crunch, wheat crunch, freight crunch, LNG crunch narrowly avoided – for now. Plus, in markets, inflation persists; debt risks brew among emerging economies; and Germany's trade surplus shrinks.
Factors Briefing: Week of May 2May 8, 2022
India and China double down on coal as the global energy squeeze intensifies – and while Russian alumina supply dwindles; European automakers seek European rare earths supply, and kind of succeed; Malaysia makes moves to fill the cooking oil vacuum