The Week That’s Done: The logistics of critical minerals, ship hijack threatens supply chains
November 25, 2023The business of moving critical minerals around the world can be as important as digging them out of the ground—and Chinese logistics firms are making investments in ports and roads around key mines. Meanwhile, Petrobras’s ambitions, Indonesia’s dream minerals deal and Europe’s stress signals. Plus: a Red Sea hijacking could disrupt Asia supply chains.
The Week That’s Done: December 4
December 4, 2022Dampening inflation spurs enthusiasm, but where is the attention to contraction in the US manufacturing index? Plus: A roller coaster week for the growing US-EU trade spat, relaxation in China's COVID Zero restrictions, and a nascent EV industry shift to sodium-ion batteries.
The Week That’s Done: October 9
October 9, 2022OPEC explicitly snubs Washington and the West, showing that productive beats consumptive power. Also not brilliant: US monetary tightening is cooling the economy, but in all the wrong places – and that ups recession risks. Plus: Maize malaise in Europe, the Mississippi’s dry spell, a US industrial policy stumble in lithium, and plunging global FX reserves.
