The Week That’s Done: Europe battles the Chinese EV deluge
September 16, 2023Can EU tariffs blunt the threat of China’s EV dominance? Unlikely. Meanwhile, Russia sells pipeline gas to China for cheap, the US and Saudi Arabia mull a minerals partnership, gasoline prices drive US inflation, and China’s urea export curbs threatens more food inflation. Plus: US auto workers strike.
The Week That’s Done: China’s stimulus, Toyota’s pivot
June 18, 2023China turns on the stimulus spigot, the US takes a pause, Europe hikes, and Japan stays as dovish as ever. Meanwhile, oil demand is sticky and it’s boom time for LNG. Plus, Toyota’s strategic pivot and France’s push for tariffs on Chinese EVs.
The Week That’s Done: Can Europe de-risk its China ties?
April 9, 2023Europe says it's de-risking its relations with Beijing; Macron's China visit suggests otherwise. Meanwhile, Washington wants to build an anti-coercion coalition—but doing so demands a strong industrial base and there, trends aren't looking so hot. Plus, lithium is the new coal by one count, mineral M&A deals heat up, and the US still needs to refill the strategic petroleum reserve.
