The Week That’s Done: January 8January 8, 2023
With China moving on from COVID zero, the energy market looks to tighten – even more. Plus, US LNG exports ramp up, offshore wind energy hits headwinds, and manufacturing contracts, globally.
The Week That’s Done: January 1January 1, 2023
Happy new year – it’s still the same chaotic world: With COVID-19 ravaging China, testing controversy brews and Paxlovid becomes a luxury good. Plus the US job market holds on tight, Russia retaliates over the oil price cap, Japan snaps up global LNG supply, and plastics prices plummet.
The Week That’s Done: November 27November 27, 2022
There’s new progress in the ex-China rare earths supply chain, but is it enough? Plus: Energy turmoil as Europe’s bans on Russian oil and diesel loom; strikes threaten US, South Korean, and UK logistics; China’s back in lockdown; Taiwan has an election surprise; and the OECD summarizes things neatly with a gloomy outlook.
The Week That’s Done: November 20November 20, 2022
In the Indonesian new energy industry, the west risks financing China’s profit, and control. Plus, in factors: Enel builds a US solar panel plant; lithium stays hot; and the price cap on Russian oil nears. In markets: LNG prices resist demand, Japan’s economy shrinks, the UK does austerity – while stray missiles threaten to disrupt it all.
The Week That’s Done: August 14August 14, 2022
The CHIPS Act is a carrot and Manchin's EV sourcing requirements a stick: US industrial competition could be ready for a comeback - if the private sector is on board. Plus: The energy scramble continues while Turkey plays metals middleman; US inflation relaxes, but so does productivity; and China flexes its delisting muscles
Factors Briefing: Week of April 25May 2, 2022
With the Ukraine war disrupting global cooking oil supply, Indonesia decides to up the stakes; new challenges to Russia's lithium supply provide a cautionary tale for the West (or should); and Chinese conglomerates prepare to gobble up Shell's stake in a Russian LNG project
When Promises Aren’t Enough: An LNG RoadmapMarch 25, 2022
Producing things is difficult and Washington has been out of the game for some time. But producing things is also possible. And Washington needs to get back into the game, yesterday. We can start with LNG -- and actually help Europe in the process.