The Week That’s Done: Global minerals grab, LNG turbulence
September 2, 2023China has bought half of the world’s biggest lithium assets put on the market since 2018, far more in value than Australia and the US combined. Meanwhile, extreme weather heightens LNG volatility, Huawei’s semiconductor teaser, and Germany’s economic struggles. Plus: energy market impacts from the coup in Gabon.
The Week That’s Done: outbound investment screening, industrial policy
August 13, 2023Call it industrial policy, state intervention, or marketcrafting: governments have realized that market forces alone won't address economic security and supply chain risks. Meanwhile, LNG volatility spikes, offshore wind investments slump, and the White House targets investment in Chinese tech. Plus: global food turmoil.
The Week That’s Done: January 8
January 8, 2023With 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.
