The Week That’s Done: Asymmetric competition, symmetric benchmarks
September 9, 2023Is GDP growth a good measure of the US-China competitive balance? Meanwhile, oil climbs, firms scramble for a copper mine in Botswana, and investments pick up in integrated photonics. Plus: US military ambitions for an expanded AI fleet—and questions about the national industrial base needed for the build out.
The Week That’s Done: China bans Micron
May 28, 2023Big Oil is here to stay, for now—but it’s hedging its bets with investments in Big Shovel, while Big Auto wants minerals in spades. Meanwhile, Asia gobbles up Russian fuels, China bans Micron as Nvidia soars, and the US economy faces tough choices. Plus: How a drying Panama Canal could derail global LNG markets.
The Week That’s Done: China’s Midea eyes Sweden’s Electrolux
May 7, 2023A Chinese home appliance giant wants to acquire a Swedish home appliance brand—and it’s not as mundane as it seems. Meanwhile, China goes big on oil drilling, positions to leapfrog on EVs, and cements (steels?) its partnership with Riyadh. Plus: Rate hikes, another Goldilocks jobs report, and EV makers’ direct sourcing ambitions.
The Week That’s Done: Chile wants to nationalize lithium
April 23, 2023Is the West buying laundered Russian oil? Plus: Caveats to China's GDP rebound, copper supplies are tightening, Chile wants to nationalize lithium, hurdles for US LNG projects, and CXMT's IPO.
The Week That’s Done: October 23
October 23, 2022Washington announces another SPR release – amid dropping US crude production, tightening Russia-China-Saudi Arabia oil nexus, and a new oil supply shock on the horizon. Plus, false flag in copper prices, Chinese infrastructure, a skittish yen, and food concerns.
