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The Week That’s Done: November 6

November 6, 2022

Beijing completes its space station and we benchmark the US-China space race – while the Fed keeps hiking, Maersk adds to recession fears, the Black Sea grain deal falters, and Canada orders Chinese lithium companies to divest. Plus: an OPEC for battery minerals?

2022-11-06T08:08:01-05:00#China #critical minerals #oil and gas #space |
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  • Global Food Shortage
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The Week That’s Done: August 7

August 7, 2022

Across wheat, gas, steel, the shortage crisis has calmed - but (largely) because of dropping demand, not rising supply. With manufacturing slumping, future food production threatened, buffer eroded, what happens next? Plus: Storm clouds gather in the UK and China throws a temper tantrum.

2022-09-26T12:27:01-04:00#agriculture #manufacturing #oil and gas #steel #Taiwan |
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The Week That’s Done: June 12

June 12, 2022

Gas prices hit all-time highs as inflation gallops ahead; Washington relaxes solar tariffs while playing softball with Russia's plunder; plus China stocks make (minor) gains, BYD makes bigger gains, and TSX launches a battery metals index

2022-09-26T12:38:22-04:00#China #EVs #inflation #oil and gas #Russia-Ukraine |
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Factors Briefing: Week of May 16

May 21, 2022

In a new era of shortage, adjustments are being made: Food nationalism rears its head in India, while in critical minerals automakers look to platinum over palladium; meanwhile, the US fails to incentivize greater oil and gas production while China scoops up Russia's at bargain basement prices

2022-09-26T12:40:06-04:00#agriculture #critical minerals #oil and gas #semiconductors |
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