Deglobalization Round-Up: January 27January 27, 2023
Slumping demand for Chinese goods hits international shipping, Apple moves away from China, and Senate legislation would ban Strategic Petroleum Reserve sales to China. Phoenix Tailings's co-founder, Canada's Minister of Natural Resources, and India's industry minister say they're ready for reshoring.
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: June 12June 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
Factors Briefing: Week of May 9May 14, 2022
It's shortage everywhere: In agriculture, wheat is the latest victim, threatening tomorrow's food supply while a baby formula shortage wreaks havoc today; meanwhile, China eyes the aluminum vacuum and a South Korea x Canada collab tries to shore up tungsten dependencies.
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
Want an Energy Revolution? Try Investing in ItApril 24, 2022
The green economy constitutes a multi-trillion dollar market opportunity. It’s also an opportunity for geo-economic power: With appropriate and sufficient investments, a country can maneuver to control tomorrow’s supply chains and manufacturing capacity, and therefore to project influence internationally.
Global Food Shortage Looms: The US Needs to Step UpApril 17, 2022
The US needs to start thinking about food as a strategic resource, investing in and protecting supply accordingly, and doing so in a way updated for the realities of modern agriculture. That is what defending today's global order demands.
It’s Not Too Late for Washington to Learn Supply and DemandApril 1, 2022
Russia’s invasion of Ukraine has shown that the US cannot afford to depend on geopolitical adversaries for critical factors. Instead, the US should be investing in domestic production that can not only prop up national resilience, but also that of allies and partners.
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.