Deglobalization Round-Up: March 4March 4, 2023
General Electric invests in the US as Apple's China suppliers seek international bases, the US solar industry tries to wean itself off China, and HSBC admits that its support for Beijing has threatened human rights. Plus, Putin and Biden shore up their respective, conflicting alliances against a backdrop of global trade, Beijing's data control, and new additions to the entity list.
The Week That’s Done: August 28August 28, 2022
Moscow toys with global energy markets and LNG prices surge – with second-order consequences for Beijing’s international influence, global food supply, US inflation. Plus: Drought compounds agricultural crisis, the SPR sits at its lowest level since 1985, Japan eyes nuclear, and China launches a new wave of stimulus. And, of course, Powell says tighten your seatbelts.
Factors Briefing: Week of April 4April 9, 2022
The global helium shortage puts chaos on the forecast -- and so does the EU's ban on Russian coal; China regains control of a major cobalt mine in the DRC