International Market Analysis

 

Category Archives: Russia & Eurasia

The US Must Boost Homeland Resilience In The 21st Century

On February 15th, 2024, the White House confirmed that Russia is attempting to deploy a nuclear spaceborne anti-satellite weapon. While the White House was quick to qualify that there is no immediate nuclear threat to the homeland, little doubt remains that Russia’s pursuit of this weapon, banned under international treaties, is a dire threat. The

Read the full article…

Xi And The Red Sea: Protect Iran Or China’s Economy?

A US bombing campaign against Iranian proxies, which hit more than 85 targets in response to a recent drone attack in Jordan that killed three Americans and injured dozens, threatens a regional conflagration. This crisis began after the Houthi attacks out of Yemen on commercial shipping in the Red Sea disrupted the supply chain, raised

Read the full article…

The U.S. Is Losing the Nuclear Energy Race to Russia and China

Even as Russia remains under unprecedented Western economic sanctions, the U.S. finds itself dependent on one Russian vital import: enriched uranium. The U.S. is the largest producer of nuclear energy in the world, but it has allowed its civilian nuclear infrastructure to languish since Jimmy Carter and Ronald Reagan’s presidencies in the 1970s and 1980s.

Read the full article…

Israel-Azerbaijan Energy Deal Strengthens Strategic Partnership

In the aftermath of the October 7 Hamas mega-terrorist attack on Israel and the ensuing Gaza war, which jeopardizes the Abraham Accords, a groundbreaking energy deal between Azerbaijan, a secular Shia-Muslim majority nation, and Israel just took place. Azerbaijan’s state-owned SOCAR company will explore the area in the Mediterranean north of the giant Leviathan field.

Read the full article…

Russia Uses New Arctic LNG To Dodge Energy Sanctions

Vladimir Nekrasov, a prominent executive in Russia’s energy sector who criticized Putin, has had a tragic accident. These unavoidable twists of fate mean that up to 40 of the top managers in Russian energy have died since the war in Ukraine began. Coincidentally, they all commonly express skepticism towards Russia’s energy strategy, its funding streams,

Read the full article…

Sinking Permafrost Sinks Pipelines In Russia And Canada

2023 is defined by a string of depressing climate records. Wildfires in Malibu, a strong El Niño that may last through the winter, and many more showcase the perilous state of the climate. Amongst these record highs, it’s not surprising that one of the world’s most unstable environmental resources is literally melting: permafrost. Permafrost is

Read the full article…

Putin’s Threats To Zaporizhhia Nuclear Power Plant Endangers Energy Transition

Carl Sagan once said, “The nuclear arms race is like two sworn enemies standing waist-deep in gasoline, one with three matches, the other with five.” The near-universal recognition of the futility of an all-out nuclear war led to widespread cuts in nuclear armaments since Gorbachev’s perestroika and the Soviet collapse in 1991. Even anti-communist hawks

Read the full article…

Breaking Free: The Nuclear Fuel Alliance Strikes Back At Russian Control

Moscow’s dominant position in the nuclear supply chain grants Russia influence over the nuclear renaissance in the West, vital for the transition to low-carbon energy generation and helps fund its war machine in Ukraine. To redress these challenges, last month the United States, France, Japan, Canada, and the United Kingdom formed the Nuclear Fuel Alliance (NFA) to

Read the full article…

War in Ukraine is creating new Silk Road corridor

In the year after Russia’s 2022 reinvasion of Ukraine, freight volume more than doubled on the Middle Corridor, a transportation network connecting Asia with Europe via rail, boat and highway. In March, Secretary of State Antony Blinken unveiled a new U.S. approach to Central Asia that stressed the facilitation of the Middle Corridor, which bypasses Russia. This route

Read the full article…

The Global Take | Kazakhstan’s Political and Economic Reform| New Lines Institute Event

Dr. Ariel Cohen participated in a panel discussion organized by the New Lines Institute and the International Tax and Investment Center on the strategic implications of Kazakhstan’s political and economic reforms and what Washington needs to learn from Kazakhstan’s pro-reform agenda to increase engagement with the country and other Central Asian states. Watch the video

Read the full article…