MenuThe tariffs announced by the Trump Administration at the beginning of April have cast a shadow across international energy supply chains. The new policies were delayed for ninety days less than a week later, and the much-feared shortages and price hikes haven’t yet materialized. Nevertheless, the mood in the industry remains pessimistic. In May, the U.S.
Monthly Archives: May 2025
Trump’s Nuclear Revival: Playing Catch Up
President Donald Trump signed four executive orders on May 23rd to enhance America’s nuclear energy production capabilities. U.S. demand for electricity is projected to grow by almost 16% by 2029 after having been nearly flat for over two decades. A combination of factors is driving the need for more power, led by a jump in
Dr. Ariel Cohen on i24: Trump’s Middle East Visit and Ukraine Talks in Istanbul
This edition of the Global Take features Dr. Ariel Cohen’s appearence on i24 News where he analyzes developments in the talks between Russia and Ukraine in Istanbul as President Trump visits the Middle East.
Will Kazakhstan’s Uranium Fuel An AI Boom In Central Asia?
Governments are seeking to leverage AI investment to accelerate societal and economic development and bootstrap to the next level of economic development. While some observers express concerns that the growth of AI could widen the gap between the developed world and emerging markets, it also provides an opportunity for energy-rich developing countries to technologically leapfrog. Few
Dr. Ariel Cohen on Belsat TV: Trump’s First 100 Days
The Ukraine Mineral Deal Might Help The U.S. Break China’s Monopoly
The United States and Ukraine signed a long-awaited deal on April 30 to give the U.S. priority access to Ukrainian critical minerals and other natural resources. After months of acrimonious disputes and negotiations over a ceasefire/peace between Russia and Ukraine, U.S. Treasury Secretary Scott Bessent is now touting the agreement as a signal to Russia that “the