International Market Analysis

 

Category Archives: Articles & Blogs

Trump Shouldn’t Let Big Beautiful Bill Boost China’s Clean Energy Edge

On July Fourth, President Donald Trump signed the “One Big, Beautiful Bill” into law, introducing significant changes that will dramatically reshape America’s energy landscape. The newly minted OBBB Act leaves businesses and policymakers trying to determine its potential impact on jobs, investment, and the nation’s position in the global energy race.  Read the full article

Read the full article…

Leaders May Step Up Pressure On Russian Gas Sales To End Ukrainian War

Telling the BBC that he is “disappointed but not done with Vladimir Putin,” President Donald Trump has threatened 100% tariffs against Russia, including secondary tariffs against countries that help dodge sanctions on the Kremlin’s energy exports., The U.S. Senate is considering a bill to give the president the ability to impose additional “sledgehammer” measures with up

Read the full article…

Can Nuclear Energy Power Africa?

As countries around the world seek stable, abundant, and reliable baseload power, nuclear energy is becoming an increasingly appealing choice. While large and expensive conventional nuclear reactors (1GW per unit and larger) are not for every market. Small Modular Reactors, downscaled versions of conventional nuclear reactors capping out at 300 MW with lower startup and

Read the full article…

Time To Reinvent U.S. Critical Minerals Strategy

For the Trump administration, critical minerals are a global policy priority. President Donald J. Trump is trying to get China to relax bans on rare earth minerals desperately needed for American industries, including defense and tech. From Greenland to Ukraine, the U.S. is signaling interest and engagement, be it intent to acquire or a comprehensive energy and

Read the full article…

How The War With Iran Endangers U.S. Allies And Global Energy Security

More than 20 years in the making, the Iranian nuclear technology program may have finally hit a brick wall. The Iranian government may not survive the successive blows Israel’s Operation Rising Lion is now delivering. Regardless of the outcome, the implications for global energy and security in the Middle East will undoubtedly be historic. Read

Read the full article…

Renewable Energy Investors Receive Mixed Signals In The U.S.

The Trump Administration’s energy policies are shifting the investment priorities in American renewable energy, and not to its benefit. But the jury is still out whether the green transition can be stopped or reversed.  In the first quarter of 2025, approximately $8 billion in clean energy investments and 16 large-scale projects were cancelled – the highest

Read the full article…

Trump’s Tariff Pressure Can Stimulate U.S.–Asia Energy Cooperation

U.S. President Donald Trump’s Energy Dominance Council plans to host a liquified natural gas summit in Alaska on June 2, where it hopes to announce that Japan and South Korea have committed to the long-pursued Alaska LNG project to ease American gas shipments to Asia.  Since his return to the Oval Office, Trump has positioned hydrocarbons as

Read the full article…

Gloomy Days For Global Solar Power

The 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.

Read the full article…

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

Read the full article…