International Market Analysis

 

Category Archives: Climate Change

Joe Biden’s LNG Policy Fiasco

Congressional hearings scheduled for February 6 and 8 expose the Biden administration’s massive energy policy blunder. This misstep will impede American energy production, undermine economic growth, endanger the hard-earned U.S. status as the world’s largest liquefied natural gas (LNG) exporter, and threaten Washington’s strategic credibility among friends and foes. The hearings are set to unite

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Elon Musk’s Hail Mary In China

Tesla was once the undisputed global leader in electric vehicles. In the earlier part of this decade, Tesla’s Tesla0.0% stock was a certain winner, reaching an all-time high on November 4, 2021. Those days are now distant as the company grapples with mounting competition from international and Chinese rivals, with companies such as BYD dominating

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New U.S. Solar Panel Tariff Intensifies Sino-American Green Tech War

The Sino-American trade war may be old news, but now a new battlefield is front and center: green tech. During her controversial visit to China, Secretary Janet Yellen made waves by criticizing China’s excess industrial capacity. Secretary Yellen warned the Chinese that retaliatory tariffs would be levied if this wasn’t addressed while simultaneously making the

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U.S. And China Vie For Copper As Demand And Prices Soar

The world is running short of copper, and companies and countries are scrambling. This essential metal, a staple of civilization going back to the bronze age, is the lifeblood of existing energy infrastructure and cutting-edge technology. Unfortunately, it faces a projected supply shortfall by 2025 with projections showing a 20% price jump by May 2027.

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Electric Vehicles 2024 Tax Changes Are Not Enough For Global Leadership

Considering an electric vehicle in 2024? Be aware of policy changes that could negatively affect your purchase. Starting in January, new rules will allow car dealers to give EV buyers their tax credit upfront. However, many EV models, batteries and components from China will no longer be eligible as the Sino-American competition goes green. The

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Lithium: Price Collapse Secures Green Transition, Causes Headaches

Lithium is earning its current moniker, “white gold,” and all the geopolitical contention that comes with it. When Argentina’s new libertarian president, Javier Milei, announced sweeping reforms, a prominent one was making it easier to export lithium. The U.S. subsequently announced financial support to make that happen. When Namibia conflicted with a Chinese mining company,

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Back To Nature At COP28: Restoration Strategies To Combat Climate Change

COP 28 was a roller coaster for environmentalists. Going into the conference, despite tensions, breakthrough climate agreements between the U.S. and China gave the forum a sense of hope – if geopolitical rivals could unite behind going green, perhaps the future would be bright after all. However, a lack of real progress on Article 6

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The Overlooked National Innovators At COP28

COP28, the United Nations climate change conference, has convened under an atmosphere of scandal. The conference, aimed at curbing manmade climate change, has been marred by controversies. Hosted by the UAE, the conference raised eyebrows by dismissing the necessity of eventually transitioning away from fossil fuels while it simultaneously sought oil deals with multiple nations

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Undersea Strategic Minerals Mining : Huge Upside, Environmental Peril

Environmental advocates made an impassioned plea to the UN for a novel request: a moratorium on deep-sea mining. This call comes amid both forthcoming international meetings on the subject scheduled for 2024 and the rapid, albeit quiet, explosion of interest in deep-sea mining. Once a topic for science fiction, the International Seabed Authority (ISA) has

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Germany’s Infrastructure Spending Spree Won’t Solve Its Energy Problems

In one of the most important energy deals in its history, Germany is purchasing its single largest power grid thus far. It plans to acquire Dutch state-owned operator TenneT Holding BV for $20 billion Euros. In doing so, it hopes that this will help it realize its goal of 100% renewable energy by 2045 through

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