International Market Analysis

 

Category Archives: Climate Change

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.

Read the full article…

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

Read the full article…

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,

Read the full article…

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

Read the full article…

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

Read the full article…

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

Read the full article…

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

Read the full article…

Earth’s Greener Cities: The Next Frontier Of Geoengineering

In the quest to go green, geoengineering has long been an attractive idea at the periphery of climate policy discussion. The tempting notion of engineering humanity’s way out of a putative environmental catastrophe using the same tools that helped generate our global climate crisis, is attractive to many. These proposals also often conveniently sidestep notions

Read the full article…

Who Wins & Loses The New Sino-American Green Trade War?

In a bold move, the US has announced sweeping tariffs on Chinese solar cells and modules, intensifying the Sino-American trade war in the renewable energy sector. Like electric vehicles, U.S. will use the full power of its trade regulatory apparatus to stymie China’s unfair competition. This latest announcement came after a Department of Commerce probe

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…