International Market Analysis

 

Category Archives: Climate Change

The Trump-Biden Presidential Debate And U.S. Energy Policy

The first presidential debate between President Joe Biden and former President Donald Trump on Thursday, June 27th, may be shocking for the lack of civility, terrible optics and demeanor, but policy differences were present and obvious. Energy policy didn’t feature prominently, but there was plenty to glean from the debate. Environmental regulations, geoeconomic foreign policy,

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Vietnam’s All-Out Hydrogen Gambit

In April 2024, Vietnam and the United States embarked upon one of the world’s most ambitious green hydrogen collaborative strategies. The United States Agency for International Development and Standard Chartered Bank Vietnam signed a Memorandum of Understanding to support Vietnam’s transition towards a hydrogen-centric renewable energy model. Building upon President Joe Biden’s visit to Hanoi

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AI Is Pushing the World Toward an Energy Crisis

The dramatic resignation of Ilya Sutskever, the chief scientist of OpenAI, which is behind artificial intelligence and large language models like OpenAI’s ChatGPT, has reinvigorated public debates on the future of AI and its exorbitant costs. Beyond the many acknowledged concerns, such as AI safety or the future of work and creativity, there is a trade-off

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China’s New Naval Tech: Environmental Dream and Security Nightmare

The world’s largest electric container ship, constructed by China’s COSCO Shipping Corporation, completed its first-ever voyage on April 22. This ship alone will save thousands of tons of carbon emissions in just a few trips, a feat that the climate-conscious worldwide should applaud. Carbon emissions from international shipping, vital for global trade, are upward-trending, contributing to global climate change, and must be

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Revitalizing U.S. Energy Policy for the 21st Century

The United States is undergoing a growing politicization of the energy transition, a “megatrend,” as Alexander Mirtchev, a Distinguished Professor at George Mason University, called it in his magisterial book on the subject, The Prologue. Such polarization is typical for other transformative technological and policy issues in America, from abortion to gun control. Read the full

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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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