International Market Analysis

 

Category Archives: Energy Security

We Can No Longer Afford to Let China Do Our Rare Earth Mining

On Dec. 3, China banned exporting critical minerals such as gallium, germanium, and antimony to the United States. This came in the wake of the Biden administration’s announcement of new restrictions on the sale of chips and specialized chip-making machinery and software to China the day before. This exchange is merely the latest round in the ongoing battle for

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The Blockchain Revolution In The Energy Market

Blockchain is moving beyond cryptocurrencies. By 2026, the market for blockchain in the energy sector is set to exceed $1.5 billion—a massive leap from just $127.5 million in 2018. Energy companies see immense potential in this technology, including how it can transform everything from grid management to green energy trading. Blockchain is a digital technology

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Winter Is Coming, But Russia Refuses To Stop The Energy War On Ukraine

A massive attack by Russia against the Ukrainian energy infrastructure on  Sunday, November 17th may have caused the Biden Administration to green-light Ukraine’s use of the U.S. ATACMS long-range missiles. Ukraine took parts of the Kursk region during its 2024 summer offensive and is struggling to hold on in the region as some 50,000 Russian

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U.S. COPing Out Of Global Climate Leadership?

Clean energy shares in the United States experienced a significant decline following Donald Trump’s election to a second term. The WilderHill Clean Energy Index fell by 6.7%, with solar companies like Sunnova Energy International Inc. and Sunrun Inc. dropping as much as 51% and 29%, respectively. The timing of this downturn is unfortunate, as green

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Joe Biden’s Iran Oil Sanctions Failure

As Iran is spending billions of dollars funding Hezbollah in Lebanon, the Houthi militias in Yemen, Hamas and Islamic Jihad in Gaza, and Katai’b Hezbollah in Iraq, the recently released Energy Information Administration (EIA) report on Iranian petroleum exports stands out as a sobering reminder that the Obama-Biden on-and-off sanctions on Tehran have failed. In fact, as the sanctions against the Kremlin over its invasion of Ukraine suggest, sanctions alone are

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Google’s Search For AI-Enabling Secure Energy Goes Nuclear

As Google’s AI energy needs skyrocket, the company recently inked a deal with Kairos Power, a nuclear power company started in 2016, to meet Google’s growing energy needs. The deal between the two companies includes plans to bring a small modular reactor online by 2030 and produce up to 500MW by 2035, according to a

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China Bets On Leadership In The Green Tech Frontier

At the 2024 BRICS summit, China claimed that its advances in Green Tech serve as a “valuable reference” for the bloc and the globe. While Beijing talks a good game about its investments in renewables as an engine of domestic and global economic growth, the realities of China’s sluggish economy suggest otherwise. Earlier this month, China

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The Summit Of The Future’s Vision: Will It Help The Energy-Poor Now?

Following the latest United Nations General Assembly, the UN Summit of the Future adopted the “Pact for the Future,” a document filled with ambitious pledges to tackle climate change, peace and security, and global inequalities. Secretary General of the UN Guterres proclaimed the pact a “’once in a generation’ opportunity to renew multilateral cooperation”.  The

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Vance And Walz On America’s Energy Future

Amid the destruction of Hurricane Helene, which caused catastrophic flooding and power outages across five states, the two vice presidential candidates, Senator JD Vance (R-OH) and Governor Tim Walz (D-MN), debated the future of U.S. clean energy policies at the first (and only) vice presidential debate of the 2024 campaign in New York. While the debate primarily

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