International Market Analysis

 

Category Archives: Energy Security

Trump And Harris Duel Over Energy

Vice President Kamala Harris and former President Donald Trump met for the first time on the debate stage on September 10, 2024, in Philadelphia. Though light on specific policies and plans, the event presented stark contrasts in their approaches to energy, climate, and geopolitics. Among the many topics discussed, both candidates used the occasion to

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Europe’s Energy Policy Failures Fuel Election Shocks

Europe has been rocked by a series of decisive elections in the past months. In Germany, the populist-right Alternative for Germany, known as the AfD, won Thuringia’s state election, marking the first victory of a nationalist party in a German state election since 1945. This follows the party’s political gains earlier this year when the

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Biden’s Carbon Capture: Miracle Or Mirage?

When Australian oil company Santos launched a low-emission oil field in Alaska using carbon capture technology, it was a rare international environmental victory. In an era defined by a global rediscovery of industrial policy, increasing tariffs, and an obsession with supply chain security and “made in America,” Santos stands out. That’s because there is one

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Coal’s Asian Comeback

Southeast Asia’s renewable energy potential is some of the greatest in the world. In bold pursuit of renewable energy, Vietnam is undertaking an unorthodox but promising green hydrogen strategy, Thailand’s Prime Minister has promised to explore the cutting edge of nuclear power, and the Philippines has received broad praise for its commitment to renewables and

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America’s NATO Partners Anticipate U.S. LNG Supplies To Europe

The 2024 NATO Summit, to be held this week in Washington, D.C., marks the trans-Atlantic Alliance’s 75th anniversary. NATO, which came to the U.S.’s aid after 9/11 and deployed a contingent to Afghanistan, guarantees not just strategic cooperation across the Atlantic but also bolsters the economic prosperity of its member states. America’s abundant energy resources

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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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China And Russia Now Dominate The Global Nuclear Trade

The global competition between the West and the rest takes many forms, including in the energy area. The nuclear energy industry has long been such a battlefield. Unfortunately, the U.S. and Europe are not doing great when it comes to winning bids in the developing world. In late May 2024, Uzbekistan signed an agreement with

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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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