International Market Analysis

 

Category Archives: Energy Security

Chile’s Nationalization Of Lithium : “Green Protectionism” Endangering Energy Transition

The nationalization of industry isn’t the only thing Boric promised. According to Boric’s plan, the new, state-owned company is more than simply the long arm of the government collecting profit from a natural resource. It bets on an emerging technology called the Direct Lithium Extraction process (DLE). While DLE performed well in controlled environments, it is still

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Where In The World Are Putin’s Billionaire Cronies?

While Putin may no longer see the utility in showing unity with Russia’s business elite, going from “unshakable unity” in March 2022 to imploring “patriotism over profit” in March 2023, this does not mean they are unimportant. After being banned from traveling to most Western nations, these oligarchs lost 97 billion dollars and counting. Sanctions deeply hurt the

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Central Asia: An Emerging Food And Energy Supplier For The World

The West must understand the groundswell of anti-Russian sentiment that is sweeping Central Asia while understanding the structural constraints facing these governments. An Atlantic Council event “How can Kazakhstan and Central Asia power and feed the world?”, for a forthcoming report by Margarita Assenova, Ariel Cohen, and Wesley Alexander Hill elucidates many of these problems

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Investment In Batteries Can Supercharge Renewables

Power production will remain CO2 positive no matter how many wind turbines or solar panels we install until fusion is cracked. Long-term storage methods are required to fill energy baseload gaps in renewable generation, creating solutions for key technological and economic challenges surrounding the renewable energy transition. Continue reading here.

Russia’s Kowtowing To China: Energy And Beyond

On its one-year anniversary of invading Ukraine, Russian gas sales were halved compared to before the war. Russia hoped that Xi Jinping’s visit to Moscow would allow for some relief. Xi did deliver some flowery language, stating “Right now there are changes – the likes of which we haven’t seen for 100 years – and we are the ones

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OPEC+ Oil Price Rise May Trigger A Recession

The OPEC+ cartel of oil-producing nations led by Saudi Arabia and Russia and chaired by Alexander Novak, Russia’s Deputy Prime Minister and Minister of Energy, is going to remove nearly 1 percent of total global oil production from the market in an apparent effort to increase prices. Despite earlier signals that OPEC+ would make no

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Greta Thunberg Has Embraced Nuclear Power: Will The Greens Follow?

The Green icon Greta Thunberg seems to be taking a pro-nuclear stance. The Swedish climate activist once decried nuclear energy as being “extremely dangerous, expensive, and time-consuming”. Her views seem to have changed in tandem with recent trends in public opinion as she recently argued that Germany shutting down its nuclear plants was a ‘mistake’. Greta, alongside other climate

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How Electric Vehicles Can Leapfrog To Emerging Markets

The shift of technologies from the cutting edge to the mundane defines technological revolutions. We are amid such a revolution. As Electric Vehicle (EV) technology matures, electric cars are becoming cheaper and their customer base in advanced post-industrial economies is. continuously expanding. That expansion is also happening internationally, with the Global South joining the race

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Has China Shifted the Middle East Balance of Power?

Earlier this month, Iran and Saudi Arabia agreed to restore diplomatic ties after seven years and signed a China-brokered agreement in what is being termed a breakthrough deal for the region. How does this impact and alter America’s geopolitical stature in the region? What are the first and second-tier consequences of weakening the U.S. presence and position in the

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