International Market Analysis

 

Category Archives: Energy Security

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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LNG Is Harm Reduction For Energy

Harm reduction is a helpful policy concept from the narcotics field that can be applied to energy and climate change. It recognizes that drug abuse occurs and seeks to minimize the negative consequences that drug use can bring, ideally improving (or saving) both the life of the user and of society. For example, making naloxone

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New U.S. Solar Panel Tariff Intensifies Sino-American Green Tech War

The Sino-American trade war may be old news, but now a new battlefield is front and center: green tech. During her controversial visit to China, Secretary Janet Yellen made waves by criticizing China’s excess industrial capacity. Secretary Yellen warned the Chinese that retaliatory tariffs would be levied if this wasn’t addressed while simultaneously making the

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Israel, Iran, And The Global Energy Tightrope

The long-simmering conflict between Iran and Israel erupted this weekend when Tehran launched a massive air strike against the Jewish state. Over 300 drones, cruise, and ballistic missiles were aimed at Israeli airspace on Saturday night, April 13, and early hours of Sunday the 14th. This attack was not a surprise. President Biden warned days

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Are Drones Putting Global Peace In Danger?

Three recent wars highlighted the use of drones in 21st-century warfare. Houthi and Iranian attacks on Saudi oil infrastructure and military in Yemen brought the war between Iranian proxies and the UAE-Saudi coalition to a stalemate by 2015. Azerbaijan used drones massively against Armenia in 2020 and 2023, and a deluge of drone-focused combat footage

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The World Is Going Into The Red From The Red Sea Crisis

The Houthis, an Iranian-backed proxy terrorist group in Yemen, trained and equipped by the theocratic dictatorship in Tehran, have unleashed chaos on the global supply chain and sent shockwaves through international markets. Now that the US is attacking Iranian targets proxies in Syria and Iraq while the UK and US are bombing Houthis in the

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The U.S. Is Losing the Nuclear Energy Race to Russia and China

Even as Russia remains under unprecedented Western economic sanctions, the U.S. finds itself dependent on one Russian vital import: enriched uranium. The U.S. is the largest producer of nuclear energy in the world, but it has allowed its civilian nuclear infrastructure to languish since Jimmy Carter and Ronald Reagan’s presidencies in the 1970s and 1980s.

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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.

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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

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