International Market Analysis

 

Category Archives: Europe

The Ukraine Mineral Deal Might Help The U.S. Break China’s Monopoly

The United States and Ukraine signed a long-awaited deal on April 30 to give the U.S. priority access to Ukrainian critical minerals and other natural resources. After months of acrimonious disputes and negotiations over a ceasefire/peace between Russia and Ukraine, U.S. Treasury Secretary Scott Bessent is now touting the agreement as a signal to Russia that “the

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Recep Tayyip Erdogan’s Crackdown In Turkey Throttles European Energy

Befitting its status as a country bridging Europe and Asia, the Turkish government’s massive crackdown on the country’s Republican People’s Party (CHP) opposition party and arrest of Ekrem Imamoğlu, mayor of Istanbul and leader of the CHP, has immediate implications for the entire region.  Recent events are raising alarm bells in Europe that Turkish chaos

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Why The EU And U.S. May Not Rescue Russia’s Energy Industry

President Donald J. Trump’s efforts to attain peace between Russia and Ukraine have already prompted questions about the future of Russian energy exports, the country’s main cash cow, and whether the door will open to joint projects between Russia and the E.U or the U.S.  Whatever progress is made in any negotiations, will be difficult if

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Europe’s Search For Gas Leads To Romania

Over three years after Russia invaded Ukraine, some European countries were still reliant on Russian gas. While the war in Ukraine compelled most of the European Union to diversify its energy imports and avoid buying gas from Moscow, certain countries, whether motivated by domestic politics or geography, such as Slovakia, Austria, and Hungary, continued buying. In January 2025, Ukraine

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How LNG Exports Will Define U.S. Energy Policy Under Trump 2.0

President Donald Trump’s guarantee to supply liquefied natural gas to Europe furthers his broader push for U.S. “energy dominance,” marking a stark reversal of the Biden Administration’s pause on the approval of new LNG export infrastructure permits. While Trump’s approach to energy policy correctly identifies LNG as a growth driver and an essential geopolitical lever, expanding LNG exports

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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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Why Are U.S. EV Sales Flatlining?

President Biden wanted to make half of all new vehicles electric by 2030, but American consumers apparently are saying no. American market trends are skewing differently than expected. Despite the U.S. government’s efforts to subsidize electric vehicles, there is an apparent slowdown in sales. While global EV sales are steadily increasing, U.S. sales are falling

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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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In a Dangerous World, NATO Must Restore Deterrence

In a time when the United States and the Western allies appear weak on the international scene, restoring deterrence needs to be Job One as the NATO 75th anniversary summit begins today in Washington, D.C. In the recent presidential debate, more energy went into bickering over who deserves to be president, and even their golf scores, than about what

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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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