International Market Analysis

 

Category Archives: Europe

European Energy Crisis Spurs Maritime Fueling Innovation

On Tuesday, average oil prices fell below $100 per barrel for the first time since April. Lockdowns in China, rising inflation rates, and troubling signs of a recession weigh heavily on oil markets causing the price decline. Against the backdrop of the Russian war in Ukraine, disruptions in oil and gas distribution exacerbated by sanctions and measures to choke supply by OPEC+ have

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The Future Battlefields: Rare Earth Elements

Sweden’s state-owned mining enterprise LKAB may have given the West hope in its quest for energy independence and containing China. Two weeks ago, LKAB announced it had discovered nearly one million metric tons of rare earth elements (REE). Read more here.

African Energy May Save Europe

After 2022-2023’s unusually warm winter, Europe may be winning its energy struggle with Russia, but a lasting solution for energy-hungry Europe has not arrived yet. While Europe’s ad-hoc responses to Russian embargos have succeeded in changing one of the cornerstones of its economy, they are neither systematic nor sustainable. Read more here.

Ukraine Crisis Highlights Security Needs Of Civilian Nuclear Power

On November 27-28 a conference in Paris addressed a broad spectrum of challenges humanity is facing. Renowned thinkers, including Nuriel Roubini and Jacob Frenkel, the former Chairman of JP Morgan International, and three central bankers from Iceland, Tunisia, and Armenia, warned about inflation and the growing mountain of debt threatening the global economy. The panel

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Europe’s Energy Outlook Imperiled By Policy Myopia

Europe’s winter – likely to be warmer than average – is a welcome relief for a continent that was facing existential energy supply problems a few months ago. Those problems still exist, and many Europeans are suffering due to the avoidable problems associated with overreliance on Russian gas. Thankfully, the window in which Russia could have leveraged its energy

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How to expel Russia from the UN

The war in Ukraine will have demonstrated the impotence of the United Nations if a permanent member of the Security Council with full veto power becomes a rogue state without consequence. For the havoc it created, Russia must now be evicted from the UN. Read more.

Russia Is Threatening Europe By Attacking Ukrainian Energy

Russia’s targets are not limited to nuclear. A September 12th attack on Ukraine’s second largest thermal powerplant left thousands in major metropolitan areas without power. The attack was a response to Ukrainian counteroffensives, where the Ukrainian military retook over 6,000 sq km of the Russian-occupied territory in the Balakleya, Izyum and Kupiansk regions, and seized the initiative. While this

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Russia’s Purported Sabotage Of The Nord Stream Pipeline Marks A Point Of No Return

There can now be no negotiated reopening or resumption of deliveries even if the battlefields of Ukraine instantly fall silent. The Russians have achieved their immediate goal, with Reuters reporting “Nord Stream AG said it was impossible to estimate when the gas network system’s working capability would be restored.” This winter, Europe is doomed to face

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A Tale of Good Intentions and Unexpected Consequences

Despite Francis Fukuyama’s infamous opinion, history certainly did not end. The imperial collapse was an unintended consequence of Gorbachev’s desire to humanize socialism and save the USSR. He utterly failed in both tasks, but Russia and other Soviet republics were liberated from the Communist nightmare, and the world gained 30 years of relative peace, which is

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