International Market Analysis

 

Category Archives: Geopolitics

India’s Green Energy Potential Hampered By Pakistan’s Turmoil

The environmental costs of extracting lithium present another barrier to local lithium production which may exacerbate tensions. The mining of lithium, like other minerals, will pollute the surrounding areas, potentially contaminating the groundwater and exposing local populations to toxic chemicals. The fact that Jammu and Kashmir are the origin points for Pakistan’s primary river, the Indus River,

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China’s Sovereign Wealth Fund In Energy Markets Expansion

In contrast to the Western publicly and privately held and disparate investment companies, China’s SWF demonstrates a remarkable degree of policy consistency and wields power to secure long-term power purchase agreements with global energy suppliers—a capability lacking in most Western countries, including the United States. This helped China secure long-term deals for uranium supplies for its growing nuclear

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Breaking Free: The Nuclear Fuel Alliance Strikes Back At Russian Control

Moscow’s dominant position in the nuclear supply chain grants Russia influence over the nuclear renaissance in the West, vital for the transition to low-carbon energy generation and helps fund its war machine in Ukraine. To redress these challenges, last month the United States, France, Japan, Canada, and the United Kingdom formed the Nuclear Fuel Alliance (NFA) to

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War in Ukraine is creating new Silk Road corridor

In the year after Russia’s 2022 reinvasion of Ukraine, freight volume more than doubled on the Middle Corridor, a transportation network connecting Asia with Europe via rail, boat and highway. In March, Secretary of State Antony Blinken unveiled a new U.S. approach to Central Asia that stressed the facilitation of the Middle Corridor, which bypasses Russia. This route

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The Global Take | Is a default in USA possible? | Spotlight Ukraine

The United States of America has been borrowing more money than it has been earning for decades. This has led to concerns about the country’s ability to repay its debts and the possibility of default. In the case of the United States, default would have serious economic consequences both domestically and internationally. To shed more

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Putin’s ‘Gambler’ Mentality is a Wild Card in Global Energy Markets

The Cipher Brief recently spoke with Ariel Cohen, director of the Energy Growth and Security Program at the International Tax and Investment Center, about the spillover of the war into a global energy crisis and what that means for 2023, when Cohen says we may experience “the toughest circumstance in Europe probably since World War II.” Read more

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Russia’s fingerprints are on Sudan coup attempt

Russia’s influence in Africa remains purely disruptive and predatory. The Kremlin will use Wagner as a cudgel to secure natural resources across Africa and push the U.S. out, just as they evicted France. To keep up, Washington should expand diplomatic engagement, intelligence operations, and sanctioning of all entities linked to Wagner in Africa. 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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