International Market Analysis

 

Category Archives: Geopolitics

Iran Threatens To Hold Global Energy Hostage

Russian President Vladimir Putin announced Moscow’s support of Iran’s aggression against Israel at a meeting with the Islamic Republic’s President Masoud Pezeshkian on October 11th in Ashgabat, Turkmenistan. Russia is boosting Iran’s military-industrial complex by purchasing thousands of ballistic missiles and “suicide” drones for its war in Ukraine. Putin’s statement comes after Iran launched some

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A Year After October 7, Iran is Still the Problem

I arrived in Israel with plans to spend the Jewish New Year, Rosh Hashanah, with my daughter and son-in-law. Instead, we spent two nights in a bomb shelter. The first missile salvo was launched by Hezbollah from Lebanon. Then came nearly 200 ballistic missiles launched by Iran and aimed at Israel’s major cities and towns. On Monday,

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Energy Revenue Fuels A War-Time Moscow Boom

Hundreds of billions of dollars flowing into Russia from oil and gas sales are fueling Moscow’s war effort in Ukraine, and more. Unbeknownst to some diplomats and other decision-makers, energy export revenues drive the massive geo-economic polarization between East and West, as petro and gas dollars pour into the Russian tech sector. Russia’s capital—and especially

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America’s Self-Inflicted Wound In Central Asia

In Central Asia, everyone appears to be moving to secure riches and interests. Japan has just conducted an investment summit with the Central Asian states to develop economic opportunities, China’s Xi is expanding business ties, the EU is inaugurating a new strategic summit, and Vladimir Putin will be visiting in November. The world understands Central

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Trump And Harris Duel Over Energy

Vice President Kamala Harris and former President Donald Trump met for the first time on the debate stage on September 10, 2024, in Philadelphia. Though light on specific policies and plans, the event presented stark contrasts in their approaches to energy, climate, and geopolitics. Among the many topics discussed, both candidates used the occasion to

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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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The Cost Of America’s Global Leadership

It has been over six months since the Houthis, a Yemen-based Iranian-backed militia, began attempting to hold the world’s economy hostage by attacking civilian shipping in the Red Sea, a vital trade corridor between Europe and Asia. It was quickly recognized that the Houthis had to be stopped. The West responded with “Operation Prosperity Guardian,”

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China And Russia Now Dominate The Global Nuclear Trade

The global competition between the West and the rest takes many forms, including in the energy area. The nuclear energy industry has long been such a battlefield. Unfortunately, the U.S. and Europe are not doing great when it comes to winning bids in the developing world. In late May 2024, Uzbekistan signed an agreement with

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China’s Massive Barrage In The Chip Battle

In the ongoing Sino-American trade war; China has made a massive move, in which semiconductor chip tech is a key battleground. Beijing’s latest investment into its chips is its largest yet, with $47.5 billion pumped into semiconductor R&D and manufacturing as part of the third phase of the China Integrated Circuit Industry Investment Fund, also known as

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China’s New Naval Tech: Environmental Dream and Security Nightmare

The world’s largest electric container ship, constructed by China’s COSCO Shipping Corporation, completed its first-ever voyage on April 22. This ship alone will save thousands of tons of carbon emissions in just a few trips, a feat that the climate-conscious worldwide should applaud. Carbon emissions from international shipping, vital for global trade, are upward-trending, contributing to global climate change, and must be

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