International Market Analysis

 

Category Archives: Geopolitics

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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OPEC+ Oil Price Rise May Trigger A Recession

The OPEC+ cartel of oil-producing nations led by Saudi Arabia and Russia and chaired by Alexander Novak, Russia’s Deputy Prime Minister and Minister of Energy, is going to remove nearly 1 percent of total global oil production from the market in an apparent effort to increase prices. Despite earlier signals that OPEC+ would make no

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Has China Shifted the Middle East Balance of Power?

Earlier this month, Iran and Saudi Arabia agreed to restore diplomatic ties after seven years and signed a China-brokered agreement in what is being termed a breakthrough deal for the region. How does this impact and alter America’s geopolitical stature in the region? What are the first and second-tier consequences of weakening the U.S. presence and position in the

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Ukraine’s “Marshall Plan” Should Come with Transparency

Ukraine, a democratic ally with a transatlantic orientation, is fighting a domestically and internationally popular defensive conventional war against Russia, a former imperial master that is attempting to deny Ukraine peoplehood and statehood and that happens to be longtime rival to the U.S. With moral indignation driving a rare bipartisan U.S. foreign policy, there is an understandable

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Biden’s Saudi Adventure: An Oil Strategy Failure And Beyond

Since the historic meeting between President Franklin Delano Roosevelt and Saudi Arabia’s founder King Abdulaziz aboard the USS Quincy in 1945, America’s relationship with Saudi Arabia has always been transactional: oil for security. Over the past fifteen years, ever since the election of President Barack Obama in 2008, the perceived failure of both sides to honor their

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