MenuIn 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
Category Archives: Geopolitics
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
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
The Global Take | Biden’s Trip to Asia- QUAD Summit | Bloomberg Radio
Dr. Ariel Cohen in his interview with Bloomberg Radio analyzed President Biden’s trip to Asia and the reasons for its sudden cancellation, China’s intensifying engagement in Central Asia and US policy to counter China in the Indo-Pacific. Watch here.
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
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
The Global Take | Why are Sudan’s warring generals failing to abide by the ceasefire? |TRT World Now
Dr. Ariel Cohen is interviewed by TRT World Now where he presents his analysis of the ongoing clashes between the Sudanese army and the paramilitary force RSF, the geopolitical dimension of the conflict and future scenarios. Watch here.
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
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