International Market Analysis

 

Category Archives: United States

How Oil Reveals The Cracks In Russia’s War Economy

Russia’s war machine is showing unmistakable signs of strain. After nearly four years of fiscal overreach caused by injecting trillions of rubles into the Russian economy, the Kremlin can no longer disguise its distress. American envoys met in Geneva on Sunday, November 23rd with Ukrainian officials to discuss a permanent ceasefire, however, this is no time

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Investment Booms In Eurasia After Abraham Accords Expand

When Kazakhstan’s president Kassym Jomart Tokayev announced, during a meeting with President Trump in the Oval Office, that Kazakhstan would join the Abraham Accords, markets rejoiced, and the decision was lauded in boardrooms and policy chanceries from Washington to Beijing and from New York to Shanghai. Kazakhstan’s joining transformed the process initiated by President Donald J.

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Trump’s Pakistan Pivot And The Future Of U.S.–India Partnership

President Trump is definitely changing the course of American foreign policy, trying to pull China’s allies away from Beijing. It may not work as well as he hopes. After Moscow rebutted his entreaties to cease fire in Ukraine, the White House began trying to woo Islamabad. Despite Pakistan’s tumult with India and Afghanistan, President Trump

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Without Subsidies, U.S. Solar Energy Must Shine On Its Own Merits

President Trump has repeatedly criticized solar and wind, most recently in at the U.N. General Assembly, calling them “a joke” and the “scam of the century.” Congressional Republicans passed the One Big, Beautiful Bill, which put the brakes on federal clean energy subsidies by terminating investment and production tax credits for wind and solar projects not in service

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World-Changing AI Is Raising U.S. Electricity Bills

A report on the Consumer Price Index published in early August of this year found that the cost of electricity in the United States is rising at more than double the rate of general inflation. American households have seen their electricity bills rise 30% since 2021. This is contributing heavily to rising cost-of-living concerns across the country.

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Texas HyperGrid: Hope or Hype?

The Texas power grid, long isolated from the rest of the country’s interconnections to avoid federal oversight, has its share of long and near-term problems, such as a projected 8.3% shortfall by 2027 as demand increases, and limited weatherproofing. Though the Texas legislature and the Electric Reliability Council of Texas, the independent state grid operator, have taken important steps

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The U.S.-EU Energy Deal: A Strategic Win For Europe?

This past Sunday, President Donald J. Trump and European Commission President Ursula von der Leyen announced preliminary terms of a trade deal between the U.S. and the EU from the Trump Turnberry golf resort in Scotland. A key component of the agreement is a pledge from the European Union to purchase $750 billion worth of energy

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Trump Shouldn’t Let Big Beautiful Bill Boost China’s Clean Energy Edge

On July Fourth, President Donald Trump signed the “One Big, Beautiful Bill” into law, introducing significant changes that will dramatically reshape America’s energy landscape. The newly minted OBBB Act leaves businesses and policymakers trying to determine its potential impact on jobs, investment, and the nation’s position in the global energy race.  Read the full article

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Time To Reinvent U.S. Critical Minerals Strategy

For the Trump administration, critical minerals are a global policy priority. President Donald J. Trump is trying to get China to relax bans on rare earth minerals desperately needed for American industries, including defense and tech. From Greenland to Ukraine, the U.S. is signaling interest and engagement, be it intent to acquire or a comprehensive energy and

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Renewable Energy Investors Receive Mixed Signals In The U.S.

The Trump Administration’s energy policies are shifting the investment priorities in American renewable energy, and not to its benefit. But the jury is still out whether the green transition can be stopped or reversed.  In the first quarter of 2025, approximately $8 billion in clean energy investments and 16 large-scale projects were cancelled – the highest

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