International Market Analysis

 

Category Archives: United States

The Ukraine Mineral Deal Might Help The U.S. Break China’s Monopoly

The United States and Ukraine signed a long-awaited deal on April 30 to give the U.S. priority access to Ukrainian critical minerals and other natural resources. After months of acrimonious disputes and negotiations over a ceasefire/peace between Russia and Ukraine, U.S. Treasury Secretary Scott Bessent is now touting the agreement as a signal to Russia that “the

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White House Cuts Red Tape For U.S. Critical Minerals

The Trump Administration used the Defense Production Act as the basis for an executive order issued March 20, 2025 to sharply increase U.S. critical minerals production. Government agencies were given their marching orders, including directives to: Screen applications for critical mineral mining and refining projects, looking for those that can be given immediate approval and

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The Venezuela Oil Tariff Tests Trump Policies

Today, disparate Trump policies —more muscular American diplomacy, less soft power, higher tariffs, and the quest for cheap energy — are being tested together in Venezuela. The pro-Russia, pro-China, and pro-Iran far left Maduro regime in Caracas has long been a thorn in the side of the United States in the often-neglected  Latin American theater. 

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The U.S. Needs To Drill Smarter, Not Harder

The Trump Administration is escalating military operations against the Houthi pirates and terrorists and focusing on the future of the Iranian nuclear program. If hostilities in the Middle East are affecting oil production and transportation, especially in the Persian Gulf, and specifically in the Strait of Hormuz, oil prices may be affected.  Simultaneously, the White

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Putin’s Trolling: A Strategic Minerals Offer For Trump

Just as President Volodymyr Zelensky was preparing to arrive in Washington, D.C., on Friday, February 28th, to sign an unprecedented US-Ukraine agreement on strategic minerals, Vladimir Putin came up with a proposal of his own, involving joint development with the U.S. of rare earth metals, aluminum, and hydropower in Russia. It’s trolling of the 99th

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How LNG Exports Will Define U.S. Energy Policy Under Trump 2.0

President Donald Trump’s guarantee to supply liquefied natural gas to Europe furthers his broader push for U.S. “energy dominance,” marking a stark reversal of the Biden Administration’s pause on the approval of new LNG export infrastructure permits. While Trump’s approach to energy policy correctly identifies LNG as a growth driver and an essential geopolitical lever, expanding LNG exports

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Trump’s Tariffs On Canada Put US Energy Security At Risk

In a far-reaching move set to take effect on March 4th, President Donald J. Trump imposed a 25% tariff on all foreign imports from Canada, a close ally and the US’ largest energy trading partner, as well as on Mexico. Additionally, a 25% tariff was announced on imported steel and aluminum. Canada is the largest supplier to the

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Digital Transformation Can Enable The U.S. To Fight The Shadow Economy

On his inauguration day, President Donald J. Trump signed an Executive Order entitled “Designating cartels and other organizations as foreign terrorist organizations and specially designated global terrorists.” This illustrates the new administration’s emphasis on the global fight against organized crime, with a primary focus on Latin America.  In addition to historically known avenues of illicit revenue

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Russia and Iran’s Defense Pact is a Challenge Trump Must Confront

Russia and Iran signed a mutual defense and security cooperation pact on Jan. 17 — just days before President Trump’s inauguration. Both nations are primary opponents of the U.S., demonstrated by Russia’s war against Ukraine and Iran’s attempts to assassinate Trump, its regular proclamations of “Death to America, death to Israel!” and its backing of terrorist proxies Hamas,

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