International Market Analysis

 

Category Archives: United States

U.S. And China Vie For Copper As Demand And Prices Soar

The world is running short of copper, and companies and countries are scrambling. This essential metal, a staple of civilization going back to the bronze age, is the lifeblood of existing energy infrastructure and cutting-edge technology. Unfortunately, it faces a projected supply shortfall by 2025 with projections showing a 20% price jump by May 2027.

Read the full article…

Electric Vehicles 2024 Tax Changes Are Not Enough For Global Leadership

Considering an electric vehicle in 2024? Be aware of policy changes that could negatively affect your purchase. Starting in January, new rules will allow car dealers to give EV buyers their tax credit upfront. However, many EV models, batteries and components from China will no longer be eligible as the Sino-American competition goes green. The

Read the full article…

Who Wins & Loses The New Sino-American Green Trade War?

In a bold move, the US has announced sweeping tariffs on Chinese solar cells and modules, intensifying the Sino-American trade war in the renewable energy sector. Like electric vehicles, U.S. will use the full power of its trade regulatory apparatus to stymie China’s unfair competition. This latest announcement came after a Department of Commerce probe

Read the full article…

Rising Oil Prices Fuel Inflation And Threaten Biden’s Re-Election

The world economy has mostly recovered from the COVID-19 pandemic, but nonetheless, US inflation remains well above the desired 2% threshold at an estimated 3.7% in August. Core inflation for the year 2023 is expected to be 4.3%. It is possible that the Fed would need to apply another rate hike to drive inflation down,

Read the full article…

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

Read the full article…

Protecting America’s Power Grids From EMP Attacks

The possibility of such an attack is growing as EMP technology is evolving. The Commission to Assess the Threat to the United States from EMP Attacks,alongside military officials,warned years ago of the possibility of balloon-based EMP attacks. Given that our grid infrastructure is weak, aging, and lacks resilience, EMP attacks could become the choice weapons of

Read the full article…

Bipartisan Carbon Border Adjustment Mechanism – A Political Unicorn?

A Carbon Border Adjustment Mechanism (CBAM) allows a country to impose a price on carbon emitted during the production of goods in the country of origin as import fees, thus incentivizing greener manufacturing. This has been a perennial aspiration of environmentalists for decades that once languished in obscurity but is now rapidly becoming policy. Now,

Read the full article…

Needed: Bipartisan support for America’s global leadership

A minority of Congressional Republicans are turning the U.S. response to Russia’s aggression in Ukraine into a partisan issue. While demanding a thorough accounting of where U.S. dollars are going in the war effort certainly makes sense, flatly opposing aid to Ukraine is divisive and damaging to U.S. global interests, as U.S. allies are increasingly

Read the full article…