International Market Analysis

 

Category Archives: United States

To Defend Democracy, Time To Revamp America’s Military-Industrial Base

America’s defense industrial base is not ready for the dangerous global environment in which the U.S. and the West find themselves. For the White House, the Pentagon, and the U.S. Congress, continuing to neglect this situation is no longer an option. The Center for Strategic and International Studies recently conducted and reported on a series

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The US Must Boost Homeland Resilience In The 21st Century

On February 15th, 2024, the White House confirmed that Russia is attempting to deploy a nuclear spaceborne anti-satellite weapon. While the White House was quick to qualify that there is no immediate nuclear threat to the homeland, little doubt remains that Russia’s pursuit of this weapon, banned under international treaties, is a dire threat. The

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The U.S. Is Losing the Nuclear Energy Race to Russia and China

Even as Russia remains under unprecedented Western economic sanctions, the U.S. finds itself dependent on one Russian vital import: enriched uranium. The U.S. is the largest producer of nuclear energy in the world, but it has allowed its civilian nuclear infrastructure to languish since Jimmy Carter and Ronald Reagan’s presidencies in the 1970s and 1980s.

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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.

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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

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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

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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,

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