Commodities

GUAM 2.0: Can Free Trade Revive the Forgotten Regional Bloc?

cc Masakazu Matsumoto, modified, https://flickr.com/photos/vitroids/33143780954/in/photolist-SuNxnd-2j54qMd-2fG4Cpy-2uWix-2mUZK3N-2kHvu2g-N2D1eG-2meVyaG-2goqboJ-2uWge-5YewhL-2ku1Kfv-2nDZcky-2FdWNK-2uWbC-5Neyew-2uWeS-Jyfjxt-5Tvbuv-WcuiHq-2njCMJP-6GWvTV-5vKwJg-KnKxQ5-pdQriW-2k3XCwA-d7s8Bu-dHUyNj-duqm4V-2nKSgai-2ma1zcx-2fA9uvx-2iLhe1b-2hC8ZLL-2n8TGtJ-2gopNgs-UQdaHA-2iBqHUw-cuyU5j-LRwrMa-2kTe5bj-SoyrGi-u4Kuz-Q86qu6-2kJ6HNS-KNuhaN-29J8Eiz-254BnKv-E5TWdP-cdwBAG

A new trade deal between Georgia, Ukraine, Azerbaijan, and Moldova could give new life to the long-dormant regional grouping.

US Lithium Industry: Thacker Pass

Silver Peak; the only active lithium mine in the United States; modified Coordenação-Geral de Observação da Terra/INPE, cc, https://commons.wikimedia.org/w/index.php?title=Special:Search&redirs=0&search=silver%20peak%20lithium&fulltext=Search&ns0=1&ns6=1&ns14=1&title=Special:Search&advanced=1&fulltext=Advanced%20search#/media/File:Silver_Peak,_Nevada,_USA.jpg

The story of Thacker Pass – the future jewel in the crown of the US lithium industry – illustrates many of the challenges in shoring up US supply lines of critical inputs for green technology.

Could Canadian Crude Improve European Energy Security?

Alberta Refinery

If Canada is to help improve European energy security amid the Ukraine war, it must start delivering crude oil to Europe immediately. But how viable are these deliveries given Canada's export focus on the United States?

Armenia-Azerbaijan Clashes Hint at New Order in South Caucasus

A Turkish-made Bayraktar TB2 drone; cc Army.com.ua, modified, https://commons.wikimedia.org/wiki/File:Bayraktar_TB2.jpg

New clashes over Nagorno-Karabakh suggest that Russian influence is breaking down in the South Caucasus, with long-term implications for the region.

The Energy War in Europe: Gas and the Russian Oil Price Cap

Alexxx Malev, cc modified, https://flickr.com/photos/alexxx-malev/48804438938/in/photolist-2hmFvnL-2nqJZEC-2newpRr-2nepT5m-2nev6aY-2newpNW-zDUrbb-2iJusb2-CLDYxA-2iSKWtb-2izt69P-2n7mnCn-2n6ckCV-6ic4r1-2nHYK1k-2nevqy9-2ni7Akw-2nhEBcE-2n8NWdf-2nhpBkp-2n6UhBp-2nciDKM-2noKiGG-2niwD2r-2ncfZcy-2jFvYXv-2nuTjtU-2n9QGhS-2nhEhxh-2neA3zV-mTq28R-2npDDXa-zL5ydF-2hpUx3R-2nJbLP8-2nisvhG-2izQ9s9-2hdEq6H-tiXk7Q-2n9rpPU-6gL3mB-2nqg7iJ-2nbAH8U-bwJZ4g-2ncBgJ4-2ndkxtb-2neAYZd-2nh5eEX-2gzpG4G-2ncKqDn

As winter looms, will weather be intervening to provide Russia with much-needed sanction relief?

Strategic Commodities 2.0: Global Lithium Supply

A vehicle in one of Chile's salt flats. cc Diego Delso, modified, https://commons.wikimedia.org/wiki/File:Salar_de_Pujsa,_Chile,_2016-02-08,_DD_01.JPG

New energy paradigms demand new strategic commodities. This article examines factors impacting lithium supply over the next decade.

‘Twice in a Lifetime’ Floods Ravage Pakistan

FinishedHeader

Just 12 years removed from devastating floods in 2010, Pakistan is reeling from another extreme weather event, with long-term political and economic risks abound.

Lithium Monopoly in the Making? Beijing Expands in the Lithium Triangle

cc Dimitry B, modified, https://flickr.com/photos/ru_boff/14863560864/in/photolist-oDrCNL-9j9JCm-ohRG7R-9j9Veh-8VT8yi-aaF7zG-aaCghK-aaCdh8-aaF71J-aaF2vC-aaCef4-aaCeUi-aaCbsv-9j75XM-aaF5F5-9j9HPU-9j9Kph-9j6RNX-9ja29Y-9j9Fb3-9j9EmW-9j6DFZ-9j6Nrc-9j9T63-9j6SFB-9j9S6Y-9j9YSC-9j6L2z-9j7opK-9j6vGH-9j6yot-9j6Pqg-9j7mNt-9j7idZ-9j7jU2-9j6Qcg-9j7nuM-9jap8L-9j7m6z-9j7hca-9j9Loj-9j7kpH-9j9Ums-9j7j8H-9jacV9-9jac7j-9j77Bp-9jagVu-a3M86w-9j7Kct

China aims to expand its influence in the “Lithium Triangle” as a component of a broader campaign to construct a near-monopoly in the global lithium market.

India’s Challenge to Belt and Road in Asia

Chabahar Port, cc Beluchistan, modified, https://www.flickr.com/photos/drymountains/5646023308

Though New Delhi can’t match Beijing dollar-for-dollar, the Indian foreign policy establishment is doing everything it can to ensure that Belt and Road does not go unchallenged in Central and Southeast Asia.

Energy and Food Insecurity Will Outlive the Ukraine War

Ukraine ministry of defense, modified https://commons.wikimedia.org/w/index.php?title=Special:Search&limit=500&offset=0&ns0=1&ns6=1&ns14=1&search=ukraine+war+filetype%3Abitmap&advancedSearch-current={%22fields%22:{%22filetype%22:%22bitmap%22}}#/media/File:Anti-terrorist_operation_in_eastern_Ukraine_(War_Ukraine)_(28390218675).jpg

Fallout from the Ukraine war is just one of many factors fueling energy and food insecurity, both of which are likely to linger long after the conflict is over.

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