Commodities
Strategic Commodities 2.0: Global Tantalum Supply & Demand
Next in our series on strategic commodities we examine tantalum, a conflict mineral with complex geopolitical ramifications for East Africa and beyond.
The Quad Comes of Age?
Assessing the geopolitics and motives behind emergence of the Quad’s Leadership Summit.
Strategic Commodities 2.0: Global Tin Supply & Demand
Next in our series on strategic commodities we examine tin, a conflict mineral whose production is increasingly dominated by Asian states.
Emerging Markets Brace for US Interest Hikes
Ahead-of-schedule rate hikes from the US Federal Reserve risk broadsiding vulnerable emerging market economies like Turkey and Brazil.
Strategic Commodities 2.0: Nickel Supply and Demand
Next in our series on strategic commodities we examine nickel, a lithium-ion battery input that many hope will one day supplant cobalt. But these plans could be upended by a supply squeeze looming on the horizon.
Infrastructure: Biden’s Next Policy Battle
Biden promised big things for infrastructure on the campaign trail. Can his administration deliver?
Global Forecast (3-7-2021)
Examining the issues and hotspots that will be making headlines in the week ahead.
Cobalt Prices Surge as COVID-19 Recedes
Cobalt prices are surging, but is the market heading for a repeat of the false start of 2016-2018?
Inflation Whispers Spook Global Bond Markets
Do spiking yield curves across the developed world harken the end of COVID-era monetary stimulus?
Striking Oil Is No Antidote for What Ails Cambodia’s COVID-hit Economy
Cambodia has extracted its first crude oil from the Gulf of Thailand. Yet with oil prices low amid COVID-19 and production peaking at 7,500 barrels per day, the impact on Cambodia’s economy will be marginal.