The Lobito Corridor: Washington’s Answer to Belt and Road in Africa
With the launch of the Lobito Corridor, Washington has made clear its intention to compete with China’s Belt and Road Initiative in Africa.
The Party Is Over for China’s Steel Industry
Absent a new infrastructure or construction boom at home, China’s steel industry is projected to contract as the export markets that recently sustained it close their doors.
Russian Economy: Short-term Resilience, Long-term Risk
The Russian economy has proven far more resilient than Western planners assumed, but strong headwinds loom in the near future.
Geopolitics and Protectionism Inflate Uranium Prices
Uranium prices are testing decade highs as the geopolitical upheaval of the Ukraine war and protectionism in major producers squeezes global supply.
Critical Minerals: Supply Eases as US, Canada Secure Supply Lines
A concerted effort by Canada, the United States, and other Western allies is helping to secure the supply of critical minerals and easing price pressures in the process.
The Impact of New Russian Sanctions on Metals Markets
The effects felt in the metals market across the next few months will likely prompt Western governments to provide funding and political backing for domestic mining projects.
CHIPS Act Wins the Battle, But Not the Semiconductor War
The CHIPS Act buys time for the US semiconductor industry. But if Washington and other Western allies desire a lasting victory, they will have to beat Beijing at its own game.
Kyrgyzstan: The Weak Link of the Southern Corridor
The Southern Transport Corridor can help alleviate some of Kyrgyzstan’s export woes by tapping into global markets; however, given the lack of alternative backers, it would surely come at the cost of deepening reliance on Beijing.
US Shale Resilience Piles Pressure on OPEC+
Not only has US shale survived early attempts by OPEC+ to squeeze out its operations, but it’s now coming for longstanding OPEC+ markets.
Winners and Losers in the Greenback Rally
A stronger-than-expected US inflation report is giving new impetus to the rallying US dollar. Here are some of the winners and losers.