Commodities

Global Forecast (5-10-2021)

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Inflation data in the United States, Bibi on the ropes in Israel, and signs of renewed violence in Afghanistan.

G7 Reinvents Itself as Democratic Bulwark in London

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The G7’s sprawling new communique portrays the bloc as a democratic bulwark against creeping authoritarianism.

Peru’s Voters Mull a Hard Left Turn

Peru Libre in 2014, cc Roy Cerrón Rojas, modified, wikicommons, https://commons.wikimedia.org/wiki/File:Campa%C3%B1a_Per%C3%BA_Libre.JPG

Decades of business-friendly politics may be coming to an abrupt end in Peru.

Global Forecast (5-3-2021)

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Turkish military sets up shop in Iraqi Kurdistan, border clashes break out along Kyrgyzstan-Tajikistan border, and another Belt and Road deal is in the crosshairs in Australia.

Strategic Commodities 2.0: Global Lithium Demand

cc flickr Coordenação-Geral de Observação da Terra/INPE, modified, https://flickr.com/photos/observacao-da-terra/43000042851/in/photolist-2j4pvzc-ZgN3te-oDrCNL-ohRG7R-8VT8yi-aMPDpv-6arXby-28vLsDa-6anAWe-6anAWc-ZMstLE-ZSaJt4-FVAXce-FVB1Vr-NqM8Ee-NmNxFn-2bWTzZz-2aG93uT-8qNChk-8qNC4p-8qRJmm-8qRTT9-8qRUiL-8qRU5f-8qNNbt-ZSaEkV-8qNNkK-FVAWTt-ZMs9W5-ZMsrCG-ZSaK1X-ZMspgN-ZMsskJ-ZSaKNt-ZSaLcz-ZMstiq-8qRUbd-8qRUHm-8qNBJe-8qRUMs-8qRTYL-8qRJ41-8qNBXk-8qRJJf-8qNCrg

New energy paradigms demand new strategic commodities. First in a new series, this article examines factors impacting lithium demand over the next decade.

Strategic Commodities 2.0: Global Uranium Supply & Demand

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Next in our series on strategic commodities we examine uranium, a key input in nuclear power generation that was included on the US Interior Department’s list of critical minerals.

Belt and Road Suffers Setbacks in Italy, Australia

cc Flickr EU2017EE Estonian Presidency, modiifed, https://creativecommons.org/licenses/by/2.0/

Two Western governments scuttled Belt and Road-linked deals this week. Is a trend in the making?

Joe Biden Can Learn from Indonesia’s Infrastructure Experience

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Infrastructure policy must address domestic productive capacity lest it seed future economic crises.

Strategic Commodities 2.0: Global Tin Supply & Demand

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Next in our series on strategic commodities we examine tin, a conflict mineral whose production is increasingly dominated by Asian states.

DRC Dreams of Cobalt Monopoly

cc Flickr MONUSCO Photos, modified, https://www.flickr.com/photos/monusco/13406579753

The Democratic Republic of Congo produces most of the world’s cobalt, but has little power over global prices. Kinshasa is working to change that.

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