Strategic Commodities 2.0: Global Tungsten Supply & Demand
Next in our series on strategic commodities we examine tungsten, another industrial “conflict mineral” that’s dominated by China on the supply end.
Europe’s Energy Crunch Spills into World Markets
Winter is coming and global energy markets aren’t ready for it.
Vietnam Calls for Vaccines and Climate Change Action at UN
Hanoi is using its time atop the UN institutional structure to draw attention to two colossal non-traditional security threats to international society.
China’s Belt and Road Runs Aground in the Philippines
Lacking the mega-projects seen in mainland Southeast Asia, Beijing’s infrastructure plans in the Philippines have been noticeably smaller in scale and focused more on local connectivity.
Stakes High as Emerging Markets Await Fed Taper Plans
Capital flight, inflation, and debt shocks are the risks facing emerging markets as the Federal Reserve plots a course out of monetary stimulus.
Is the Post-COVID Party Over for Iron Ore Prices?
2021 has been the best of times for iron ore prices, and before the year is out it could be the worst of times as well.
Global Forecast (9-20-2021)
France withdraws ambassadors over AUKUS, Canada heads to the polls, and the Federal Reserve prepares to show its hand on bond tapering.
Is the Australia-UK-USA Trilateral Security Partnership (AUKUS) a Gamechanger?
The AUKUS pact is notable in its shift from style to substance in US-led efforts to counter China in the Indo-Pacific.
Evergrande: China’s Property Goliath Teeters on the Brink
What does too-big-to-fail with Chinese characteristics look like? Evergrande could be just that.
Nickel Prices Recover, Seek Out New Highs
Supply concerns seem to be trumping fears of technological disruptions, with an EV-driven demand boom looming on the horizon.