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The Great EV Glut

The new U.S. tariffs on Chinese-made EVs are both unprecedented and largely performative since Chinese EVs haven't yet penetrated the U.S. market. The European Union,...

Mining’s Malaise

Washington’s $370 billion Inflation Reduction Act was seen as a generational opportunity for miners in the U.S. as well as mineral rich trading partners. But...

The Czars Aligned

When Joe Biden took office, many of his supporters thought the first order of business would be unwinding Donald Trump's trade war with China. But...

The New Great Game

In this age of great power struggle, an all-out Cold War, let alone a regional hot war, is not inevitable. And that’s largely because of...