Tag: imports
China’s EV Revolution Left US Automakers Behind — Trump Just Sped It Up
In the early 2010s, China was the promised land for American automakers. General Motors sold more vehicles there than in its home country. Buick, a brand fading into irrelevance in North America, was reborn as a prestige marque in Chinese cities. Ford had late but strong momentum, while Chrysler quietly … [continued]
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The Geopolitics Of Critical Minerals: China’s Grip & The West’s Response
Recently, I stood — virtually — before an audience of global institutional investors, invited by Jefferies investment bank to speak alongside six other experts on the deepening geopolitical tensions between the U.S. and China and their implications. Amid this intense discussion, one of the central themes was the rapid return … [continued]
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From Darkness to Light: Iberia’s Rapid Grid Recovery Explained
On April 28, 2025, the Iberian Peninsula experienced a significant and sudden blackout, plunging large portions of Spain and Portugal into darkness and disrupting critical infrastructure for millions of people. The outage occurred at around midday, severing approximately 60% of the region’s electricity supply in seconds. The initial cause remains … [continued]
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U.S. Imports of Major Transportation Fuels Decreased in 2024
U.S. imports of petroleum products decreased by 210,000 barrels per day (b/d) in 2024 to average 1.8 million b/d. Imports of all major transportation fuels, such as motor gasoline, diesel, and jet fuel, as well as other products, such as unfinished oils, decreased. Motor gasoline makes up the largest share … [continued]
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The US Continues To Be At Odds With Its Allies Over Renewable Energy
To hear Donald Trump brag about it, you’d think that coal is an energy savior. After all, he has recently signed four executive orders aimed at increasing coal production and saving coal-burning power plants from retirement. Yet what the Trump administration isn’t admitting is that the growth of solar has … [continued]
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