Tag: Russia
The Hormuz Shock & The Rise Of The Electrostate
The Strait of Hormuz has always been one of the obvious stress points in the global energy system, a narrow passage through which a large share of internationally traded crude oil, LNG, and fertilizer feedstocks move every day, but most years it has been treated as a geopolitical abstraction rather … [continued]
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Chery Once Tried Canada and Never Got to First Base, Could this Comeback be a Home Run?
Three Chinese brands—BYD, Chery, and Geely—are now widely viewed as the most likely entrants under the new quota system. Yet among the three, Chery may hold an overlooked advantage rooted not in its current electric vehicle portfolio, but in a largely forgotten attempt to enter the Canadian market two decades … [continued]
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Horncastle: How the attack on Iran helps Russia in its war against Ukraine
The U.S.-Israeli war against Iran will likely indirectly further Russia’s war efforts in Ukraine, an expert in international relations says
Middle East conflict sends shock waves through global fertilizer markets
Exports from the Arab Gulf normally exceed 1.5 million tonnes of urea per month, meaning even short-term disruptions can quickly tighten global supply
Renewables And Fossil Fuels In Times Of War
The US/Israel war against Iran is upending energy and financial markets. The escalating attacks have reignited a longstanding debate: Is the combination of renewables and fossil fuels pragmatic as a broad national energy mix, or is it, more clearly, a threat to national security? Last fall, President Xi Jinping announced … [continued]
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