Sunak, Scholz, Macron, and…where is Meloni?
Italian Prime Minister Giorgia Meloni is quietly doing her share to help Italy and greater Europe with little applause…
A Few Takeaways from the China brokered Saudi-Iran Deal
A China brokered Saudi-Iran deal will force the U.S. to further rethink its strategy with Saudi Arabia and the greater Middle East…
A Few Takeaways From The Failure of Silicon Valley Bank (…And Signature Bank)
In the midst of the SVB discussion, there are a few takeaways that should not be understated…
As Energy Transition Goes, 2023 Is The Year of Corporate Utilities
Public discussion has largely focused on the push for expanded use of renewable energy and the related investment required to bring those energy sources online. Yet the success of the Biden energy policy depends on the ability of utility companies to fund a significant amount of capex, in particular for transmission and distribution, in the near term…
Three Inputs Often Overlooked In The Energy Transition Process
Recent legislation in the U.S. and Europe (and a war in Ukraine) is accelerating energy transition. Yet, the overhaul of policy requires significant change in other aspects of the economic system and individual livelihoods – in particular, the limited resources of metals and rare earth elements, water and land become significantly more important.
Top 10 Economies To Watch In 2023
Everyone knows economists have a poor track record of predicting recessions. Yet, it is hard to ignore the growing consensus among economists that the combination of inflation and interest rate hikes alongside tempered Chinese demand and US economic uncertainty could be the perfect storm for a global recession.
Those same economists, however, disagree on the depth and length of a potential recession as well as the underlying indicators that will answer their questions. Thus, instead of agreeing on a list of indicators, let’s focus on some countries that could be bellwethers for changing headwinds in 2023…
Nigeria, Libya, DRC…Top elections to watch in Africa in 2023
Africa is a big continent with 54 countries. Thus it should come as no surprise that there are many elections to watch in 2023 with many elections expected to be very competitive…
Qatar’s World Cup Gives Hope to Other Aspiring Countries
Qatar’s bid to host this year’s World Cup was always going to be controversial: the summers are too hot; there are not enough stadiums, hotels, and other necessary facilities; the country does not have a football culture. Still, the question of money and its influence in football should not overshadow the globalization of the sport. This World Cup is likely the prologue to more star Arab football players and maybe another Arab country hosting it…
The World Need More Oil…Will the U.S. Provide It?
What is one thing that Iran, the UAE and Elon Musk can agree on? The world needs more oil…Will the U.S. Provide It?
