Tag: United States
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…
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?
Why Is Saudi Arabia Reducing Its Oil Production?
Why did the Saudi authorities reduce production, despite receiving US advice to the contrary?
Ukrainian Marshall Plan: A Financial and Psychological Endeavor
The western political discussion on Ukraine remains largely focused on military support. But, as the war continues, foreign ministers and finance ministers across Europe are appropriately starting to discuss the financial cost of the war today and in the future when the international community must help rebuild the country…
Turning U.S. Attention from Middle East to China and Asia
The current dynamics in the Middle East are creating an opportune time for U.S. leadership to strategically shift priorities on the global stage, especially as the U.S. is not entangled in any war…
The U.S. and Saudi Arabia: A Rendezvous in the Desert…
U.S. President Joe Biden and Saudi Crown Prince Mohammed bin Salman must come together for a long awaited rendezvous in the desert…ideally the two leaders can employ some modern rules of dating in making the alliance work…
U.S. Infrastructure and Its Challenges…
U.S. infrastructure is the never-ending problem that all administrations want to solve. Yet attempts to find a solution generally creates more questions and angst…
