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China
International News

China’s blistering solar power growth runs into grid blocks

May 24, 2024 Mariel Alumit

BEIJING, May 22 (Reuters) – China’s breakneck build-out of solar power, fuelled by rock-bottom equipment prices and policy support, is slowing as grid bottlenecks pile up, market reforms increase uncertainty for generators, and the best […]

Copper
Critical Minerals

Copper squeezed in the United States but China has plenty

May 23, 2024 Mariel Alumit

LONDON, May 22 (Reuters) – The London Metal Exchange (LME) copper price hit a record nominal high of $11,104.50 per metric ton on Monday. The London market is playing catch-up with its U.S. peer CME […]

Yemen
Geopolitical

Ships in near miss with missile attacks off Yemen

May 23, 2024 Mariel Alumit

Two unidentified merchant vessels have reported an attack off Yemen. Maritime security consultancy Ambrey said it received a report that a ship was suspiciously approached 68 nautical miles southwest of Yemen’s port city of Hodeidah […]

raw materials and technological
Critical Minerals

Geopolitical risk: raw materials and technological dependence

May 21, 2024 Mariel Alumit

Raw materials are the great overlooked in the global technological competition. In 1992 the father of China’s economic revolution, Deng Xiaoping, said that ‘the Middle East has the oil, but China has the rare earths’. […]

Dali
Exports

Dali to be refloated today as manager urges for crew to be allowed to leave vessel

May 20, 2024 Mariel Alumit

The refloat and transit of the stricken Dali containership from its current location to a terminal in Baltimore is slated for Monday morning. Optimum conditions call for the transit of the 9,962 teu ship to […]

Biden
Energy Transition

Biden Administration Increasing Tariffs on $18B of Imports from China

May 18, 2024 Stu Turley

A fact sheet posted on the White House website this week announced that U.S. President Joe Biden is directing his trade representative to increase tariffs under Section 301 of the Trade Act of 1974 on […]

China
Geopolitical

What Biden’s New China Tariffs Mean for World Trade

May 18, 2024 Stu Turley

“We are very concerned,” says WTO chief Ngozi Okonjo-Iweala. It is now well-known that Beijing has distorted certain markets in part by introducing massive subsidies. For example, China now produces electric vehicles that are widely […]

Houthi
Crude Oil News

The success of the Houthi reshapes energy geopolitics

May 16, 2024 Mariel Alumit

The dramatic escalation between Israel and Iran has sidelined the most significant disruption of global energy trade over the last year. Since mid-November 2023, the Houthi have launched dozens of attacks to commercial vessels, firing […]

Biden
Electric Vehicles

Biden ratchets up tariffs on Chinese EVs, solar, batteries

May 15, 2024 Mariel Alumit

The Biden administration moved Tuesday to block China’s access to the American market for clean energy technology by doubling duties on solar cells and effectively quadrupling the price of electric vehicles from China. The actions […]

Biden
International News

Biden Admin Set to Announce Tariffs on Chinese EVs and Solar Panels

May 10, 2024 Mariel Alumit

Biden’s tariffs, targeting China’s “new three” green goods, are expected to be announced next week, escalating trade tensions between the US and China. The move is anticipated to impact various sectors, leading to market turbulence […]

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