China Bans Exports of Rare Earth Tech as Critical Minerals Race Heats Up
China is raising the stakes in the US sanctions war by tightening rare earth screws.
Read more...Category Archives: Commodities
Why Did Argentina Elect a Right-Wing Non-Establishment Extremist?
More on the truly wacky new president of Argentina, Javier Milei who nevertheless may get some of his bad ideas implemented.
Read more...Geopolitical Rivals Are Key Suppliers of West’s Green Energy Materials
Opposie! The West increasingly needs critical materials from countries against which we have escalated, particularly for green energy.
Read more...The Other China Shock: How Surging Chinese Imports Transformed Global Agriculture
hinese demand for food imports resulted in a significant increase in global cropland and higher profits for farmers exposed to this demand shock. It further highlights that this Chinese food shock served as the main impetus for global deforestation over the period.
Read more...Has the Energy Transition Hit a Wall?
The much-touted green transition is flagging due to rising materials costs.
Read more...Why Biden Is in Trouble About the Economy
Why skeptics are correct to doubt the Biden Administration claims touting how well the economy had done under its stewardship.
Read more...The Future of Mining Is Deeper, Darker, and Riskier
As mining companies delve ever deeper into the Earth, new tools — from AI to metal-eating microbes — will guide the way.
Read more...How Widespread Is Price-Fixing in the US Economy?
DOJ finally goes after Agri Stats, a company notorious for helping the meat industry gouge producers, stores and consumers. Will the move serve as a warning for other industries?
Read more...September Producer Prices Confirm Tailwind of Falling Commodity Prices Has Ended
The commodity price break, which worked its way down to consumers, is ending. What next?
Read more...Kick Start or Kick Over — Can The US Defeat Russia in the Lithium Battery War?
Russia’s substantial lithium reserves and very competitive production costs imply that Russia will soon become a critically important source.
Read more...Imperialism: How the Struggle of Both Classes and Nations Creates Our World
How imperailasm has determined much of the structure of the international economy and that in turn affects domestic interests.
Read more...China And U.S. Lock Horns Over New 122.5% Steel Tariff
Yet another US/China trade row, this one over steel.
Read more...The EU-Indonesia Fight Over Nickel and Who Gets to Own the Clean Energy Future
The situation also provides another example of the challenges of “derisking” from China.
Read more...Kakhovka Dam Breach in Ukraine Caused Economic, Agricultural and Ecological Devastation That Will Last for Years
Ukrainian yields had already fallen by as much as 60 percent. With the loss of the dam and reservoir, agricultural production will shrink further, affecting food security around the world.
Read more...Oil Prices, Oil Profits, Speculation, and Inflation
n the not inconsiderable role of speculation in the crude oil market in the increase in the WTI crude oil price.
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