Natural resources and energy
Under the Radar: Why China’s war on pollution is good for the metals industry
China announced and implemented aluminium production cuts this year as a result of anti-pollution measures, resulting in a worldwide spike in the metal’s price. Are producers from other countries ready to take advantage of this win-win situation created by China?
‘Blue Gold’ will be Turkey’s key to the ‘Dry Crescent’
Turkey is pursuing an increasingly assertive foreign policy that’s being called ‘Neo-Ottomanism’. Water will be central to its growing influence.
Catch-22 in the South China Sea: why preserving fish stocks is key to a resolution
ASEAN disunity means no end in sight for China’s island-building in the South China Sea. Yet those islands will destroy the coral reefs they are built on, and the very fish stocks China wants to control in the first place.
Regardless of who wins Chile’s elections, Codelco likely loses
If Chile’s year-long bull market is anything to go by, conservative candidate Sebastian Piñera is likely to become the country’s next president after the December run-offs. But neither Piñera nor
EU divisions and US sanctions to delay Nord Stream 2
Under pressure from US sanctions, legislation in Denmark, and weakening support in Germany, Nord Stream 2 will likely be significantly delayed.
How the drive for North American energy independence could save NAFTA
The energy sector has frequently been cited as a potential area of agreement and cooperation that would bolster NAFTA in the long-term.
Sanctions aren’t stopping Russia’s LNG ambitions
Despite the US and EU sanctions in the energy sector, new LNG projects continue to flourish in Russia.
Risk of US-China showdown hangs over South China Sea
While all eyes are on North Korea, the shadow of a more traditional big-power conflict between the United States and China hangs over the South China Sea.
Special Report: Grasberg mine talks signal Indonesia’s strengthening resolve
Despite issues concerning the Indonesian government’s divestment plans for Papua’s Grasberg mine, there are growing signs that Indonesia will get its way.
Russia’s growing influence in Venezuela is part of a wider strategy
Russia’s investments in Venezuela show that the Kremlin stands ready to make strategic gains from America’s growing insularity.
