Archive

November 27, 2024
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Green Bubble Deflating

  • Donald Trump’s re-election breaks global momentum in green policies. The COP29 flop demonstrated the green bubble’s deflation amid a return of much-needed pragmatism.
  • The EU and UK face competitive pressure to soften their few plans to lower emissions. For example, mandating synthetic fuel would pivot clear from China’s EV advantage.
  • Preserving the non-green capital stock would reverse some stagflationary pressures. Adaptation remains the answer to climate change, even if many don’t want to hear it.

By Philip Rush

November 25, 2024
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The US And The ‘Axis of Upheaval’

  • How Donald Trump goes about trying to fulfil his commitment to end the Russia/Ukraine war stands to have a direct impact on rising tensions on the Korean peninsula and in the Taiwan Strait.

By Alastair Newton

November 18, 2024
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US Politics: “Liquid Gold”

  • Donald Trump will do whatever he can to deliver on his promise to cut energy prices in half within 12 months. But factors outside of his control will prevent him from achieving anything more than a modest ‘win’, if that.

By Alastair Newton

November 11, 2024
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US Politics: Promises, Promises

  • For all of Donald Trump’s unpredictability, one issue he has been consistent with for many years is the use of tariffs to redress the ‘unfair’ trade practices he believes to be the cause of US trade deficits. Bargaining chip or not, this Hobbesian view poses a massive threat to the global economy.

By Alastair Newton

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