China

Coronavirus has launched the greatest energy upheaval since the dawn of the petroleum age. In the short run, this means rock-bottom – even negative – prices for oil and a much-needed [...]

In the past couple of weeks coronavirus cases outside of China surged. Particularly worrisome clusters emerged in South Korea and Iran, countries which serve as transport hubs for their [...]

by Melissa Taylor and Peter Zeihan This piece is part of the Cutting Room Files, portions of the upcoming Disunited Nations text that were cut for length and adapted for the [...]

Bonds are sliding toward negative territory across the developed world.  Among the largest industrialized economies, only the United States is offering over 2% yields on 30-year bonds. And [...]

On May 15 the U.S. government put Chinese telecoms giant Huawei and nearly all its affiliates and subsidiaries on an export black list, which prohibits American firms from selling them [...]

I woke up Monday morning to find a bit of a debate on my Twitter feed over assessments of my ability (or lack thereof) to pontificate on trends in the energy sector. Specifically, Art Berman [...]

On Oct 1 the American, Canadian and Mexican governments announced their mutual agreement to a revised treaty text for the North American Free Trade Agreement. As it was at formation, NAFTA [...]

The economic conflict between the United States and China continues to ramp up. Earlier this week the Trump administration announced plans for tariffs on another $200 billion in Chinese exports [...]

by Peter Zeihan, Melissa Taylor, and Michael N. Nayebi-Oskoui See Part I and Part II. Event 3 – The Chinese discover they have no clothes (May 18) The threat [...]

Thursday, March 22 was a big day, but before I get into the meat, there’s a couple of items I need to do a quick update/refresh on. On March 1st the Trump administration announced [...]