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Building Out the Power Grid: Large Power Transformers
There are three major obstacles to expanding the U.S. electrical grid: generation capacity, permitting, and large power transformers (LPTs). Let’s focus on LPTs today. Reindustrialization
How To Ban Diesel Exports
A ban on American crude or diesel exports isn’t going to improve energy security; if anything, it will reduce domestic production. The problem lies in
U.S. Sanctions on Iran Take a New Approach
The U.S. has just announced that it will remove any company or country caught servicing Iranian-owned aircraft from the U.S. dollar system. But these sanctions
The AI Race: U.S. vs. China
The AI race is in full swing. China is chasing digital sovereignty, but there’s a glaring hole in that plan…it doesn’t have the advanced manufacturing
The Diesel Shortage Hits America
With Ukrainian attacks limiting Russian refining capacity and the Persian Gulf conflict restricting exports through Hormuz and the Red Sea, a diesel shortage is imminent.
The Venezuela Oil Deal Is Just the Start
The recent series of U.S.-Venezuela oil deals is not quite as significant as it was made out to be. The main highlights are Chevron’s investment
My Two Cents on the AI Debate
Hear me out…everyone has been yelling about AI the past few days, and the reality is that everyone is probably right, but it probably doesn’t
The Geography of… Bear Attacks
Everyone is always so worked up about bear attacks while I’m out backpacking. The problem is that people are referencing the rise in bear attacks
China’s Hold on Congolese Cobalt
Cobalt is critical for modern batteries, but with over half of global production coming from the Democratic Republic of Congo, it represents one of the
Prize Courts Revived for Iran Seizures
The U.S. military has been seizing Iranian shadow fleet vessels at the instruction of the Trump administration. But until now, they couldn’t do anything with
Can AI-Driven Robots Save Japan?
Japan has long been a pioneer in methodologies and technologies to save society from a demographic crisis. Japan’s next endeavour is developing AI-powered robots for
What Is Zelensky’s Political Future?
Volodymyr Zelensky’s historical legacy is still being written. Sure, he’s remained highly popular as a wartime leader and would likely be reelected if elections were
The Democrats Are Screwed, Too
We discussed the problems with the Republicans; now let’s move on to the Democrats. They’ve got a different set of problems, but make no mistake,
Does the Trump Administration Know What’s Going On?
On the whole, most presidential administrations have limited awareness of things like demographics, trade, geopolitics, and industrial policy. Naturally, government officials view things through a
Back to the Glory Days of the Spice Trade
Global trade was once fragmented into many regional economies. Goods like spices traveled overland through countless intermediaries before reaching the gateway cities of Venice, Genoa,
Project Vault Doesn’t Solve the Mineral Problem
Project Vault, the Trump administration’s initiative to stockpile critical minerals, is just a small step in the right direction. Sure, buying mineral-rich waste helps the