Most of the coverage of the Iran war has focused on oil prices. That is understandable — Brent crude surging […]
After the Accord: The Lasting Supply Chain Legacy of the Iran War Read Post »
How the Iran War Is Fracturing the Semiconductor and AI Supply Chain Summary: The iran war semiconductor supply chain crisis
How the Iran War Is Fracturing the Semiconductor and AI Supply Chain Read Post »
The Iran war triggered history’s largest oil shock and supply disruption. But unlike past crises, higher oil prices won’t speed up renewable energy adoption. The real constraints are sulphur shortages, rare earth bottlenecks, and Chinese manufacturing dominance.
The Oil Shock That Won’t Accelerate the Energy Transition Read Post »
China’s rare earths export controls are now a supply-chain reality. Here’s the context, the consequences, and a pragmatic playbook—spanning recycling, magnet capacity, and alternative materials.
Rare Earths Export Controls: China’s Power Play & What the West Needs to Do Next Read Post »