Articles & Multimedia
Showing 1-20 of 36 Publications
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Weapons Stockpiles Become the Next Constraint
Rachel Ziemba, adjunct senior fellow at the Center for a New American Security, joins Bloomberg Surveillance to discuss U.S. weapons stockpiles and their impact on future nego...
By Rachel Ziemba
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Ziemba: U.S. Long-Term Commitment Concern Gulf States
Oil climbed on pessimism over US-Iran peace talks as both sides exchanged fire for an 11th consecutive night. Commercial traffic through Hormuz has reached its lowest level in...
By Rachel Ziemba
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Ziemba: Alternates Pipelines as Hormuz Pressure Remains
Risks around the Strait of Hormuz remain elevated as U.S.-Iran tensions pressure a fragile truce. Ziemba Insights founder [and Adjunct Senior Fellow at the Center for a New Am...
By Rachel Ziemba
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Ziemba: Iran Looking to Monetize & Weaponize Hormuz
Oil steadied after falling more than 3% in previous sessions following early progress in peace talks over the Iran war. A U.S. waiver allows some sales from Iran, offering the...
By Rachel Ziemba
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Ziemba: U.S. Strategic Reserves Lowest in Over 40 Years
Oil prices rose after fresh US and Iranian strikes in the Gulf. President Donald Trump blamed Tehran for shooting down an American military helicopter off the coast of Oman. R...
By Rachel Ziemba
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President Trump Wants to Be Able to Sell the Iran War as a Win
Rachel Ziemba, founder of Ziemba Insights and adjunct senior fellow at the Center for a New American Security, says that investors should look beyond the ending of the Iran wa...
By Rachel Ziemba
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Middle East Security / Energy, Economics & Security
Oil Prices Continue to Underprice OutageAs the Iran war continues into its 4th week, the effective closure of the Strait of Hormuz has heightened pressure on the US and major energy importers. Iran has threatened to...
By Rachel Ziemba
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Russia Is Taking Advantage of the Destabilized Globe
On tonight’s episode of W News with Catalina Marchant de Abreu, we cover the biggest stories from Davos and beyond. Donald Trump launched his new “Board of Peace” at the World...
By Rachel Ziemba
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‘Drill, Baby, Drill’ Everywhere Except the U.S.
Global markets remained resilient as investors grow accustomed to President Trump's unorthodox military operations, viewing them as temporary shocks rather than long-term risk...
By Rachel Ziemba
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Gold Looks the Way to Play Weaker Dollar
Gold rose to a record high — the 50th day it’s done so this year — on escalating geopolitical tensions and prospects for more US rate cuts. Silver also set an all-time peak. M...
By Rachel Ziemba
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Chinese Demand for Oil Remains Key
Oil advanced from its lowest level since 2021 after President Donald Trump ordered a blockade of sanctioned tankers off Venezuela. Rachel Ziemba, CNAS adjunct senior fellow an...
By Rachel Ziemba
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Oil Prices Reliant on Chinese Demand
Oil fell for a second session as the market weighed a looming glut and the possibility for an end to the war in Gaza. Rachel Ziemba, adjunct senior fellow at the Center for a ...
By Rachel Ziemba
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Ziemba: Oil Markets in ‘Show Me the Outage’ Mode
Oil rose a second day on optimism over US trade talks ahead of next week’s deadline, and as tightness in diesel markets boosts sentiment. Rachel Ziemba, adjunct senior fellow ...
By Rachel Ziemba
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Indo-Pacific Security / Energy, Economics & Security
U.S.-India Trade Talks Show Progress, but Major Hurdles Remain, Says StrategistRachel Ziemba, adjunct senior fellow at the Center for a New American Security, says the U.S. and India are making progress toward a trade deal, driven by shared geostrategic ...
By Rachel Ziemba
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Middle East Security / Energy, Economics & Security
Ziemba: U.S. Has To Be Ready To Accept Mideast InvestmentsUS President Donald Trump has secured $200 billion in deals during a visit to the United Arab Emirates, according to the White House, as he wraps up his visit to the Middle Ea...
By Rachel Ziemba
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Indo-Pacific Security / Energy, Economics & Security
Ziemba: Struck By Energy Deal Between India & Saudi ArabiaSaudi Arabia and India have agreed to deepen energy ties and cooperate more closely on tourism and technology as the countries seek to strengthen relations at a time of turbul...
By Rachel Ziemba
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Transatlantic Security / Energy, Economics & Security
Ziemba on Ukraine Peace Talks, Sanctions & OPECRachel Ziemba, an adjunct senior fellow at the Center for a New American Security (CNAS) speaks with Bloomberg TV’s Joumanna Bercetche on Horizons Middle East and Africa about...
By Rachel Ziemba
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We Might See a Reprieve on Canada and Mexico Tariffs This Week: Strategist
Rachel Ziemba, an adjunct senior fellow at the Center for a New American Security (CNAS), says it’s “definitely possible” to see a delay of tariffs against Canada and Mexico, ...
By Rachel Ziemba
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Ziemba: Sanctions Enforcement on Russia To Ease Up
Rachel Ziemba, an Adjunct Senior Fellow at the Center for a New American Security (CNAS), speaks with Bloomberg TV’s Joumanna Bercetche on the Horizons Middle East and Africa ...
By Rachel Ziemba
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Middle East Security / Energy, Economics & Security
Ziemba: Trump, Gaza Plan Unlikely to Come to FruitionRachel Ziemba, an Adjunct Senior Fellow at the Center for a New American Security (CNAS), discusses Donald Trump's proposal that the US should take control of the devastated G...
By Rachel Ziemba