Articles & Multimedia
Showing 1-14 of 14 Publications
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Saudi’s Inward Shift Reshapes Its FDI Outlook
Commentary
2025 will be pivotal as the government looks to rationalise spending at a time of sluggish oil prices to reposition for the medium term....
By Rachel Ziemba
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A New Approach to Sanctions Is Pushing Up Energy Prices and Crimping Russia’s Revenue
Commentary
Heightened U.S. sanctions enforcement has also raised the importance of China as the buyer of last resort for Russia....
By Rachel Ziemba
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The Unintended Consequences of Economic Sanctions
Commentary
Economic sanctions are being used more and more often but also face more questions of effectiveness, especially as they are used on larger and larger targets. The recent anniv...
By Rachel Ziemba
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Volkswagen, then Stellantis: Billions for battery plants, but little on mines for raw material
Commentary
Canada’s critical minerals strategy has large aspirations, but these plans will go unrealized without a higher degree of focus and funding....
By Rachel Ziemba, Giancarlo Da-Re & Matthew Funk
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Opec's Surprise Cut: Is the Global Economy Ready
Commentary
The decision by Opec+ members to cut production could be a prescient adjustment ahead of a global slowdown or a premature move that hinders recovery....
By Rachel Ziemba
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On LNG, Canada Turned Away Germany, Then Japan—This Country Cannot Keep Doing That
Commentary
Canada has an opportunity to insist producers invest in the cleanest LNG supplies...
By Rachel Ziemba & Leslie Palti-Guzman
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At $60, the Cap on Oil Prices Will Build Pressure on Russia
With the price cap, the G7 hopes that Russia’s war machine continues to hurt more than the global economy....
By Rachel Ziemba
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Commentary
Middle East Security / Energy, Economics & Security
OPEC+ Oil Cut: Are Saudi Arabia and UAE Testing the Limits of a New World Order?While claims that the Saudis and Emiratis and the rest of Opec+ are biased towards Russia seem overstated, it is clear that they are not shunning them....
By Rachel Ziemba
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Russia Is Making a Killing Selling Oil. A New Plan May Finally Stop That.
Commentary
U .S. diplomats have spent months hawking a plan to cap the price of Russian oil cargoes. Last week, they finally won the endorsement of several other big democracies. But muc...
By Rachel Ziemba
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Russia’s Economy Has Adjusted to Sanctions. That Doesn’t Mean Moscow Is Winning the Financial War.
Commentary
It is far too soon to declare defeat, just as it was far too soon to declare with pride that the ruble was “reduced to rubble,” as President Biden said a few weeks ago....
By Rachel Ziemba
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A Strategic Response to China’s Economic Coercion
Commentary
China is the most willing to deploy the widest range of economic tools in response to a geopolitical conflict. What can the U.S. do?...
By Emily Jin, Emily Kilcrease & Rachel Ziemba
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OPEC Standoff: Resetting market share
Commentary
Producers such as the UAE want to make money from their assets today and set up robust future asset streams that will be robust to the shift to net zero production....
By Rachel Ziemba
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Negative oil prices: Why Asian nations may struggle to take advantage
Commentary
On 20 April, US oil futures closed in negative territory for the first time, implying that no one was willing to take physical delivery of some barrels of oil. While the unpre...
By Rachel Ziemba
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The Trump administration's Iran strategy may be high-cost, low-return
Commentary
The U.S. administration’s signals that it will take a tough line on the reimposition of Iran oil sanctions in November, notwithstanding indications that it may consider some e...
By Rachel Ziemba, Edoardo Saravalle & Elizabeth Rosenberg
