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Beijing “Seriously Considering” Rare-Earth Export Ban

Beijing “Seriously Considering” Rare-Earth Export Ban Following what was a mostly quiet holiday weekend for trade-war-related rhetoric (other than a dollop of trade-deal optimism offer by President Trump, little was said by either side), Beijing has started the holiday-shortened week by reiterating threats to embrace what we have described as a ‘nuclear’ option: restricting exports of rare earth […]

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Are You Kidding Me? Chinese Exports Plunge 25.4 Percent Compared To Last Year

Are You Kidding Me? Chinese Exports Plunge 25.4 Percent Compared To Last Year We just got more evidence that global trade is absolutely imploding.  Chinese exports dropped 25.4 percent during the month of February compared to a year ago, and Chinese imports fell 13.8 percent compared to a year ago.  For Chinese exports, that was the worst decline that […]

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This Week In Energy: The Growing Threat From China

This Week In Energy: The Growing Threat From China Oil prices dropped to new six-year lows this week as WTI dipped below $42 per barrel. The big piece of news this week was the currency depreciation in China. It seems we are talking more and more these days about the warning signs coming from China’s […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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