Author: Mickael Rois

In a significant policy shift, Washington targets China’s teapots in new oil crackdown, heightening tensions in the global energy markets as we head into 2025. This strategic move is poised to affect trade flows, commodity prices, and investment decisions across the energy sector.Why Washington Targets China’s Teapots in New Oil CrackdownChina’s independent refineries, colloquially known as “teapots,” have long operated with a degree of flexibility that state-owned giants do not enjoy. Over recent years, these teapots have ramped up their crude imports, sometimes taking advantage of regulatory loopholes. By targeting these entities, the U.S. aims to disrupt channels that have…

In 2025, investors and the broader energy sector are closely examining whether space-based solar power is finally ready to shine. This transformative technology, long hailed as the next frontier in renewable energy, offers the promise of near-limitless clean power. But is commercial viability now within reach? Here, we dissect the latest developments, opportunities, and challenges shaping the future of space-based solar power and its potential to disrupt global energy markets.Space-Based Solar Power: Advancing Toward Practical DeploymentSpace-based solar power (SBSP), the concept of collecting solar energy in space and transmitting it wirelessly to Earth, has moved from science fiction to a…

Silver’s Historic Rally Echoes 1980 Hunt Brothers Saga as the commodity surges to new highs in 2025, drawing stark comparisons to the legendary market manipulation episode of the late 20th century. Investors and analysts alike are reevaluating the precious metal’s potential as silver prices break records, stoking conversations that intertwine financial history, supply-demand dynamics, and the implications for energy markets worldwide.Silver’s Historic Rally Echoes 1980 Hunt Brothers Saga: Then and NowThe current spike in silver prices immediately calls to mind the dramatic events of 1980, when the Hunt Brothers famously attempted to corner the silver market. Their aggressive buying drove…

The harsh reality that dwindling gas reserves threaten Colombia’s economy and power grid is coming into focus as energy leaders and investors evaluate the nation’s future. This growing challenge places Colombia at a critical crossroads, as it grapples with shrinking domestic natural gas supplies, rising energy demands, and increasing economic risks for key sectors including manufacturing, power generation, and exports.Why Dwindling Gas Reserves Threaten Colombia’s Economy and Power GridNatural gas is vital for Colombia, powering approximately a third of its electricity and supporting major industries. In recent years, however, analysts and government agencies have sounded alarms: proven gas reserves have…

In today’s rapidly evolving global landscape, understanding how energy scarcity fuels political upheaval is essential for investors, policymakers, and economic strategists. As traditional energy sources dwindle and markets fluctuate, the interplay between energy shortages and geopolitical instability grows increasingly complex, with profound implications for financial portfolios and government relations worldwide.How Energy Scarcity Fuels Political Upheaval in Key MarketsThe relationship between energy scarcity and political instability is not merely theoretical. History is rife with examples where nations facing energy shortages experienced unrest, regime change, or policy overhauls. As global demand for energy escalates—driven by industrial growth, emerging technologies, and electrification initiatives—the…

Last week, Bessent grilled Fed chair candidates on rates and quantitative easing during a crucial Senate Banking Committee hearing, raising pointed questions about the Federal Reserve’s future direction on interest rates and asset purchases. As markets look to 2025, understanding how the next Fed Chair may approach these issues is vital for economic stability and investor strategy alike.Bessent Grilled Fed Chair Candidates on Rates and Quantitative Easing: The Key QuestionsBessent’s line of questioning zeroed in on the candidates’ perspectives regarding the balance between controlling inflation and supporting growth. With quantitative easing (QE) still fresh in market memory and interest rate…

The recent breakthrough announcement that Israel and Hamas agree to first phase of Gaza peace plan has captured global attention, not just for its political implications but also for its potential to reshape the economic landscape of the Middle East and ripple into global markets. As ceasefire terms are negotiated, financial analysts and investors are closely monitoring the impacts on regional stability, supply chains, and broader economic outlooks. Israel and Hamas Agree to First Phase of Gaza Peace Plan: Economic ImplicationsThe emerging framework, wherein Israel and Hamas agree to the first phase of the Gaza peace plan, is expected to…

The question of how to be a macroeconomic dove in Trump’s trade war is more crucial than ever for policymakers, investors, and business leaders navigating renewed global uncertainty in 2025. As protectionist trade measures resurface, understanding dovish economic policies and their practical implementation can help mitigate volatility and foster sustainable growth.How to Be a Macroeconomic Dove in Trump’s Trade War: Pragmatic Policy PathsTo address how to be a macroeconomic dove in Trump’s trade war, it is essential to differentiate between hawkish and dovish macroeconomic strategies. While hawks generally favor tighter monetary policy and aggressive responses to inflation, doves prioritize economic…

In a bold move, China unveiled sweeping policies to control rare-earth exports. The decision aims to protect national security and preserve China’s dominance in strategic minerals. As the world’s top supplier, China’s actions ripple across industries—from electronics to renewable energy and defense. In 2025, these changes are expected to reshape global supply chains. Key Facts: China’s Rare-Earth Export Controls and Motivations China’s Ministry of Commerce announced strict export rules for rare-earth elements, citing national security concerns. Rare earths are essential for electric vehicles, advanced electronics, defense systems, and renewable energy. The new controls require exporters to undergo detailed screening and…

The latest crypto news reveals that the EU eyes euro stablecoins to challenge dollar monopoly, signaling a seismic shift in the global digital currency landscape. As demand for stable, transparent, and euro-backed digital assets grows, European regulators and financial institutions are taking major steps to disrupt the USD’s long-standing dominance in international crypto transactions.EU Eyes Euro Stablecoins to Challenge Dollar Monopoly: Strategic GoalsThe European Union’s intention to introduce and support euro stablecoins stems from both economic and strategic motivations. The dominance of dollar-backed stablecoins such as USDT and USDC has fueled concerns about Europe’s dependence on the US dollar, even…