Monitoring Local and Global Geoeconomic Catalysts
This note is one of a few I have planned on the state of sanctions going into the next administration. To hear more, join a webinar I’ll be speaking at on 14 January with Dow Jones Compliance. January 10 is set to bring the re-installation of Nicolas Maduro in Venezuela, many months after the election that he… Continue reading Venezuela: Potential Energy Implications of Jan 10
The US finally did “something” in response to Venezuelan president Nicolas Maduro’s noncompliance with the Democracy Agreement signed last fall that led to partial sanctions relief on energy, select debt and gold trade. In recent weeks the Venezuelan government has imprisoned opposition members, and the Supreme Court ruling that banned joint opposition Candidate Machado from running… Continue reading Venezuela Sanctions: Threats of Energy Reversal
In mid-March, I had the honor of presenting at the Joint AJC-Consulate of Canada-Consulate of Mexican event on Energy Transitions in NYC. The event ranged from issues of energy transition and risk across North America and Globally - a very wide remit. For me, it was an opportunity to take stock of the uncertain energy… Continue reading Mexican Energy: Recalibration or Major Shift
I spent some days last week in Waterloo, Toronto and Ottawa to give some presentations and try to better understand Canadian trade policy. With Canadians playing a starring role in the previous week’s excitements in Vietnam the week before last on TPP-11 or the Progressive Comprehensive TransPacific Partnership (CPTPP), it seemed a good time to… Continue reading Takeaways from Ottawa: Trying to Crack the Progressive Trade Puzzle
Ziemba Insights 