This year’s list of top reads includes several on trade, environmental bottlenecks and foreign policy, as well as some compelling biographies and books on food and art. I read and listened to plenty of fiction also this year, but it was the non-fiction books that lingered with me. My wine books list can be found… Continue reading Thought-provoking reads 2024
Tag: news
Good News Bad News for Critical Minerals
In early November just after the election, I joined the Hudson Institute and Macdonald Laurier Institute to talk about US-Canada Energy supply chains. At the time, the degree of tariff threats and annexation seemed hard to fathom. Nonetheless it seems worthwhile to share. I focused my remarks on critical mineral supply chains, a segment of… Continue reading Good News Bad News for Critical Minerals
Saudi Arabia: Inward Focus as Global Oil Demand Remains Sluggish
With global oil demand growth slow, Saudi Arabian authorities are pulling assets from abroad, unlocking assets from the national balance sheet and prioritizing local development projects to support growth. Looking ahead, the outlook will stabilize as the macro hit from the past production cuts eases, but prolonged higher interest rates and prioritization of local projects… Continue reading Saudi Arabia: Inward Focus as Global Oil Demand Remains Sluggish
Ziemba Insights 