Note: This piece was slightly updated after first publishing to incorporate more details on the planned critical mineral stockpile and other steps to address these supply chain vulnerabilities which were mentioned in the speech and accompanying press release. The Harris Walz campaign released a more detailed note on planned economic policy initiatives today accompanying a major economic… Continue reading Some thoughts on Harris’ Economic Plans
Tag: United States
Some thoughts on Canada’s EV Tariffs
On 26 August, the Canadian government formally announced its new long-expected tariffs on Chinese-made electric vehicles, and proposed new surtaxes on many steel and aluminum products. The move, a 100% surtax on many electric vehicles, brings Canada in line with recent US tariffs on such Chinese produced vehicles when it comes into effect on 1… Continue reading Some thoughts on Canada’s EV Tariffs
Some thoughts on Critical Minerals: Cautious Optimism, Worries about Chinese overcapacity
The following post draws on conversations around critical mineral supply chains I've had in the last few months including some recently around the SAFE summit in DC earlier in March. Among market participants, there continues to be significant optimism about the overall policy support for renewable energy supply chains and battery development due to incentives… Continue reading Some thoughts on Critical Minerals: Cautious Optimism, Worries about Chinese overcapacity
Update on the Russian Oil Price Cap: Deadlock on the “Price”
On, 25 November, EU officials have again failed to reach consensus on the price for Russian oil that would allow an exemption from the EU ban on using its services to transport and sell Russian seaborne crude (aka the G7 price cap). Officials have agreed to resume talks next week, a week out from the 5… Continue reading Update on the Russian Oil Price Cap: Deadlock on the “Price”
U.S. Trade: Bark Starting to Bite?
This week, President Trump announced plans to introduce new tariffs for selected steel and alumnium goods, using the justification of the Section 232, the national security exemption. The move, set to be implemented next week, was swiftly condemned by a wide range of U.S. trading partners, including Canada, Mexico and South Korea, several of whom are… Continue reading U.S. Trade: Bark Starting to Bite?
Ziemba Insights 