October 21, 2017

Beyond Saudi Arabia’s Ambitious Plan to Diversify Economy

But Prince Mohammed faces a tough challenge – modernizing the economy and society will require him to confront religious conservatives, a faction that the government has allied with for many decades. Read More »

Lithium War Heats Up After Epic Launch of Tesla Model 3

The electric car is no longer elite. Now it’s for the masses, and the masses will need more lithium than we can currently get our hands on. It’s a wide-scale energy revolution that will end being the first nail in the coffin for fossil fuels and the heralding of a new era of lithium, the “white petroleum”. Read More »

Will Sri Lanka Overcome its Economic Woes?

It appears that Sri Lanka is in for some tough negotiations with the IMF. It has to address the structural issues, bring in financial reform to expand the tax base, reduce unnecessary expenditure and address the budget deficit. And it must do all these in a difficult political climate. Read More »

Tesla, Other Tech Giants Scramble for Lithium as Prices Double

Driven by the rise of battery gigafactories and game-changing Powerwall and energy storage businesses, the world now finds itself at the beginning of a lithium super cycle that is all about securing new supply, much of which is poised to come from lithium superstar Argentina. Read More »

$85 Crude Oil By Christmas – An Interview With Mike Rothman

While Saudi Arabia has been burning through $12-$15 billion per month from its financial reserves to fund government spending through this period, it seems the policy is that the path to a much higher price and higher revenue will come about by allowing for a prolonged low price. Read More »

Is the American Dream Dead?

The Conversation Editor’s note: This article kicks off our collaboration with Point Taken, a new program from WGBH that premieres Tuesday, April 5 on PBS and online at pbs.org. The show will feature fact-based debate on major issues of the day, without the shouting.   The American Dream that has existed in this country for over 50 years is on ... Read More »

Can Asia Break Free of Great-power Dynamics?

US policymakers underestimate China’s power and resolve and assume that China would not risk the economic costs or military risks of a confrontation with the United States, despite mounting evidence to the contrary. Read More »

Realizing the Potential of India–Pakistan Trade

The complete liberalization of trade between India and Pakistan will be a long and arduous process, but granting NDMA status to India would be a good start. Read More »

Breaking Sri Lanka’s Economic Gridlock

The sharp drop in oil prices is helping to turn around Sri Lanka’s external current account, but remittance earnings are being hit hard, while export earnings remain in negative territory. The impact of global developments is only one side of the story. More compelling is the government’s capitulation to reform inertia. Read More »

Are China and the EU on a Collision Course?

The future of the EU–China trade relationship will be substantially impacted by a debate over whether China should be granted ‘market economy status’ (MES) this year. Read More »