Geopolitics

The ongoing interactions between nation states

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Geopolitical Update - April '24

Geopolitical Update - April '24

The New Global Arms Race, Iran Attack Effects on Oil, Pacific Alliances, LNG Export Lawsuit, Long Mexico

Tim Purcell
Tim Purcell
GeopoliticsGeopolitics
+1+1
AUKUS: The Most Important New Security Alliance (Part I)

AUKUS: The Most Important New Security Alliance (Part I)

Deterrence against an increasingly aggressive China 

Scott Smitson
Scott Smitson
PlusPlus
+1+1
The Wagner Group and Instability in the Sahel

The Wagner Group and Instability in the Sahel

What are the implications of an increasingly more Russia-aligned Sahel region?

Scott Smitson
Scott Smitson
GeopoliticsGeopolitics
Geopolitical Update - March '24

Geopolitical Update - March '24

U.S. - China Update, Collateral Damage in Egypt, AUKUS + Japan, Alliance in the Sahel

Tim Purcell
Tim Purcell
PlusPlus
+1+1
Commodities and Great Power Competition in Africa

Commodities and Great Power Competition in Africa

Chinese influence, tensions between Ethiopia and Egypt, and the dispute over Somaliland

Scott Smitson
Scott Smitson
PlusPlus
+1+1
“Peak China” and the Likelihood of War
Premium

“Peak China” and the Likelihood of War

Does a weaker Chinese economy increase the likelihood of war?

Scott Smitson
Scott Smitson
PlusPlus
+1+1
“Peak China” and the Likelihood of War

“Peak China” and the Likelihood of War

Does a weaker Chinese economy increase the likelihood of war?

Scott Smitson
Scott Smitson
GeopoliticsGeopolitics
Episode #4 - John Fowler

Episode #4 - John Fowler

"Xi Jinping will face the largest internal threat to his position"

Scott Smitson
Scott Smitson
GeopoliticsGeopolitics
+2+2
Uranium is Having a Moment
Premium

Uranium is Having a Moment

The price of uranium is surging - this piece explores the geopolitical and fundamental drivers of the move.

Tim Purcell
Tim Purcell
GeopoliticsGeopolitics
Episode #3: Arjun Murti - "We're in the midst of a MESSY energy transition"

Episode #3: Arjun Murti - "We're in the midst of a MESSY energy transition"

The geopolitics of the global energy transition

Scott Smitson
Scott Smitson
GeopoliticsGeopolitics
Episode #2: Michael Kao

Episode #2: Michael Kao

Scott Smitson and Michael Kao explore the vast inner workings of fossil fuels and geopolitics

Scott Smitson
Scott Smitson
GeopoliticsGeopolitics
Episode #1: Adam Rozencwajg

Episode #1: Adam Rozencwajg

Adam Rozenswajg of Goehring & Rozencwajg, Natural Research Investors, sits down with Jacob Shapiro for this inaugural episode of The Geopolitics of Commodities.

Jacob Shapiro
Jacob Shapiro