In today’s newsletter: Higher aviation travel prices and even mass cancellations are imminent. Also, China is a big winner and loser from the war.
China
Posted inEnergy and the Environment
Out of the Chaos, a Green Future?
Today on Aftermath: How the war in Iran may lead to a boost in renewable energy
Posted inEconomic Policy
Aftermath: Plastics Clogged in the Persian Gulf
In today’s inaugural newsletter: plastic supply chains, sulfuric acid export bans, and the war drags on.
Posted inTechnology
Who Will Govern AI?
Trump’s top officials are in the pocket of Big Tech. It remains to be seen whether Democrats will be much better.
Posted inEnergy and the Environment
The National Security Case for Renewable Energy
Turns out oil is vulnerable to price shocks caused by blood-crazed presidents.
Posted inEconomic Policy
Iran War Exposes America’s Unfixed Supply Chains
We have a trillion-dollar military without enough bombs to fight for more than a week, and none of the critical components needed to make more.
Posted inTAP
Trump’s Steady Loss of Support From Republicans and Courts
Every day’s headlines produce another Trump tantrum and more defections from House and Senate Republicans—and court decisions.
Posted inTAP
The Big Winner: China
Trump claimed that his Greenland foray was needed to contain the influence of China and Russia in the Arctic. The result: China is more globally powerful than ever.
Posted inTransportation
How Trump Doomed the American Auto Industry
Ford and GM made a big bet on electrification. Then Trump plunged a knife into their backs.
Posted inTAP
Tariffs: Maybe Not So Crazy
Trump’s tariffs are more a petulance than a policy, but some strategic uses of tariffs can make economic sense. Look at China’s declining trade surplus with the U.S.