Search Results for: panama

EV Sales Report: LatAm’s Laggards & Smaller Markets (Argentina, Peru, Ecuador, Panama, & El Salvador)

Whilst Latin America’s largest vehicle markets have been undergoing significant EV growth (we can already predict Brazil’s plug-in market share will surpass 5% in 2024 and Mexico’s will be above 2%) and several minor markets are showing meteoric growth (Costa Rica, Uruguay, and Colombia), this does not mean the entire … [continued]

U.S. EIA Forecasts New Export Licensing Requirements Will Reduce U.S. Ethane Exports

We forecast U.S. ethane exports will decrease by 80,000 barrels per day (b/d) this year and by 177,000 b/d in 2026 in our June Short-Term Energy Outlook because of new licensing requirements for U.S. exports of ethane to China. Any policy changes that relax licensing requirements, such as the outcome of trade negotiations between … [continued]

ChatGPT generated landscape image of empty container ships anchored offshore near Long Beach, symbolizing disrupted trade flows and idle port activity

Ports, Fuels, & Emissions: How Trump’s Tariffs Are Reshaping Maritime Trade

Trump’s aggressive economic policies in Q1 2025 have triggered immediate ripples throughout global maritime logistics, reshaping shipping routes, port activity, fuel consumption, and emissions trajectories. I’ve been seeing statistics on container volumes and hearing from industry insiders that they are bracing for empty US ports in coming weeks. It’s time … [continued]

Slide from Michael Barnard's presentation to global institutional investors through Jefferies investment bank

The Geopolitics Of Critical Minerals: China’s Grip & The West’s Response

Recently, I stood — virtually — before an audience of global institutional investors, invited by Jefferies investment bank to speak alongside six other experts on the deepening geopolitical tensions between the U.S. and China and their implications. Amid this intense discussion, one of the central themes was the rapid return … [continued]