The FT’s Javier Blas has been writing about the disruption in the energy markets as a result of the Japan earthquake. Here is the current state of play with energy-related commodity prices. Read more
Last week I wrote about the spike in Chinese demand for coal, which was driving a boom in coal M&A deals.
The phenomenon has not gone unnoticed by environmental campaigners, many of whom are quoted in a piece today in the New York Times. Read more
With just a week to go until the US midterms, the narrative seems to have been set: the Republicans are going to do well because of anger at the Obama administration towards two things in particular: a lack of jobs and the healthcare bill.
But there may be another element at play which is feeding into this heady mix: the cap-and-trade bill. Read more
China’s aggressive efforts to secure natural resources around the world have sometimes made it an opponent of other importing nations, most recently South Korea. But a shared hunger for commodities can bring countries closer to together too. Read more
As Asia’s major economies bound forward and their hunger for energy surges over the next decade, Indonesia is strategically positioned to take advantage as the world’s largest exporter of coal. It is also neatly placed geographically, on the doorsteps (well, almost) of China and India. Read more