Geopolitical Risk + Energy Transition + Climate Change = The Trifecta
BLUF Usually, we talk about ships transiting through the Panama Canal. But a robust ecosystem of multimodal transshipment options explodes from the area around the canal, making this 50-mile (80 km) strip of land even more strategically important than many realize. The Panama Neutrality Treaty helps maintain the status quo.…
BLUF The importance of the NDIS lies as much in its existence and articulation as it does the content and priorities outlined. By acknowledging the multidimensional problems and envisioning solution sets, the US government transparently signaled to industry, allies, and partners the essential nature of their collaboration. Why does…
BLUF Panama Canal’s port concessionaire is 80% owned by a Hong Kong company with ties to the PRC for decades. Law #5 gives the concessionaire significant authority that puts the port’s neutrality at risk. The geopolitical risk presented by PRC’s ability to exert significant influence over Panama Canal operations…
BLUF Korea, Japan, and China are the #1, #2 and #5 largest importers of US LNG. Ensuring Korea’s reliable supply of US LNG is critical to the country’s energy security. Japan and China are less reliant on US LNG. Why does this matter? All points of exit for US…
