Recent Posts

Europe’s ban on Russian oil has to be realistic now

The European Union (EU) is working toward a ban on imports of oil from Russia, as well as targeting the country’s wider trade through sanctions on shipping insurance. But it needs to realise that reducing Russia’s oil exports to zero is neither achievable nor desirable. Hungary, Slovakia and Croatia are already threatening the bloc’s unity over a proposal to phase ...

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Industrial demand may be slowing

Is industrial demand still too hot for supply chains to handle, or starting to show signs of slowing down? As a volatile earnings season draws to a close, clarity is in shorter supply than semiconductors. Most manufacturers are still growing sales on a headline basis, but almost all that momentum in the first quarter came from price increases. Industrial companies ...

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California vs Florida, a Covid-19 reckoning

  California and Florida have a lot in common: Large populations, nice weather, beautiful beaches, celebrities, Disney theme parks, hundreds of thousands of acres of citrus orchards. When Covid-19 came to the US in early 2020, the two states reacted similarly, shutting down in-person schooling and indoor dining and urging residents to stay home. Through some combination of that quick ...

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