Geopolitics, Regulation & Policy

Track how sanctions, trade policy, resource nationalism, OPEC decisions, and critical minerals policy shape global commodity markets.

Commodity Geopolitics
Critical Minerals Policy
Environmental Regulation
OPEC Policy
Resource Nationalism
Sanctions & Energy Markets
Trade Policy & Tariffs
Photo collage showing a portrait of Alexander Hamilton as seen on the back of the US 10 dollar bill superimposed with an engraved portrait of Ayatollah Ruhollah Khomeini as seen on the Iranian rial.
Commodities

Economic warfare is back on the menu

And new tariffs on Canada add to economic pressure.

Lucy Brewster
Percent symbols and stock charts held back by court pillars
Commodities

Are tariffs done for real?

Reciprocal tariffs may head for the Supreme Court as soon as Friday.

Lucy Brewster
Bottles of champagne on a shelf
Commodities

The tariff spirit

Markets digested yet more tariff news today, this time on European alcohol.

Lucy Brewster
A stack of shipping containers
Commodities

Tariff deja vu

Auto stocks sank on news that higher tariffs may be coming.

Lucy Brewster

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