Good morning, and welcome to the Global Situation Report for Tuesday, 12 December 2023. Why It Matters: Bank of America commodity analysts don’t expect a restart of the Cobre mine until after Panama’s May 2024 elections. Next year is a key election year not just in Panama but throughout the world, and countries’ election results […]
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Good morning! Mike here from Forward Observer, and here’s what’s on my radar… Over the past couple months, I’ve seen some folks on social media warn that January 2025 is the “big one”. That’s the time, according to them, that everyone should be preparing for. I don’t disagree that January 2025 could be catastrophic (election […]
Good morning, and welcome to the Global Situation Report for Monday, 11 December 2023. Why It Matters: An ICJ ruling is likely to set up a scenario similar to the 2016 case between the Philippines and China. The ICJ ruled a territorial dispute in favor of the Philippines but failed to enforce its ruling against […]
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Good morning, and welcome to the Global Situation Report for Friday, 08 December 2023. Why It Matters: You can increase your resilience to global supply chain problems and higher prices. First, assess your reliance on foreign manufactured goods and, if possible, bulk order these products now. Also, especially if you run a U.S. business that’s […]
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Good morning, and welcome to the Global Situation Report for Thursday, 07 December 2023. Why It Matters: China’s last major grain buying spree occurred in 2021. Total grain imports more than doubled from 2019 to 2020 and more than doubled again from 2020 to 2021. It raised questions about whether China was preparing for a […]
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Good morning, and welcome to the Global Situation Report for Wednesday, 06 December 2023. Why It Matters: The Israel-Hamas war continues threatening to send the region into a larger armed conflict. So far, there is a significant unwillingness from Iran and Turkey to get militarily involved. The Saudis don’t want a larger war. Iran doesn’t […]