Articles
The oil market scrambles for Hormuz alternatives – from Red Sea to Brazil
The global oil industry is pursuing alternative trade routes, and we can watch the results using high-frequency shipping data in near-real time.
Articles
Merz defense push hasn't revived German manufacturing
When Friedrich Merz announced a dramatic hike in defense spending a year ago, many observers hoped the new Chancellor would stimulate Germany’s stagnant manufacturing base.
Articles
China-Mexico relationship reflects increasingly entwined manufacturing
The China-Mexico relationship touches on the most politically sensitive segments of North American manufacturing – especially the automotive sector.
Articles
Bank of Japan's case to hike rates as union's wage wins combine with Iran oil shock
The imported energy supply shock is dominating the headlines, but Japan also has uniquely homegrown inflation pressures.