Mike Pence on Leadership and the Future of the Republican Party
Former US Vice President Mike Pence looks back on the events of January 6 2021, his final days in office with President Trump and his…
Thought Leader: Mike Pence
Critical Water Levels in the Panama Canal & MedShare Match
Water levels in the Panama Canal are critically low, and the effects could be devastating. The canal represents one of the world’s most important trade routes and plays an essential role in the US trade system.
Ship traffic in the canal has already fallen by 25%, and throughput capacity has been cut in half. This drought will only worsen as an intense El Niño winter rolls through.
Although there aren’t any great short-term solutions, this should be the kick in the ass the US needs to reshore processing. Outside of mitigating future disruptions, everyone using the Panama Canal will just have to ride this wave (or use longer and more expensive routes).
Relevant and recent posts
Marc Short on U.S. Investment in Critical Minerals
Why do critical minerals matter now? Marc Short explains how U.S. investment in critical minerals fits into a broader strategy around economic security, manufacturing, and…
Thought Leader: Marc Short
Marc Short on AI Policy and the Government’s Role in Chip Technology Investment
On CNBC, Marc Short breaks down the role of AI policy and how government investment is shaping the future of chip technology. A former Chief…
Thought Leader: Marc Short
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Peter Zeihan: Canada’s China Option
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Peter Zeihan: What’s Wrong with the EU-India Trade Deal?
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Peter Zeihan on Tariffs, Chips, and Global Tech Risk
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