
Rachel Ziemba
@reziemba
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Macro geopol esp EM @horizonengage @cnasdc teaching @nyucga. Obsessed by energy, sanctions, sovereign wealth, debt, trade 🇨🇦 🇺🇸🍷 econ
NYC/YVR
Joined January 2009
Would be very odd if Myanmar, a country on which US still has extensive sanctions following the 2021 coup would be compelled to buy military equipment. Another example of policy objectives not lining up.
Very systematic and scientific stuff coming now from the WH. Finally, Myanmar and Laos will be compelled buy our F150s.
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Useful comparative running list of the latest overall national tariffs being “announced” today. Notably pretty close to those on April 2 list, if modestly lower. there is a still undefined transhipment level (was 40 for those via Vietnam). Dont forget 232 tariffs and exemptions.
So far, the tariff rates the President is sending to countries today either closely match or are slightly lower than what he threatened on April 2. So both in terms of tariff rates and deadlines, this is a slightly softer stance overall. And nothing takes effect until Aug. 1.
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Would seem this LNG demand would be price dependent.
Pakistan LNG demand may rise in FY 2025-26 on economic growth prospects. ▪️Improved macroeconomic stability supports LNG demand.▪️Total gas demand projected at 3,500-4,000 MMcf/d in FY 2025-26.▪️Govt to prioritize gas allocation to power generation.
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If we thought announcing tariffs via a sign and handout in the rose garden was odd way to communicate, announcing new taxes americans will pay one by one on social media seems even odder, . tariff on cambodia+ laos is identical to the transshipment one for Vietnam.
Trumps tariff announcements so far today on truth social:. Japan—25%.South Korea—25%.Malaysia—25%.Kazakhstan—25%.South Africa—30%.Laos—40%.Myanmar—40%.
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Interesting thread on greater BRICS investment in renewable energy -definitely a lot more capacity added tho some BRICS countries among those adding coal consumption.
BRICS in Brazil,&under Brazil's leadership is going green.-energy transition investment surge in China, Brazil, India, UAE,S Africa,Indonesia.(none in russia).-first joint statement on climate finance in road to COP30.-sovereignty now includes green energy.
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India continies to follow dual track of negotiating trade/economic agreement with US and lodging complaints at WTO especially for auto tariffs.
INDIA PROPOSES RETALIATORY DUTIES AT WTO AGAINST U.S. TARIFF ON AUTO PARTS - STATEMENT . INDIA SAYS 25% IMPORT TARIFF ON VEHICLES, SOME AUTO PARTS BY U.S. AMOUNTS TO SAFEGUARD MEASURES - STATEMENT. INDIA RESERVES RIGHT TO SUSPEND CONCESSIONS, OTHER OBLIGATIONS EQUIVALENT TO.
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