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Tesla Sees Battery Supplies Falling as Cobalt Feels the Blues

Tesla’s manager for battery metal supplies, Sarah Maryssael, has flagged an emerging shortage of battery metals including cobalt. That comes as cobalt prices have fallen 41.2% in the three months to May. 8 versus 4Q 2018. The collapse in prices may be linked to lower U.S. demand, where T... Read more →

20190418-usmca-trilateral

USMCA Watch: Tangible Gains May Be Beaten by Tariff Politics

The U.S. ITC is scheduled to report on Apr. 19 as to the economic benefits of the U.S.-Mexico-Canada Agreement versus existing trade arrangements. The IMF has previously identified a net benefit from the new deal, but with reduced trade in some sectors. The analysis comes as trilateral trade b... Read more →

20190410-canada-lumber-total-150x150

Lumber Case Lumbers On, U.S. Wins at WTO

The WTO has ruled that the U.S. can use its controversial “zeroing” methodology in assessing alleged dumping of Canadian softwood lumber. The win for the U.S. government is important for the WTO’s future operations given the Trump administration’s historic antipathy towards the organization. W... Read more →

20190328-canada-total-150x150

Canada’s Solid Growth Belies U.S., China Trade Relations Issues

Canada’s international trade growth reached 5.8% year over year in January, led by an 8.1% surge in imports that outpaced a 3.1% rise in exports. Trade with the U.S. was much slower though with an increase of just 1.5% including a third straight drop in exports. That won’t help the passage of ... Read more →

20190326-canola-price-150x150

Canada’s Canola Farmers Pay The Price for Huawei Spat

China has halted imports of Canadian canola amid a worsening of relations between the two countries, in part due to the detention of Huawei’s CFO. That has also extended a drop in the price of canola to 6.0% year-to-date. The product has been the center of a series of disagreements between the... Read more →

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