Despite the many potential challenges — including difficulties conserving water, using clean energy and dealing with the López Obrador administration — Tesla will most likely move forward with the construction of a “gigafactory" in Mexico. In this issue brief, fellow David Gantz explains why the benefits outweigh the risks.
LOGINK offers Beijing a means to monitor and shape the international logistics market, increase foreign strategic dependency on China, and exploit the vulnerabilities of LOGINK users for economic and geostrategic purposes.
Nonresident scholar Richard Kilroy explores how Mexican President Andrés Manuel López Obrador’s decision to move the Guardia Nacional — an institution created to protect public safety — under the control of Mexico’s military could have dire consequences for civil-military relations and U.S.-Mexico security relations.
OPEC+, which is led by Saudi Arabia and Russia, announced this week that it is cutting oil output by 1.2 million barrels per day starting in May. This amounts to removing roughly 1% of oil from the global market. Our experts discuss the far-reaching consequences of this move for U.S. gas prices, American energy security, and U.S.-Saudi relations.
David M. Satterfield, Mark Finley, Jim Krane, Kristian Coates UlrichsenApril 5, 2023
Driven by the USMCA trade agreement and seeking to reduce supply chain disruptions, Chinese companies are setting up shop in Mexico, closer to major U.S. markets. In this issue brief, fellow David Gantz explains the pressures behind this investment and the likely impacts on the North American economy.
Texas is in a very advantageous position to play a leading role in driving hydrogen market growth, but the evolution of policy and market structure will dictate whether or not this comes to pass.
Kenneth B. Medlock III, Shih Yu (Elsie) HungFebruary 16, 2023
A pledge to boost regional competitiveness is a welcome outcome of last month's North American Leaders’ Summit. But the region’s policymakers should remember the lessons of the past as they work to do so, writes fellow David A. Gantz.