Vietnam’s LNG-to-Power Transition

On December 14, the United States and Japan issued a joint statement in support of Vietnam’s energy transition through LNG utilization. The statement made it clear that liquified natural gas (LNG) was key to ensuring Vietnam’s energy security, while reducing air pollution and assisting in transitioning to a low-carbon future.

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Shifting Tides for Vietnam Offshore Wind

While energy demand is down globally – by approximately 5% in 2020, according to the International Renewable Energy Agency (IRENA) – renewable energy rollout will continue to grow this year, and nowhere is that more true than in Vietnam, which is undergoing an offshore-wind bonanza.

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Diversifying Supply Chains ‘Go South’

Shifts in regional supply chains that began as a trade war between the United States and China are being hastened this year by the coronavirus pandemic. Broadly speaking, this will result in slowdown in offshoring to China and a redistribution of manufacturing foreign direct investment (FDI) to the Association of Southeast Asian Nations (ASEAN).

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In the valley of gold

Val-d’Or, a sub-arctic town in North Quebec,is isolated from the global economic crisis: its economy is booming; fueled by rich gold deposits from the massive Canadian Malartic mine – and gold prices are surging, having reached over $1800, up from about $1300 last year.

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The mining boom and political risk

Rising precious metal prices are changing the entire economics of mining because they reduce cut-off grades and make previously unviable orebodies economic, while drill results that may have been mediocre at US$1,400 gain attraction as prices rise, allowing junior exploration companies to tap new investment.

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