NEW PUBLICATION: Geopolitical tensions between the United States and China pose significant risks to global criticalmineral supply chains, particularly because refining capacity for most critical minerals, including aluminium,…
NEW WORKING PAPER: This paper examines how geopolitical risk affects metal prices and stockpiling when demand is unevenly distributed across end uses. We develop a Theory of Use-Specific…
NEW WORKING PAPER: Geopolitical tensions between the United States and China pose significant risks to global criticalmineral supply chains, particularly because refining capacity for most critical minerals, including…
Truly honored to have written a joint research with Russell Smyth, Joaquin Vespignani, Yitian Wang titled Critical Minerals in an Age of Geopolitical Rivalry: Stockpiling, Refining Constraints, and…
Truly honored to present our research on Ensuring the security of the clean energy transition: Examining the impact of geopolitical risk on the price of critical minerals, written…
Truly honored to present our research on Ensuring the security of the clean energy transition: Examining the impact of geopolitical risk on the price of critical minerals, written…
NEW WORKING PAPER: Copper and lithium are essential to the global energy transition, each playing distinct roles in enabling low-carbon technologies. However, their supply chains are highly vulnerable…
I am delighted to announce that I will be in Paris in three weeks for the 46th IAEE International Conference. This International Conference is organized by the International…
I am delighted to announce that I will travel to Italy for the 2025 IAAE Italy International Association for Applied Econometrics. This International Conference is organized by the…
Allow me to share this very interesting graph from the latest IEA’s Energy Mix newsletters, based on current projections, the copper market will suffer from a 30% supply…
Allow me to share this piece by The Economist about Tin, a critical mineral that is enjoying a boom: https://www.economist.com/finance-and-economics/2025/04/03/tin-an-overlooked-critical-metal-is-enjoying-a-boom They also underline that Tin has a small…
Allow me to share this very nice visual guide to critical materials and rare earths made by The Economist: https://www.economist.com/graphic-detail/2025/03/24/a-visual-guide-to-critical-materials-and-rare-earths They did a fantastic job and provide the…
Truly honored to present our Monash Discussion Paper, written with Russell Smyth and Joaquin Vespignani, at the BOFIT (Bank of Finland) research seminar on Tuesday 29 April 2025, during my…
In this blog, I will show you how to improve the visualization of the time-varying coefficients of the estimator proposed by Inoue et al. (2024). I will leverage…
In a recent publication in Energy Economics, we found that geopolitical risk will drive up the price of several critical minerals, especially during episodes of heightened geopolitical tensions.…
NEW PUBLICATION: Ensuring a stable supply of critical minerals at reasonable prices is essential for the clean energy transition. The security of supply of critical minerals is particularly…
NEW WORKING PAPER: Ensuring a stable supply of critical minerals at reasonable prices is essential for the clean energy transition. The security of supply of critical minerals is…
NEW WORKING PAPER: Ensuring a stable supply of critical minerals at reasonable prices is essential for the clean energy transition. The security of supply of critical minerals is…
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