Commodities & Energy

Bientôt disponible en vente. Cet ouvrage est issu de la 20e édition des Dialogues Stratégiques, organisée le 6 mai 2026. Il s’articule autour de deux thématiques : « Souverainetés critiques : sécuriser les infrastructures essentielles et les ressources stratégiques » et « La Méditerranée : entre coopération régionale et rivalités globales ». La première partie examine les conditions dans lesquelles les États peuvent protéger leurs infrastructures et maitriser leur accès au ...

Mozambique’s extractive-industry development model is a textbook case of how enormous FDI funds derived from its rich mineral base have not been leveraged to   promote inclusive economic growth and generate food security for all. It is a textbook case of the resource curse.  Instead, only a few have benefitted, leaving the poor and vulnerable, who constitute the vast majority, to struggle unassisted. These include smallholders in subsistence-oriented agriculture ...

Strategic hedging is rational when it preserves a worthwhile choice at a tolerable cost while respecting existing commitments. Drawing on the literature on hedging and Latin American autonomy, this Policy Brief examines contrasting illustrations of that proposition. It distinguishes ambiguity about future alignment from uncertainty about existing obligations and explains how clearly bounded commitments can reconcile autonomy with credibility. The cases reveal different vulnerabiliti ...

“Every gun that is made, every warship launched, every rocket fired signifies in the final sense, a theft from those who hunger and are not fed, those who are cold and are not clothed.”President Dwight Eisenhower, April 16, 1953 This paper examines the economic and human impacts of the first six months of the Iran war—from February to the end of August 2026—on Iran’s Arab neighbors and compares these impacts with those on the three countries directly involved—Iran, Israel and t ...

Le Cameroun dispose d'importants gisements de minerais, notamment de fer, de la bauxite, d'or, de cobalt, de nickel, de manganèse, de calcaire, de marbre, de diamants, entre autres. L'industrie minière du pays est restée dominée par l'exploitation artisanale et à petite échelle, en particulier l'orpaillage, tandis que les hydrocarbures ont représenté l'essentiel des recettes issues des industries extractives. Le pays cristallise ainsi le paradoxe africain : malgré l’ampleur et la di ...

Since around 2010, it has been known that the Eastern Mediterranean is a new gas province. Gas resources have indeed been discovered offshore four countries or territories: Egypt, Israel, Cyprus and Gaza. Two of them have become producers and exporters of natural gas, Egypt and Israel. Off the coast of Gaza, the Gaza Marine gas field has never been developed, and it is highly unlikely to be developed anytime soon given the very high tensions between the State of Israel and Hamas. By ...

Depuis 2010, environ, on sait que la Méditerranée orientale est une nouvelle province gazière. Des ressources gazières ont en effet été découvertes au large de quatre pays ou territoires, l’Égypte, Israël, Chypre et Gaza. Deux d’entre eux sont devenus producteurs et exportateurs de gaz naturel, l’Égypte et Israël. Au large de Gaza, le champ gazier de Gaza Marine n’a jamais été développé et il est très peu probable qu’il le soit prochainement en raison des très fortes tensions entre ...

The Brazilian context involving a clean-electricity base, a more balanced lobbying landscape, and mounting climate and social pressure, makes it more difficult for the kind of abrupt and unrestrained energy policy swing seen in Colombia. The trend in Brazil tends to be more economically viable for renewables. However, these structural conditions by themselves will not guarantee the success of the transition. Fruition will depend on whether policymakers use this window to prepare for ...

The outbreak of the war in Iran and the closure of the Strait of Hormuz have had major consequences for a large number of global commodity markets. While media attention has understandably focused on oil and natural gas, as well as on aluminum – owing to the strong dependence of that metal’s supply on energy prices – sulfur, like helium, ethylene, propylene, or urea, has also been caught up in the fallout of this conflict. Far from being a marginal commodity, it is essential to the ...

Le déclenchement de la Guerre en Iran et le blocage du détroit d’Ormuz ont eu des conséquences majeures sur un grand nombre de marchés mondiaux de matières premières. Si l’attention médiatique s’est logiquement portée sur le pétrole et le gaz naturel, ainsi que sur l’aluminium, en raison de la forte dépendance de l’offre de ce métal aux prix de l’énergie, le soufre, comme l’hélium, l’éthylène, le propylène ou l’urée, a également été pris dans les rets de ce conflit. Loin d’être une ...

It is a biblical scene: the massive Philistine warrior Goliath, standing nine feet tall and heavily armed, faces the young shepherd David, who brings down the giant against all odds, overcoming fear and demonstrating courage in the face of brute size and raw power. This metaphor resonates with a reality unfolding in America today: high tech versus the people. ...