The 2024 U.S. presidential election reignited debates about trade policies that could reshape global supply chains.  With President-elect Donald Trump proposing higher tariffs and reshoring incentives, businesses face the challenge of adapting to rising costs, shifting sourcing strategies, and a potential partial decoupling from China. For retail and manufacturing industries, these shifts present both hurdles […]

The multipolar nature of international relations will “continue to steer economies in a context of strategic reshoring”, reads a 2025 outlook report by Julius Baer. Governments, mindful of strategic vulnerabilities exposed by recent crises, have embraced proactive industrial and fiscal policies aimed at reshoring critical supply chains. These policies, visible through substantial spending programmes across […]

December 13, 2024 – In today’s Big Picture segment of the Financial Sense Newshour, Jim Puplava and Cris Sheridan discuss the increasing strain on the US power grid driven by five converging forces: AI, the cloud, EVs, reshoring of factories, and the energy transition. Electricity demand is rising rapidly, forecasted to grow 16% by 2029, […]

With passage of the IRA, along with the Bipartisan Infrastructure Law and the Creating Helpful Incentives to Produce Semiconductors (CHIPS) and Science Act, the United States has a strong industrial policy for the first time in about 50 years. More than $265 billion of clean energy investments have been made, with 330,000-plus new jobs anticipated, […]