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CONNECTING THE DOTS: NIIC position, US reliance on external capital, Renewable energy hostility from Mr. Trump, And the bond market.
Monetary Policy Energy Transition Fiscal Policy Commodities Geopolitics US Dollar China
CONNECTING THE DOTS: NIIC position, US reliance on external capital, Renewable energy hostility from Mr. Trump, And the bond market.

"US NIIC deficit worsens as renewables threaten petrodollar demand. Why Trump's anti-EV stance links to foreign capital dependency. Data-driven analysis.

Feb 17, 2026 • 6 min read Read →