Analysis

October 14, 2025
Final Thoughts
Written by Ethan Bernard
Nothing focuses your mind like sunshine and a caipirinha. After my last Final Thoughts a couple of weeks ago, I was able to take a short vacation in Rio de Janeiro. Not a bad place to sit by the beach and collect your thoughts.
For those who don’t remember (probably quite a few), my last article dealt with the US tariff focus while much of the rest of the developed world remains full-steam on decarb. This was at the International Iron Metallics Association (IIMA) meeting in São Paulo, Brazil.

