Author Archives
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Space Junk Problem Opens New Commercial Frontier for Satellite Servicing
Space is becoming crowded enough to create a new commercial problem: what happens when the satellites and rockets that support the global economy stop working? The answer is increasingly clear. They do not simply disappear. Defunct satellites, spent rocket stages… Read More ›
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Iran-US War Boosts Major Oil Companies as Prices and Cash Flows Rise
The Iran-US war is producing a striking divide across the global economy. Consumers, airlines, manufacturers and transport companies are facing higher energy costs, while major oil and gas companies are benefiting from the same disruption through higher crude prices, stronger… Read More ›
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Import Restrictions by Trump Expand Pressure on China’s Supply Chains
The United States has broadened its use of import restrictions against Chinese companies by adding dozens of additional firms to the Uyghur Forced Labor Prevention Act Entity List, extending scrutiny across industries ranging from electronics and pharmaceuticals to food processing,… Read More ›
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Trump’s Disarmament Plan Tests Gaza Peace Prospects
U.S. President Donald Trump’s announcement that mediators had reached a phased agreement to disarm Hamas has shifted attention from ceasefire diplomacy to what may prove the most difficult stage of any lasting settlement: implementing security arrangements that both Israel and… Read More ›
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US AI Becomes Shortcut for China’s Military Research
Artificial intelligence has become one of the defining arenas of strategic competition between the United States and China, with the contest extending far beyond computing power and semiconductor supply chains. Increasingly, attention is shifting towards how advanced AI capabilities are… Read More ›
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Japan-South Korea Intervention Strengthens Currency Defence Against Speculation
Sharp intervention by Japan and South Korea in foreign exchange markets has highlighted a significant shift in how governments are responding to prolonged currency weakness. Rather than relying solely on domestic measures, the two countries appeared to act in close… Read More ›
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Expectations of More Oil Supply are Keeping Prices Down Despite the Escalating U.S.–Iran War
Oil markets have traditionally responded swiftly to military confrontations in the Middle East, where even the possibility of disrupted exports has often triggered sharp price spikes. Yet recent trading has revealed a more complex reality. Despite escalating military exchanges between… Read More ›
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Maritime Sea Chokepoints Due to Conflicts Is Drive Changes in the Global Trade Order
For decades, the world’s busiest maritime corridors were viewed primarily as commercial highways that quietly connected producers, manufacturers and consumers across continents. Today, that assumption is rapidly disappearing. From the Strait of Hormuz and the Red Sea to the Black… Read More ›
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AI Debt Risks Reach the Credit Markets
The artificial intelligence boom has been driven by extraordinary investor enthusiasm, record-breaking corporate valuations and unprecedented spending on computing infrastructure. Yet as companies race to build data centres, expand cloud capacity and secure advanced semiconductor supplies, financial markets are beginning… Read More ›
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Strategic Metals Redefine the Competition for Trading Talent
The global market for base metals is undergoing a profound transformation that extends well beyond price movements and commodity cycles. As copper, aluminium and other industrial metals become increasingly central to artificial intelligence infrastructure, electrification and energy security, financial institutions… Read More ›
