Microsoft’s retreat from parts of its China business reflects a deeper problem facing American technology companies operating between two increasingly separate technology systems. The company has closed at least 15 offices and joint ventures over the past five years and… Read More ›
Geopolitics
Iran War Tests Whether Global Oil Reserves Can Sustain Supply
Global oil reserves are facing an unprecedented test as the United States-Iran war continues to disrupt production, exports and shipping routes across the Gulf. The immediate question is not whether the world has enough oil underground, but whether enough usable… Read More ›
Washington Uses Silicon Supply Chain to Rebuild Strategic Manufacturing
The Trump administration’s latest trade action on polysilicon marks a significant expansion of its strategy to challenge China’s industrial dominance. By combining a 15 percent tariff with minimum import prices on polysilicon and several downstream products, Washington is attempting to… Read More ›
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 ›
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 ›
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 ›
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 ›
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 ›
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 ›
Fading AI Optimism Triggers Global Chip Stock Sell-Off
More than $1 trillion in market value has been erased from the world’s leading semiconductor companies as investors reassess the pace and profitability of the artificial intelligence boom that has dominated global equity markets. According to market analysts, investors and… Read More ›