China
China Forces Europe’s Hand on Huawei, Threatening €90 Billion in Trade
Beijing's formal retaliation threat over EU-wide telecom ban exposes the gap between strategic autonomy rhetoric and supply chain reality.
U.S. Has No Evacuation Plan for Taiwan Despite Blockade Rehearsals
Foreign Policy investigation exposes Pentagon-State coordination gap as 11,000 Americans remain on island that supplies 92% of advanced chips.
Treasury Targets Banks Financing Chinese Refiners Processing Iranian Crude
Secondary sanctions warnings escalate U.S. enforcement from Iran to global financial intermediaries, threatening compliance costs and China-U.S. decoupling.
Export Restrictions on Critical Materials Hit 16-Year High as Supply Chains Fragment
OECD data shows governments weaponizing rare earths, lithium, and semiconductor inputs at scale—restrictions now affect 70% of global cobalt exports as China codifies supply chain statecraft.
BYD’s Profit Collapse Exposes China’s Subsidy-Dependent EV Model
Net profit down 19% as subsidy withdrawal reveals structural fragility beneath China's electric vehicle dominance.
Pentagon’s $1.85 Billion Bet on Foreign Warships Marks Historic Shift in US Naval Strategy
Feasibility study for South Korean and Japanese shipbuilding reveals acute capacity crisis as China outproduces US destroyers sixfold.
China Weaponizes AI Gatekeeping as Energy Shocks Compound Geopolitical Fracture
Beijing's unprecedented move to unwind Meta's completed acquisition signals a new phase of techno-economic coercion, while the Strait of Hormuz crisis enters its third month with no resolution in sight.
China Orders Meta to Unwind $2 Billion AI Deal, Testing Extraterritorial Regulatory Reach
Beijing's retroactive intervention in a completed acquisition of Singapore-incorporated Manus sets a precedent for economic coercion in the AI arms race.
U.S. Space Force Awards $3.2 Billion for Orbital Weapons as Golden Dome Shifts Doctrine from Deterrence to Kinetic Strike
The largest weaponized space contract in a decade signals a permanent pivot toward kinetic orbital capabilities, accelerating great-power competition and exposing supply chain vulnerabilities that could undermine the entire program.
China’s Rare Earth Chokepoint: A 3-5 Year Window of Strategic Vulnerability
Beijing controls 90% of rare earth processing, weaponizing access through export controls while Western alternatives face decade-long buildout timelines.
Pentagon deploys 100,000 AI agents in two weeks as Google cements defense foothold
GenAI.mil platform operationalization demonstrates accelerating military AI adoption driven by Iran conflict pressures and China competition.
Mali’s Defence Minister Killed as Russia’s Security Model Collapses in Coordinated Sahel Offensive
JNIM and separatist forces seize three cities in deadliest assault on Mali's junta since 2021, exposing Wagner Group failure and threatening regional contagion.