Economic Statecraft

Geopolitics Macro

China threatens EU retaliation as Brussels expands trade restrictions

Beijing's control over critical minerals and manufacturing supply chains gives it asymmetric leverage as Europe accelerates regulatory assertiveness on EVs, semiconductors, and cybersecurity.

7 min read ·
Geopolitics

China’s $400 Billion Iran Gamble Exposes the Limits of Economic Statecraft

Beijing purchases 90% of Iranian oil and promised massive investments, yet its influence over the 2026 conflict remains negligible—revealing that economic leverage without military power cannot shape outcomes in contested theaters.

9 min read ·
Geopolitics Macro

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.

8 min read ·