Supply Chain Management
North American Trade Shift: Why New US Tariff Relief on Trucks is a Major Signal for Investors
A new US tariff carve-out for North American trucks is more than a policy tweak; it’s a major economic signal with deep implications for supply chains.
The Chip War Just Shifted Gears: Why Your Next Car is on the Geopolitical Frontline
A new front in the tech war opens as China’s chip curbs on Nexperia threaten the global auto industry, impacting everything from AI to software development.
The Taiwan Strait: Assessing the Multi-Trillion Dollar Risk to the Global Economy
A deep dive into Taiwan’s defense strategy, its economic leverage, and the multi-trillion dollar risk a conflict poses to the global financial system.
From Lost Parcels to Market Tremors: The Hidden Economic Crisis in US Shipping
A missing wedding sari symbolizes a deeper economic crisis as new US customs rules create shipping chaos, impacting consumers, investors, and global trade.
The Dragon’s Grip: Why China’s Control of Rare Earths is a Ticking Time Bomb for Your Portfolio
Executives warn of supply chain havoc as China’s dominance over rare-earth elements poses a critical threat to the global economy, tech, and your portfolio.
China’s Mineral Chokehold: A Weapon Against the Global Economy or a Self-Inflicted Wound?
Scott Bessent accuses China of damaging the global economy with mineral restrictions, a move that could ultimately backfire and hurt its own standing.
The New Economic Chessboard: How China’s Grip on Rare Earths Will Reshape Global Markets
China’s new rare-earth export controls signal a new era of economic warfare, threatening to break supply chains and reshape global markets.