The Week That’s Done: The logistics of critical minerals, ship hijack threatens supply chains

The business of moving critical minerals around the world can be as important as digging them out of the ground—and Chinese logistics firms are making investments in ports and roads around key mines. Meanwhile, Petrobras’s ambitions, Indonesia’s dream minerals deal and Europe’s stress signals. Plus: a Red Sea hijacking could disrupt Asia supply chains.


Deglobalization Round-Up: October 21

Corporate investigations and intelligence firms decide Hong Kong isn’t worth the risk. Across the border, a Japanese businessman is formally arrested by Chinese authorities. Meanwhile, India gets uncomfortable with yuan-denominated payments for oil—though France doesn’t too concerned with using the Chinese currency for LNG trade. Plus: the UK’s MI5 warns of Chinese espionage on an “epic scale.”

The Week That’s Done: HongShan (née Sequoia China) eyes global investments

Sequoia’s China spin-off is searching for investment targets worldwide, underlining private capital flows as an arena of geopolitical competition. Meanwhile, a fertilizer shock could raise global food prices, Japan deals with an inflation and deflation dilemma, BYD spots another IRA backdoor, and US inflation rears its stubborn head. Plus: oil and gas volatility.

Deglobalization Round-Up: October 14

Saudi-China AI collaboration could throttle the kingdom’s access to US chips, Europe plans a probe into Chinese steelmaker subsidies, Beijing restricts offshore trading by domestic brokerages, and British banks game out their China risks. Plus: Chinese EV suppliers find IRA back doors in Morocco and South Korea.


The Week That’s Done: October 2

Poll results show that the US public backs revoking China’s PNTR status and markets should take heed. Plus: Nord Stream sabotage, the LME considers banning Russian metals, Chinese battery and EV firms are snapping up global lithium supply, and the US needs to step up gas production.