China
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EDITORIAL: The FORGE Alliance — 54 nations against China's rare earth empire
Twenty to thirty years to build an alternative. Twelve to eighteen months to decide to act. This temporal gap is the core of the…

EDITORIAL: Rare earths, July 15 — China tightens its grip on the West and its industries
I have been watching this story for months, and I want to name something that rarely appears in the financial analyses: what is happening…

EDITORIAL: Scarborough Shoal — China Moves a Pawn, the World Still Hesitates
I am not an expert in international maritime law. But I know how to recognize a pattern when I see one. China at Scarborough…

NARRATIVE: China Declares Economic War on Japan — 20 Entities Blacklisted
There is something almost clinical about the way Beijing wields these blacklists — like a surgeon who cuts precisely, never slashing. It is a…

ANALYSIS: Qualcomm and Nvidia in China — the semiconductor war plays the edges of the rulebook
In late June 2026, a new map of the Sino-American tech war emerged in outline. Qualcomm announced at its investor day on

FACT-CHECK: Beijing calls for peace in Ukraine — what Xi Jinping's facade diplomacy conceals
On June 30, 2026, Sun Lei, Deputy Permanent Representative of China to the United Nations, takes the floor at the Security Council.

TESTIMONY: What China is preparing after Kim Jong-un — and why the West must worry
There are questions that Western capitals avoid asking aloud because the answer is too destabilizing. The succession of power in North Korea

NARRATIVE: China arms itself with a legal arsenal to surveil global supply chains
In the span of a few weeks across the spring and summer of 2026, China enacted and put into force a legislative

OPINION: The CRINK axis — China, Russia, Iran, North Korea converge in war
There is an acronym that has been circulating for several months in the corridors of Washington think tanks, in Atlantic Council reports,