"The National Security Premium": US Plan To Counter China In Critical Miners Could Drive Up Global Prices

"Our Military Is Prepared": Havana Communists See Writing On The Wall After Trump's Iran Bombing In a new note from Zoltan Pozsar's advisory firm, Ex Uno Plures, he explained that the Trump administration is "methodically building a portfolio of assets" to pressure China, centered on strategic energy supply nodes and maritime chokepoints that have historically supported Beijing's cheap crude imports. His note highlights the Panama Canal, Venezuelan oil flows, and the broader significance of Iran and the Strait of Hormuz. Taking it a step further, Cuba could eventually be folded...

Demographic Winter Pushes South Korea To Field War Robots As Troop Pool Shrinks South Korea's population decline and shrinking pool of military-age men are forcing Seoul to rethink its military force structure, with officials now exploring robots and AI-powered drones to offset future manpower shortages. South Korea's military is taking a direct page from Ukraine's battlefield playbook by preparing to procure low-cost unmanned aerial systems and robotics for future wars, primarily through a potential partnership with Hyundai Motor - for now. "Potential deployments include Boston Dynamics' four-legged Spot, the four-wheeled MobED mobility...

Taiwan's Opposition Leader Tours US, Fresh Off Xi Meeting, As Trump Nixes Call With Taiwanese President Just two weeks ago, when fielding questions from reporters about the now paused massive US arms package to Taiwan, President Trump stated: "I have to speak to the person that right now is - you know who he is - that's running Taiwan." And now, in the wake of Trump's May Bejing visit to meet within Xi Jinping, CBS reports, "President Trump is no longer expected to speak with Taiwanese President Lai Ching-te before Chinese...