Why Won't China Cut Ukraine Off From Drone-Related Sales?

The Question This Week Is "Does Trump Go Back To The Well On Bombing Iran?" By Benjamin Picton, Senior Market Strategist at Rabobank Hormuz diary, day 79. The strait remains functionally closed and global crude and refined product stocks are rapidly drawing down. President Trump has returned from Beijing after much bonhomie with no concrete commitments from China to help get shipping moving again, though the American side has claimed that China wants the strait to re-open with no tolls imposed and has committed to buy at least $17bn of US...

"Chinese Empire Is Next": Townsend Warns Beijing's Energy Dominance Is Rewriting The Global Order Veteran energy economist Dr. Anas Alhajji said during last night’s ZeroHedge debate that Iranian crude trading activity reflects a serious peace deal sticking. Alhajji joined Jeff Currie, co-chair of Abaxx Exchange, and Erik Townsend of Macro Voices to weigh in on the Iran deal’s implications for oil prices, which he believes are poised for a significant decline. Townsend, meanwhile, thinks China will come out on top.  Currie, unlike Alhajji, remains bullish crude due to supply constraints and, assuming...

Taiwan Tech Insiders Warn Beijing's Germanium Squeeze Is Hitting Production Nikkei Asia reports that China is restricting or delaying exports of germanium- and quartz-based materials to Taiwan, creating "painful supply-chain bottlenecks" across the island's key aerospace, semiconductor, and optical companies. The supply disruptions reinforce the urgent need for the US and its allies to accelerate supply-chain decoupling and secure alternative sources of critical materials. Beijing's ability to weaponize shipments could prove devastating during a military conflict or allow China to slow Western semiconductor and AI infrastructure buildouts while its domestic AI...