China

The United States and United Kingdom have shouldered out the French in a deal to supply submarines to Australia. And not just any submarines, [...]

So, what keeps me up at night? The current global semiconductor supply chain. Distinct capabilities exist in separate supply chains and manufacturing bases—lower end supply from China, higher-end [...]

Concerns are rising over Chinese dominance in the realm of rare earths metals processing. This is a problem that I spend a lot of time never worrying about.  Despite their name, rare earths [...]

Speculation over Afghanistan’s potential mineral wealth is just that–speculation. What we do know about the hard reality of the country’s geography, infrastructure and [...]

I don’t see China the way most do. Where others see a rising naval power, I see a trapped coastal fleet incapable of projecting power, much less patrolling its far-flung economic [...]

The results of the November presidential election are unlikely to change the trajectory of US-Chinese relations over the past decade. But Beijing’s biggest challenges don’t lie with [...]

Coronavirus has launched the greatest energy upheaval since the dawn of the petroleum age. In the short run, this means rock-bottom – even negative – prices for oil and a much-needed [...]

In the past couple of weeks coronavirus cases outside of China surged. Particularly worrisome clusters emerged in South Korea and Iran, countries which serve as transport hubs for their [...]

by Melissa Taylor and Peter Zeihan This piece is part of the Cutting Room Files, portions of the upcoming Disunited Nations text that were cut for length and adapted for the [...]

Bonds are sliding toward negative territory across the developed world.  Among the largest industrialized economies, only the United States is offering over 2% yields on 30-year bonds. And [...]