China

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 [...]

On May 15 the U.S. government put Chinese telecoms giant Huawei and nearly all its affiliates and subsidiaries on an export black list, which prohibits American firms from selling them [...]

I woke up Monday morning to find a bit of a debate on my Twitter feed over assessments of my ability (or lack thereof) to pontificate on trends in the energy sector. Specifically, Art Berman [...]

On Oct 1 the American, Canadian and Mexican governments announced their mutual agreement to a revised treaty text for the North American Free Trade Agreement. As it was at formation, NAFTA [...]

The economic conflict between the United States and China continues to ramp up. Earlier this week the Trump administration announced plans for tariffs on another $200 billion in Chinese exports [...]

by Peter Zeihan, Melissa Taylor, and Michael N. Nayebi-Oskoui See Part I and Part II. Event 3 – The Chinese discover they have no clothes (May 18) The threat [...]

Thursday, March 22 was a big day, but before I get into the meat, there’s a couple of items I need to do a quick update/refresh on. On March 1st the Trump administration announced [...]

After a particularly… volatile week in the White House of Donald Trump, the administration announced March 1 trade tariffs of 25% on steel and 10% on aluminum. Countries near and far almost [...]

By Peter Zeihan and Michael N. Nayebi-Oskoui There are many things that geopolitics teaches us. One of the more important lessons is that personalities rarely matter. The fate of peoples and [...]