Beijing announced yesterday that it was extending its Zero COVID policy until 2027. This is a direct result of the Chinese government’s failure to develop an effective domestic vaccine, and [...]
Several signs point to THE possibility of Chinese officials instituting at least a partial lockdown of the northern port city of Tianjin as early as this weekend. The largest northern Chinese [...]
My fourth book, The End of the World Is Just the Beginning: Mapping the Collapse of Globalization is scheduled for release on June 14. In coming weeks we will be sharing [...]
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 [...]