global-economy

未分類

The Putin–Trump Tunnel Initiative: A Visionary Project or a Geoeconomic Fault Line?

A visionary plan to connect Alaska and Siberia through the Bering Strait could reshape global supply chains, energy routes, and the balance of power between the US, Russia, and Asia. This economic analysis explores both the potential and the risks behind the so-called “Putin–Trump Tunnel.”
未分類

China’s Acquisition of a Stake in Russia’s SIBUR: A Turning Point in the Global Geo-Economic Order

Russia’s approval of Sinopec’s acquisition of an 8.5% stake in SIBUR marks a new phase in the Sino-Russian economic relationship.This shift reflects Moscow’s deeper integration into China’s capital and energy networks, signaling the rise of an alternative global economic bloc.
Japan

Economic Impact of a Sakhalin Oil and LNG Supply Disruption on Japan: A Macro, Industrial, and Policy Analysis

“In-depth analysis of how a disruption in Sakhalin oil and LNG supply could impact Japan’s economy, inflation, and energy policy, with strategic recommendations for JBIC and policymakers.”
Report

The Putin–Trump Tunnel Proposal: A Symbolic Bridge Between Conflict and Cooperation

The proposed “Putin–Trump Tunnel” across the Bering Strait is more than an engineering fantasy—it’s a geopolitical signal. This report analyzes how Russia and the U.S. use the project to shape post-war diplomacy, Arctic strategy, and future ceasefire negotiations.
未分類

保護中: The Prolonged U.S. Government Shutdown: The October 2025 Crisis Exposes Deepening Political Divisions

The prolonged U.S. government shutdown of October 2025 has evolved into a crisis of democracy, revealing deep divisions, judicial pushback, and political weaponization under the Trump administration.
China

The Strategic and Financial Appeal of Rare Earth Elements

Rare earth elements are redefining global finance. Their scarcity, geopolitical leverage, and ESG relevance make them a new strategic asset class.
未分類

China’s rare earth export restrictions are reshaping global supply chains, impacting semiconductors, EVs, and defense sectors across the U.S., Japan, and Europe.
Report

UK Sanctions Russia’s Lukoil and Rosneft, Targets Shadow Fleet

Britain targets Russia’s oil giants and shadow fleet in new sanctions, marking a major escalation in efforts to cut Moscow’s war funding.
Report

Geopolitical Analysis Report

The Netherlands’ seizure of Nexperia underlines Europe’s shift toward tech sovereignty amid growing tensions with China and U.S. export control alignment.
未分類

Geopolitical and Supply Chain Risk Analysis of Sanctions on Hanwha Ocean

China’s sanctions on Hanwha Ocean mark a new stage in U.S.–China retaliation. Explore how this impacts shipbuilding, LNG logistics, and JBIC-backed projects.
Report

🌏 Rare Earths for Business Leaders (Advanced)

Rare earths are the oil of the 21st century.This advanced analysis explores how resources, technology, and ethics define global power — from China’s dominance to Japan’s innovation and the 2040 civilization scenario.
Japan

Japan’s Energy Realignment: U.S. Pressure to End Russian Oil Imports and the Redefinition of Energy Security

Japan is under U.S. pressure to halt Russian oil imports. This report analyzes the geopolitical, economic, and energy implications as Tokyo reshapes its security strategy.
Invest

Japan’s Gold Holdings: Current State, Strategy, and Outlook

While central banks worldwide are rapidly expanding their gold holdings, Japan’s reserves remain steady at around 846 tonnes.This report explains why the Bank of Japan maintains a cautious, stability-oriented approach, and how its strategy contrasts with the global de-dollarization trend.