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China’s rare earth export restrictions are reshaping global supply chains, impacting semiconductors, EVs, and defense sectors across the U.S., Japan, and Europe.
global-economy
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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.
GOLD The Global Gold Renaissance: How Central Banks Are Redefining Reserve Strategy in 2025
In 2025, central banks from China to Poland are accelerating gold accumulation at record speed.This in-depth analysis reveals why nations are diversifying away from the U.S. dollar, how de-dollarization and inflation are reshaping global reserves, and what the next monetary order could look like.
Report The World in Transition: Debt, Division, Technology, Order, and Adaptation
Explore Ray Dalio’s latest macro perspective on the 2025 global economy.From America’s mounting debt and political division to shifting world powers and AI-driven disruption, this report reveals how today’s five major forces—debt, social conflict, geopolitics, technology, and climate—are converging to reshape the next world order.
Global Economy 🌍 Executive Summary: U.S. Government Shutdown 2025 — Economic Fallout and Workforce Disruption
The 2025 U.S. government shutdown has entered a critical phase. JPMorgan estimates each week reduces GDP by 0.2 points as layoffs hit Education and CDC sectors, posing lasting risks to growth and institutional stability.
未分類 The New Frontline of U.S.–China Trade Friction — Maritime Sanctions and the Port Fee War
China’s sanctions on Hanwha Ocean’s U.S. subsidiaries and the introduction of reciprocal port fees signal a new phase in the U.S.–China trade war.This report analyzes how maritime logistics, shipbuilding, and third-country companies have become the new battlegrounds in global economic competition.
China 🌍 Rare Earth Shock 2025: The Fragmentation of Resource Economics and the New Geopolitical Equilibrium
An in-depth economist report on the 2025 rare earth crisis—how China’s export controls and the Pentagon’s stockpile strategy are redefining global trade, finance, and Japan’s role in economic security.
China Geopolitical Risk Report on Rare Earths (October 2025)
A comprehensive analysis of the 2025 rare earths crisis—how US–China rivalry, export controls, and defense policies are reshaping global supply chains and Japan’s economic security.