Report

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.

2025.11.14

ChinaReportUS

Pentagon’s $1 Billion Critical Mineral Stockpile Expansion: Strategic Implications for Japan

The U.S. Pentagon is expanding its critical minerals stockpile by $1 billion, signaling a new phase in global resource security. This in-depth analysis explains how Japan should respond through national stockpiling, JBIC financing, and supply chain diplomacy.

2025.11.14

Report

Report: The 2025 U.S. Government Shutdown — Real Economy Distortions and the Spread of Credit Risk

The 2025 U.S. government shutdown triggered one of the deepest economic disruptions in decades — freezing wages, raising unemployment to 4.4%, and spreading credit delinquencies across cards, mortgages, and auto loans. This in-depth report analyzes how political paralysis became a credit event, reshaping America’s financial stability.

2025.11.12

Global EconomyReportUS

China’s Port Fee Retaliation: The Rise of a “Non-Tariff Tariff” in Global Trade

China has imposed new port fees on U.S.-linked vessels, marking the start of a non-tariff trade war. Learn how this “logistics weapon” reshapes global supply chains.

2025.11.10

ChinaReportWORLD

The Spillover of the 2025 U.S. Government Shutdown on Japan’s Economy

How the 2025 U.S. Government Shutdown Could Ripple Through Japan’s Economy – Yen, BOJ Policy, and Global Risk

2025.11.09

JapanReportUS

Trump’s Tactics and Sanctions on Serbia’s NIS – With a Russian Perspective

Analysis of U.S. sanctions on Serbia’s NIS under Trump’s deal-making tactics, Serbia’s EU dilemma, and Russia’s strategic response in the Balkans.

2025.11.07

ReportRussiaUS

Report: U.S. Sanctions on Serbia’s Main Oil Company – Background, Impacts, and Outlook

The U.S. sanctions Serbia’s Russian-owned oil giant NIS, raising questions over energy security, financial stability, and Serbia’s ties with Russia and the EU.

2025.11.06

ReportRussia

U.S. Government Shutdown and Household Debt Risks — Lessons from the Subprime Crisis and Implications for Japan

A prolonged U.S. government shutdown could trigger rising credit card and mortgage delinquencies, echoing subprime crisis risks. This report analyzes household debt vulnerabilities, financial spillovers, and the implications for Japan’s economy and investors.

2025.11.05

JapanReport

The Prolonged U.S. Government Shutdown and Its Impact on the Japanese Economy

A prolonged U.S. government shutdown could trigger yen appreciation, export slowdown, and financial instability in Japan. This report explores potential BOJ rate hikes, market impacts, and policy responses for businesses, investors, and policymakers.

2025.11.04

JapanReport

Pakistan’s Rare Earths at the Heart of U.S.–China Geoeconomic Rivalry

Pakistan’s rare earth resources have become a new arena in the U.S.–China rivalry. Discover how mineral diplomacy, supply chain shifts, and geopolitics are redefining South Asia’s future.

2025.11.03

Middle EastReport

Pakistan’s Rare Earth Ambition: The Geopolitical and Economic Crossroads

Pakistan is positioning its rare earth resources as a new strategic asset amid U.S.–China tensions. Explore its economic potential, geopolitical risks, and investment outlook.

2025.11.02

ReportUS

President Trump’s Speech at the U.S. Navy’s 250th Anniversary (October 5, 2025): Strategic Significance and Implications

On October 5, 2025, President Trump delivered a landmark speech at the U.S. Navy’s 250th anniversary in Norfolk. The address highlighted America’s naval heritage, outlined a $1 trillion defense investment plan, and sent strong signals on Indo-Pacific strategy, U.S.–China rivalry, and domestic politics.

2025.11.01

ReportUS

The U.S. Government Shutdown and Russia’s Perspective: Power Vacuums and the Shifting Global Order

Discover how Russia interprets the 2025 U.S. government shutdown—as proof of American institutional fragility, a propaganda asset, and a chance to advance its multipolar world narrative. Explore the economic, financial, and geopolitical implications.

2025.11.01

ReportRussiaUS