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Ray Dalio’s Davos warning signals a shift from a rules-based order to an era of capital wars. This report analyzes how geopolitics, U.S. Treasuries, the dollar, and gold are reshaping global finance for investors and policymakers.

China and Russia now control nearly 90% of new nuclear power construction worldwide. This report analyzes how nuclear energy has re-emerged as a geopolitical instrument in the AI era, why the West fell behind, and what strategic role Japan can still play.

Is the petrodollar collapsing? Learn why China and Russia are using local currencies—and why the dollar still dominates.

Which countries coordinate most effectively with Africa today? This analysis explains why Middle Eastern states, China, and Japan succeed by matching Africa’s priorities and pace.

Learn how China’s export controls, selective supply policies, and processing dominance are reshaping global rare earth geopolitics—and what Japan must do to diversify and protect its critical industries.

Gunvor has pulled out of its bid for Lukoil’s overseas assets as U.S. sanctions tighten, triggering fuel supply risks in Europe and raising major energy security concerns.

A first-hand report on the 2025 U.S. government shutdown and mass layoffs — revealing how federal workers face uncertainty, unpaid bills, and career upheaval amid political paralysis.

A geopolitical deep-dive into how U.S. sanctions on Rosneft and Lukoil, combined with India’s and China’s responses, are reshaping global oil logistics through the rise of the shadow fleet.

The U.S. and Australia have signed an $8.5 billion critical minerals deal to reshape global supply chains and reduce China’s grip on rare earths. This report analyzes its strategic, economic, and geopolitical implications for the Indo-Pacific.

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.

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

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.