Topics
War in Ukraine
Russia’s military operation in Ukraine has sent shockwaves across the globe.
Cover Story: The Beginning of the End of the Post-Cold War World Order
Russia’s attack on Ukraine grows out of growing unease over NATO’s eastward expansion in the decades since the collapse of the Soviet Union
Energy Insider: CATL Profit Surges, Plans Record Share Buyback
China imposes export controls on 14 European entities, Japan prepares for large-scale deep-sea rare-earth mining
China Retaliates Against EU With Dual-Use Export Bans
Beijing responds in kind after Brussels adds 14 Chinese mainland and Hong Kong companies to a sanctions list over their alleged support of Russia’s war in Ukraine
China Courts Nordic Countries as Trade Frictions With the EU Mount
Beijing seeks to keep European markets open as a widening trade deficit and the war in Ukraine strain ties with the bloc.
Commentary: How U.S. Allies Are Navigating the Tumult of Trump 2.0
The public fallout between the Italian prime minister and the U.S. president highlights the three diverging strategies traditional allies are using to manage an increasingly erratic Washington
China-Europe Train Trips Skirting Russia Surge Nearly 80%
Routes along the ‘southern corridor’ are growing more popular as the war in Ukraine continues to steer freight away from its larger neighbor, while shipping disruptions in the Strait of Hormuz push more cargo overland
Commentary: How China and the EU Can Avert a Costly Trade War
With the U.S. trade truce holding, Beijing and Brussels are carefully managing their own economic disputes. Through localized manufacturing and open dialogue, both sides have strong incentives to find a common denominator
Commentary: Energy Shocks Are Rewriting China’s Export Playbook
Elevated oil prices are curbing global industrial demand for Chinese midstream goods, while finished consumer products benefit from export substitution, inventory rebuilding and resilient overseas demand
EU Business Confidence in China Remains Low Despite Modest Improvement, Survey Shows
EUCCC finds 68% of surveyed companies said operating in the country had grown harder over the previous year, though an uptick in optimism suggested firms are finding ways to adapt
Opinion: Why China’s Commitment to Energy Security Is Good for the World
An expanding renewable capacity and growing technological edge have turned the country into a stabilizing force in the global green transition, making its commitment to self-sufficiency an act of global responsibility
Commentary: How Middle East Geopolitics Will Reshape China’s Export Engine
While prolonged blockades in the Middle East threaten global demand, China’s grip on AI supply chains and shifting global market shares could offset the macroeconomic drag
Commentary: Who Really Pays for the Strait of Hormuz Blockade?
The February 2026 U.S.-Iran conflict has exposed fatal flaws in global energy security — and revealed why China is weathering the storm better than the West
Cover Story: Middle East Conflict Chokes Global Shipping, Aviation (Part 1)
Closed airspace, spiking jet fuel and air freight costs threaten the region’s lucrative logistics model and the world’s airline industry
Commentary: China’s Export Dip in March Is a Statistical Illusion
Despite a seeming deceleration in year-over-year growth, record absolute volumes and booming high-tech sectors prove China’s manufacturing sector remains a dominant global force
Commentary: Why the Hormuz Crisis Will Break the Global Market’s Remaining Stabilizers
Investors assuming the disruption in the Strait of Hormuz is just another passing storm are fundamentally misjudging the landscape. The simultaneous collision of booming commodity demand, dying free trade, and exhausted central banks guarantees a level of market volatility we have not yet seen
In Depth: BASF’s New Chemical Plant Highlights China’s Strengths Amid Global Turmoil
The opening of the German giant’s $10 billion mega-complex underscores how multinationals are increasingly relying on the country’s size and supply chain resilience to weather geopolitical shocks
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