TitleContentDateAuthorCategories
The Rope Thickens: Shorts, Sanctions, the Yen Rescue, the Strait That Isn’t Reopening, and a Message to the Markets: A Petroyuan Trap UpdateThis article is part of an ongoing series of analyses on the war against Iran. …2026/08/18Finance, US Empire, US Financial System, US War on Iran, US-China Competition, US-China Relations2026-08-18 15:30:21
The Synchronization: Japan’s funding crisis, Korea’s AI collapse, and the energy shock are not separate storiesThis article is part of an ongoing series of analyses on the war against Iran. …2026/08/12Finance, Geopolitics, Uncategorized, US Empire, US-China Competition, US-China Relations2026-08-12 13:36:41
Economic Asymmetry Is Not Political Control: Deconstructing the Wall Street Journal’s portrait of Russia as ChinaThe following article analyses one article from the WSJ to investigate the tropes propagated by …2026/08/01meda, Russia-China2026-08-01 13:09:33
The Sixth Signal: Congress Tightens the Sanctions Pincer & Q&AThis article is part of an ongoing series of analyses on the war against Iran. …2026/07/18Finance, Geopolitics, Petroyuan, Sanctions, US Financial System, US War on Iran, US-China Competition, US-China Relations2026-07-18 13:02:50
Russia’s Window of Opportunity? Structural Transformation and the New Multipolar EconomyMy previous articles have focused heavily on the financial architecture of the emerging multipolar world—the …2026/07/17Uncategorized2026-07-17 11:44:17
Priming the Trap: Five signals suggest a financial attack is being assembled.This article is part of an ongoing series of analyses on the war against Iran. …2026/07/14Geopolitics, Petroyuan, US Empire, US Financial System, US War on Iran, US-China Competition, US-China Relations2026-07-14 10:47:11
The Geopolitics of Finance: Beyond the Mirage of De-DollarizationMy recent articles have generated a considerable number of comments and questions about the underlying …2026/07/08Finance, Geopolitics2026-07-08 12:47:51
The Coiled Spring: A Petroyuan Trap UpdateThis article is part of an ongoing series of analyses on the war against Iran. …2026/06/12International Relations, International Trade, Iran War, Petroyuan, US War on Iran2026-06-12 06:30:35
The Blowback Machine: US War on Iran and the Ticking ClockThis article is part of an ongoing series of analyses on the war against Iran. …2026/05/20Finance, Geopolitics, US Empire, US Financial System, US-China Competition, US-China Relations2026-05-20 12:01:15
Petroyuan Trap Update: Fortifying the Dollar PerimeterThis article is part of an ongoing series of analyses on the war against Iran. …2026/05/20Energy, Exchange Rates, Finance, Petroyuan, US-China Competition, US-China Relations2026-05-20 11:49:04
The Rare Earth Truce That Isn’t: What Headlines Aren’t Telling YouJust when global supply chain managers thought they could catch a breath, the rare earth …2026/05/15Uncategorized2026-05-15 12:46:48
The Petroyuan Trap: The U.S. Plan to Break China’s Economic SovereigntyThis article is part of an ongoing series of analyses on the war against Iran. …2026/04/27Geopolitics, Uncategorized, US Financial System, US War on Iran, US-China Competition, US-China Relations2026-04-27 10:03:45
The Strait Logic: Is War on Iran a Dress Rehearsal for Blockading China?This article is part of an ongoing series of analyses on the war against Iran. …2026/04/17China, Geopolitics, US Empire, US War on Iran, US-China Relations2026-04-17 09:57:32
Economic Chemotherapy: America’s Desperate Plan to Save HegemonyThis article is part of an ongoing series of analyses on the war against Iran. …2026/04/16Geopolitics, US Empire, US War on Iran, US-China Competition2026-04-16 20:29:28
The Gates are Closing: Private Credit’s Liquidity Crisis DeepensWhat happens when the gates spread and the banks pull back? A worst-case scenario handbook …2026/04/05Economy, Geopolitics, US Empire, US Financial System2026-04-05 12:06:20
Strategic Opportunity or Systemic Risk? The Emerging Chinese Consensus on a Prolonged War in West Asia“If the United States becomes deeply entangled in a prolonged war of attrition in the …2026/03/27Iran War, US Empire, US-China Relations2026-03-27 11:07:09
Beyond the Numbers: Jeffrey Sachs on US-China Parity, Global Cooperation, and Avoiding CatastropheGEI was honored to be invited to attend an audience with renowned economist and public …2026/03/25Uncategorized2026-03-25 11:34:39
The Iran War’s Unseen Fertilizer CrisisHow India Became the World’s Most Vulnerable Major Economy and China Its Most Consequential Actor. …2026/03/20Agriculture, Iran War, US Empire2026-03-20 11:49:06
Another Rung Up the Value Ladder: What China’s T1200 Carbon Fibre Announcement Means for Global Supply ChainsOn March 11, 2026, China’s National Building Material Group announced a significant industrial milestone: the …2026/03/20Manufacturing, Technology2026-03-20 11:34:41
The Dual Risk: Trapped Between Tokyo’s Tightening and the Semiconductor Supply ChainThe stability of U.S. finance rests on two fragile pillars: foreign liquidity from Japan and …2026/03/18Geopolitics, Iran War, US Empire, US Financial System2026-03-18 21:48:38
The Next Domino: The Liquidity TrapWall Street sold private credit as safety. Now the exits are closing. Redemption freezes and …2026/03/12Energy, Geopolitics, US Empire, US Financial System2026-03-12 10:01:52
The Convergence: When the External Shock Hits the Internal Fault LinesThis article is a follow up to The Impeding Financial Storm: Cratering Consumer Confidence and Systemic …2026/03/07Finance, Geopolitics, US Financial System2026-03-07 21:16:17
South Korea: The First Domino Is FallingThe yen carry trade is reversing, the AI boom is dangerously concentrated, and energy geopolitics …2026/03/05AI, Energy, Finance, Geopolitics, Korea2026-03-05 11:27:13
Renmin University’s GGI Forum Highlights China’s Vision for Reforming Global Governance On January 24, 2026, GEI was invited to attend the 2026 Global Governance Forum and …2026/02/27Government Policy, Uncategorized, US-China Relations2026-02-27 14:09:29
The Engine of Modern Conflict Part 4: The ReckoningFrom fictitious capital to fascism: financial capital turns to violent extraction abroad and digital repression …2026/02/22US Empire, US-China Relations2026-02-22 10:13:35
China’s Quiet AI Race: Beyond Open AI’s ChatGPTChina’s AI revolution isn’t just catching up—it’s taking a different path. How DeepSeek’s efficiency, ecosystem …2026/02/11AI, Technology, US-China Competition2026-02-11 14:53:30
The New Cold War: Why Europe’s Imperial Franchise needs BeijingThe U.S. is not retreating but franchising the empire. To confront China, Europe must pay …2026/02/11China-EU, Geopolitics, US Empire, US Financial System, US-China Relations2026-02-11 10:11:11
The Imperial Franchise: The Ukrainianization of EuropeThis article follows on from and extends a thesis developed in previous articles: Deindustrialization by …2026/02/02Uncategorized2026-02-02 13:27:13
The Yen Shock and the Empire’s Hidden Funding CrisisThe U.S. National Defense Strategy for 2026, released just last week, lays out a new …2026/01/29Finance, Geopolitics, International Relations, US Empire2026-01-29 11:35:54
A Blueprint for Managed DeclineOn January 23, the Pentagon published a new unclassified policy strategy document—National Defense Strategy (NDS) …2026/01/27Geopolitics, Military, US Empire2026-01-27 15:22:22
The Final Terrestrial Frontier: China’s Deep-Sea Robot Completes a Geopolitical MasterstrokeIn the perpetual twilight of the deep sea, a new actor is moving with silent …2026/01/23Rare Earth, Technology2026-01-23 13:46:10
The Road Travelled in 2025: Stability Amidst Structural Strain – NBS Report 2025 SummaryThe latest National Bureau of Statistics report for 2025 paints a portrait of an economy that, on …2026/01/21Economy, Government Policy, Statistics2026-01-21 21:04:07
The Orbital Challenge: Opposing Visions of Digital Sovereignty Collide in SpaceThe race to blanket Earth in a mesh of connectivity is not a single story …2026/01/20Space, Technology, US-China Relations2026-01-20 10:39:44
The Atomic Architecture of Power: Nanocrystals and the New Frontier of Tech SovereigntyTo understand the quiet revolution occurring in China’s laboratories, one must first grasp the profound …2026/01/19Technology, US-China Chip War2026-01-19 14:25:37
The Engine of Modern Conflict Part 3: Game Theory and the Suicide Pact – Understanding the Role of Financial Markets in Global InstabilityWe are living in a machine no one designed, but everyone operates. Its outputs are …2026/01/19Finance, US Empire2026-01-19 14:11:23
China’s Trade Crossroads: From Export Giant to Trading PowerhouseIf you follow global trade, you’ve seen the headlines: “China’s exports resilient,” “Trade surplus hits …2026/01/16Economy, International Trade, US-China Relations2026-01-16 13:51:32
The Constellation Con: Starlink’s Deployment in Iran Dispels the Utopian Rhetoric and Lays Bare the Real Business PlanAs protests erupted across Iran and the government severed internet access for millions, a digital …2026/01/15Technology, US Empire2026-01-15 19:31:11
The Engine of Modern Conflict Part 2: Superpower Confrontation and the Quest for Collateral — Understanding the Role of Financial Markets in Global InstabilityIn Part 1 we looked at how an extractive financial system evolved to supplant the …2026/01/14Finance, Uncategorized, US Empire, US-China Relations2026-01-14 14:13:27
The Engine of Modern Conflict Part 1: How Finance Profits from Chaos — Understanding the Role of Financial Markets in Global InstabilityOn the surface, the rationale for powerful nations intervening in resource-rich countries seems straightforward: geopolitics. …2026/01/07Finance, Geopolitics, US Empire, US Financial System2026-01-07 00:59:37
Venezuean Regime Change isn’t about Moscow: it’s about BeijingTheories are circulating about Washington’s illegal regime change in Venezuela. Amongst the chatter, one theory …2026/01/05Geopolitics, US Empire2026-01-05 00:25:42
The Fed’s $74 Billion Signal: A Financial System on a Hair TriggerOn the final day of the year, banks tapped a record $74.6 billion in overnight …2026/01/04Finance, US Financial System2026-01-04 19:36:55
Ukraine Ceasefire and the Geography of TensionCeasefire Without Peace: the Geography of Tension Recent U.S.–Russia negotiations have been dominated by calls …2025/12/31Uncategorized2025-12-31 09:46:59
23/12/2025 Russian Ambassador to China Igor Morgulov Speaks at Renmin UniversityOn December 23, Russian Ambassador to China Igor Morgulov delivered a lecture at Renmin University …2025/12/28News2025-12-28 08:39:03
Deindustrialization by Design: Germany’s New Role in America’s Blueprint for EuropeThere is no Transatlantic divorce. Europe is being repurposed to free America’s hand in Asia-Pacific …2025/12/28EU, Germany, Uncategorized, US Empire, US Financial System, US-China Relations2025-12-28 00:29:02
China Breaks Washington’s EUV IllusionExport controls on advanced semiconductors have become a central pillar of US industrial policy. By …2025/12/19Uncategorized2025-12-19 19:12:51
The Political Theatre of Fredrich Mertz: Seven Trillion Reasons a Transatlantic Divorce Is Not Going to HappenThe End of Pax-Americana? German Chancellor Friedrich Mertz’s recent declaration of the “end of Pax …2025/12/16Finance, International Relations, International Trade, Transatlantic Relations2025-12-16 15:14:46
The Financial Straitjacket: Why the West Can’t Match China’s Long GameChina’s record $1 trillion trade surplus is more than a geopolitical audit; it is a …2025/12/15Finance, Trade, US-China Relations2025-12-15 13:37:08
China’s Quantum Gambit: A Dual Track Approach to Quantum SupremacyThe opening of China’s first dedicated photonic quantum computing plant in Shenzhen is not merely …2025/12/09Quantum Computing, State Investment, Technology, US-China Chip War2025-12-09 13:55:34
China’s Economic Crossroads: End of the Investment-Led Miracle and the Search for a New PathFor three decades, China’s economic ascent was engineered by a single, formidable piston: massive investment …2025/12/08Finance, Government Policy, Infrastructure2025-12-08 13:16:51
The Negotiation That Never Was: Unravelling the Theatre of US-Russia TalksOn the surface, the diplomatic landscape surrounding the war in Ukraine appears to be one …2025/12/03Geopolitics2025-12-03 13:33:52
The Vassalization of Europe: The Twighlight of Pax AmericanaThe Design Laid Bare Europe’s recent unilateral capitulation to U.S. financial interests, euphemistically referred to …2025/11/20politics, Trade, US Empire, US Financial System2025-11-20 15:28:02
The Solar Solution: How Renewables Are Re-Engineering Ecosystems and EconomiesWhile delegates at COP30 debate the twin crises of land degradation and energy security and …2025/11/17Government Policy, Renewable Energy, Solar Energy2025-11-17 13:48:20
China’s Chip R&D: A Command-Economy Moonshot at Venture Capital VelocityChinese semiconductor houses spent ¥68bn on research in the first nine months of 2025, according …2025/11/14Technology, Trade, US-China Chip War, US-China Relations2025-11-14 14:43:32
The Impending US Financial Storm: Could Cratering Consumer Confidence Trigger a Systemic Crisis?In “The Gathering US Financial Storm” we looked at how an intersection of financial faultlines—record …2025/11/12Finance, Geopolitics, Macro Economics, US Financial System, US-China Relations2025-11-12 13:02:27
The Capital Coup’s Final Stage: Europe Dismantled Between America and ChinaIn the previous article, “Germany’s Deindustrialization Is a Capital Coup,” I proposed that the systematic …2025/11/10China-EU, Geopolitics, Trade2025-11-10 14:55:38
Opening the Black Box: Peking University’s Cryo-ET Breakthrough Highlights China’s Semiconductor StrategyThe View from the Laboratory At Peking University, a team of researchers led by Professor …2025/11/05Chip development, State Investment, Technology, US-China Chip War2025-11-05 14:58:02
The Peak and Base: A Tale of Two Technological CivilisationsA useful metaphor for the US-China technological rivalry is to envision two mountains. The American …2025/11/03Technology, US-China Relations2025-11-03 20:46:56
Germany’s Deindustrialisation Is a Capital CoupThe narrative of Germany’s deindustrialisation as an unavoidable consequence of geopolitics and the green transition …2025/10/29Banking, Finance, Germany2025-10-29 14:24:58
China’s Deflation Isn’t a Crisis — It’s the Price of Industrial SuccessFor Western economists, falling consumer prices in China set off a familiar alarm. In their …2025/10/27Uncategorized2025-10-27 12:36:01
China’s Next Five-Year Plan Takes Shape: Blueprint for ‘Chinese-Style Modernisation’China’s next five-year plan is beginning to take shape, offering early clues to Beijing’s strategic …2025/10/24Five Year Plan, Government Policy2025-10-24 15:08:38
Zhou Xiaochuan: The Dollar’s Dilemma and a Turning Point for the Global Monetary SystemZhou Xiaochuan, former governor of the People’s Bank of China, has articulated a critical contradiction …2025/10/22Exchange Rates, Finance2025-10-22 23:02:48
China’s C919 Takes Flight: A Symbol of Ambition and a Test of Aerospace AutonomyOn the tarmac at Shanghai Pudong International Airport, the sleek, white livery of the C919 …2025/10/20Aviation, State Investment2025-10-20 20:27:05
The AI BubbleThe U.S. stock market’s recent exuberance masks a troubling reality: the gains are increasingly concentrated …2025/10/18Uncategorized2025-10-18 22:42:17
The Gathering US Financial StormAccording to recent data from FINRA, US margin debt has surged to a historic high, …2025/10/18Banking, Finance, US Financial System, US-China Relations2025-10-18 11:21:54
China-Iran Railroad: Geopolitical Power ShiftThe recent inauguration of a new railway link between China and Iran, threading through the …2025/10/14BRI, Infrastructure, Logistics2025-10-14 20:44:51
From Chatbots to Hardware: China’s AI Pivot to Real World ApplicationsWhile the world marvels at the capabilities of western general-purpose chatbots, a quieter but more …2025/10/13AI, Technology2025-10-13 21:21:13
The Great Unraveling: Rare Earth War Escalates as US Moves to Counter China’s ControlsIn a strategic countermove familiar to the global stage, China has announced sweeping new restrictions …2025/10/12Government Policy, Rare Earth, Trade, US-China Relations2025-10-12 12:24:35
Renminbi Comes of Age in China’s Cross-Border TradeIn a symbolic milestone for China’s financial ambitions, the renminbi has for the first time …2025/10/10Finance, Import/Export, Trade2025-10-10 18:50:35
Solar Breakthrough: Bending the Power of the Sun to Our NeedsFor decades, the image of solar power has been pretty standard: rigid, glass-covered panels mounted …2025/10/09Renewable Energy, Technology2025-10-09 15:08:03
China Shifts Surplus From Treasuries to MetalsChina’s Surplus Dilemma: From Treasuries to BRI Loans to Warehouses of Copper For two decades, …2025/10/02Uncategorized2025-10-02 09:56:46
China Launches K Visa for STEM TalentThe global landscape for scientific and technological innovation is poised for a significant shift. Effective …2025/09/28Uncategorized2025-09-28 20:48:32
China’s AI Drive is a Clash of Economic SystemsAs the United States tightens export controls on advanced AI chips, Beijing’s response is not …2025/09/27AI, Technology, US-China Relations2025-09-27 10:30:50
Sodium Shift: CATL’s Battery Breakthrough and its Global ImplicationsThe global energy landscape is poised for a tectonic shift. Contemporary Amperex Technology Co. Limited …2025/09/26Electric Vehicles, Energy, Renewable Energy, Technology2025-09-26 11:31:51
China Inks Key Currency Deals to Boost Financial CloutChina just turbo-charged its financial ties with Europe. In a major move, the People’s Bank …2025/09/20Exchange Rates, Finance2025-09-20 10:55:01
China Achieves Historic Manufacturing MilestoneNewly released trade data confirms a significant shift in the global economic landscape: China’s manufacturing …2025/09/19Cusoms Data, Import/Export, Statistics, Trade2025-09-19 15:57:20
China’s New Lithium Mega-find is About to Lock Up the Tech Supply ChainSo, a headline caught my eye the other day: China’s just discovered a massive, 2,800-km …2025/09/15Electric Vehicles, Rare Earth, Renewable Energy, Technology, US-China Relations2025-09-15 15:15:31
Forget the Headlines: Why Mongolia Is the Real Winner in the Power of Siberia 2 DealIf you’ve been following the energy news lately, your feed is probably flooded with stories …2025/09/09Energy, Geopolitics2025-09-09 20:34:08
China’s Molten Salt Reactor: A Game Changer for Nuclear Energy? China is making bold strides in advanced nuclear technology, with molten salt reactors (MSRs) emerging …2025/09/08Energy, Nuclear Power, Technology2025-09-08 10:19:43
China’s Energy Ascent Contrasts With Stagnant G7 CapacityWhile Western economies struggle to expand their energy systems, Beijing’s strategic build-out is reshaping global …2025/09/01Economics, Energy, Geopolitics, Government Policy, Nuclear Power, Renewable Energy2025-09-01 19:45:20
China’s Economic Rebalancing Gains Momentum, Driven by Tech and ConsumptionA new analysis of China’s economic performance by CEI reveals a definitive shift in its …2025/08/31Economics, GDP, Government Policy, Uncategorized2025-08-31 11:39:23
China Overhauls Higher Education to Meet Strategic Economic Goals & What it Means For Foreign UniversitiesIn a significant move to align its higher education system more closely with long-term economic …2025/08/30Education, Government Policy2025-08-30 19:17:52
China’s Belt and Road Adjusts to New Realities Amid Debt and Geopolitical PressuresInfrastructure initiative shifts from quantity to quality as sustainability concerns and international scrutiny reshape its …2025/08/28BRI, Business, Finance, Geopolitics, Infrastructure, Trade2025-08-28 15:48:56
China’s Rare Earth Stranglehold Becomes a Geopolitical WeaponThis article is based on CEI’s Rare Earth and Magnet Production Report. To read the …2025/08/26Geopolitics, Rare Earth, State Investment, Technology, Trade, Uncategorized, US-China Relations2025-08-26 21:04:34
The Great Divergence: Why America’s Infrastructure Model is Losing to China’sIn the rugged terrain of Indonesia’s Java, a stark symbol of 21st-century geopolitics is taking …2025/08/26Infrastructure, State Investment, US-China Relations2025-08-26 13:30:25
China’s Looming Demographic Crisis Threatens Economic Ambitions The End of the Demographic Dividend China’s remarkable economic ascent over the past four decades …2025/08/24Demographics, Economy, GDP, Government Policy2025-08-24 11:24:00
China’s Lunar Ambitions Take Flight with Critical Manned Lander Test In a windswept basin in Hebei province, China took a decisive step toward its goal …2025/08/23Lunar Landing, Space, Technology2025-08-23 11:33:06
Stellar Ambition: China’s Fusion Breakthroughs and the Road to Limitless EnergyThe ancient dream of bottling a star inched closer to reality in a Hangzhou laboratory. …2025/08/19Economy, Energy, Nuclear Fusion, Nuclear Power, State Investment, Technology2025-08-19 11:26:43
China’s Humanoid Robot Revolution 2025: AI and Manufacturing Breakthroughs Propel Beijing’s AmbitionsChina’s humanoid robotics sector is undergoing a watershed year in 2025, with breakthroughs in artificial …2025/08/15AI, Automation, Humanoid Robotics, Robots, Technology, US-China Relations2025-08-15 19:35:17
The Great CUDA Challenge: Huawei’s Open Gambit in the AI Chip Wars In the high-stakes arena of artificial intelligence, a single piece of software has long dictated …2025/08/12AI, Chip development, Geopolitics, US-China Chip War2025-08-12 08:15:31
China’s Genetic Revolution: Rewriting the Code of Life In the high-stakes world of genetic engineering, CRISPR-Cas9 has long been the star—precise, powerful, but …2025/08/11China, Genetic Engineering, State Investment, Technology2025-08-11 11:03:57
China’s Digital Currency RevolutionHong Kong’s financial ecosystem marked a pivotal moment on August 1, 2025, as the city’s …2025/08/08Banking, Crypto, Digital Yuan, Economics, Economy, Finance, Technology2025-08-08 10:43:59
The Primate in the Machine: China’s Neuromorphic LeapWhile Silicon Valley races to build ever-larger AI models, China is redesigning the computer itself. …2025/08/08Chip development, Economics, Technology2025-08-08 04:14:33
China’s Nuclear ‘Power Bank’ Poised to Revolutionize Clean EnergyIn a quiet corner of tropical Hainan Island, a technological energy innovation is taking shape …2025/08/06China, Development, Energy, Nuclear Power, State Investment, Technology2025-08-06 10:46:56
Why Comparing China’s GDP to the West Is Misleading“In essence, comparing GDP between China and deindustrialized Western economies is like comparing muscle mass …2025/07/31GDP, page, Uncategorized2025-07-31 15:12:00
China’s Chip Breakthroughs: What You Need to Know in 2025  China’s Chip Breakthroughs: What You Need to Know in 2025   China’s semiconductor industry is …2025/07/28Business, Chip development, Quantum Computing, Sanctions, Technology2025-07-28 11:25:24
China’s Golden Semiconductor BreakthroughIndium Selenide (InSe) and why Silicon might soon be a thing of the past For …2025/07/28China, Economics, State Investment, Technology2025-07-28 00:37:57
The Long March Outward: A History of Resistance to China’s Belt and Road InitiativeBeijing’s most ambitious foreign policy venture is reshaping the global economic landscape—but not without resistance. …2025/07/24Africa, Banking, BRI, China, Geopolitics, US-China Relations2025-07-24 19:14:48
The Quantum Leap: China’s Jiuzhang and the Future Beyond SiliconIn a world where silicon-based computing still powers everything from AI to missiles, a subtle …2025/07/24Quantum Computing, State Investment, Technology2025-07-24 13:34:38
The Silk Road RisesHow China Is Rewriting the Rules of Global Power Under the relentless Southeast Asian sun, …2025/07/18Banking, BRI, China, Economics, Geopolitics2025-07-18 13:28:27
Why War with Iran? Israel’s Failed Strike Won’t be the End.In the early morning of 26 October, Israel launched what appears to have been a …2024/10/19Uncategorized2024-10-19 10:20:04
A Quadrillion Dollars Used To Be A Lot of MoneyA version of this article appeared in Beijing Review magazine. On Friday March 10th, Silicon …2023/03/19Uncategorized2023-03-19 21:22:16