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Category: US-China Competition

From Paper to Metal: China’s Surplus Dilemma

September 29, 2026 Ryan Perkins

An Update — September 2026 This article is a follow-up to an article that was originally published in October of…

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Posted in: Exchange Rates, Finance, International Relations, International Trade, US-China Competition, US-China Relations Filed under: BRI, surplus

The Rope Thickens: Shorts, Sanctions, the Yen Rescue, the Strait That Isn’t Reopening, and a Message to the Markets: A Petroyuan Trap Update

August 18, 2026 Ryan Perkins

This article is part of an ongoing series of analyses on the war against Iran. Other sections include: Why War…

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Posted in: Finance, US Empire, US Financial System, US War on Iran, US-China Competition, US-China Relations Filed under: financial war, petroyuan trap, Strait of Hormuz

The Synchronization: Japan’s funding crisis, Korea’s AI collapse, and the energy shock are not separate stories

August 12, 2026 Ryan Perkins

This article is part of an ongoing series of analyses on the war against Iran. Other sections include: Why War…

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Posted in: Finance, Geopolitics, Uncategorized, US Empire, US-China Competition, US-China Relations

The Sixth Signal: Congress Tightens the Sanctions Pincer & Q&A

July 18, 2026 Ryan Perkins

An update on how the late Senator Graham’s “Bone-Crushing Sanctions Package” reinforce the Petroyuan Hypothesis and a brief Q&A.

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Posted in: Finance, Geopolitics, Petroyuan, Sanctions, US Financial System, US War on Iran, US-China Competition, US-China Relations

Priming the Trap: Five signals suggest a financial attack is being assembled.

July 14, 2026 Ryan Perkins

Five signals suggest a finanancial attack is quietly being assembled. Its not proof. But it is what we would expect to see.

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Posted in: Geopolitics, Petroyuan, US Empire, US Financial System, US War on Iran, US-China Competition, US-China Relations

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Latest on GEI

  • The Strait Isn’t Supposed to Reopen: Why everyone is asking the wrong question. October 16, 2026
  • The Contest for the Caucasus: TRIPP and the Eurasia Canal September 30, 2026
  • From Paper to Metal: China’s Surplus Dilemma September 29, 2026
  • The Impossible Choice: How Iranian Airline Sanctions Are Really Aimed at Beijing September 27, 2026
  • BRICS Accelerates Integration as Economic Pressure Mounts September 25, 2026
  • The ECB Maps the Trap, Cracks Form and Bessent Slips Up September 9, 2026
  • The Harvest Trap: China’s Industrial Squeeze and India’s Impossible Choice August 25, 2026
  • The Rope Thickens: Shorts, Sanctions, the Yen Rescue, the Strait That Isn’t Reopening, and a Message to the Markets: A Petroyuan Trap Update August 18, 2026
  • The Synchronization: Japan’s funding crisis, Korea’s AI collapse, and the energy shock are not separate stories August 12, 2026
  • Economic Asymmetry Is Not Political Control: Deconstructing the Wall Street Journal’s portrait of Russia as China August 1, 2026

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