Record Margin Debt Adds Fuel to a Tinderbox of Financial Risk: Record Margin Debt, Unrealized Bank Losses and Derivatives.
China tightens rare earth export controls, escalating a new front in the US–China tech war. Washington readies countermeasures as global supply chains tremble.
China frames the AI race as a clash of systems: state-guided “New Productive Forces” vs. Western profit-driven innovation. Analysis of Beijing’s strategy to tie AI development to national power and industrial policy, amid US chip restrictions.
China’s discovery of a massive lithium belt, combined with its rare earth dominance, positions it to control the entire green tech supply chain. Explore the staggering geopolitical implications.
China controls 90% of global rare earth elements—critical for EVs, wind turbines, and advanced weapons. Explore how Beijing uses pricing strategies, export controls, and domestic subsidies to turn mineral dominance into geopolitical leverage. Learn why the West struggles to break its dependency.