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China next-gen solar tech curb to impact SpaceX AI computing plan

19 October 2026 at 20:38

Beijing has proposed banning exports of the technology used to make next-generation solar cells, a move that could complicate United States technology guru Elon Musk’s plan to expand into space solar power. The ban, which covers production technology for perovskite and tandem solar cell modules, is part of a proposal by China’s Ministry of Commerce […]

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Talking with China, say what you’re told you can’t say

19 October 2026 at 20:03

For years, the idea of speaking forthrightly to China would evoke an admonition from the US State Department and most of the American policymaking class: “We can’t do that. They won’t like it.” They’d often add, “China has red lines, don’t you know?” There are things you are told you just can’t say – questioning […]

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Trump the gangster’s new clothes

19 October 2026 at 17:19

Should this be seen as the Hans Christian Andersen story, in which the narcissistic emperor is finally exposed as a naked fool by a truth-telling child? Donald Trump is certainly all of these things: narcissistic, naked in his support for Putin and a fool. But the parallel doesn’t quite work because it hasn’t taken a […]

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South Korea: A growing national crisis and a strategic warning

19 October 2026 at 16:29

Recent media reports projecting South Korea’s per capita GDP to surpass Japan’s have generated considerable excitement across the regional countries that see Korea as a role model. According to the IMF’s October 2026 projections, South Korea’s nominal GDP per capita could reach approximately $49,000 in 2027, compared with Japan’s $37,000-38,000. Its achievements in semiconductors, advanced […]

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Africa’s LNG boom giving Asia an alternative to Hormuz

19 October 2026 at 14:25

When the Iran war closed the Strait of Hormuz earlier this year, about 20% of the world’s liquefied natural gas supply stopped flowing almost overnight. Roughly 90% of the LNG that moves through the strait goes to Asia, so the continent has absorbed the worst of it. Gulf producers have had few good responses. Saudi […]

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What Australia could learn from SE Asia about managing China

19 October 2026 at 04:01

Successive Australian governments have reacted with alarm at China’s influence-building activities in Southeast Asia and the Pacific. They have passed foreign interference laws, tightened foreign investment regulations, and regulated university collaborations with institutions overseas. They have executed a Pacific Step-Up and a plan for greater trade and investment with Southeast Asia. And they have tightened […]

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Owner or owned? Indonesia’s Chinese battery chain dilemma

19 October 2026 at 11:21

Indonesia has spent a decade trying to turn its mineral wealth into something more valuable than raw commodity exports. The strategy is ambitious: restrict raw nickel exports, attract investment, build processing capacity and move downstream into electric-vehicle (EV) batteries that will power the next generation of transport and energy storage. China is central to the […]

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Strategy trumps scandal as West goes easy on India

19 October 2026 at 05:19

Western governments are rebuilding ties with India even as they accuse it of foreign interference and of running intelligence operations against people on their soil. The contradiction was on display October 13, when Canada’s Prime Minister, Mark Carney and India’s Prime Minister, Narendra Modi, reaffirmed plans to expand trade and security cooperation, though underlying security […]

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Data centers in the line of fire of Ukraine war

19 October 2026 at 04:49

In recent days, a Ukrainian drone strike hit Russia’s largest data center, owned by bank and technology company Sberbank. The strike came after Ukraine hit three data centers belonging to the tech giant Yandex, which is often referred to as “Russia’s Google.” After those attacks, Yandex’s traffic dropped 94%. Its users experienced heavy disruption to […]

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Chinese EVs racing into Gulf’s oil-rich car market

19 October 2026 at 04:02

The Gulf Cooperation Council, a bloc of oil-rich states long known for its appetite for imported cars, is becoming a growing market for Chinese electric vehicles (EVs) that are largely being blocked out of the West. Saudi Arabia, the United Arab Emirates, Qatar, Kuwait, Bahrain and Oman are diversifying toward alternative energy, embracing environmental goals […]

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Indonesia primed to lead a Global South forest protection bloc

Indonesia, Brazil and the Democratic Republic of Congo together hold more than half of the world’s tropical rainforests. In 2022, when Indonesia hosted the G20 summit in Bali, the three countries pledged to cooperate on how to pay to protect those forests. The promise was one of South-South cooperation: developing countries working together rather than […]

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US racing to field drone wingmen to close fighter gap with China

18 October 2026 at 06:11

A recent breakthrough in airborne drone control has offered a tangible glimpse into the future of US air combat, signaling the US Air Force’s accelerating push to integrate autonomous wingmen alongside frontline fighters. This month, The War Zone (TWZ) reported that a US Air Force F-22 Raptor pilot successfully controlled an uncrewed YFQ-44A Fury fighter […]

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Trump protects Putin from Graham-Blumenthal bill

17 October 2026 at 12:42

The single most predictable action of the Trump second presidency happened just a few hours ago. Trump signed an executive order that exempted Russia from all of the key possible sanctions that could have been placed on it by the Graham-Blumenthal bill. Here is a link to the order and here is how it opens. The […]

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China, Russia quietly moving toward a new Arctic axis

17 October 2026 at 06:15

Russian President Vladimir Putin’s advisor Nikolai Patrushev’s recent visit to China points to something more consequential than another round of Russia-China strategic rhetoric: Moscow is trying to turn maritime cooperation with Beijing into infrastructure, technology and logistics that can survive geopolitical pressure. The proposals discussed during the October 8-13 visit — linking China’s Maritime Silk […]

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Can a cockroach movement reverse India’s democratic decline?

17 October 2026 at 05:13

More than 25,000 police officers were deployed across New Delhi recently to prevent demonstrations led by India’s new youth-led political movement, the Cockroach Janta Party (CJP). Government authorities had denied the CJP permission to protest on public-order grounds. The ensuing security operation saw the authorities shut one in six metro stations in the capital, barricade […]

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SK Hynix needs a Trump 2027 deal to expand its Dalian NAND fab

16 October 2026 at 20:52

South Korean memory chipmakers must secure new United States licenses by year-end to keep shipping top-end American tools to their Chinese factories, after the Trump administration scrapped blanket permits last year. To win the permits, SK Hynix and Samsung must promise to build or expand factories in the US. SK Hynix’s one-year license to ship […]

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The Tree at Panmunjom vividly revisits 1976 tensions

16 October 2026 at 21:07

Jeffrey Miller’s newest novel, The Tree at Panmunjom, begins in the summer of 1976, as a soldier fresh out of basic training named Bill Davis arrives in South Korea and finds himself assigned to Camp Kitty Hawk just before serving a tense 24-hour shift at the nearby Demilitarized Zone’s Joint Security Area.  On arrival at […]

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Welcome to Israel, Trump’s country

16 October 2026 at 19:55

TEL AVIV — There is one country on earth where Donald Trump could plausibly win a national election, and he knows it. “I could run for Prime Minister,” he joked in May, claiming 99% approval here. No poll has ever shown that. But the joke landed because it is only half a joke. Thirteen days before […]

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Wars and the oil blockades may be waiting for Xi’s party congress

16 October 2026 at 19:54

Just as Vladimir and Estragon waited for Godot in Beckett’s famous play, the world may now be waiting for Xi Jinping in the present political drama. America is stuck in two wars. In Ukraine, it would like to reach a compromise with Russia. In the Middle East, it is trying to bring down Tehran’s regime, […]

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TSMC’s global buildout faces crucial capital efficiency test

16 October 2026 at 13:38

TSMC expects overseas manufacturing to reduce its consolidated gross margin by nearly two percentage points in 2026, with the impact widening to three to four points later in its expansion program. The company plans to spend $60 billion to $64 billion on capital expenditure this year. Its latest outlook calls for fourth-quarter revenue of up […]

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