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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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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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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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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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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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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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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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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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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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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