Topics
War in Ukraine
Russia’s military operation in Ukraine has sent shockwaves across the globe.
Cover Story: The Beginning of the End of the Post-Cold War World Order
Russia’s attack on Ukraine grows out of growing unease over NATO’s eastward expansion in the decades since the collapse of the Soviet Union
Middle East Conflict Unlikely to Ease China Solar Glut, Analysts Say
Rising geopolitical tensions and energy price volatility are lifting overseas demand for residential energy storage, but structural bottlenecks mean the bump won’t resolve China’s massive solar overcapacity
Commentary: The Hormuz Crisis is Handing China a Hidden Export Advantage
While skyrocketing LNG and oil prices cripple industrial rivals across Asia and Europe, China’s reliance on domestic coal and expanding renewables has effectively decoupled its manufacturing engine from the global energy panic
Cover Story: Energy Shockwaves From U.S.-Iran War Hit Global Economy
Strait of Hormuz disruption drives oil higher, fractures supply chains and leaves Asia and Europe exposed
Analysis: BASF’s Bet on China Could Pay Off as Gulf Crisis Reshapes Global Chemical Market
The German giant’s $10 billion Zhanjiang complex underscores a shift toward Asian growth markets as the war strains global supply chains and erode Europe’s competitiveness
Thai EV Sales Drop Casts Shadow on Chinese Automaker Ambitions
The fall in February came after the government slashed subsidies for electric vehicle purchases in its EV industry development program, which had helped Chinese carmakers get a strong foothold in the local market
Commentary: Don’t Let the Middle East Spook You Out of China’s Stock Market
The recent plunge in Asian equities reflects overblown fears of a protracted U.S.-Iran war. Smart money should look past the stagflation panic
Cover Story: War in the Gulf Triggers Global Energy Shock
Strikes on oil and gas facilities and disruption in the Strait of Hormuz send prices soaring, strain supply chains and raise the risk of global stagflation
Commentary: The U.S.-Iran War Is a Wake-Up Call for Asian Markets
Unlike the 2022 Ukraine crisis, the escalating conflict in the Middle East poses a direct threat to Asian manufacturing and could force a global stagflation reckoning
Commentary: The 1970s Oil Crises Hold the Key to Surviving the Current Middle East Shock
As the Strait of Hormuz chokes and crude prices soar, policymakers must look to the stagflation era to avoid the traps of price controls and accelerate the push for true energy independence
Commentary: Why Traditional U.S. Allies Are Sitting Out the War With Iran
Concerns over Ukraine, global inflation, and domestic politics have prompted European and Middle Eastern partners to maintain a collective low profile in the U.S.-led ‘Operation Epic Fury’
Qatar Helium Shutdown Adds New Risk to Chip Supply Chain
A halt in liquefied natural gas output by QatarEnergy has severely reduced the global supply of helium, driving up prices and highlighting the chipmaking industry’s reliance on the gas
In Depth: China Satellite Investment Soars as SpaceX Sparks Race for Piece of the Sky
With limited capacity in low-Earth orbit and Elon Musk’s company already far ahead, Beijing is pouring funding into constellations, rockets and commercial space ventures
In Depth: As Iran Conflict Spreads, Economic Dominoes Begin to Fall
Air travel in the region has been disrupted while shipping through the Strait of Hormuz, a chokepoint for global energy transportation, has come to a virtual standstill
Middle East Conflict Disrupts Global Fertilizer Trade, Raising Food Crisis Fears
Disruptions in a vital shipping corridor could slash crop yields and push millions more into hunger
Commentary: Will the War in Iran Derail the U.S.-China Summit?
The unauthorized strike on Iran’s leadership is the ‘spring surprise’ Beijing didn’t want. As Trump prepares for a historic visit to China, the conflict challenges global supply chains and tests the resilience of the world’s most important bilateral relationship
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