US Canadian Relations on the Line The upcoming USMCA review is a critical moment for U.S.-Canada trade relations. At the moment, Canada has not meaningfully addressed several U.S. complaints, especially in dairy, agriculture, streaming, and alcohol markets. Some of the…
The European Union Plan to Catch up on Tech The European Union has proposed a broad plan to strengthen its domestic tech supply chains and reduce dependence on US and Asian firms in areas like semiconductors, AI, and cloud computing…
Chinese Economic Coersion on the EU China has warned it will retaliate if the EU adopts a proposal to ban Huawei and ZTE equipment across the bloc. Beijing’s mission to the EU urged removal of language labeling Chinese vendors as…
Deal to Open Strait of Hormuz is Close The U.S. and Iran are close to a preliminary agreement that could extend the cease-fire, reopen the Strait of Hormuz, and set up later talks on Iran’s nuclear program and sanctions relief…
The US and Israel Did Have a Iran Plan A New York Times article notes that U.S. and Israeli planners briefly considered installing hard-line former president Mahmoud Ahmadinejad as a pliable leader of Iran after early 2026 strikes killed top…
US Demands Economic and Political Change in Cuba C.I.A. Director John Ratcliffe visited Cuba amid a severe energy crisis — days after Havana said fuel for power plants was exhausted — to deliver President Trump’s demand that Havana make economic…
Geopolitical Implications of Meeting First let's begin with the agenda of the Trump-Xi meeeting below: •Taiwan Issue and US-China Relations • Iran, Strait of Hormuz, and China's Potential Role • Trade Tensions and Economic Cooperation • AI Technology and Semiconductor…
Future of US Gulf Strategic Relationship The recent Gulf war between Iran and U.S./Israeli-aligned forces exposed deep strategic strain: Gulf states feel vulnerable despite long U.S. security guarantees, Iran’s missile-and-drone attacks disrupted shipping through the Strait of Hormuz and regional…
China has Underestimated Europe's Pushback China underestimates Europe’s willingness and ability to push back. Chinese commentators often caricature Europe as weak and US-led, overlooking growing European concerns about economic dependence, security (notably over Ukraine), and unfair trade/practice issues. Recent incidents—chipmaker…
Oil Market Dynamics of a Weaker OPEC The UAE announced it will leave OPEC on May 1 amid a global energy crisis driven by the Iran war and closure of the Strait of Hormuz. Experts say the move reflects long‑running…
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