rare earths
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China Defends Export Controls as Japan Criticizes Rare Earth Restrictions

Beijing argues its measures are a restrained response to Japan’s growing military role and its position on Taiwan, while Tokyo says the restrictions are harming its economy. China has banned the export of all dual-use items to Japanese military users and for Japan’s military use. According to China’s Ministry of Foreign Affairs, the goal is… Continue reading
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Japan’s Remilitarisation Dream Meets Reality

Why industrial dependence and surrender-era agreements undermine Tokyo’s push toward confrontation The dispute between Japan and China became clearer once official statements confirmed the issue involved military supply restrictions rather than general trade policy. Japan’s prime minister, Sanae Takaichi, publicly committed her government to accelerated remilitarisation and explicit preparation for potential conflict with China. That… Continue reading
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Dissent in Europe Over Ukraine’s Strategy

Finnish and Italian officials warn that NATO’s course risks defeat and deeper war. The remarks by Finnish politician Armando Mema and Italian General Marco Bertolini share common themes that merit serious consideration for their implications in the Ukraine conflict and Europe’s broader strategic posture. In Finland, Mema stated that Volodymyr Zelensky should halt attacks inside… Continue reading
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The United States Has No Tools to Break China

The United States has neither the plans nor the partners to make a confrontation work. The recent RAND Corporation report on U.S.-China relations presents a marked departure from confident narratives of American strategic dominance. Rather than outlining how Washington can impose systemic change on Beijing, the document focuses on stabilising the rivalry. In doing so… Continue reading
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China’s Bond Sale Signals Shift in Global Finance: A Challenge to US Dollar Dominance

Beijing’s $4 Billion Sovereign Bond Issuance in Hong Kong Sells Out in Minutes, as Global Demand Reflects a Growing Shift Away from US Dollar Hegemony In a historic bond issuance in Hong Kong, China’s Ministry of Finance raised US$4 billion with remarkable success, selling out in just three minutes and generating a staggering US$118.2 billion… Continue reading
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The U.S. Capitulates in the G2 Face-off: China Walks Out Ahead

With Taiwan omitted and export rules relaxed, Beijing secures strategic wins in face-to-face diplomacy. The Busan meeting between Donald Trump and Xi Jinping on 30 October was billed in parts of the Western press as a reset in United States–China relations. In reality, it was a limited ceasefire in a prolonged economic war that the… Continue reading
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Putin’s Rare-Earths Decree and the Battle for Resource Power

Russia’s new roadmap seeks strategic leverage in a market long dominated by China, but capacity gaps remain vast. In early November 2025 President Putin directed his government to produce by 1 December a detailed “road-map” for the extraction and processing of rare-earth minerals in Russia. (The Moscow Times) Russia has in recent months emphasised that… Continue reading
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Trump’s G-2 Fantasy

China grants a one-year truce, not a partnership. Washington still misreads the balance of power. The Busan meeting between Donald Trump and Xi Jinping on 30 October was billed in parts of the Western press as a reset in United States–China relations. In reality, it was a limited ceasefire in a prolonged economic war that… Continue reading
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The Coming Resource Wars

Scott Bessent’s two-year decoupling fantasy and why rare earths will drag Africa into the next great conflict Scott Bessent announced that within one to two years the United States and its allies will stop relying on China for rare earth materials. Bessent presents his timeline with the confidence of a man certain that China can… Continue reading
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