China looks abroad as EU moves to shield domestic industry Tariff clash ongoing since 2024 enters a phase of de-escalation EU formalizes procedures to introduce minimum prices on Chinese EVs The European Union has formally initiated procedur
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U.S. Port Fee Pressure Jolts COSCO, China Counters With $7 Billion State-Backed Orders Global Carriers Accelerate De-China Supply Chains, China’s New Orders Slump as U.S.
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Vietnam Accelerates Nuclear Restart Amid Power Shortages and Carbon Neutrality Pressure Japan Withdraws Over Disputes on Next-Generation Reactor Adoption and Completion Timeline Russia Advances With Technology Transfer and Export Finance Package
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OECD–G20 overhaul exempts U.S.
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Daehan Cable Secures $74 Million Turnkey Project in California, Demonstrating Technical Credibility U.S.
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Six consecutive half-years of declining hiring, deepening employment contraction among SMEs Exports hit $700 billion, yet semiconductor dependence remains entrenched Chinese offensive erodes manufacturing competitiveness, heightening urgency for corporate restructuring
Read MoreTSMC’s Review of AI Line Conversion and Japan’s All-Out Semiconductor Push AI Data Centers Rapidly Filling the Void Left by Nissan and Toyota’s Battery Investment Retreat The ‘EV Exodus’ and a Monumental Capital Shift Toward AI, as Companies Seek New Pathways Through ESS and Hybrids
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Construction of two largest-ever Trump-class warships Plan to ultimately secure up to 25 next-generation battleships Cooperation with South Korea’s Hanwha on new frigate construction The first vessel of the U.S.
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France confirms construction of a next-generation nuclear-powered aircraft carrier valued at roughly $13 billion, a strategic decision by President Emmanuel Macron aimed at securing independent defense capabilities U.S.
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Google, Microsoft, and other Big Tech firms make large-scale investments in fusion companies Rising as a long-term energy source amid data center expansion Technological maturity and economic viability remain constraints, commercialization expected to take time
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Germany’s Bundestag approves a $55 billion military procurement package and accelerates rearmament by loosening constitutional debt limits Under NATO’s unprecedented “5% of GDP” agreement, the EU injects funding through joint borrowing such as 45-year SAFE loans Debt-laden Europe faces a “guns-and-butter” dilemma, cutting welfare budgets to finance security
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Exploiting the pandemic-era surge in remote work through “disguised employment” Hundreds of laptops stockpiled in U.S.
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The U.S.-backed joint venture (JV) will secure a 10% newly issued stake in Korea Zinc, emerging as the pivotal force in next year’s shareholder vote The Tennessee smelter is positioned as a critical hub for America’s “de-Chinafied” supply chain, producing 13 strategic minerals Youngpoong and MBK counter with allegations of a “USD 7 billion fraudulent guarantee,” preparing an injunction to halt the share issuance
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Unanimous Economist Call for a Hike, Political Green Light and Recovery Cement Move to 0.75% With 10-Year JGB Yields Pre-Pricing at 1.97%, Yen-Carry Unwind Shock Likely Contained; Crypto Markets Brace for Higher Volatility As “Super-Weak Yen” Fades, Korea’s Autos and Shipbuilding Eye Competitiveness Rebound, but Won-Yen Co-Movement and Technology Gap Remain Constraints
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China’s defense budget contains numerous off-the-books items, making its true scale difficult to determine Geopolitical tensions intensify as Asian countries accelerate military spending A series of recent military provocations targeting Taiwan, the Philippines, and Japan
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India and Russia have maintained an alliance for more than 60 years since the Cold War era Cooperation extends beyond energy and defense to joint development of icebreakers Tariff talks with the United States also accelerating, likely to conclude within the year
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Trump Approves Nvidia’s H200 Exports to China Huawei’s AI Chips Advancing to Near-Nvidia Performance China to Approve H200 Use Only When Domestic Chips Are Not Viable U.S.
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China Accelerates AI Ecosystem Development U.S.–China AI Gap Narrows to “Three Months” Jensen Huang Warns: “At This Rate, China Will Overtake the U.S.” Nvidia CEO Jensen Huang has issued a striking assessment of the global artificial intelligen
Read MoreBYD Launches South America’s Largest EV Plant in Brazil Domestic Market Saturated; Chinese Automakers Pivot to Emerging Economies Beijing Initiates Industry Restructuring, Including State-Owned Enterprise Consolidation Chinese electric-vehicle
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USD 103.2 Billion Lost, with 80% Concentrated in Non-Manufacturing Sectors Such as Hotels Labor Shortages Trigger Rising Personnel Costs and a Surge in Bankruptcies Employment Index Falls into Negative Territory, Marking a Record Low
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