Prolonged Western Sanctions and India’s Exit Weigh on Russian Crude Demand Urals Crude Plunges, Cargoes Pile Up at Sea as China Exports Near Ceiling Cornered Moscow Pursues Economic Engagement With Washington, Including Return to Dollar Settlement

U.S. FY2026 Tariff Revenues Surge 304%, Delivering Short-Term Fiscal Relief Delayed Supreme Court Ruling Sustains Risk of Retroactive Refunds Tariff Burden Shifted to U.S. Firms and Households, Raising Growth Concerns U.S.

Solar Product Price Increases Across China’s Industry Erosion of Price Competitiveness Amid Rising Input Costs and Reduced State Support Prospects of Weakened Position for Renewable Energy as the Lowest-Cost Power Source Chinese solar manufact

S&P Slashes China’s New-Home Sales Forecast, Warning of Prolonged Downturn Rapid Expansion of Advanced Industries Falls Short of Replacing Growth Engine “Growth Could Falter at Any Moment” China’s Economy Balances on a Knife’s Edge

Intel, AMD Server CPU Supply Disruptions Drive Price Hikes and Delivery Delays ‘Post-Settlement’ Clauses Emerge in Prolonged Memory Shortage Global Data Center Expansion Expected to Slow Amid Component and Power Grid Constraints Intel and AMD

Vietnam Steps Up Efforts to Foster the Rare Earth Industry, Moves to Overhaul Regulatory Framework Expansion of the Mining Value Chain to Absorb Surging Global Rare Earth Demand South Korea, the United States, and the EU Move Early to Establish Cooperative Ties With Vietnam

With “one in three citizens elderly,” Japan’s aging accelerates, heightening labor shortage risks Tokyo steps up institutional reforms as industries extend, abolish, and reconfigure retirement systems Major economies move in lockstep on retirement age extensions, signaling a global labor market shift

Rising Middle East Tensions Driven by U.S.–Iran Conflict Send Crude Shipping Rates Soaring Stalled Bilateral Talks Leave Scope for Military Confrontation Intact China’s Economic Slowdown Deals a Direct Blow, Pushing Container Freight Rates Lower Across All Routes

Homeplus Sees Payment Delays Spill Into Unpaid Supplier Bills and Wages Amid a Cash Crunch Labor and Management Urge DIP Financing, Saying Support Is Needed to Normalize Operations Potential DIP Lenders Meritz Financial and Korea Development Bank Show Limited Appetite for Additional Funding

U.S., EU, UK and 20 Other Countries Move to Build Supply-Chain Alliance to Cut Reliance on China’s Rare Earths China Controls 90% of Rare Earth Refining and Magnet Manufacturing, Making Full Exclusion From Supply Chains Difficult China’s Rare Earth Dominance Expected to Weaken Gradually Over the Next Decade

China Sells U.S.

Hyundai Motor Union Strongly Opposes Plan to Deploy ‘Atlas’ Humanoid Robots Cost Cuts and Reduced Tariff Risk Expected, With Hyundai Likely to Push Ahead Global Automakers’ Robot Race Intensifies as Hyundai Motor Seeks to Cement Its Position

Canada Rules Out a China FTA as Trump’s Tariff Pressure Mounts After Easing Trade Frictions, Canada and China Take Friendlier Steps, Including Lower Tariffs Canada’s Prime Minister Signals Resolve to Push Back at the U.S. Canada has flat

Latin America Emerges as a Strategic Hub for Critical Minerals, Drawing a Surge in Global Mining Investment China Moves Aggressively, While the U.S.

Global CEOs’ confidence in revenue growth sinks to a five-year low Pressure mounts to show returns on AI spending, with few firms seeing real financial gains Rushed AI rollouts backfire, hurting service quality and driving up costs Glo

Surge in technology leaks hits semiconductors, displays, and secondary batteries Laws tightened, but light prison sentences blunt deterrent effect Korea should look to tougher responses in the U.S.

EU pushes “Made in Europe” legislation, doubling down on protectionist trade stance Moves to shield industrial competitiveness amid fiscal strain and slowing growth Energy supply risks and trade tensions with China add pressure across the bloc

TSMC sets 2026 capex at $52 billion to $56 billion Plans to ramp up U.S.

Nvidia raises the bar for HBM4 supply, intensifying race on speed and logic dies Samsung leans on foundry strength, while SK Hynix faces TSMC bottlenecks Is Nvidia pushing supplier competition to gain leverage in HBM price talks? Nvidia ha

Samsung Electronics and SK Hynix ramp up DRAM output amid a memory supply crunch Memory prices expected to keep surging, pushing up PC and smartphone prices China’s CXMT accelerates in scale and capability, emerging as a key market wildcard Majo