Geopolitics

International Trade Trade Relations Global Economy International Relations Trade Policies International Business Economic Impact Export Controls Territorial Disputes Trade Barriers

Nvidia’s AI Data-Center Lead Over AMD Widens as China Sales Are Excluded From Guidance

Export limits now force Nvidia to guide without China revenue, underscoring AMD’s smaller but more diversified footing.

Lynas, JARE Strike 12-Year Rare Earths Deal With $110/kg Floor and 5,000 Tonnes a Year of NdPr

MSC Halts Gulf Exports as Maersk Suspends Bookings and Sets Emergency Rates

Davos Report Finds Companies Unprepared for Geopolitical Shocks as Policy Uncertainty Hits 20-Year Peak

Rio Tinto Unveils Three-Division Overhaul With 2025 Growth Targets and $5–$10 Billion Cash Plan

Jefferies Sets Bullish Course for India’s CRDMO Sector With New Ratings and Targets

TSMC Reports Record 2024 Revenue with 33.9% Growth Driven by AI Demand

US Firms Report Record-Low Profits and Optimism in China Amid Geopolitical Strains

ASML Anticipates Surge in Orders Due to AI Chip Demand