16 articles
On January 1, 2026, China choked the global silver supply with new export controls. But the real story isn't the hoard-it's the 'Vaporization Rate.' Unlike solar panels or iPhones, modern munitions consume silver and destroy it permanently. As global conflicts heat up, nations aren't just using silver; they are deleting it from the periodic table.
Ford and GM are pivoting to hybrids to save quarterly profits. It is a strategic suicide pact that ignores the plummeting cost of batteries and the rising tide of Chinese EVs in Mexico.
China's new 'GB 38031-2025' safety standard mandates a 'no fire' rule that effectively bans high-nickel NCM batteries. Here is why the West's favorite chemistry is now illegal in the world's biggest market.
DeepSeek's massive $1.6B Nvidia purchase in January 2026 signals the end of the 'efficiency only' narrative and the start of a brutal hardware-driven extinction event.
BYD claimed victory in 2025 with record sales, but the December data reveals a dangerous 'inventory ooze' - a glut of unsold electric vehicles that could trigger a global price crash in 2026.
Washington's 100% tariffs on Chinese EVs are framed as a shield for American workers, but they are actually building a 'Detroit Fortress' that will leave legacy automakers uncompetitive on the global stage.
The erratic U.S. chip policy of 2025 has achieved the opposite of its intent. By banning then taxing Nvidia hardware, Washington has inadvertently subsidized a Chinese semiconductor revolution.
Starting January 1, 2026, China will implement a strict licensing mandate on silver exports, signaling a new front in the global clean energy trade war.
The narrative that "EVs are dying" is a uniquely American lie. While U.S. sales plummeted 37% in Q4 following the expiration of federal tax credits, global adoption surged to record highs. This is the story of the Great Divergence.
China has shattered SpaceX's daily launch record with three missions in 19 hours, signaling a massive shift in orbital cadence. This report analyzes the 'Satellite Super Factory' and the physics of this new velocity.
Despite political headwinds and anti-ESG sentiment, renewable energy is winning for one simple reason: it is now undeniably cheaper. We analyze the 2025 LCOE data, the Vineyard Wind legal victory, and China's peak coal.
President Trump has reportedly approved Nvidia H200 sales to China in exchange for a 25% revenue kickback to the US. We analyze the technical specs of the H200, the economics of this 'pay-to-play' model, and what it means for the global AI arms race.
China is reportedly advising local companies to stop purchasing Nvidia's H20 chips, favoring domestic alternatives like Huawei and Moore Threads. Is this the end of Nvidia in China?
Moore Threads, dubbed the 'Nvidia of China,' soared in its trading debut after a $1.1 billion IPO. With 4,000x oversubscription, is this the beginning of serious competition for Nvidia?
In a historic first, Anthropic detected and stopped a state-sponsored Chinese hacking group using 'Claude Code' to automate a massive cyberattack.
BYD secured 15.4% of the global battery-electric vehicle market in Q3 2025, narrowly edging out Tesla's 13.4% as total NEV sales surged 31% year-over-year to 5.39 million units.