The Inventory "Ooze": The Hidden Cost of BYD’s 2025 Surge
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.
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The New Export War: China’s Silver License Mandate
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.
Taiwan's Earthquake Shadow: The Hidden Supply Chain Bomb
The April 2024 Taiwan earthquake exposed a terrifying reality: 90% of the world's advanced chips come from a seismically active island under constant geopolitical threat. Here's the real contingency plan - and why it isn't enough.
Micron's $9.6 Billion Bet: Building the Future of AI Memory in Japan
Micron Technology announces a massive $9.6 billion investment to build a new AI memory chip plant in Hiroshima, Japan. Here's why this matters for the global tech economy.