The Margin Call Legacy Auto Can't Survive
An in-depth analysis of how the $115 Brent Crude oil shock and looming recession won't save gas cars, but will instead trigger the extinction of legacy Western automakers who refused to vertically integrate.
#trade-war
8 articles
The Graphite Cliff: Taxing the $25k EV to Death
On February 12, the Commerce Department finalized a combined 170% duty on Chinese battery anodes. The problem? The U.S. doesn't make any yet.
The New Dealer: Europe's $750B Gas Addiction Swap
At the Munich Security Conference today, leaders celebrated the end of Russian gas. But a new analysis reveals Europe has simply traded one addiction for another, signing a $750 billion deal that locks its energy sovereignty to Washington for a decade.
Red Supply Chain: How Sanctions Built a Chip Giant
In 2022, Washington tried to kill China's chip industry. By 2026, they had inadvertently created a global equipment giant. Here is how Naura cracked the Top 10.
The 'Sell America' Pivot: Capital Flight to the 'Safe' South
While retail investors buy the dip in US Tech, institutional 'smart money' is quietly executing a massive rotation into the 'Non-Aligned' Global South to dodge the coming Trade Bazooka.
The Northern Breach: Canada Breaks the Tariff Wall
Prime Minister Carney's deal to allow 49,000 Chinese EVs into Canada is more than a trade tweak. It is a geopolitical earthquake. By piercing the US tariff shield, Ottawa has created a 'control group' that will expose the true cost of American protectionism.
The 25% Deal: Trump Opens Nvidia H200 Sales to China
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 Cuts Nvidia: Domestic Chips to Replace H20?
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?