China
Beijing is set to dramatically reshape the global steel landscape with the implementation of stringent new export controls, effective January 1, 2026. This landmark policy shift, formalized by China's Ministry of Commerce (MOFCOM) and the General Administration of Customs (GACC) on December 9, 2025, signals a decisive move
Nvidia
In a significant policy reversal, the administration of President Donald Trump has approved the conditional sale of Nvidia's (NASDAQ: NVDA) H200 AI chips to "approved customers" in China. This move marks a notable shift from previous stringent export controls aimed at limiting China's access
China
China's trade surplus has reached an unprecedented milestone, topping $1 trillion for the first time in November 2025, with a cumulative total of $1.08 trillion recorded for the first eleven months of the year. This historic achievement underscores significant shifts in global economic dynamics and immediately signals
Aluminum
Global aluminum prices are experiencing a period of significant volatility, marked by recent easing trends even as underlying concerns about China's production capacity and a nuanced picture of global industrial demand create a complex market environment. As of December 2, 2025, the industrial metal is caught between the
Iron Ore
Iron ore prices are currently experiencing an upward trajectory, extending recent gains and captivating the attention of financial markets. As of early December 2025, the crucial steelmaking ingredient has seen its benchmark prices climb, driven primarily by a confluence of optimistic demand expectations from China, the world's largest
Rare Earths
The global rare-earth industry, a linchpin for everything from electric vehicles to advanced defense systems, is at a critical juncture as the United States intensifies its efforts to dismantle China's decades-long near-monopoly. Recent congressional testimony from key industry players, notably MP Materials, has underscored the urgency of the
China
As of November 2025, China is significantly escalating economic pressure on Japan, a direct consequence of Japan's increasingly assertive stance on the Taiwan dispute. This intensifying coercion, triggered by recent remarks from Japanese Prime Minister Sanae Takaichi, threatens to unravel decades of economic interdependence, sending shockwaves through Asian
China
In a dramatic escalation of geopolitical tensions, China has initiated significant economic pressure on Japan, following remarks by Japanese Prime Minister Sanae Takaichi concerning a potential military response to any Chinese use of force against Taiwan. This assertive move, unfolding in November 2025, has sent immediate shockwaves through Japan'
Qifu Technology
November 18, 2025 – In a hypothetical turn of events, shares of Qifu Technology (NASDAQ: $QFIN), a prominent player in China's online consumer finance sector, experienced a significant downturn today. While the specific catalysts for such a hypothetical decline could be multifaceted, the immediate implications would likely send ripples
China
As of November 14, 2025, China continues to solidify its strategic preference for Brazilian soybeans, a move that is dramatically reshaping global agricultural commodity markets. Despite a recently announced trade deal with the United States, Beijing's purchasing patterns overwhelmingly favor South American supplies, reinforcing Brazil's position
China
China's prolonged economic slowdown, exacerbated by a struggling property sector and subdued domestic consumption, is sending significant ripple effects across global commodity markets, with base metals and particularly iron ore bearing the brunt of reduced demand. As the world's largest consumer of raw materials, China'
Iron Ore
The global iron ore market is standing at a critical juncture in late 2025, grappling with a potent mix of persistent demand weakness from its largest consumer, China, and the imminent arrival of transformative high-grade supply, most notably from Guinea's Simandou project. This confluence of forces is not