The Dual-Track Chip Trade in a Decoupling World
One Industry, Two Systems — Semiconductor Supply Chains Are SplittingThe semiconductor industry has long been the poster child of globalization—an intricate dance of design in
One Industry, Two Systems — Semiconductor Supply Chains Are SplittingThe semiconductor industry has long been the poster child of globalization—an intricate dance of design in
🇮🇳 Rising Wages in China, Shifting Geopolitics — Is India Ready to Step In?As global companies search for alternatives to China’s manufacturing dominance, India is
From Oil to Hydrogen — Why Gulf States Are Betting on an Eastward FutureThe Middle East’s role as the energy heart of the world is
From Just-in-Time to Just-in-Case: The New Logic of Trade ResilienceThe global supply chain map is undergoing a massive transformation. Triggered by the COVID-19 pandemic, geopolitical
From Overflow to Opportunity — How Africa Is Joining the Global Production GridIn 2025, a new player is entering the manufacturing game — and it’s
How Semiconductors Became Both Strategic Assets and Trade DividersIn 2025, semiconductors are no longer just essential components — they’re geopolitical instruments. As the U.S.–China tech
Manufacturing Momentum Meets Structural ChallengesAs global manufacturers continue to diversify away from China, the question looming large in 2025 is: Can India truly take its
From Oil to Hydrogen, the Gulf Looks EastwardIn 2025, global energy trade is no longer just about shipping barrels of oil from the Middle East
Why Ports in Vietnam and Mexico Are Overtaking Old GiantsIn 2025, global trade flows look dramatically different from just five years ago. The post-pandemic landscape,
On the 5th, the Globe and Mail, Canada’s most influential national newspaper, published a rare blank space on the front page, only publishing the bold