Tracking the global competition for rare earths, lithium, gallium, germanium, and other critical minerals, from China's export restrictions to the EU's Critical Raw Materials Act and US supply chain diversification.
Weekly Intelligence Brief
Tesla ramps Optimus Gen 3 with 50-actuator hands. Perplexity launches Computer for multi-model AI agent workflows. Nvidia unveils Vera Rubin. Critical minerals stockpiling goes global. Eight developments shaping the Tech Cold War this week.
Market Watch
Defence stocks led the week with Hanwha +12.4%, BAE +10.0%, and Rheinmetall +8.2%. Nvidia rallies 3.8% ahead of Q4 earnings. Chinese tech dips. Light rare earths extend their supply squeeze.
Artificial Intelligence
DeepSeek V4 challenges Western compute assumptions. New Delhi rewrites AI governance rules. Washington turns chip denial into managed access. Five developments shaping the global technology competition this week.
Weekly Intelligence Brief
The most important developments in the Tech Cold War this week — across AI, chips, critical minerals, and defence.
Critical Materials
The EU has set ambitious targets for strategic raw materials. But financial, legal, and administrative bottlenecks are slowing progress while the US and China race ahead.
Artificial Intelligence
The global battle for technological supremacy is the defining geopolitical contest of our time. Here's everything you need to know.