‘Scrutinising Origin, Ownership, and Control’: FEOC Rules Change US BESS Buying
On January 1, 2026 the United States enforced foreign‑entity‑of‑concern (FEOC) restrictions and a 25% Section 301 tariff on Chinese‑origin battery energy storage systems (BESS). The new rules have shifted procurement from a price‑only focus to a comprehensive risk‑management approach that evaluates supply‑chain compliance, ownership, and control. Developers are modelling multiple sourcing scenarios to account for tariffs, financing impacts, and eligibility for tax credits. Prevalon Energy, a spin‑out of Mitsubishi Power, pre‑emptively diversified its supply chain, positioning itself as a flexible integrator in the evolving market.
AD Ports to Explore Development of DRC Multipurpose Terminal
AD Ports Group has signed a Heads of Terms with the Democratic Republic of Congo’s Ministry of Transport to explore developing a multipurpose terminal at Matadi Port, the country’s primary riverine gateway. The agreement outlines a framework for enhancing operational...
The Paradox of Wartime Commerce
The article examines why nations continue to trade even amid armed conflict, highlighting the paradox of wartime commerce. It uses the United States‑China relationship as a case study, noting Washington’s push to “de‑risk” supply chains and the 2025 Chinese embargo...
What to Know About the Strait of Hormuz as Iran Plans Military Drill
Iran announced a live‑fire naval drill in the Strait of Hormuz for Sunday and Monday, targeting a lane within the traffic separation scheme that handles roughly one‑fifth of global oil shipments. The United States Central Command warned Tehran that unsafe...
EU Designated Iran’s IRGC as a Terrorist Organization
The European Union’s foreign ministers have formally listed Iran’s Islamic Revolutionary Guard Corps (IRGC) as a terrorist organization, marking a sharp policy shift amid Tehran’s crackdown on protests and regional activities. The move, championed by EU foreign‑policy chief Kaja Kallas,...
Ukraine’s ‘Kinetic Sanctions’ Change the Game
Ukraine has launched a series of "kinetic sanctions" targeting Russia's shadow‑fleet oil tankers, using maritime drones and alleged limpet mines. Since November, at least eleven tankers – eight carrying crude – have been damaged, driving Black Sea insurance rates up...
Batteries as a New Theatre of Geopolitical Rivalry
Europe’s battery market is overwhelmingly dependent on China, with 85‑87% of imports sourced from Beijing. The article warns that a Chinese suspension of battery exports would destabilize Poland’s energy transition, logistics, industrial output, and military readiness, and could similarly cripple...
Why Economic Pain Won’t Stop Russia’s War
Sanctions and economic pressure have strained Russia’s economy, but the war persists. The article argues that historical cases show economic pain rarely forces a state to abandon a large‑scale conflict unless it triggers military defeat, elite fragmentation, or regime collapse....
Old Ships, Modern Menace: How to Tackle the World’s Shadow Fleets
Shadow fleets—aging, flag‑hopping tankers that spoof AIS—now move roughly 12% of global maritime trade and account for at least 48% of the world’s large oil tankers. The United States seized a seventh covert tanker in January 2026, while France and...
CFO Confidence Slips Amid Washington Uncertainty
The Q1 2026 CFO Leadership Confidence Index shows U.S. finance chiefs reacting sharply to Washington’s policy volatility. Before President Trump’s tariff warning, 130 CFOs rated current business conditions at 5.5, a 9% decline from Q4, but after a NATO deal...
Who Are the Frontrunners for the Top Fed Job?
President Donald Trump is expected to nominate a successor to Federal Reserve Chair Jerome Powell in the coming weeks, amid heightened political pressure for lower borrowing costs. The shortlist includes Kevin Hassett, a Trump‑aligned economist; former governor Kevin Warsh, a...
How Much Money Does the UK Government Borrow, and Does It Matter?
The UK’s public sector net borrowing fell 38% in December 2025, a £7.1 billion reduction from the previous month. Over the full financial year to March 2025 the government borrowed £152.6 billion, with an additional £140.4 billion borrowed between April and November 2025....
IMF Warns of Trade Tension Risk to Global Growth
The International Monetary Fund’s latest World Economic Outlook projects global GDP growth at 3.3% in 2026, up from 3.1%, but warns that trade tensions and a potential slowdown in AI‑driven investment pose downside risks. The report highlights the importance of...
The One Measure that Can Tell Us a Lot About the State of the UK Economy
The GfK Consumer Confidence Barometer shows a historic split after the 2024 election, with confidence soaring among under‑30s and under‑50s while falling sharply for those over 50. Younger optimism aligns with recent Bank of England rate cuts and a liberal‑left...