China’s 90% Model Threatens Global Industries
𝐓𝐡𝐞 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐓𝐡𝐚𝐭 𝐂𝐨𝐮𝐥𝐝 𝐃𝐞𝐬𝐭𝐫𝐨𝐲 𝐘𝐨𝐮𝐫 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 In my latest interview on @ndtv , India's leading English-language business news channel, I break down 𝐂𝐡𝐢𝐧𝐚'𝐬 90% 𝐌𝐨𝐝𝐞𝐥: 𝐚𝐧 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐝𝐞𝐬𝐢𝐠𝐧𝐞𝐝 𝐧𝐨𝐭 𝐣𝐮𝐬𝐭 𝐭𝐨 𝐜𝐨𝐦𝐩𝐞𝐭𝐞, 𝐛𝐮𝐭 𝐭𝐨 𝐬𝐲𝐬𝐭𝐞𝐦𝐚𝐭𝐢𝐜𝐚𝐥𝐥𝐲 𝐞𝐥𝐢𝐦𝐢𝐧𝐚𝐭𝐞 𝐠𝐥𝐨𝐛𝐚𝐥 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧. China builds capacity to meet 90% of global demand in critical sectors, from automotive to pharmaceuticals to defence. It then floods markets with subsidized goods at marginal cost. Since President Xi came to power, China's currency has been deliberately undervalued by 20%. Every Chinese export carries a built-in price advantage before a single subsidy is added. No competitor can match this on a level playing field. 𝐓𝐡𝐞 𝐫𝐞𝐬𝐮𝐥𝐭? 𝐄𝐧𝐭𝐢𝐫𝐞 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐚𝐫𝐞 𝐛𝐞𝐢𝐧𝐠 𝐰𝐢𝐩𝐞𝐝 𝐨𝐮𝐭. 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐣𝐮𝐬𝐭 𝐚𝐧 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐭𝐡𝐫𝐞𝐚𝐭. 𝐈𝐭 𝐢𝐬 𝐚 𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 𝐭𝐡𝐫𝐞𝐚𝐭. For India and every emerging economy, the stakes are direct and immediate. This is a wake-up call for every CEO, board member and business leader. Watch the full interview on my YouTube channel to understand how this model works and what you must do to protect your business. https://t.co/d1dHAY7YEv
North American Manufacturers Drive Global Economic Growth
Explore the vital role of North American manufacturers in the global economy with 𝐃𝐚𝐯𝐞 𝐂𝐚𝐩𝐤𝐨𝐯𝐢𝐭𝐳! Stream now: 🔗 https://t.co/jshOduiJqF 📽️ https://t.co/GDw99Z7LL1 🔗 https://t.co/DmYp21N5Kv #MachineShop #ManufacturingMatters #GlobalEconomy #EconomicGrowth https://t.co/hXZTyFG5zV
China Poised to Weather Hormuz Oil Shutdown
How China can survive without the Strait of Hormuz The world’s largest importer of oil through the Strait of Hormuz is, paradoxically, also one of the best placed to weather the waterway’s closure. https://t.co/YczOlt8T4v
Long‑term Stability with China Hinges on Rare Earth Access
Stability and continuity with China will require continued access to rare earths and magnets, for at least a decade and beyond...
Assess Supplier Climate Impact to Meet Sustainability Goals
Sustainability is key for many organizations. Evaluating your supply chain's climate impact and emissions is crucial. When selecting suppliers, assess their alignment with your sustainability goals alongside financial and quality indicators. #Sustainability #SupplyChain https://t.co/KUbWiqwhOk
South Korea's March Exports Soar on Semiconductor Surge
South Korean exports hit an all-time monthly high in March, government data showed Wednesday, as companies rushed orders for semiconductors due to fears of supply chain disruptions caused by the conflict in the Middle East. https://t.co/5Jqd1ZxnbT via @NikkeiAsia
Three Tankers Load Simultaneously at Saudi Al Muajjiz Terminal
PHOTO OF THE DAY: Very rare sighthing — three large oil tankers loading simultanouesly at the Al Muajjiz terminal (Yanbu south) in the Red Sea coast of Saudi Arabia (one of the end points of the East-West pipeline). 🛰️📷@CopernicusEU Sentinel-2...
US AI Ambitions Stalled by Electrical Parts Shortage
America's AI goals are running into a shortage of electrical parts needed to build and power massive data centers https://t.co/pXqrxtFOy0
Hormuz Is Broke; Saudi‑Israel Pipeline Expected in Five Years
As an expert predictor of geopolitics, here’s my prediction: Hormuz is broke. Expect a 5-10m daily barrel capacity pipeline between Saudi Arabia and Mediterranean, via Israel (Ashdod port) in 5 years time.
Iranian Carriers Rely on Unarmed Supply Ships, Sinking Battleship Implausible
Our carrier groups near Iran. They need a constant resupply of jet fuel and munitions. They get them from oilers and ammo ships. Oilers and ammo ships have no defensive weaponsz Iran hasn’t even been able to hit one, much less sink any. So...
From Just‑In‑Time to Stockpiling: Supply Chains Adapt
Inventory management used to prioritize 'just-in-time' to minimize costs. But recent supply chain disruptions have shifted focus, leading organizations to stockpile inventory like never before. #SupplyChain #InventoryManagement https://t.co/eiJ6ScQUXQ
CPU Supply Crunch Hits PC and Server Manufacturers
Supply crunch in Intel, AMD CPUs deals fresh blow to PC and server makers https://t.co/sMgQY3kMbL
Indian Refineries Pivot From Europe to Africa
🇮🇳Indian refineries shifted their dependence on European markets to African markets. Tomorrow, Wednesday, we will publish a surprising chart about India in the Daily Energy Report: https://t.co/gGaADYgO1p https://t.co/LUhtseUn6Z
Navy Delays Hormuz Reopening Amid Anti‑American European Rhetoric
Spent all day in DC talking to Navy and military sources. My Hormuz Hypothesis stands: the Navy appears to be in no rush to reopen the strait. The question remains: what is this administration trying to leverage? Nobody I talked to is...
Iran's Ship Leverage: Hype, No Evidence Revealed.
🚨This is an issue we have been highlighting in our publications since last week: 🚨Hype... Hype... Hype. 🌍Where are the deals that India, Malaysia, and Pakistan supposedly made with Iran to allow their ships and tankers to pass? 🚢Where are the 20...
TSMC to Mass‑Produce 3nm in Japan by 2028
TSMC to mass-produce 3nm in Japan by 2028 (15k wafers/mo). Macro: advances node capacity and onshoring. Risks: capex, execution, geopolitics. Trade: overweight semiconductor equipment. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Trump’s Greenland Warning Proves NATO’s Strategic Gaps
Trump said we need Greenland because we can’t trust NATO to let us use it in a war. He said we need a battleship 100x more powerful to keep straits open. Europe laughed. Trump was right. https://t.co/PXEA9NtlX7
US Ship Finally Reaches Persian Gulf Port, Loads Supplies
🚨GOOD HORMUZ NEWS🚨 So, finally some good news. One of the US-flagged 🇺🇸 ships in the Persian Gulf was able to get into a port. While in port, they loaded food, fuel, and water, while conducting a crew change. This is good news,...
Indiana's Freight Market Evolution: Indy Ranks 9th Nationwide
It is important to watch how this shapes freight markets in Indiana. Indianapolis is the 9th largest trucking market in the US. https://t.co/ltctV6fb43
Gulf Oil Transit Dries up, Sparking Price Crunch
Oil from the Gulf that has been in transit to its destinations is about to dry up. Then, there will be a crunch. Paul Krugman employs standard econ arithmetic to end up with a price range of $99/BBL to 372/BBL, depending...
US Seizes Nine Ships Carrying 20M+ Barrels to China
Nine vessels seized by the U.S. since it began taking direct action against the so-called shadow fleet that transport illicit oil around the world have delivered more than 20 million barrels of Iranian crude to China since 2013. @Kubota_Yoko https://t.co/43BnQE09kQ
US Imports Plunge in 2025 After Trump Tariffs
The one year anniversary of Trump's "Liberation Day" tariffs is Thursday (April 2). This pieces asks: What happened to US imports in 2025, in light of all of those Trump tariffs? If you 💕💕💕 charts, you will want to read 👇
Force Chinese OEMs to US Production, Transfer IP
I think we should rip a page from the Chinese playbook and tell Chinese OEMs if they want to sell to American consumers, they must open up production in the US with an American OEM. As part of that arrangement,...
Nvidia‑Marvell Tie‑up Could Lock Supply Chain via Custom XPU Racks
Per the $NVDA + $MRVL investment... I do wonder if this also opens the door to $NVDA selling CPU racks to custom XPUs made by $MRVL for hyperscale customers. Obvsiously, it does help them lock up more parts of the...
Post‑pandemic Supply Chains Must Prioritize Timing and Precision
Supply chains face a critical challenge: getting the right products to the right customers at the right time. Post-pandemic, this objective is paramount, demanding a strategic overhaul of management approaches. #SupplyChain #Logistics https://t.co/VPX4Pqi436
Seeking Consultant for Global Supplement Expansion at Mars Men
I’m looking to hire a consultant to help with international expansion for Mars Men. Looking for someone with supplement experience and a great understanding of regulatory, labels, shipping/duties/taxes, etc. If you know someone feel free to tag them below or send me...
Refinery Constraints, Not Oil Flow, Drive Supply Squeeze
Even if oil flows recover, refineries are the real squeeze, says Macquarie's Vikas Dwivedi Refinery run cuts have tightened product supply. It will take 4-6 weeks to recover after Hormuz opens to full transit. And there's uncertainty about refinery damage.
Shippers Face Prolonged Rate Increases as Supply Tightens
Shippers should prepare for higher rates for longer, according to investment firm SIG. "Tender rejections and spot rates have been supported by tightening supply, a dynamic we expect to continue building over the next several years."
MT Zea Passes Iranian Toll Booth, Hormuz Update
Sailing out of the Persian Gulf via the Iranian Toll Booth 1⃣Strait of Hormuz Update 31 March 2026 2⃣Where Are all the President's Tankers? 3⃣Sailing on MT Zea via @NewsNation Video: https://t.co/PVC4pY7aWJ
Railroads Shift From Coal to Profitable Intermodal Networks
Coal used to be the lifeblood of the railroads, but over the past twenty years, the railroads have repositioned their networks around intermodal. Intermodal is far more profitable for the railroads. https://t.co/2oXyYJGqDN
Tax Incentives Boost Industrial Activity, Freight Data Confirms
It makes sense that industrials have been ramping over the last few months. The One Big Beautiful Bill provided one of the biggest tax incentive packages in history to drive manufacturing investments. The freight data suggests it is working as...
Questioning the Claim of Massive Ship Traffic in Hormuz
Who is telling @POTUS that "TREMENDOUS NUMBERS OF SHIPS" were sailing through the Strait of Hormuz? https://t.co/D39V2wVqPL
Shippers Doubt Full Hormuz Reopening Amid Ongoing Conflict
"Shippers remain doubtful of a wholesale return to the Strait of Hormuz while it remains beset by conflict, throwing cold water on a Trump administration plan for US-backed insurance and naval escorts to clear passage through the vital waterway." https://t.co/SlR4K6Sl2Z...
Basra‑Aqaba Pipeline Would Pay for Itself in Months
1 million bpd Basra-Aqaba pipeline costing $9 billion would have paid for itself in 3 months in the current crisis. And given Baghdad some resilience against closure of the Strait. Exactly why the Iran-aligned parties blocked it over nonsense arguments about...
Japan, France Eye Rare‑earth Pact, but Production Needed
Japan, France mull rare earths deal to cut China reliance A deal won't cut anything, only actual production of qualified materials and end products like magnets, at cost and scale.... https://t.co/IQ6N5twHWN
Pakistan Alerts Jet Fuel Shortage
Pakistan & jet fuel crisis: Tonight, Pakistan has issued a NOTAM warning of ‘disruption in supply chain of jet fuel’ and advises airlines to carry maximum fuel from origin & to avoid refuelling in Pakistan 🛢️👇🏽 https://t.co/XoKrzwpziG
Four‑Week Hormuz Closure Halts Critical Petrochemical Shipments
I can’t believe the Strait of Hormuz has been closed for four weeks. It seems like so much longer than that. Scarcely do I remember the last time petrochemicals, urea, helium and other fundamental components could safely transit to key...
Supply Chain Attacks Threaten Trust, Server Checks Essential
Just had to check my servers to be sure, as I was working on stuff around this time frame, looks like all is ok. Supply chain attacks like this are becoming more of an issue, eroding the trust model. https://t.co/fOTLJCgCrH
Trump’s Illegal Tariffs Bankrupt Firms, Block Billions in Refunds
Infuriating @wsj piece on the total cluster Trump's illegal "emergency" tariffs (& resistance to easy/automatic refunds) have created for US companies owed billions of ill-gotten dollars. Some face bankruptcy; others are giving up on refunds entirely. Theft, plain & simple.
Foreign Central Banks Dump US Treasuries Amid Iran Conflict
"Foreign central banks sell US Treasuries in wake of Iran war" https://t.co/B4oQiLaXmS "Foreign central banks are selling US bonds at a time when the Treasury market is already under pressure as traders worry that the Middle East conflict could drive...
Vietnam Takes Assembly, China Still Supplies Parts
Shift from China to Vietnam. Talking about assembly of finished units. What about parts, assemblies, components, etc—the upstream supply chain? Do those still come from China?
US‑China Trade Collapse: Prospects for Recovery?
Really honored to join the National Committee on US-China Relations to chat about my latest research: U.S.-China Trade Collapsed. Can It Recover? 📺 https://t.co/WPRwLNqS2z https://t.co/DATDHcySKT
China’s Iranian Oil Purchases Become Risky, Costly, Contested
China can still buy Iranian oil, but every barrel now comes with higher military risk, higher shipping costs, and the threat of sanctions or interdiction. What was once a quiet $8 to $12 discount trade is now a fragile, contested...
China Ships Diesel to Southeast Asia Despite Curbs
China has exported cargoes of diesel and other fuels to energy-starved countries across Southeast Asia over the weekend, in what appears to be a signal of support despite export curbs imposed earlier this month https://t.co/Ho2QuntmBc
Cash‑and‑Carry Saves Money When Items and Distance Align
Good perspective on using cash-and-carry from a #restaurant operator. But sometimes the savings can outweigh the hassle and wear & tear; depends what you're buying and how far you're driving.
New US LNG Capacity Too Small to Replace Qatar Losses
LNG production in Qatar, normally ~80 mm tonnes, has been effectively OFFLINE since March 2. The new Golden Pass LNG export terminal in the U.S. will add only 18mm tonnes at full capacity. NEW SUPPLY CAN’T OFFSET WAR-DRIVEN LOSSES. https://t.co/tVmip8DsaM
Iran and Russia Profit as Oil Prices Surge Amid War
A month into this war: Iran is still exporting oil & to more customers Iran is making more money for its oil because prices are up Iran has effectively installed a tollbooth to enter and exit the Persian Gulf Russia is making more...
No Evidence of 20 Pakistani Tankers; Sanctions Risk Highlighted
Show me your Tier One ships, specifically the 20 Pakistani ships. Just to be clear, Pakistan does not have 20 flagged ships stuck in the Persian Gulf, let alone 20 Pakistani tankers. Where are all these ships that...
Presidential Tanker Claims Lack Evidence, only One Seen
Here is an example of some of the problems associated with the President's comments about 8 to 10 tankers sailing out of the Persian Gulf or the 20 tankers he discussed on Air Force One. There is no evidence of...
Iran Still Controls Hormuz, Selectively Filtering Tankers
"The regime has lost control" is wrong @EYakoby Iran is allowing more ships through Hormuz selectively It's sorting tankers by friends who pass for free, neutral parties that pay, and enemies that don't pass There may be a tactical uptick in flows,...