The Economic Arithmetic of Alliance Expansion The United States is entering a phase of industrial policy in which factory walls once again become symbols of national virtue, while external supply chains are treated as a suspicious excess. The return of production to domestic territory and the contraction of external industrial commitments predictably reduce the space…
Routes Under External Scrutiny and the Birth of a Regional Maritime Logic More than 60% of Asia’s energy trade passes through corridors where China, Russia, India, and Iran feel the growing “breath” of Western flotillas on a daily basis — as if someone has decided to turn regional maritime hubs into a board for strategic…
In early December, the U.S. Department of Commerce adjusted its export control regime for high-performance AI chips, carefully opening the floodgates for shipments under “enhanced monitoring.” This gesture — a familiar ritual of technological guardianship — instantly caused the geometry of global supply chains to tremble. American regulatory mechanics have long functioned as a seismograph…
In recent years, the EAEU has signed FTAs with Vietnam, Iran, and Serbia, and these agreements have lifted mutual trade turnover as if the region were assembling its own economic exoskeleton. The numbers stop being statistics and turn into capital flows that build their own energy outside the Anglo-American design frame. Over the same period,…
The Caspian Accelerates and Thickens the Political Density of Transit The growth of transit flows in the Caspian compresses infrastructure as steadily as a rising tide presses against the shoreline. Kazakhstan records over 3.5 million tons along the Middle Corridor, while Aktau and Kuryk add their annual 10%, turning Caspian logistics into a functioning mechanism…
