China's Super Buyer Widens Its Reach Beyond Iron Ore
Beijing taps CMRG to steer overseas mining deals, extending state purchasing power across strategic minerals.
Where state power meets the boardroom. Power & Capital is TIPP Insights' daily geoeconomic brief. We decode tariffs, sanctions, supply chains, energy, and global risk for the people who run companies. Five sharp stories every weekday, anchored by the monthly TIPP Geoeconomic Risk Index. Read it for what the headlines actually cost the bottom line.
Beijing taps CMRG to steer overseas mining deals, extending state purchasing power across strategic minerals.
Semiconductors led a Monday bounce, but a hot jobs print and this week's inflation read keep the Fed in focus.
Washington's revamped Section 232 regime on steel, aluminum and copper takes effect, reshaping the import math for manufacturers.
After the Supreme Court voided the emergency tariffs, importers are still waiting to be paid back, and Tuesday may clarify when.
Beijing's one-year suspension expires in November, just as the first Western magnet capacity comes online.
A US-Iran deal keeps slipping over Lebanon, leaving the Gulf's chokepoint closed into a fourth month.
A hot jobs report revived Fed-hike fears, sending the Nasdaq down 4.2% and semiconductors into a rout.
A sweeping Section 301 action would hit most US trading partners, but spare electronics and AI gear.