China
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China’s commodity demand is moving beyond the property cycle
May 15, 2026 -
Copper retreats as high prices slow Chinese purchases
May 14, 2026 -
Oil markets need Trump and Xi to find a Hormuz exit
May 14, 2026 -
Indonesia’s nickel power play tests its China-backed industrial model
May 14, 2026 -
Guangdong becomes China’s test case for energy security stress
May 13, 2026 -
China’s AI hardware boom is running into supply chain limits
May 13, 2026 -
U.S. LNG cargoes to China test energy as a Trump-Xi deliverable
May 13, 2026 -
U.S.-China rare earth truce is less open supply than managed leverage
May 13, 2026 -
China’s industrial policy now threatens G7’s manufacturing core
May 12, 2026 -
Energy trade could give Trump and Xi a limited summit win
May 12, 2026