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Poland’s call to end Russian oil by 2026: cascade effects in the EU

Poland’s call for the EU to end all imports of Russian oil by the end of 2026 represents one of the most assertive energy policy positions to emerge ...
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Japan, US: a golden age?

When Sanae Takaichi was elected as Japan’s first female prime minister on 21 October, many observers were quick to raise scepticism and criticism. B ...
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AI’s Energy Appetite: can the world’s grids keep up?

The rapid ascent of artificial intelligence has been nothing short of revolutionary. AI systems are reshaping everything from healthcare to finance, p ...
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UK’s Manufacturing Crisis: JLR cyberattack, supply chains and industrial fragility

When a cyberattack hit Jaguar Land Rover (JLR) - owned by India’s Tata group - at the end of August 2025, production paused across key UK sites and ...
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Supply Chains and Sovereignty: the rising trend of localisation vs globalisation

In the past, the logic behind global supply chains was deceptively simple: source components where they were cheapest, assemble products where product ...
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Scandium Stockpiling: the new minerals arms race

Scandium has quietly shifted from an obscure industrial input to a geopolitical bargaining tool. In mid-2025, Beijing brought it under its export lice ...
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Difficult Decisions: infrastructure choices, payments, sanctions and alternative networks

Cross-border payments for the most part still run on SWIFT and old-school correspondent banking, but rules are now forcing banks to go real time. Sinc ...
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Laos, China and the Corridor

Since the China Laos Railway (CLR) began service in December 2021, Laos has shifted from a land-locked cul-de-sac to a viable overland bridge into Chi ...
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West Africa’s Cocoa-driven Power Plays

After two poor seasons in West Africa, cocoa supply remains volatile. Forecasts now point to another output drop in 2025/26 - driven by erratic weathe ...
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