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ARC and the powers determined to stop it

Articles / China, Due Diligence, energy markets, Europe, exports, Geopolitics, Global trade, NATO, risks, Russia, Sanctions, tariffs, Technology, trade relations, United Kingdom, USA / 12/2025

For the first time since the end of the Cold War, the world’s three largest powers (the US, Russia and China) are showing signs of drifting into a pragmatic triangular balance. It is not an alliance, and it is not ideological. It is, instead, the product of converging interests. Quiet US-Russia communications on energy and [...]

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The Birth of a Tri-polarity: ARC (America-Russia-China)

Articles / China, Due Diligence, energy markets, exports, Geopolitics, risks, Russia, Sanctions, tariffs, Technology, trade relations, United States of America, US-China trade / 11/2025

Over several months, a subtle but potentially significant geopolitical realignment has been unfolding. Less and less is being discussed publicly about BRICS, while quiet discussions are getting a little louder about the possibility of a de facto tripolar system among the US, Russia and China. This emergent formation (some geopolitics analysts are now calling it ARC) is not

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Scandium Stockpiling: the new minerals arms race

Articles / Canada, China, Due Diligence, exports, minerals, risks, Russia, scandium, supply chains, USA / 10/2025

Scandium has quietly shifted from an obscure industrial input to a geopolitical bargaining tool. In mid-2025, Beijing brought it under its export licensing system, meaning buyers now wait longer and face tougher approvals. The EU reacted in July with a formal resolution criticising the move, underlining how even minor minerals are being pulled into bigger

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ARC and the powers determined to stop it

The Birth of a Tri-polarity: ARC (America-Russia-China)

Scandium Stockpiling: the new minerals arms race

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