Why Green Energy Will Be the Big Winner of the Iran Crisis
By Cobus van Staden, CGSP Head of Research Remember โno blood for oilโ? Decades ago, the slogan emblematized opposition to the U.S. invasion of Iraq. Its logic subsequently shifted as the United State...
The Iran war and disruption of the Strait of Hormuz expose the fragility of the global oil system. As energy flows falter, Chinaโs push for renewables under Xi Jinping increasingly looks like a strategic energy security hedge.
06.03.2026 12:06 โ
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The world is scrambling for lithium, cobalt, and rare earths.
Nicolas Niarchos joins Eric Olander & Christian Geraud to discuss how the scramble to control these metals and their production is overturning the world order.
Full Analysis - tinyurl.com/4k3ajz5h
06.03.2026 11:19 โ
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Ren Hanjun, a visiting professor at Peking University, argues in a viral WeChat post that whether the U.S. defeats Iran or ends in a stalemate, China stands to gain strategically in the Middle East. tinyurl.com/ycxbfjrt
06.03.2026 04:50 โ
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Chinese Cable Project Opposed by U.S. Sparks Row in Chile
U.S. concerns about a proposed Chinese fiber-optic cable linking Asia with South America under the sea led to a spat Tuesday between Chile's outgoing left-wing president and his Washington-backed succ...
A proposed China Mobile fiber-optic cable linking Hong Kong and Valparaiso has triggered U.S. opposition and a political clash between Chileโs outgoing president Gabriel Boric and president-elect Jose Antonio Kast during a tense transfer of power.
04.03.2026 20:24 โ
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Zimbabwe Says Fast-Tracked Ban Over Lithium Export Rush
Zimbabwe fast-tracked the entry of a ban on raw lithium exports last week after mining companies engaged in an
Zimbabwe fast-tracks raw lithium export ban after mining scramble, aiming to boost local refining and curb illicit stockpiling of strategic minerals.
04.03.2026 07:41 โ
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None of the TV-based content works, especially in China, where marketing is almost entirely done online. Regarding Chinese state media like CGTN, I don't think they care much. They made the initial TV investment in Africa, and it's been the same for 10+ years. Focus is all on digital now. โ Eric
03.03.2026 02:51 โ
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Peter Martin's a great journalist, but this was not a good article. China's media focus in Africa isn't on trad'l media that no one anywhere watches (it's a continent of teenagers). Instead, they are very effective with digital content sharing agreements & journalist trainings โ Eric
03.03.2026 00:37 โ
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From Oil to Compute: The Gulfโs AI Pivot.
02.03.2026 17:20 โ
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The U.S. as a Resident Power in the Gulf.
From military buildup to direct operations, the U.S. is operating as a resident power, shaping events on the ground.
02.03.2026 15:05 โ
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U.S. and China Take Divergent Paths in the New West Asia.
We recently hosted Mohammed Soliman to discuss his new book, West Asia: A New American Grand Strategy in the Middle East.
Full analysis: tinyurl.com/3r496vcc
๐งต Here are the key highlights from the episode:
02.03.2026 10:52 โ
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Thank you again for letting us know about that. We've updated the file so the full show is now available. Apologies for the technical error. :-)
02.03.2026 10:18 โ
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Oh no! Thank you for letting us know about this. We will look into it right away!
02.03.2026 00:33 โ
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Asian Oil Buyers Assess Stockpiles, Middle East Alternatives as Iran Conflict Escalates
By Heejin Kim and Nidhi Verma Asian governments and refiners rushed to assess oil stockpiles as well as alternative shipping routes and supplies as theย Iran conflict disrupted shippingย in the crucialย ...
Asian governments and refiners rushed to assess oil stockpiles as well as alternative shipping routes and supplies as the Iran conflict disrupted shipping in the crucial Strait of Hormuz, with oil prices expected to rise when trading resumes on Monday.
02.03.2026 00:30 โ
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China Says โStrongly Condemnsโ Khamenei Killing
China said Sunday it
China said Sunday it "strongly condemns" the United States and Israel's killing of Iran's supreme leader Ayatollah Ali Khamenei, calling again for a halt to military actions.
01.03.2026 16:49 โ
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While Apple and Samsung chased premium markets, one Chinese company focused on Africa.
Today, Transsion Holdings is the worldโs 5th-largest smartphone maker. Lu Miao joined us to break down the strategy behind Transsion's success in Africa.
๐น- tinyurl.com/3jju9yex
01.03.2026 12:00 โ
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China Urges Citizens to Evacuate From Iran โas Soon as Possibleโ
China told its citizens on Friday to evacuate from Iran
China told its citizens on Friday to evacuate from Iran "as soon as possible", and those in Israel to strengthen preparedness, citing a significant rise in security risks in the Middle East.
28.02.2026 00:52 โ
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Chile Denies Onboard Care by Chinese Medical Ship as U.S. Pressure Mounts
Chile denied permission for a Chinese hospital ship to provide medical services onboard, saying the vessel lacked authorization to treat local residents, a decision that came amid heightened pressure ...
Chile denied permission for a Chinese hospital ship to provide medical services on board, saying the vessel lacked authorization to treat local residents, a decision that came amid heightened pressure from the U.S. over a proposed undersea cable project.
28.02.2026 00:45 โ
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China Calls for Afghanistan-Pakistan Ceasefire
China called on Friday for a ceasefire between Afghanistan and Pakistan, adding it was talking to both sides to try to end violent clashes that had left Beijing
China called on Friday for a ceasefire between Afghanistan and Pakistan, adding it was talking to both sides to try to end violent clashes that had left Beijing "deeply concerned."
27.02.2026 08:25 โ
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Washington Presses Syria to Shift From Chinese Telecom Systems
By Feras Dalatey The United States has warned Syria against relying on Chinese technology in its telecommunications sector, arguing it conflicts with U.S. interests and threatens U.S. national securit...
The United States has warned Syria against relying on Chinese technology in its telecommunications sector, arguing it conflicts with U.S. interests and threatens U.S. national security, according to three sources familiar with the matter.
27.02.2026 00:42 โ
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