International Market Analysis


Category Archives: Articles & Blogs

China’s Massive Barrage In The Chip Battle

In the ongoing Sino-American trade war; China has made a massive move, in which semiconductor chip tech is a key battleground. Beijing’s latest investment into its chips is its largest yet, with $47.5 billion pumped into semiconductor R&D and manufacturing as part of the third phase of the China Integrated Circuit Industry Investment Fund, also known as

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AI Is Pushing the World Toward an Energy Crisis

The dramatic resignation of Ilya Sutskever, the chief scientist of OpenAI, which is behind artificial intelligence and large language models like OpenAI’s ChatGPT, has reinvigorated public debates on the future of AI and its exorbitant costs. Beyond the many acknowledged concerns, such as AI safety or the future of work and creativity, there is a trade-off

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Texas’ Avoidable Blackout

The isolation of the Texas power grid has become a symbol of the state’s independent streak and resistance to federal oversight in recent years. The massive outages during Winter Storm Uri in 2021 were a wake-up call to the vulnerabilities of Texas’ system. However, crises in Summer 2022 and Winter 2023 were still severe. Now it seems Texas now confronts another

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China’s New Naval Tech: Environmental Dream and Security Nightmare

The world’s largest electric container ship, constructed by China’s COSCO Shipping Corporation, completed its first-ever voyage on April 22. This ship alone will save thousands of tons of carbon emissions in just a few trips, a feat that the climate-conscious worldwide should applaud. Carbon emissions from international shipping, vital for global trade, are upward-trending, contributing to global climate change, and must be

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An ‘East Asian NATO’ is Forming

Washington hosted one of the most significant shifts in the world’s security architecture since the collapse of the Soviet Union. On April 11, an unprecedented trilateral summit brought together U.S. allies Japan and the Philippines, potentially setting the stage for a spectacular shift in Asia’s Sino-American balance of power. Read More

The Global Take|Israel-Hamas Ceasefire Talks-Bloomberg Daybreak Asia Edition|May 10, 2024

Tune into Bloomberg Daybreak Asia Edition for an insightful analysis from Dr. Ariel Cohen on the latest developments in the ongoing conflict between Israel and Hamas. Dr. Cohen provides detailed commentary on the strategic movements, international implications, and the broader geopolitical context surrounding this intense conflict. Watch Here.

New Quills Needed for Taiwan’s ‘Porcupine’ Strategy Against China | Opinion

By Ariel Cohen and Wesley Hill Avril Hines, director of national intelligence, disclosed Thursday in Congressional testimony that Russia and China are training together for a future invasion of Taiwan. The “unlimited friendship” proclaimed by presidents Xi Jinping and Vladimir Putin in Beijing in February 2022, just before the Russian invasion of Ukraine, moved closer

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Joe Biden’s LNG Policy Fiasco

Congressional hearings scheduled for February 6 and 8 expose the Biden administration’s massive energy policy blunder. This misstep will impede American energy production, undermine economic growth, endanger the hard-earned U.S. status as the world’s largest liquefied natural gas (LNG) exporter, and threaten Washington’s strategic credibility among friends and foes. The hearings are set to unite

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