The savvy logic behind Indonesia’s nickel squeeze
New nickel mining limits portrayed by China and others as policy failure, but the market power flex makes good market sense
Taiwanโs path to victory is unclear
Its international existence depends on kicking the can down the road โ but with few reasons to imagine PRC singleminded determination will wane
Xiโs odyssey through Western confusion
Global muddle favors China’s leader ahead of Communist Party Congress, but navigating both will be tricky and increasingly risky
US stealth fighter surge risks a readiness nosedive
Stealth aircraft are replacing legacy jets faster than maintenance capacity can keep pace, handing China yet another airpower edge
Bank Indonesia drama shows why rupiah is plunging
Whether Prabowo intends to revive elements of the old Suharto system remains unclear, but he definitely has deepened investor unease


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JULY 24, 2026
The age of rearmament
- Japan’s nuclear taboo is slowly unraveling
- Germany chooses rearmament over economic renewal
- Russiaโs nuclear restraint comes under hawkish pressure
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