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Seoul's EV battery plans entail tough multilateralism

Location:

SOUTH KOREA

The goal is to assist their search for alternative supply chains. Three of the world’s top six EVB manufacturers are South Korean.

Global AI regulations will diverge

Location:

INT

Despite a strong Chinese push on AI innovation, Beijing’s regulatory approach to AI sharply contrasts with the approaches of Western digital economies, notably the United States…

Parallel imports continue to support Russia’s economy

Location:

RUSSIA

Parallel imports have played a crucial role in securing the supply of goods for the Russian economy. The creation and management of parallel import channels is now an important…

Iron ore is set to face a supply surplus from 2025/26

Location:

INT

Beijing seeks to reduce price volatility for ore and hence steel through market restructuring and to increase Chinese self-sufficiency. This comes at a time when ore exporters…

US retail media advertising expenditure will multiply

Location:

UNITED STATES

Although the growth rate reverted to trend following the 35% growth seen during the pandemic-related e-commerce surge in 2021, digital advertising now accounts for three-quarters…

Saudi Aramco will seek to manage rapid industry change

Location:

SAUDI ARABIA

Yet this follows a government directive that the company cancel increases in its maximum sustainable capacity (MSC) of crude oil production from 12 million barrels per day (b/d…

AI will transform supply chains

Location:

INTERNATIONAL

Rapid AI adoption in industrial and commercial supply chains is enabling companies in industries as diverse as retailing, auto manufacturing and food and beverage production to be…

Steady wage and price growth is in sight for Japan

Location:

JAPAN

Yen weakness in the face of persistently strong US interest rates argues for further monetary tightening but that is countered by wage- and price-growth in Japan remaining below…

Seoul-Havana relations will hurt Pyongyang

Location:

SOUTH KOREA/CUBA

South Korea’s business ties with Cuba have improved in recent decades, while Havana-Pyongyang relations have long been uneasy. Cuba’s decision came amid North Korea’s increasingly…

China’s AI chip industry will grow but still lag

Location:

CHINA

China is working hard to boost its domestic AI chip industry in response to US restrictions. The support significantly impacts the development of its entire AI sector, the…