Supply Chain Frictions Expose Fragility in Intel’s Long-Awaited Revival

For much of the past year, optimism around Intel’s revival had been building steadily. Investors bet that a combination of renewed data-centre demand, government backing and strategic reset would finally allow the chipmaker to reclaim relevance after years of lagging behind rivals. That confidence faltered abruptly when Intel’s shares tumbled, exposing how deeply supply chain…

A New Phase for Gas Markets: How Surging LNG Supply in 2026 Reshapes Prices and Demand

Global energy markets are approaching a structural turning point as liquefied natural gas supply expands sharply in 2026, reversing the tight conditions that have dominated since the Ukraine war and reshaping pricing dynamics worldwide. What had been a seller’s market defined by scarcity, volatility, and geopolitical risk is evolving into one marked by abundance, competitive…

From Experimental Tool to Civic Infrastructure: How OpenAI Is Pushing AI Into Everyday Global Life

Artificial intelligence is no longer being framed by its leading developers as a niche technology for specialists or a productivity add-on for elite firms. Instead, it is increasingly positioned as foundational infrastructure—something closer to electricity, broadband, or public health systems than to optional software. That shift in framing sits at the heart of OpenAI’s global…

Export Engines Power China to Target Growth as Domestic Demand Remains Frozen

China’s economy reached its official growth target in 2025 by leaning heavily on an export surge that masked persistent weakness at home, underscoring a structural imbalance that Beijing has yet to resolve. While headline growth delivered reassurance to policymakers, the composition of that expansion revealed a widening divide between globally competitive manufacturers and a domestic…

Policy Shockwaves Rattle Markets as Dollar Loses Haven Status Amid Greenland Tariff Threats

Global markets were jolted into a defensive posture as investors reassessed long-held assumptions about U.S. policy predictability and the dollar’s role as the world’s ultimate safe haven. The trigger was not a macroeconomic data miss or a financial shock, but a political escalation: **Donald Trump**’s threat to impose sweeping tariffs on key European allies in…

Orbital Power Under Pressure: Why Iran’s Crackdown Has Become a Crucial Test for Starlink’s Security Model

Iran’s sweeping crackdown on dissent has pushed Elon Musk’s satellite internet network into one of its most consequential confrontations yet with a state determined to control information. As authorities restrict terrestrial networks and intensify surveillance, Starlink has emerged as a rare channel through which images, messages, and testimony can still reach the outside world. That…

Monetising the Interface: Why OpenAI Is Bringing Advertising Into the ChatGPT Ecosystem

OpenAI’s decision to begin testing advertising inside ChatGPT marks a significant inflection point in the commercial evolution of generative artificial intelligence. For a company that built its global reputation on subscription-driven access to conversational AI, the move signals mounting financial pressure, shifting user economics, and a broader recalibration of how AI platforms are expected to…

Experience Over Inventory: How Department Stores Are Recasting Themselves for a Post-Transactional Age

Across global fashion capitals, department stores are no longer defining themselves primarily as places to buy things. Instead, they are repositioning as destinations to spend time, discover culture, and participate in curated experiences that cannot be replicated online. From ice-skating performances and architectural tours to wine tastings, designer talks, and fine dining, the sector is…

Mining’s Scale Race Intensifies as Rio Tinto–Glencore Talks Redefine Competitive Pressure

Rio Tinto’s exploratory move toward acquiring Glencore has injected new urgency into a mining sector already reshaping itself around scale, copper exposure, and long-term strategic positioning. While the talks remain preliminary, their mere existence has altered expectations across the industry, sharpening focus on whether the world’s largest diversified miners can afford to stand still as…