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RDU Global
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[Macro Economy & Fiscal Policy]India’s Nearly $4 Trillion Economy Is Real. So Is Its Per Capita Problem.✦[Big Tech, Cloud & Semiconductors]Breaking the Walled Gardens: How the EU's Digital Markets Act and US DOJ Lawsuits are Forcing Tech Open✦[Cybersecurity & Cyber Warfare]State-Sponsored Ransomware and Subsea Cables: The Invisible Battlefield Underpinning Global Finance✦[Clean Energy & Climate Transition]The Small Modular Nuclear Reactor (SMR) Renaissance: Fact vs. Regulatory Reality in Clean Decarbonization✦[Global Automotive & Mobility]Western EV Stagnation vs. Chinese Export Dominance: Why Legacy Carmakers are Pivoting Back to Hybrids✦[Space Exploration & Commercial Space]The Low-Earth Orbit Bandwidth Wars: SpaceX Starlink, Amazon Kuiper, and the Scramble for Spectrum✦[Defence, Intelligence & Aerospace]The Drone Supremacy Doctrine: How Low-Cost Autonomy is Rendering Traditional Armor Obsolete✦[Big Tech, Cloud & Semiconductors]The Extreme Ultraviolet Monopoly: How ASML’s High-NA Lithography Dictates the Next Decade of Computing✦[Global Economy & Central Banks]The $365 Trillion Debt Trap: Why Bond Vigilantes are Returning to Discipline Western Treasuries✦[Frontier AI & Machine Learning]The Energy Wall Facing Frontier Models: Why Big Tech is Buying Nuclear Power Plants for AI Data Centers✦[Global Trade & Supply Chains]The Chokepoint Dilemma: How Disruptions in the Bab-el-Mandeb and Malacca are Forcing a Supply Chain Reroute✦[Legal, Courts & Regulatory]The Data Protection Regime Takes Shape: How Indian Enterprises are Complying with the DPDP Framework✦[Macro Economy & Fiscal Policy]India’s Nearly $4 Trillion Economy Is Real. So Is Its Per Capita Problem.✦[Big Tech, Cloud & Semiconductors]Breaking the Walled Gardens: How the EU's Digital Markets Act and US DOJ Lawsuits are Forcing Tech Open✦[Cybersecurity & Cyber Warfare]State-Sponsored Ransomware and Subsea Cables: The Invisible Battlefield Underpinning Global Finance✦[Clean Energy & Climate Transition]The Small Modular Nuclear Reactor (SMR) Renaissance: Fact vs. Regulatory Reality in Clean Decarbonization✦[Global Automotive & Mobility]Western EV Stagnation vs. Chinese Export Dominance: Why Legacy Carmakers are Pivoting Back to Hybrids✦[Space Exploration & Commercial Space]The Low-Earth Orbit Bandwidth Wars: SpaceX Starlink, Amazon Kuiper, and the Scramble for Spectrum✦[Defence, Intelligence & Aerospace]The Drone Supremacy Doctrine: How Low-Cost Autonomy is Rendering Traditional Armor Obsolete✦[Big Tech, Cloud & Semiconductors]The Extreme Ultraviolet Monopoly: How ASML’s High-NA Lithography Dictates the Next Decade of Computing✦[Global Economy & Central Banks]The $365 Trillion Debt Trap: Why Bond Vigilantes are Returning to Discipline Western Treasuries✦[Frontier AI & Machine Learning]The Energy Wall Facing Frontier Models: Why Big Tech is Buying Nuclear Power Plants for AI Data Centers✦[Global Trade & Supply Chains]The Chokepoint Dilemma: How Disruptions in the Bab-el-Mandeb and Malacca are Forcing a Supply Chain Reroute✦[Legal, Courts & Regulatory]The Data Protection Regime Takes Shape: How Indian Enterprises are Complying with the DPDP Framework✦
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Commodities, Energy & FX

Brent crude, Henry Hub gas, precious metals (Gold, Silver), industrial metals (Copper, Lithium) and currencies.

China Pushes EV Charging Into Minutes as U.S. Risks Falling Further Behind
Commodities, Energy & FX

China Pushes EV Charging Into Minutes as U.S. Risks Falling Further Behind

China's latest electric-vehicle battery breakthrough is sharpening a global technology divide, with a new lithium iron phosphate pack reportedly able to charge from 10% to 70% in just 4.5 minutes at 65°C. The advance underscores how quickly Chinese automakers and battery makers are compressing charging times, while the United States continues to grapple with slower public charging infrastructure and a less integrated EV ecosystem.

RDU Global Correspondent
4 min read•17m ago
U.S. Crude Slides Nearly 8% for the Week as Tehran Signals Hormuz Talks at the U.N.
Commodities, Energy & FX

U.S. Crude Slides Nearly 8% for the Week as Tehran Signals Hormuz Talks at the U.N.

U.S. crude oil fell sharply for the week after Iran and the United States held discussions on the sidelines of the U.N. General Assembly in New York, reviving hopes of a diplomatic opening around the Strait of Hormuz. West Texas Intermediate ended Friday lower, while Brent also declined, as traders weighed Tehran's proposal to reopen the vital shipping lane under a temporary peace arrangement.

RDU Global Correspondent
4 min read•11h ago
U.S. and Argentina Launch Andes-Atlantic Corridor to Rewire Trade, Energy and Critical-Mineral Flows
Commodities, Energy & FX

U.S. and Argentina Launch Andes-Atlantic Corridor to Rewire Trade, Energy and Critical-Mineral Flows

The United States and Argentina have unveiled the Andes-Atlantic Corridor, a sweeping infrastructure initiative designed to connect Argentina's mineral-rich northwest and Vaca Muerta energy basin to Atlantic ports and Western markets. Announced on the margins of the U.N. General Assembly High-Level Week, the project is being framed as the first Partnership for Global Infrastructure and Investment corridor in the Western Hemisphere and a major test of U.S.-Argentine economic integration. The plan aims to unlock billions in investment across rail, pipelines, ports, power and digital networks, while supporting exports of lithium, copper, oil and gas. It also aligns with Argentina's reform agenda and could draw financing from U.S. agencies including EXIM and the DFC, alongside private capital.

RDU Global Correspondent
6 min read•2h ago