rareearths
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0 research objects2 articlesUpdated Oct 13, 2026
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Blockade Age: Why U.S.–China “Trade Deals” Are Just Tempo Management in a Maritime Power War
The U.S.–China relationship isn’t thawing — it’s entering the Blockade Age. Rare-earth deals, naval posture, island-chain strategy, and Arctic corridors signal permanent parallel supply chains, maritime chokepoints, and regional security blocs shaping the next decade. Taiwan becomes a fortified node. China remains boxed by geography. The U.S. builds a perimeter of sensors, subs, and allies.
Published Nov 2, 2025
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Trade Signal: Southeast Asia Deals, U.S.–China Talks, and the Week Ahead (Oct 26, 2025)
Geopolitics meets markets: new U.S. reciprocal trade deals in Southeast Asia, U.S.–China negotiations, a Fed preview, and what futures are signaling for the week of Oct 26, 2025.
Published Oct 26, 2025