Geopolitics News 19 September 2025

Oil Prices Plunge to 5-Month Low as Trump-Putin Summit Looms & India’s Russian Oil U-Turn Rattles Markets

Oil Slumps on Peace Talk Signals and Supply Surge Oil prices tumbled to five-month lows this week, capping a third straight weekly decline. Benchmark Brent crude is hovering near $60 per barrel, down about 3% for the week, while U.S.

17 October 2025

Commodity Prices·Energy Policy·Geopolitics·Global Economy

China’s Rare-Earth Gambit: Tech Stocks Crash, Miner Profits Soar Amid Trade War Escalation

What Happened: China’s New Controls On Oct. 9, China’s Ministry of Commerce issued “Announcement No. 61” of 2025, dramatically expanding export controls on critical minerals ts2.tech Reuters. Five additional rare-earth elements (holmium, erbium, thulium, europium, ytterbium) were added to the

12 October 2025

Geopolitics·Mining Industry·Stock Market·Technology

Rare Earth Goldmine? MP Materials Stock Skyrockets on Pentagon Deal & China Tensions

Spectacular Rally Fueled by Strategic Deals MP Materials’ stock performance in 2025 has been nothing short of remarkable. Shares have exploded higher on the back of transformative deals and the prospect of a secure American rare-earth supply chain. The stock

11 October 2025

Geopolitics·Investing·Mining·Stock Market·Technology

Rare Earth Gold Rush: USA Rare Earth (USAR) Stock Skyrockets on White House Buzz and China Tensions

Company Background & Operations USA Rare Earth, Inc. is a U.S.-based critical minerals company focused on establishing a fully domestic rare-earth supply chain – from mining raw ore to producing finished rare-earth magnets. Its flagship asset is the Round Top Mountain deposit in Texas, which

10 October 2025

Geopolitics·Investing News·Stock Market·US Economy

This Tiny US Miner Could Shatter China’s Rare-Earth Monopoly – USAR Stock Explodes on White House Buzz

USA Rare Earth, Inc. (NASDAQ: USAR) is a development-stage rare-earth miner and magnet-maker founded in 2019, publicly listed via SPAC on March 14, 2025 ts2.tech. Its flagship asset is the Round Top Mountain deposit in Texas (via a JV with

10 October 2025

Geopolitics·Mining Industry·Stock Market·US Economy

TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker (pure-play foundry), producing advanced semiconductors for clients like Apple, NVIDIA, AMD, and many others Com ts2.tech. Rather than selling its own branded chips, TSMC

8 October 2025

Artificial Intelligence·Geopolitics·Investment Strategies·Stock Market·Technology News

Turkey’s Gas Revolution: Erdogan’s LNG Pivot Threatens Russia & Iran’s Energy Grip

Turkey’s Gas Pivot: LNG Deals and Domestic Production Turkey is undertaking a strategic overhaul of its gas supply. Once overwhelmingly dependent on pipeline gas from Russia and Iran, Ankara is now doubling down on alternative sources. State energy company BOTAŞ

8 October 2025

Energy Policy·Geopolitics·International Relations·Natural Gas

Washington’s Greenland Rare Earth Gambit: Critical Metals Soars as U.S. Eyes Strategic Stake

U.S. Eyes Stake in Greenland Rare Earth Project The U.S. government has been in talks to take an equity stake in Critical Metals Corp, the company developing the Tanbreez rare earths mine in Greenland Reuters. According to an exclusive Reuters

6 October 2025

Geopolitics·Mining Industry

TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors

Key Facts – Taiwan Semiconductor Manufacturing Co. (TSMC) as of 6 October 2025 Overview and Recent Developments Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world’s largest pure‑play foundry and a pillar of global supply chains. In late September and early October 2025, its

6 October 2025

AI Technology·Future Trends·Geopolitics·Investments·Semiconductors

Commodity Shockwaves: Oil Soars, Gold Shines, Crops Sway as War, Weather & Policy Roil Markets

Key Facts: Energy: War Drives Oil Higher, Gas Steadies, Renewables Reshuffled Oil – War and Output Cuts: Crude markets rallied sharply to close the week, propelled by geopolitics. Brent oil settled at $70.13/bbl (▲1.0%) while WTI ended at $65.72 (▲1.14%),

27 September 2025

Commodities·Economic Policy·Energy Markets·Geopolitics

Precious Metals Skyrocket as Gold Hits Record High, Silver & Platinum Soar – Fed Bets and Geopolitics Fuel Rally

Precious Metals Rally Overview (Sept 23–24, 2025) Precious metals prices soared to multi-year highs in the past 48 hours, capping a dramatic two-week run-up. Gold set a fresh all-time high near $3,790/oz on September 23, punctuating a rally that has

24 September 2025

Federal Reserve·Geopolitics·Gold·Precious Metals·Silver

Kim Jong Un’s AI Drone Ambition Shakes Up Global Military Balance

Background: North Korea’s Military and Tech Capabilities North Korea’s military has long been formidable on paper, anchored by its nuclear weapons and ballistic missiles programs. As of 2025, the country is estimated to possess dozens of nuclear warheads and an

19 September 2025

Artificial Intelligence·Drones·Geopolitics·Military Technology

Geopolitics News 19 September 2025 - 17 October 2025