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Geopolitics

USA Rare Earth (USAR) Stock Skyrockets on Major UK Acquisition and White House Talks

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 contains a broad spectrum of rare earth elements (including heavy rare earths like dysprosium and terbium) ts2.tech. Through a joint venture with Texas Mineral Resources Corp., USAR controls Round Top and is developing it as a secure source of raw materials for its magnet production plans ts2.tech. On the downstream side, USAR is building a neodymium-iron-boron (NdFeB) permanent magnet manufacturing facility in
TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

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 taiwannews.com.tw ts2.tech. Rather than selling its own branded chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech supply chains and given it an estimated 60%+ market share of the overall foundry market (and over 90% share in the most advanced nodes) ts2.tech. Financially, TSMC has been on a strong growth trajectory. In Q2 2025, TSMC’s revenue reached US$30.1 billion, a 44%year-on-year surge, with net profit of
Precious Metals Skyrocket as Gold Hits Record High, Silver & Platinum Soar – Fed Bets and Geopolitics Fuel Rally

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 nearly doubled its price since late 2022 reuters.com. Silver likewise vaulted to ~$44/oz, a level last seen 14 years ago, while platinum broke above $1,480/oz – its strongest in over a decade reuters.com reuters.com. Even palladium, which has lagged this year, rebounded above $1,200. Lesser-known precious metals like rhodium and iridium remained elevated and in tight supply. This broad surge
24 September 2025
Global Drone Market in Q3 2025: Supply Chain, Geopolitics, and Export Controls

Global Drone Market in Q3 2025: Supply Chain, Geopolitics, and Export Controls

In Q3 2025 the global drone market faces significant supply-chain pressure from component shortages, tariffs, and logistics delays, with China historically dominating motor, ESC, battery, flight controller, camera, sensor, propeller, and carbon-fiber airframe production. After China tightened dual-use drone component exports in late 2024, infrared sensor exports fell by 30% and prices tripled, while U.S.-bound component volume dropped 60% and high-end infrared modules rose from $400–$500 to over $1,500. In April 2025 the United States imposed a 125% tariff on Chinese drone imports, pushing total import taxes to about 170% and lifting prices roughly 2.7x for many Chinese-made drones and
13 July 2025
Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

In summer 2025, TSMC reported near 90% yield on its 3 nm process, versus Samsung’s roughly 50% yield. Samsung, which pioneered 3 nm gate-all-around transistors in 2022, continues to struggle with yields but has won Google’s Tensor G5 on 3 nm and other new clients for older nodes. TSMC and Samsung are racing toward 2 nm (N2-class) technology, with TSMC’s 2 nm on track for risk production and high-volume manufacturing in late 2025 or early 2026. Intel detailed an 18A process (approximately 1.8 nm class) at the mid-June VLSI Symposium, promising >30% logic density scaling and up to ~20% higher
1 July 2025
Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global semiconductor revenue reached $626 billion in 2024, up 18.1% from 2023, with Gartner projecting about $705 billion in 2025. Data-center AI chip sales rose to $112 billion in 2024, up from $64.8 billion in 2023, making generative AI workloads the second-largest semiconductor market after smartphones. Memory revenue jumped about 72% in 2024 and accounted for roughly 25% of total market, with HBM revenues expected to grow 66% in 2025 to $19.8 billion. TSMC’s 2nm node (N2) is in pilot production with high-volume manufacturing planned for 2H 2025, aiming for about 50,000 wafer starts per month by end-2025, with Apple
Trump’s High‑Wire Act: NATO Shockwaves, Middle‑East Firestorm, and a Congress on Edge—What the June 24, 2025 Frenzy Really Means for America and the World

Trump’s High‑Wire Act: NATO Shockwaves, Middle‑East Firestorm, and a Congress on Edge—What the June 24, 2025 Frenzy Really Means for America and the World

On June 24, 2025, President Donald Trump arrived in The Hague demanding all 32 NATO allies commit 5% of their GDP to defense. Spain and Slovakia sought carve-outs, exposing cracks despite a one-page summit communiqué praised by NATO Secretary-General Mark Rutte. From Air Force One, Trump phoned Israeli Prime Minister Benjamin Netanyahu and Iranian intermediaries via Qatar to secure a cease-fire pledge minutes before landing. Trump ordered U.S. B-2 strikes on Iranian nuclear sites. Within hours, Iran and Israel fired new missiles, prompting Trump to lash out at Israel for unloading right after agreeing. U.S. refueling tankers and the carrier
24 June 2025
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