LATEST GEÓPOLITICAL INTEL: GEÓ Insights – Keep Up To Date with the Latest Geopolitics

After slapping an additional 25% on Indian imports to punish India for buying Russian oil, President Donald Trump has suggested he might do the same with China. During a news conference on Wednesday, Trump was asked whether he would consider the same move for China, which is the other large buyer of Russian crude, and responded that it “may happen,” Bloomberg reported. “I mean I don’t know. I can’t tell you yet. But I can — we did it with — we did it with India. We’re doing it probably with a couple…

China imported 35.61 million tons of coal last month, which was a 23% decline on the year, Reuters has reported, citing official data from the country’s customs agency. The number, however, was an increase from June, when coal imports sank to the lowest in two years. The coal import decline was attributable to strong domestic production that reduced the need for purchases from abroad. Also, power generation from other baseload installations, notably hydro, and also wind and solar, capped demand for coal generation. Exports accelerated as…

Oil prices ticked higher in early Thursday trading in Asia, buoyed by renewed trade tensions and a surprise decline in U.S. crude inventories. The modest rebound follows a rough week for crude, which had slumped to two-month lows on concerns over rising OPEC+ output and faltering global demand. At the time of writing, Brent crude futures for October delivery rose 0.88% to $67.48 per barrel, while West Texas Intermediate futures climbed by 0.98% to $64.98. The upward momentum was driven in part by a new wave of geopolitical uncertainty after President…

President Trump declared on Wednesday that the United States will impose a 100% tariff on imported semiconductor chips—unless the companies have formally committed to building or expanding manufacturing within the U.S. The tariff would aim to reshape the global semiconductor supply chain by incentivizing onshore production. Notable companies such as Apple, already committing over $100 billion in additional U.S. investments (bringing their total pledge to $500 billion), are being touted as major beneficiaries of this carve?out. Major…

On Monday, U.S. President Donald Trump vowed to slap India with extra tariffs because, "They're fueling the war machine," by buying Russian oil. Well, Trump made good on his threat on Wednesday, signing an executive order imposing an additional 25% tariff on India. The new tariff stacks on top of the existing 25% on Indian exports to the United States, and will come into effect in 21 days. Last year, India leapfrogged China to become the biggest buyer of Russian oil, purchasing up to 2 million barrels of discounted barrels per day, good for ~2%…