Major AI firms are considering public listings as private capital growth slows, robotaxi services are reaching commercial scale in the US and China, the Belt and Road Initiative is shifting toward resource investment amid changing capital flows, and the US is exploring rare earth partnerships with Brazil to diversify supply chains.

Rising AI power demand is pushing US data centres toward costly on-site fossil fuel generation, Chinese open-source AI models are gaining global share, Mexico has imposed tariffs on Chinese imports to protect domestic industry, and the EU is creating a compact EV class to help local carmakers compete.

Efforts in Japan to revive semiconductor leadership, Canada’s attempts to diversify oil exports through the Alberta-to-Pacific oil pipeline, Guinea’s iron ore shipments to China, and deepening ties between Chinese drone suppliers and Russia.