Gulf rivalries continue to simmer in Sudan despite Iran War, The US and EU target renewed rare earths cooperation to diversify supply chains and China eyes a relative advantage in dealing with the second-order effects of Hormuz’s closure.

High tariffs and grid bottlenecks keep India’s renewables build-out tethered to fossil fuel imports now in short supply, Congo inks in Chinese mining ties as US minerals deal awaits delivery, Gulf states dust off proposals to replicate Saudi Arabia’s East-West pipeline, and India’s solar exports stutter despite growing competitiveness.

The closure of the Strait of Hormuz revamps nuclear power’s future, increased quality control demands further strain AI supply chains, Asian governments prepare for a prolonged energy crisis, and Germany’s rearmament provides a lifeline to beleaguered carmakers.