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Export Controls

Export Controls

+31

Analysis: Global downstream & supply-chain impacts of the Strait of Hormuz throttling

Mar 21, 2026

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20 min read

Analysis: Global downstream & supply-chain impacts of the Strait of Hormuz throttling

Assessment horizon: current situation, and likely developments over the next several weeks and months if disruption persists

Export Controls

+9

U.S.-China Strategic Trade Competition & Technological leverage

Oct 10, 2025

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5 min read

U.S.-China Strategic Trade Competition & Technological leverage

China holds a vital leverage point in its control of the production process for rare earth minerals