Analysis

All Analysis

Filter by

1 - 10 of 1391 results

China’s Rare Earth Campaign Against Japan

China’s imposition of new rare earth export restrictions on Japan, following Prime Minister Sanae Takaichi’s remarks on Taiwan, represents an escalation in China–Japan tensions and highlights Beijing’s increasing reliance on mineral export controls as a deterrence tool.

Critical Questions by Gracelin Baskaran and Meredith Schwartz — January 13, 2026

Everything Is Connected

This week, Bill Reinsch describes how policy can have unintended consequences and the importance of having processes that allow for informed decisionmaking.

Commentary by William Alan Reinsch — January 12, 2026

What the Bella-1 Teaches Us About Targeting Shadow Fleets

After a globe-spanning chase, the United States seized a sanctioned oil tanker tied to Iran and Venezuela. What does the Bella-1 reveal about shadow fleets, AIS manipulation, and how maritime interdiction is reshaping sanctions enforcement?

Critical Questions by Jose M. Macias III — January 8, 2026

SCOTUS Ruling and Korea

The Supreme Court’s ruling on the consolidated cases of V.O.S. Selections, Inc. v. Trump and Learning Resources, Inc. v. Trump is expected tomorrow. Here are some key numbers to keep in mind with this impending decision.

Newsletter by Victor Cha — January 8, 2026

A Partial Look Ahead

This week, Bill Reinsch looks ahead at three high-profile trade events that will anchor global trade in 2026.

Commentary by William Alan Reinsch — January 5, 2026

Is a Weakened CS3D Still Too Much?

Bill Reinsch and Michael Gary unpack the critical questions around the European Union's Corporate Sustainability Due Diligence Directive (CS3D).

Critical Questions by William Alan Reinsch and Michael H. Gary — January 5, 2026

Is Venezuela a Critical Minerals Target?

Venezuela sits on sizable gold resources—but geology alone doesn’t make a minerals power. With nationalization, informal mining, and deep governance risks, do minerals factor into U.S. strategy at all, or remain largely irrelevant?

Critical Questions by Gracelin Baskaran — January 5, 2026