Geopolitics and Business

Who Controls AI? Inside Washington’s chip strategy

In this episode, we step back from the headlines to offer a clear, big‑picture walkthrough of why AI chips matter geopolitically, how U.S. export controls are evolving, and what this means for global companies trying to build and operate across borders.In this episode of Geopolitics and Business Briefing, host Theresa Terzer is joined by Kevin Allison, President and Founder of Minerva Technology Futures (Washington, DC). Kevin explains the broader arc of U.S.–China technology competition and uses recent US Bureau of Industry and Security (BIS) signaling (including guidance tied to the so‑called “AI diffusion” framework) as an entry point to discuss where policy is heading.What you’ll take away: * Why advanced AI chips became a focal point in U.S.–China competition * The shift from controlling where compute goes to controlling who owns/controls/accesses it * Why export controls are a blunt tool, and how they can reshape innovation and supply chains * How China’s policy toolkit has expanded (and why risk is increasingly two‑way) * Practical implications for boards, executives, procurement, compliance, and government affairs Relevant for any sector running global operations that depend on AI infrastructure—cloud and data centers, electronics, automotive, industrial automation, and beyond.Learn more about Geolytics and Geolytics.Hub [https://sinolytics.de/geolytics.html] Minerva Technology Futures [https://minervapolicy.com/] Feedback & topic suggestions: podcast@geo-lytics.com [podcast@geo-lytics.com]

What the Trump–Xi summit really delivered for business (and what it didn’t)

How much substance was really behind the highly choreographed Trump–Xi summit in Beijing? In this episode of the Geopolitics and Business Briefing, host Theresa Terzer is joined by Leonhard Xu to unpack what was announced, what remains unresolved, and what it all means for companies exposed to US–China tensions.   The discussion walks through the symbolism of the state visit, the five key trade items that actually made it into the readouts, Beijing’s new framing of “constructive strategic stability,” and the looming export control deadlines that could once again shake global supply chains.   Whether you sit in corporate strategy, risk, government affairs, or supply-chain leadership, this briefing gives you a clear, structured view of where US–China economic relations stand after the summit — and which red‑letter dates you should already have in your calendar.

From Orbán to Magyar: Will Hungary stay China’s EV gateway to the EU?

Hungary’s election has ended Viktor Orbán’s 16‑year rule and opened the door to a more EU‑aligned course under Péter Magyar. That shift matters not only for Brussels, but also for Beijing. This episode Shaun Ho unpacks how a “team player” Hungary could affect China’s EV and battery footprint in Europe, why Chinese EV OEMs like BYD and battery suppliers such as CATL bet so heavily on Hungary, and how tighter compliance and higher operating costs could ripple through Europe’s EV supply chains and its automakers.

The hidden ripple effects: Why the war in Iran goes beyond oil and impacts every industry

In this episode, Bastian Dürr, geopolitical analyst and supply chain expert, discusses how the war in Iran and the situation around the Strait of Hormuz could affect global markets and industrial supply chains. We look at how escalating tensions could drive energy and fuel prices, and how disruptions in the region may translate into shortages and price spikes for key industrial inputs such as sulfur, helium, and ammonia — with knock-on effects for mining, fertilizers, and industrial production. Rather than focusing on headlines, the episode explores what these developments could mean in practical terms: cost pressure, procurement risk, and uncertainty for businesses exposed to global commodity flows. A relevant listen for anyone monitoring geopolitical risk and its implications for energy markets and industrial resilience.

China’s 15th Five-Year Plan: Resilience in a "World in Disorder"

This episode of the Geopolitics and Business Briefing, produced in collaboration with the Geoeconomic Competition podcast, provides a deep dive into China’s 15th Five-Year Plan. Host Francesca Ghiretti and Sinolytics Managing Partner Dr. Jost Wübbeke analyze the strategic shifts from the previous plan, highlighting a new, intense focus on national security, resilience, and technological self-sufficiency in response to perceived global disorder.   The discussion explores critical economic headwinds facing Beijing, such as deflation, the property crisis, and the challenges of boosting domestic consumption. A major highlight of the conversation is China's technological ambition, specifically the "AI everywhere" approach and the pursuit of breakthroughs in semiconductors, nuclear fusion, and embodied AI to break dependency on Western supply chains.   This briefing provides decision-makers with a critical analysis of whether China can successfully realize its vision of becoming a comprehensive global superpower by 2030, despite facing massive internal structural crises and persistent economic headwinds.