A year after Hanoi and Washington elevated ties to a Comprehensive Strategic Partnership, an internal Vietnamese military document reveals deep-seated fears of U.S. aggression and 'color revolutions,' highlighting the complex duality at the heart of Vietnam's foreign policy.
The U.S. government's $1.6 billion commitment to USA Rare Earth signals a strategic pivot towards fostering competition in the critical minerals sector, reducing price supports and introducing new volatility. As policy shifts, industry leader MP Materials counters with record production and expanded magnet manufacturing, highlighting the intensifying race to secure a domestic supply chain for EVs and defense.
In a significant move to secure domestic supply chains for critical minerals, the U.S. government has taken a direct 15% equity position in MP Materials. This strategic investment, paired with expanded federal contracts, aims to reduce reliance on foreign sources for rare earths essential to defense and green energy technologies.
With U.S. sanctions easing, Chevron is accelerating its expansion in Venezuela, aiming to boost production by 50% and secure discounted heavy crude for its refineries, a strategic move to bolster cash flow and shareholder returns amid volatile earnings.
General Motors is cutting over 700 positions at its Oshawa, Ontario plant, redirecting investment and workforce development to its U.S. facilities. The move underscores a strategic realignment of North American operations amid evolving trade dynamics and a focus on core truck and SUV programs.
Australia reaffirms its commitment to building resilient critical mineral supply chains and a strategic reserve, undeterred by the U.S. stepping back from plans to guarantee minimum prices for such projects.
French IT giant Capgemini initiates the sale of its U.S. federal subsidiary, Capgemini Government Solutions, attributing the move to restrictive oversight rules for classified contracts and a desire for strategic focus.
Medical Properties Trust (NYSE: MPW), a major healthcare real estate investment trust, is relocating its corporate headquarters to Birmingham, Alabama. The move is seen as a strategic effort to streamline operations and deepen ties with its primary U.S. hospital network, lenders, and investors, amid an evolving landscape for hospital ownership and healthcare infrastructure.
Morgan Stanley's top strategist argues that recent U.S. trade shifts have prompted nations worldwide to reassess and leverage their own economic strengths, creating a multi-year investment opportunity in a more multipolar global order.
The United States is establishing a $12 billion national stockpile of critical minerals, including rare earths and key battery metals, in a decisive move to secure supply chains and reduce immediate strategic dependence on China.
Dutch payments giant Adyen is forging ahead with two key partnerships—enabling SNAP EBT payments in the U.S. with Forage and launching embedded solutions in Asia-Pacific with Raptor—as it seeks to reignite growth while its shares languish well below historic highs.
Exclusive: A newly revealed State Department cable directs embassies worldwide to audit all assistance programs against stringent new rules prohibiting funding for groups involved in abortion services, diversity initiatives, and gender identity advocacy, expanding a long-contested policy to nearly $30 billion in foreign aid.
The U.S. military and civilian leaders of Washington's flagship Gaza mission are departing, with successors unannounced, as European allies reassess their participation and questions mount over the initiative's future direction.
United States Antimony (UAMY) faces a volatile market reaction following Washington's reported reversal on critical mineral price supports, casting uncertainty over its strategic expansion into Bolivia.
Australian miner ioneer has secured A$72 million in fresh capital to advance its flagship Nevada lithium-boron project. While the funds de-risk near-term construction, the discounted share placement sparks debate over strategic leverage versus shareholder dilution in a critical minerals race increasingly shaped by U.S. industrial policy.
Cronos Group's stock has rallied on renewed optimism for U.S. cannabis reform. We examine the regulatory shift, strategic positioning, and long-term potential driving investor sentiment.
Aerospace giant Boeing is joining a major U.S. public-private initiative to build a national stockpile of critical minerals, a strategic move aimed at reducing dependence on foreign sources and bolstering domestic manufacturing resilience for defense and commercial programs.
A U.S.-sanctioned Russian cargo aircraft, linked to prior military support in Venezuela, landed at a Cuban military airfield. The arrival coincides with a declared U.S. national emergency over Cuba and fuels concerns over Moscow's strategic activities in America's backyard.
As the U.S. renewable energy sector builds on a record-breaking 2025, it faces a critical juncture defined by supply chain pressures, extreme weather, and evolving market rules. Strategic adaptation, not just growth, will determine its sustainable trajectory.
The Biden administration, in a significant move to de-risk supply chains, is launching a first-of-its-kind strategic stockpile for critical minerals. Backed by $12 billion in public and private funding, 'Project Vault' aims to shield U.S. manufacturers from price shocks and supply disruptions, directly challenging China's grip on the global market for metals essential to everything from EVs to defense systems.
