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Focus On: South China Sea Dispute

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In-Depth: Critical Minerals

Critical Minerals: Global Tellurium Supply and Demand

Situation Reports -
Critical Minerals: Global Tellurium Supply and Demand

Tellurium represents a critical minerals paradox. On one hand, it accounts for a relatively small global market and tends to be understated in quantitative risk modeling. On the other, it remains a critical input in solar and defense supply chains and is subject to export restrictions from China, which remains the dominant force in global tellurium production.

Focus On: Ukraine War

A Hard Offer to Refuse: Ukraine’s Strategic Pitch to a Middle East in Flux
— Backgrounders

A Hard Offer to Refuse: Ukraine’s Strategic Pitch to a Middle East in Flux

Russia’s support for its Iranian ally imperils years of economic and diplomatic engagement with Gulf states. Ukraine has taken advantage of this contradiction, offering Gulf states no-strings-attached operational expertise against a weapon that Kyiv knows too well. The resulting erosion of Russia’s footprint in the Middle East will resonate for years, if not decades to come.

Region Spotlight: East Asia