Tag: China

Diplomacy, GeopoliticsLeave a comment

Morning Briefing — Wednesday, 6 May 2026 · 7:00 EST · ~1,220 words

Colin Henderson

Today’s briefing is defined by convergence: the Iran-China-US triangle reached a new inflection point this morning with Araghchi’s first Beijing visit since the war began, one week before Trump meets Xi. Against that backdrop, Russia violated Ukraine’s unilateral ceasefire within hours of its declaration, Trump has signalled Germany troop cuts will go well beyond 5,000, and the energy-economics pressure from the Hormuz blockade is entering a dangerous phase as Europe’s gas refill season opens. The three threads — Iran diplomacy, NATO fracture, and global economic stress — are now tightly interlocked. 1. Top Stories — What Changed Araghchi meets Wang … Continue reading Morning Briefing — Wednesday, 6 May 2026 · 7:00 EST · ~1,220 words

Diplomacy, GeopoliticsLeave a comment

Morning Briefing — Monday, 4 May 2026 · 07:15 EST · ~1,310 words

Colin Henderson

Note addendum on late breaking China actions. Today’s briefing is dominated by a single high-risk inflection: the US launched “Project Freedom” in the Strait of Hormuz overnight, Iran declared it a ceasefire violation and threatened to attack American forces, and a tanker was struck by projectiles within hours of the announcement. Simultaneously, diplomatic signals from both sides remain alive — Iran is reviewing the US reply to its 14-point proposal — creating a classic dual-track moment where military and diplomatic clocks are running in opposite directions. The NATO fracture over Germany deepens in parallel, with reports that Spain and Italy … Continue reading Morning Briefing — Monday, 4 May 2026 · 07:15 EST · ~1,310 words

China, GeopoliticsLeave a comment

Confirmed- Iran has transitioned military navigation from GPS to BeiDou-3.

Colin Henderson

I have been tracking this rumour and consider it now confirmed. Attribution below. Gathered by Claude.ai ———————— BeiDou Proxy Stress-Test — Standing Frame UpdateStatus: Attribution now substantially confirmed. Multiple intelligence sources — including former French DGSE director Alain Juillet, Atlantic Council analysis (March 25), and CIA Director Ratcliffe’s confirmation that China is sharing intelligence with Iran — assess that Iran has transitioned military navigation from GPS to BeiDou-3. The operational effect is documented: Iranian missile accuracy has improved materially relative to the June 2025 twelve-day war. BeiDou is also being used to generate GPS decoy signals to confuse Western threat … Continue reading Confirmed- Iran has transitioned military navigation from GPS to BeiDou-3.

Geopolitics, Military

Could Iran be using China’s highly accurate BeiDou navigation system?

Colin Henderson

https://aje.news/uhkcio This is genuinely significant, and your instinct to track it is right. Here’s the brief analytical read: gps #beidou https://aje.news/uhkcio BeiDou / Iran — What the Article EstablishesThe core claim, sourced to former French intelligence director Alain Juillet, is that Iran’s missile accuracy has improved markedly since the June 12-day war, and BeiDou is the most credible explanation. The supporting timeline is more concrete than the headline suggests:∙ Iran reportedly signed an MOU in 2015 to integrate BeiDou-2 into its military infrastructure, particularly for missile guidance ∙ Access to BeiDou’s encrypted military signals is believed to have been granted … Continue reading Could Iran be using China’s highly accurate BeiDou navigation system?

Canada, Risk, US1 Comment

Financial Accountability Officer is an Officer of the Legistlative Assembly of Ontario

Colin Henderson

The Potential Impacts of US Tariffs on the Ontario Economy SummaryThis report examines Ontario’s trade relationship with the United States and estimates the potential impacts of US tariffs on Ontario’s exports, imports, GDP, employment and inflation.The United States is Ontario’s most important trading partnerThe US accounts for most of Ontario’s international trade, with 77 per cent of Ontario’s total goods exports and 60 per cent of the province’s total services exports. Imports of goods from the US accounted for 68 per cent of Ontario’s total goods imports, while services imports from the US were 63 per cent of total services … Continue reading Financial Accountability Officer is an Officer of the Legistlative Assembly of Ontario

banking, Economics, Geopolitics, Innovation, Risk, Social Theory

US Tariffs Set to Make world economic and military History

Colin Henderson

It is worth capturing this moment. It has the potential to be elevated to a moment in world economic history in the same vein as Bretton Woods, World Trade Organization, United Nations, and many other bedrock areas that preceded and followed WWII. The broad perspective was to encourage World stability in economic terms and those tools were designed to create a global platform of stability that would make WWxx things of the past. Here we are 80 years later and the flaws in those tools with their commensurate inability to adapt have created a global world of bad actors yet … Continue reading US Tariffs Set to Make world economic and military History

AI

Valuing the Deep State: A Nine-Part Series by Francis Fukuyama

Colin Henderson

Francis Fukuyama’s nine-part series on the advantages, dangers, and complications of bureaucratic autonomy. Francis Fukuyama A compilation of Francis Fukuyama’s nine-part series on valuing the deep state, originally published on his Frankly Fukuyama column via Persuasion. Part I: Valuing the Deep State Why the hostility towards the “deep state”? In the first installment of his series, Francis Fukuyama pushes back on anti-bureaucracy sentiment and makes the case that a high-capacity, professional, and impersonal state is critical to the success of any society. Part II: The Origin of States To understand the deep state, start by exploring human nature. Fukuyama traces how humans have … Continue reading Valuing the Deep State: A Nine-Part Series by Francis Fukuyama

Military, Nuclear

Biden Approved Secret Nuclear Strategy Refocusing on Chinese Threat

Colin Henderson

NYT reports US strategy for deterring nuclear weapons to focus on China Biden Approved Secret Nuclear Strategy Refocusing on Chinese Threat NYT reports US strategy for deterring nuclear weapons to focus on China “Here’s what else you need to know today. The Times reports that President Biden has approved a highly classified plan to, for the first time, reorient America’s strategy for deterring nuclear weapons to focus on China. The plan is an acknowledgement of China’s rapid expansion of its nuclear arsenal, which will rival that of the United States and Russia over the next decade.” From The Daily: Inside … Continue reading Biden Approved Secret Nuclear Strategy Refocusing on Chinese Threat

AI

Huawei Readies New Chip to Challenge Nvidia, Surmounting U.S. Sanctions

Colin Henderson

Chinese tech company looks for AI business with Ascend series but still faces production issues Aug. 13, 2024 at 5:43 am Chinese internet companies and telecommunications operators have been testing Huawei’s latest processor, called Ascend 910C, in recent weeks, according to people familiar with the matter. Huawei told potential clients that the new chip is comparable to Nvidia’s H100, which was introduced last year and isn’t directly available in China, the people said. Huawei’s ability to keep advancing in chips is the latest sign of how the company has managed to break through U.S.-erected obstacles and develop Chinese alternatives to … Continue reading Huawei Readies New Chip to Challenge Nvidia, Surmounting U.S. Sanctions

AI

It’s an open secret that vendors here are offering one of the world’s most sought-after technologies: the microchips that create artificial intelligence, which the United States is battling to keep out of Chinese hands

Colin Henderson

With Smugglers and Front Companies, China Is Skirting American A.I. Bans The U.S. is trying to stop China from getting Nvidia microchips to advance its military. The private sector is fighting back. By Ana Swanson and Claire Fu Ana Swanson reported from Shenzhen, China; Beijing; and Washington. Claire Fu reported from Seoul. Aug. 4, 2024Updated 2:44 p.m. ET In the southern Chinese city of Shenzhen, a mazelike market stretches for a half-mile, packed with stalls selling every type of electronic imaginable. It’s an open secret that vendors here are offering one of the world’s most sought-after technologies: the microchips that create artificial intelligence, which … Continue reading It’s an open secret that vendors here are offering one of the world’s most sought-after technologies: the microchips that create artificial intelligence, which the United States is battling to keep out of Chinese hands