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Reporting on how governments use tariffs, sanctions, export controls, subsidies, energy and critical minerals as instruments of strategic power. Hub: thebostonreport.com/economic-warfare/
The Russian oil price cap now sits at $44.10 a barrel, its lowest level since the G7 and European Union introduced it in December 2022, and the EU has frozen it there until July 2027. Yet Russia’s main export grade traded far above that level for most of 2026 as the Iran war and disruption in the…
U.S. semiconductor export controls on China changed direction in 2026. After three years of tightening, the Commerce Department’s Bureau of Industry and Security (BIS) on Jan. 15 opened a path to license Nvidia’s H200 and similar AI chips for Chinese buyers, under conditions and with a 25% U.S….
China’s critical-mineral export controls have become Beijing’s most direct form of economic leverage over the United States and its allies. Since 2023 China’s commerce ministry, MOFCOM, has put gallium, germanium, graphite, antimony, tungsten and seven heavy rare earths under export licensing,…
U.S. tariffs after the IEEPA ruling look different in law but similar in scale. When the Supreme Court struck down the emergency tariffs on Feb. 20, 2026, the administration moved its duties onto three older trade statutes within five months. This investigation follows that rebuild through…
Canada-U.S. tariffs, explained: the 10%, 25% and 50% U.S. duties, the Sept. 29 import bans, Canada’s counter-tariffs and what’s at stake for New England.
AI chip production is at a record but supply is tight. Map 11 new U.S. chip plants with costs, CHIPS Act awards, start dates and delays, as of Oct. 18.
Japan will finance up to $21 billion for two GlobalFoundries fabs in Malta, N.Y., the first chip project under its $550 billion U.S. pledge.
Hormuz war-risk premiums rose from about 0.25% of a ship’s value before the Iran war to 6% to 10% in October. How the cover works and what a transit costs.
Taiwan plans a Texas AI industrial park costing up to $4 billion for TSMC and Foxconn suppliers, a day after TSMC posted record Q3 revenue of $46.7 billion.
Trump’s Oct. 16 order paused the Graham Act’s tariffs and most sanctions on Russia and its oil buyers. Here is what changed and who reacted.
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