Europe

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Politics

The European Commission is proposing a delay in the enforcement of some aspects of the EU Artificial Intelligence Act in an upcoming simplification package on Nov. 19, the Financial Times reported on Nov. 6. 

EU: European Commission Proposes Pause to Aspects of AI Act

United States

China

Netherlands

The CEO of German car parts supplier AUMOVIO said shipments of chips from Dutch-headquartered semiconductor manufacturer Nexperia's China unit have resumed and that the company received an exemption from Chinese export controls, the Financial Times reported on Nov. 7.

EU, China: Nexperia Chip Exports Pave Way for Netherlands To Relinquish Control of Dutch Chipmaker

The U.S. Geological Survey added 10 new materials to its List of Critical Minerals when it published the final version of the list on Nov. 6, bringing the total to 60. 

U.S.: USGS Adds 10 Materials to List of Critical Minerals

Indonesia

Energy

The Indonesian government announced that new industrial permits would not be granted to projects that plan to produce only intermediate nickel products such as nickel pig iron, matte and mixed hydroxide precipitate unless they also include plans for further in-country processing, Bloomberg reported Nov. 6.

Indonesia: New Nickel Permits Halted To Enforce Downstream Processing

EU climate ministers reached a last-minute consensus on the bloc's 2040 climate target, agreeing to cut greenhouse gas emissions by 90% from 1990 levels but introducing new flexibilities that dilute the goal, Reuters reported on Nov. 5. 

EU: Member States Reach Compromise on Diluted 2040 Climate Target Ahead of COP30 Summit

Google announced on Nov. 4 a new research project, Project Suncatcher, which aims to carry out foundational work on scaling machine learning in space.

Space: Google Launches Project Suncatcher, Aiming To Build Data Centers in Space

U.S. President Donald Trump said in a taped interview airing Nov. 2 that the United States "will not let anybody have" Nvidia's most advanced Blackwell architecture chips "other than the United States," Reuters reported.

U.S.: Trump Says No Other Countries Can Have Nvidia's Top Chips

A Chinese Ministry of Commerce spokesperson said on Nov. 1 that China would "consider" authorizing the export of chips from Dutch-headquartered semiconductor manufacturer Nexperia's China unit to individual companies, the Financial Times reported.

U.S., China, Netherlands: Nexperia China Chip Shipments To Resume, But Uncertainty Remains

U.S.-China Relations

The world is connected, but even the broadest topics deserve an individual look. Below are our latest and most relevant science and technology analyses. 

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The 4th Industrial Revolution

Assessments

Brazil

The COP30 logo at the central building is seen ahead of the COP30 Brazil Amazonia 2025 on Nov. 3, 2025 in Belem, Brazil. 

Social Issues

The 30th U.N. Climate Change Conference is poised to highlight the enduring impasse between developed and developing nations, particularly regarding financial responsibilities and the transition from fossil fuels.

A Breakthrough on Climate Targets is Unlikely at Brazil's COP30

The Geopolitics of Trade

Global Trade

The recalibration of the European Union's sustainability framework will ease near-term compliance burdens and costs for businesses but preserve long-term uncertainty.

The Geopolitics of Trade: EU Steps Back From Ambitious Environmental Policies

Chinese President Xi Jinping, center, and other senior government members and deputies attend the second plenary session of the National People's Congress at the Great Hall of the People on March 8, 2025, in Beijing, China.

The key political meeting will fill vacant Party seats and update economic and security goals, offering insights into China's policy priorities and the trajectory of Xi's political purges for the next five years. 

What To Watch for During China's Fourth Plenum

While countries will likely increasingly pursue trade deals with digital clauses, the slow pace of regulatory development, coupled with a global tendency toward protectionism, will impede the push toward building out more streamlined digital economy agreements.

The Geopolitics of Trade: The Role of Digital Trade in Modern Free Trade Agreements

Turkey

This aerial photograph shows dry areas near the Alacati Kutlu Aktas Dam in Izmir, Turkey, on July 30, 2025. 

The absence of a national water strategy leaves local authorities and businesses exposed to the mounting pressures of climate change, inefficient agricultural practices and population growth.

Water Scarcity Likely to Worsen With Climate Change, Deepening Turkey's Economic Challenges

Columns

On Security

An aerial view of the IAD71 Amazon Web Services data center is seen on July 17, 2024, in Ashburn, Virginia. 

Military & Security

AI's displacement of workers, the environmental impact of data centers and fears of pervasive surveillance are creating a potent mix of grievances likely to fuel violent extremism against targets associated with the technology.

The Coming Violent Backlash Against AI

An H1B visa (for specialty workers) stamp is seen in a passport.

The sudden implementation of a $100,000 fee for H-1B visas will disproportionately harm smaller companies and universities and weigh on the U.S. economy.

The H-1B Fee Will Undermine U.S. Innovation and Competitiveness

Snapshots

Flag of China on a red-painted printed circuit board.

Advancements in China's semiconductor sector are reducing Chinese companies' reliance on foreign technology, enabling them to push back more firmly against Western hegemony.

China's Chip Advances Increase Beijing's Leverage in Talks With the U.S.

From left to right, Small Business Administration administrator Kelly Loeffler, U.S. Director of National Intelligence Tulsi Gabbard and Environmental Protection Agency administrator Lee Zeldin listen as U.S. President Donald Trump speaks during a Cabinet meeting on Aug. 26, 2025, in Washington, D.C. 

As federal agencies tasked with countering foreign threats are defunded and social media giants relax their rules, the U.S. information space is becoming significantly more vulnerable to state-sponsored manipulation.

U.S. Digital Defenses Weaken, Opening the Door for Nation-State Operations

Media

Podcasts

Essential Geopolitics: What Gabbard's ODNI Cuts Mean for Corporate Security

On Geopolitics

A portrait of former U.S. President Ronald Reagan is seen in the background as U.S. President Donald Trump speaks to reporters in the Oval Office of the White House in Washington, D.C., on April 22, 2025.

In just seven months in office, the Trump administration has pursued a series of highly unconventional economic policies that, taken together, amount to the deepest government interventionism into the U.S. economy of any president since the Reagan era.

The Visible Hand: Trump's Interventionism Reshapes American Capitalism

Geopolitical, security and environmental risks threaten to disrupt trade through crucial waterways, including the Bab el-Mandeb strait, the Suez Canal, the Danish and Turkish straits, and the Panama Canal.

Environment, Science & Technology

SITUATION REPORTS

EU: European Commission Proposes Pause to Aspects of AI Act

EU, China: Nexperia Chip Exports Pave Way for Netherlands To Relinquish Control of Dutch Chipmaker

U.S.: USGS Adds 10 Materials to List of Critical Minerals

Indonesia: New Nickel Permits Halted To Enforce Downstream Processing

EU: Member States Reach Compromise on Diluted 2040 Climate Target Ahead of COP30 Summit

Space: Google Launches Project Suncatcher, Aiming To Build Data Centers in Space

U.S.: Trump Says No Other Countries Can Have Nvidia's Top Chips

U.S., China, Netherlands: Nexperia China Chip Shipments To Resume, But Uncertainty Remains

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