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Aoife Brennan

Korea’s Refining and Petrochemicals Sector Builds In-House Power Plants to Cut Energy Costs Using Lower-Carbon Fuels Like LNG to Boost Clean-Competitiveness GS Caltex Speeds Up Decarbonization by Building a Palm-Oil-Based Biodiesel Value Chain <

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Niamh O’Sullivan

Renewed debate over growth expectations inflating valuationQuestions raised over sustainability of continuous capital raising

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Tyler Hansbrough

South Korea’s Five Guys to Be Acquired by H&Q Equity Partners at an Estimated $45–55 Million After a String of Failed Bets Including Esquire and 11st, Is Five Guys a Comeback Play? Securing Japan Rights Through Equity Purchase—Could It Become the Next Burger King Japan?

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Niamh O’Sullivan

End-of-weak-yen signals heighten market-wide tensionAssessments say incentives for abrupt capital flight remain limited

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Siobhán Delaney

Equipment move-in schedule at Arizona Fab 2 brought forward Simultaneous pressure from surging AI demand and advanced packaging bottlenecks Strategic overhaul amid signs of customer defection TSMC has abruptly accelerated the timeline for moving

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Aoife Brennan

“Largest-Ever Deal” Trump Administration Approves $11.1 Billion Arms Sale to Taiwan US Shifts From Longstanding Cross-Strait Balancing, Turn Accelerates From Biden Era Taiwan Deepens US Ties as Defense Worries Grow and Regional Support Falls Short

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Ethan McGowan

Moderate quakes cause deep, unpriced losses through financing gaps Price mid-risk and pre-fund rapid recovery with layered instruments Trigger cash to schools to cut spreads and speed rebuilding Earthquakes are a relentl

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Ethan McGowan

Strong laws; complex compliance stalls EU growth Simplify: one rulebook, one portal, safe patterns Tie public compute to pre-cleared controls; update annually EU’s digital rules now have teeth.

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David O'Neill

Manufacturing wanes; services must absorb workers Shift factory skills into productive service roles Fund wage insurance, fast training, placement targets The decline of manufacturing in Germany isn’t just a predict

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Stefan Schneider

A deal largely aimed at easing SK Group’s financial burdenAcquisition capacity shaped by Doosan subsidiaries’ earnings

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Matthew Reuter

Oracle’s $10 billion data-center financing disrupted by Blue Owl’s withdrawal Financial institutions reassessing AI infrastructure as high-risk assets Optimism around AI moderates as financial strain grows and valuation sorting begins Warni

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Siobhán Delaney

Semiconductor inventory shortfalls leave required volumes unsecured Production halts extend from North America to China and Japan U.S.

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Stefan Schneider

Asian nationals dominate employment gainsConcentration in SMEs and regional manufacturing sites

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Oliver Griffin

Germany’s Bundestag approves a $55 billion military procurement package and accelerates rearmament by loosening constitutional debt limits Under NATO’s unprecedented “5% of GDP” agreement, the EU injects funding through joint borrowing such as 45-year SAFE loans Debt-laden Europe faces a “guns-and-butter” dilemma, cutting welfare budgets to finance security

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Aoife Brennan

Ripple Acquires Gtreasury to Upgrade Cross-Border Payments Targeting SWIFT’s Limits, a “Gradual Convergence” Looks More Likely Than a Full Replacement Low-Volatility Stablecoins Could Still Threaten XRP’s Position Ripple has acquired GTreasury

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Matthew Reuter

Judiciary Puts the Brakes on Tesla’s Autonomous Driving Marketing Gap Confirmed Between Technological Reality and Advertising Claims Regulatory Tightening Poised to Spread Across the EV Industry Photo=Tesla

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Tyler Hansbrough

“Will Allow Nvidia H200 Exports to China” Trump’s Hardline Move US Pushback Grows, While Self-Reliant China Responds Coolly US Chip Export Strategy Seen as Losing Leverage Over China As US President Donald Trump moves to ease semicondu

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Niamh O’Sullivan

A textbook attempt to shore up short-term FX supply and demandTension between market stability and financial institutions’ autonomy

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Anne-Marie Nicholson

China–Japan Tensions Spill Into the Military Domain Japan to Set Next-Year Defense Budget at a Record $60 Billion Missiles, Drones, and Expanded Force Projection Signal Strategic Shift As tensions between China and Ja

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Aoife Brennan

Ford–LG Energy Solution Scraps Battery Supply Deal Worth About $6.5 Billion Renault Picked as Europe Partner, Set to Cooperate on EVs and Light Commercial Vehicles Renault Chooses Envision AESC as Battery Supplier, With Limited Ties to LG Energy Solution

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