Jeff Pao

Mar 3, 2026

Turmoil in Iran Puts China’s Energy Security at Risk

Fears over Strait of Hormuz disruption, Iran investments and US ties shape Beijing’s cautious geopolitical balancing  
Feb 17, 2026

China Unfazed as U.S. Rallies Global Critical Minerals Bloc

U.S. seeks a 55-country rare-earth supply chain alliance, while China rests assured in its processing dominance