China Policy & Diplomacy
- China’s Finance Ministry releases 2025 fiscal policy execution report,
pledging a more proactive fiscal stance in 2026
- China’s Foreign Ministry, on Trump seeking to delay Xi summit: China, US in
communications over Trump’s visit to China
Geopolitics & Iran Conflict
- Senior Iranian official: Iran’s new Supreme Leader in foreign policy session
rejects proposals for “reducing tensions or peace with the US”
- Iraq oil minister says in contact with Iran to allow some oil tankers to pass
through Strait from Hormuz - state news agency
- Trump: United States has been informed by most of our NATO “allies” that they
don’t want to get involved with our military operation against terrorist regime
of Iran
- Trump delays Beijing trip by 5-6 weeks amid Iran war disruptions
Energy & Commodities
- Chinese state majors resume seeking Russian oil shipments following US waiver,
sources say
- Japan, US to agree on joint development of rare earth elements, lithium,
copper at summit meeting this week, Nikkei says
- Hassett: Coordinated oil reserve release could go up if needed
Technology & AI
- Alibaba launches Wukong AI platform for enterprises, targets enterprise
automation with agentic AI
- Amazon CEO: AI to double AWS sales to $600 billion by 2036 - internal meeting
- Nvidia CEO Huang: I have strong visibility of $1 trillion plus
- Nvidia CEO Jensen Huang confirmed that the company is restarting H200 AI
accelerator manufacturing for customers in China
- OpenAI gears up to go public, potentially by the end of the year - CNBC
U.S. Policy & Industry
- Trump officials weigh new $1 billion deal to stop offshore wind farms - NYT
