China
Geopolitics
Australia's 38-Day Fuel Buffer: Why We're the Most Exposed Developed Economy
Japan has 254 days. The US has 125. We have 38.
Geopolitics
7 Australian Dividend Stocks for Passive Income in 2026
Reliable dividend payers with strong yields and sustainable payout ratios
Geopolitics
The Last Sugar Hit: Why China's $120 Iron Ore Rally Is a Trap
Prices have surged to $120 a tonne on Beijing's latest stimulus, but beneath the headline numbers, the structure of Chinese demand has fundamentally changed.
Geopolitics
Australia-EU Trade Deal Signed as China Tensions Rise
Eight years of negotiations finally produced a deal that eliminates tariffs on champagne, EVs, and critical minerals. But the real driver is both sides' desire to reduce dependence on Beijing.
AI
AI Policy in 2026: The Year States and Feds Go to War
Federal preemption, child safety lawsuits, and the end of voluntary governance are reshaping the regulatory landscape.
Geopolitics
The Geopolitics of Battery Supply Chains in 2026
As energy storage becomes infrastructure, the race to secure battery supply chains is reshaping alliances and redefining national security.
Geopolitics
How Asia-Pacific is Rewiring the World's Critical Mineral Supply Chains
From Malaysia to Japan, a new rare earth order is taking shape — one built on resilience, not just efficiency
Geopolitics
CommBank Geo-Economics Analysis Explains How Global Power Shapes Markets
Senior analyst Madison Cartwright breaks down how trade rules, alliances, and sanctions influence cross-border market interactions.
Geopolitics
EU and Australia seal trade deal worth $6.9 billion a year after eight years of talks
The deal eliminates 98 per cent of EU tariffs on Australian goods. Wine, dairy, wheat, barley and seafood all get duty-free access.
Geopolitics
China's $120 Billion Critical Minerals Play Is About Security, Not Hostility
A new report reveals China has invested $120 billion USD into global mining since 2023. Australian headlines call it a threat. Beijing calls it risk management.
Geopolitics
Southeast Asia's Energy Scramble and What It Means for Australia
As dominoes fall across the region, Australia sits at the end of a broken supply chain
Geopolitics
Australia's China Trade Surplus Shrinks to $19 Billion as Import Dependence Deepens
The bilateral surplus has collapsed from $45 billion to $19 billion in four years. Australia keeps buying Chinese manufactures while China quietly diversifies its iron ore sources.