Global Power Shift: Trump, Xi, and the Iranian Gambit

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As President Trump begins his summit in China, the world watches to see if Beijing can broker a “peace with honor” in the Middle East.

The latest data reveals a world in transition:

  • Refining Crises: 9.7% of global refining capacity has been lost since 2019 due to war and policy shifts.

  • Supply Gaps: Iraq’s production has plummeted by two-thirds in just two months.

  • The Price of War: U.S. gasoline stocks are at a breaking point, signaling record-high prices for the summer.

Is Iran emerging as the strategic victor in the Gulf? How will the Taiwan semiconductor giants like TSMC be affected by the deepening China-US-Iran triangle?

Read the full deep-dive analysis on my Substack!

Global Power Shift: Trump, Xi, and the Iranian Gambit