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AssessmentsJul 15, 2020 | 10:00 GMT
A view of Huawei’s U.K. headquarters in Reading, England.
In a Win for the U.S., the U.K. Moves to Oust Huawei From Its 5G Rollout
The United Kingdom's move to oust Chinese tech giant Huawei from its telecommunications networks in the coming years will not only impede the country's 5G rollout, but will further dim hopes for a U.K.-China trade deal that could help London expand its economic relationships beyond Europe post-Brexit. But the decision nonetheless marks a significant victory for the United States, which has been pressuring its European allies to purge Huawei from their 5G infrastructure -- especially if the British ban ends up being replicated elsewhere on the Continent.  
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SITUATION REPORTFeb 14, 2020 | 19:11 GMT
U.S.: Cisco's CEO Rebuffs Idea for Taking an Ownership Stake in Ericsson or Nokia
Cisco CEO Chuck Robbins said his company would not invest in building infrastructure for 5G telecommunications networks and brushed off U.S. Attorney General William Barr's suggestion that U.S. companies should invest in or take control of European telecom equipment makers Ericsson and Nokia to counter Huawei's 5G influence, the Financial Times has reported.
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On GeopoliticsNov 1, 2019 | 09:30 GMT
The national flags of China and the United States.
By Mixing Tech and Human Rights Sanctions on China, the White House Crosses the Rubicon
Conspicuously absent from an emerging China-U.S. trade truce is the outstanding issue of U.S. export restrictions against Huawei. The omission reveals an uncomfortable and growing reality for U.S. tech firms: Politically convenient trade truces will come and go, but the strategic competition between the United States and China is deepening. Technology is a fundamental component of this broader rivalry, which also makes it a radioactive element in the trade talks and a prime target for China hawks advocating a decoupling of the U.S. and Chinese economies. At this stage of the competition, national security, human rights and sovereignty are getting mashed together along with American public attitudes on how to contend with China when it comes to shaping U.S. policy. As a result, the political room to negotiate on an issue like Huawei is narrowing by the day, driving a more hard-line U.S. policy toward China overall.
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SnapshotsAug 7, 2019 | 21:33 GMT
China, India: Beijing Threatens 'Reverse Sanctions' if New Delhi Bans Huawei
China has threatened to place "reverse sanctions" on Indian companies operating in the country should New Delhi decide to block Chinese tech giant Huawei from its market, Reuters reported Aug. 6. According to the leak cited by Reuters, the Indian ambassador to China reportedly met with Chinese officials on July 10, where they discussed Beijing's concerns about the U.S. campaign to bar Huawei from the world's 5G infrastructure. During the meeting, Beijing also allegedly said that it hoped India would make its own "independent and objective decision." The threat could be a sign that China is willing to take a more aggressive stance against other countries blocking Huawei's involvement in their 5G networks at the behest of the United States.
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AssessmentsJun 13, 2019 | 09:00 GMT
A Huawei logo looms over a street in Barcelona, Spain.
Why Europe Won't Shut the Door on Huawei
The United States and China are in the midst of a tech war, and Europe's caught dead center. In its push to stem Beijing's expanding global influence, Washington has pressured its European allies to sever their ties with Chinese telecommunications giant Huawei, which it accuses of being a Trojan horse for Beijing's government to spy on other countries. But while some members of the European Union have been more receptive to U.S. pressure, none so far have succumbed fully to the United States' plea to ban Huawei from participating in the development of their 5G networks. That's not to say EU countries haven't taken heed of Washington's concerns about the Chinese company, or that U.S. accusations haven't marred Huawei's reputation among European consumers and companies. But Huawei's already sizable presence in EU markets -- combined with its expertise in the 5G space -- will make it a tempting option for European
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SnapshotsMay 9, 2019 | 21:23 GMT
Libya: The Government of National Accord Takes Aim at French and Other European Firms
The Libyan civil war had already greatly complicated business operations for foreign companies, which have long had to deal with risks stemming from fighting among the country's powerful militias and from jihadist attacks. Now, firms must also worry about which of the country's two governments their home country backs. On May 9, the economy minister of the U.N.-recognized Government of National Accord (GNA), based in Tripoli, announced that his ministry is suspending the operations of 40 companies including Total, Thales, Siemens, Petrofac and Alcatel-Lucent (now owned by Nokia), because their business licenses had expired and not been renewed. The concentration of French companies on the list, which also included some Egyptian and other regional companies and firms from other European countries, and the fact that Total was the only company on the list with significant operations in the country, suggest that the directive targeted France, specifically, for political reasons.
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On GeopoliticsJul 11, 2017 | 08:00 GMT
European Commissioner for Competition Margrethe Vestager gives a press conference explaining the commission's antitrust case against Google.
The U.S. Trusts in Technology
A handful of tech companies -- Google, Amazon, Apple, Facebook and Microsoft -- have become so ubiquitous in our daily lives that their devices and algorithms are nearly inescapable. Each of the companies has become a juggernaut in its corners of the market. And their role in geopolitics has steadily grown to the point that it's practically cliche anymore to say big data is the new oil. The comparison is apt, though. As it was for oil companies before them -- and for steel companies before that -- the growth of tech firms, and the effective monopolies they've established in certain areas, are concerns that Washington will eventually have to address. The only questions are when and how.
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AssessmentsNov 2, 2011 | 12:32 GMT
In Europe's Crisis, Russia Sees Opportunity
Although Russia has been concerned about potential ripple effects from the European financial crisis, Moscow plans to use the crisis in order to gain leverage in Europe. (With STRATFOR graphic)
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AssessmentsSep 8, 2011 | 12:04 GMT
China Security Memo: Increased Focus on Imitation Guns
State media have stepped up their coverage of crimes involving so-called imitation guns, but it is unclear if the guns have become more prevalent or if some political reason is driving the uptick. (With STRATFOR interactive map)
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AssessmentsFeb 3, 2011 | 04:28 GMT
China Security Memo: Feb. 3, 2011
STRATFOR has long stressed the false accusations Chinese-born foreign nationals can face in China, but a case has entered the headlines after five years might actually represent espionage against the Chinese. (With STRATFOR interactive map)
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