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Politics

The U.S. and Chinese trade teams claimed to have reached a "framework consensus" at the end of their second day of talks in Madrid on how to address the United States' impending Sept. 17 deadline for TikTok's Chinese owners to divest, Reuters reported on Sept. 15.

U.S., China: Madrid Talks Likely To Produce TikTok Delay, Little Else

U.S.-China Relations

At the Sept. 14-17 trade talks with the United States in Madrid, China's asks included a request for the United States to drop tariffs and technology restrictions on China in return for China acquiescing to a U.S. plan to have China's ByteDance divest from social media app TikTok by a Sept. 17 deadline, Reuters reported on Sept. 15.

Australia

Papua New Guinea

Military & Security

Australian Prime Minister Anthony Albanese is to sign a landmark mutual defense treaty with Papua New Guinea Prime Minister James Marape, the Australian Financial Review reported Sept. 15.

Australia, U.S., Papua New Guinea: New Treaty, Funding to Boost Canberra's Security Role, Support AUKUS

Australia will spend $1.1 billion to produce and deploy more than two dozen so-called Ghost Shark autonomous submarines with U.S. defense tech firm Anduril, the Australian Financial Review reported Sept. 10. 

Australia: Canberra Commissioning Drone Submarine Fleet with Anduril

Cyber

Environment, Science & Technology

U.S. federal officials are investigating a purported Chinese-linked social engineering campaign that impersonated a Republican lawmaker and targeted several trade groups, law firms and government agencies in mid-July, apparently in an effort to garner insights about ongoing U.S.-Chinese trade talks, The Wall Street Journal reported on Sept. 7.

U.S., China: Beijing Threat Actors Impersonated U.S. Lawmaker To Gather Intelligence on Trade Talks

Global Trade

Taiwan Semiconductor Manufacturing Company announced on Sept. 2 that the U.S. Commerce Department had revoked a waiver for its plant in Nanjing, allowing it to import advanced chipmaking gear and technology from the United States.

U.S., China: U.S. to Stop Letting Asian Chipmakers Ship Equipment to Plants in China

Chinese trade envoy Li Chenggang will travel to the United States the week of Aug. 25 for deputy-level talks with U.S. officials at the Office of the U.S. Trade Representative and the U.S. Treasury Department, according to Reuters on Aug. 26.

China, U.S.: Chinese Trade Envoy To Hold Deputy-Level Talks in Washington

Nvidia ordered several suppliers and contractors for its H20 AI chip, including Amkor, Foxconn and Samsung, to suspend production, The Information reported on Aug. 21. 

U.S., China: Nvidia Tells Suppliers and Contractors To Halt Production of H20 AI Chip

Assessments

Chile

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Russia

Qatar's Prime Minister and Foreign Minister Sheikh Mohammed bin Abdulrahman al-Thani addresses a press conference following Israeli strikes in Doha on Sept. 9, 2025. 

A look at what the coming week will bring -- and a list of recommended RANE articles from the week that was.

The Weekly Rundown: Qatar Hosts an Arab-Islamic Summit, EU Announces New Sanctions on Russia

Columns

On Geopolitics

A portrait of former U.S. President Ronald Reagan is seen in the background as U.S. President Donald Trump speaks to reporters in the Oval Office of the White House in Washington, D.C., on April 22, 2025.

In just seven months in office, the Trump administration has pursued a series of highly unconventional economic policies that, taken together, amount to the deepest government interventionism into the U.S. economy of any president since the Reagan era.

The Visible Hand: Trump's Interventionism Reshapes American Capitalism

Snapshots

U.S. President Donald Trump speaks during the "Winning the AI Race" summit hosted by All‑In Podcast and Hill & Valley Forum at the Andrew W. Mellon Auditorium on July 23, 2025, in Washington, D.C. 

Relaxed U.S. export controls on key semiconductors will enable Chinese companies to accelerate their advancement of AI-focused chips.

How U.S. Export Concessions Could Boost China's AI Ambitions

Palestinian Territories

India

U.S. President Donald Trump (R) looks at Russia's President Vladimir Putin on Nov. 30, 2018, during the G20 Leaders' Summit in Buenos Aires, Argentina. U.S. President Donald Trump and Russian President Vladimir Putin are expected to meet in the coming days.

Energy

Israel-Hamas Conflict

Russia-Ukraine Conflict

The Weekly Rundown: A Trump-Putin Summit, the Deadline for a U.S.-China Tariff Pause

A 3D modeled town in the shape of the Chinese flag.

Trade tensions will exacerbate China's excess savings problems, but the economic situation will remain manageable

Beijing Grapples With Deflation, Overinvestment as Tariff Pressures Mount

Canada

Mexico

Cambodia

Japan

South Korea

Taiwan

Thailand

A Cambodian soldier stands on a truck with a rocket launcher in Cambodia's Oddar Meanchey province, which borders Thailand, on July 25, 2025. 

The Weekly Rundown: U.S. Tariff Deadline Passes, Thai-Cambodian Border Tensions Persist

South Africa

Philippines

 The European Union and China will hold a high-level leaders' summit July 24 in Beijing, marking the 50th anniversary of Chinese-EU diplomatic relations.

The Weekly Rundown: An EU-China Summit, South Africa's Budget Vote

Asia-Pacific

Diplomats attend the 32nd Association of Southeast Asian Nations (ASEAN) Regional Forum during the 58th ASEAN Foreign Ministers' Meeting in Kuala Lumpur on July 11, 2025. 

Chinese, Russian and U.S. participation in the summit shows that the Southeast Asian bloc will remain a key venue for diplomatic hedging and potential great power friction in the years ahead.

ASEAN Meeting Provides an Arena for Multipolar Competition

Tibetan spiritual leader the Dalai Lama looks on as offerings presented by Buddhist followers are laid on a table during a Long Life Prayer offering ceremony at the Main Tibetan Temple in McLeod Ganj, near the Indian city of Dharamshala, on June 30, 2025. 

Social Issues

New clarity over the 90-year-old spiritual leader's succession plans threatens to reignite Western criticism of China's treatment of Tibetans and revive reputational risks for Western businesses active in China.

Dalai Lama's Succession Plan Revives Tibet Issue for China and the West

Media

Sub-Saharan Africa

Americas

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Forecast Webcast

Join our analysts for this webcast recording exploring key topics identified in RANE's 2025 Third-Quarter Forecast.

2025 Third-Quarter Forecast Webcast

U.S.-Iran Relations

Cargo shipping containers are seen stacked at the Port of Los Angeles in San Pedro, California, on April 15, 2025. 

Regardless of any short-term concessions, the U.S. will likely eventually expand the scope of its technology restrictions against China, likely prompting Beijing to retaliate by once again restricting exports of rare earths or other critical raw materials.

U.S.-China Framework To Implement Trade Deal Will Only Temporarily Ease Tensions

A stock image showing industrial magnet parts.

China will likely continue to wield export restrictions on rare earth elements and related magnets in response to future U.S. restrictions, sustaining a high risk of supply chain disruptions, particularly for automakers.

In Trade War With U.S., China Finds a Pressure Point With Magnet Restrictions

U.S.-China Relations

SITUATION REPORTS

U.S., China: Madrid Talks Likely To Produce TikTok Delay, Little Else

U.S., China: Madrid Talks Likely To Produce TikTok Delay, Little Else

Australia, U.S., Papua New Guinea: New Treaty, Funding to Boost Canberra's Security Role, Support AUKUS

Australia: Canberra Commissioning Drone Submarine Fleet with Anduril

U.S., China: Beijing Threat Actors Impersonated U.S. Lawmaker To Gather Intelligence on Trade Talks

U.S., China: U.S. to Stop Letting Asian Chipmakers Ship Equipment to Plants in China

China, U.S.: Chinese Trade Envoy To Hold Deputy-Level Talks in Washington

U.S., China: Nvidia Tells Suppliers and Contractors To Halt Production of H20 AI Chip

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