Rapid Read: Geopolitical Must-Knows for Today (21 July 2025)
This is my news scan from 21 July 2025 at 0711 Eastern Time until 20 July 2025 at 0727 Eastern Time
The First Foldable iPhone Will Arrive Next Year in Un-Apple-Like Fashion
Apple is set to launch its first foldable iPhone in 2026, adopting a book-style design similar to Samsung’s Galaxy Z Fold, but it won’t break new technological ground, relying heavily on Samsung’s display technology. The device is expected to feature a 7.8-inch inner display, a 5.5-inch outer display, and a price tag of at least $2,000, positioning it as a premium product. Apple’s engineers aim for a thinner, more durable design with a nearly invisible crease, though they are reportedly dissatisfied with its similarity to existing market offerings. This launch, described as uncharacteristically unoriginal for Apple, is anticipated to leverage the company’s brand power to boost foldable phone adoption, particularly in markets like China.
Inside Norway’s Big Hydropower Plans
https://oilprice.com/Energy/Energy-General/Inside-Norways-Big-Hydropower-Plans.html
Norway is advancing its hydropower sector to maintain its position as a leading clean energy producer, aiming to expand capacity to meet rising electricity demands. The country plans to upgrade existing hydropower facilities and develop new projects to support its green energy transition and export surplus power to Europe. Challenges include environmental concerns and regulatory hurdles, which could delay implementation and impact local ecosystems. These initiatives align with Norway’s goal to remain a key player in sustainable energy while addressing global climate goals.
What a GOP bill banning central digital currency means for consumer banking
https://thehill.com/business/personal-finance/5409154-cbdc-republican-ban-privacy/
A proposed GOP bill seeks to ban central bank digital currencies (CBDCs) in the U.S., citing concerns over government surveillance and threats to consumer privacy. The legislation argues that CBDCs could enable excessive tracking of financial transactions, potentially undermining personal freedoms. If passed, the ban could limit innovation in digital payments, keeping consumer banking reliant on existing systems like private cryptocurrencies and traditional finance. Opponents of the bill highlight that it may hinder the U.S.’s ability to compete with countries like China, which are advancing their own digital currencies.
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
https://www.digitimes.com/news/a20250718PD215/amazon-google-hbm-demand-nvidia-chips.html
Amazon and Google are fueling a surge in demand for high-bandwidth memory (HBM) as they develop custom AI chips to reduce reliance on Nvidia’s dominant GPU market. Their push for in-house AI solutions is driving innovation in chip design, with HBM enabling faster data processing for AI workloads. This trend threatens Nvidia’s market lead, as tech giants invest heavily in proprietary technologies to optimize cost and performance. The growing HBM market is expected to reshape the semiconductor industry, with suppliers like SK Hynix and Samsung poised to benefit.
India roundup: Tesla's long-awaited showroom in India
https://www.digitimes.com/news/a20250720VL200/tesla-manufacturing-rare-earth-electronics-2025.html
Tesla is preparing to open its first showroom in India, marking a significant step in its expansion into one of the world’s largest automotive markets. The move comes amid India’s push to bolster electric vehicle adoption and reduce reliance on fossil fuels, with Tesla eyeing local manufacturing to lower costs. Challenges include navigating India’s complex regulatory environment and securing a stable supply of rare-earth materials for EV production. This development is expected to intensify competition in India’s EV sector and drive advancements in related electronics industries.
Alarm Bells Sounding in Syria
https://moderndiplomacy.eu/2025/07/20/alarm-bells-sounding-in-syria/
Syria faces escalating tensions as regional conflicts and internal instability threaten to further destabilize the country. Recent developments, including military activities and political shifts, have raised concerns about a potential resurgence of violence. External powers and local factions are complicating peace efforts, with humanitarian crises worsening amid ongoing strife. The situation underscores the urgent need for diplomatic interventions to prevent further deterioration and address the region’s complex geopolitical dynamics.
51 Precision Strikes in Somalia: U.S. Forces Defending Forward, Respecting Sovereignty
The U.S. military has conducted 51 precision strikes in Somalia targeting Al-Shabaab militants, aiming to disrupt their operations while emphasizing respect for Somali sovereignty. These operations are part of a broader strategy to counter terrorism in the region, with strikes designed to minimize civilian casualties. The U.S. collaborates with Somali forces to enhance local security, though concerns persist about the long-term effectiveness of such interventions. The strikes reflect ongoing efforts to balance military action with diplomatic considerations in a volatile region.
5 Little-Known Oil Giants Quietly Shaping Global Energy
Five under-the-radar oil companies are significantly influencing global energy markets through strategic exploration and production activities. These firms, often overshadowed by major players like ExxonMobil, are leveraging advanced technologies to tap new reserves and optimize output. Their operations span diverse regions, contributing to energy supply stability amid fluctuating geopolitical and market conditions. The article highlights their growing role in shaping the future of the oil and gas industry as demand dynamics evolve.
China Stops US Commerce Worker From Leaving Country, Media Say
Chinese authorities have detained a U.S. Commerce Department worker, preventing them from leaving the country, according to media reports. The incident raises concerns about escalating tensions between the U.S. and China, particularly in the context of trade and diplomatic relations. Details remain limited, but such actions could complicate bilateral negotiations and impact American personnel working in China. The situation is being closely monitored as both nations navigate ongoing geopolitical frictions.
Why China’s FDI drought shows no sign of ending
https://www.digitimes.com/news/a20250721VL205/fdi-data-policy-2025-incentives.html
China’s foreign direct investment (FDI) continues to decline due to stricter regulations, geopolitical tensions, and a slowing economy, deterring global investors. Policies prioritizing national security and domestic industries have created an uncertain environment for foreign businesses. Despite government efforts to introduce incentives, such as tax breaks, investor confidence remains low due to persistent trade disputes and regulatory hurdles. The ongoing FDI drought threatens China’s position as a global investment hub, with long-term implications for economic growth.
TSMC Joins Trillion-Dollar Club on Optimism Over AI Demand
TSMC, the world’s leading chipmaker, has achieved a trillion-dollar market valuation, driven by surging demand for AI-related semiconductors. Its critical role in supplying chips to tech giants like Apple and Nvidia has fueled investor optimism about its growth prospects. TSMC’s advanced manufacturing capabilities position it as a cornerstone of the AI revolution, with its stock soaring amid global tech expansion. The milestone underscores the semiconductor industry’s pivotal role in powering next-generation technologies.
TSMC pledges prudence as it pursues US$165b US expansion
https://www.digitimes.com/news/a20250721VL206/taiwan-tsmc-expansion-demand-arizona.html
TSMC is cautiously advancing a $165 billion expansion in the U.S., focusing on new factories in Arizona to meet growing demand for advanced chips. The company aims to balance ambitious growth with financial discipline, navigating challenges like labor costs and regulatory complexities. This expansion is driven by the need to localize production for U.S. clients and reduce reliance on Asian manufacturing hubs. TSMC’s strategic investments aim to solidify its dominance in the global semiconductor market amid rising geopolitical tensions.
Malaysia launches US$21 million fund to boost semiconductor packaging and attract global tech players
https://www.digitimes.com/news/a20250721VL200/packaging-investment-osat-equipment-manufacturing.html
Malaysia has introduced a $21 million fund to enhance its semiconductor packaging industry, aiming to attract global tech firms and boost local capabilities. The initiative targets advanced packaging technologies, critical for applications like AI and 5G, to position Malaysia as a key player in the semiconductor supply chain. Investments will support infrastructure, equipment, and workforce development to meet rising global demand. The move reflects Malaysia’s ambition to compete with regional rivals like Singapore and Taiwan in the high-tech sector.
Lee Jae-yong's road to rebuild Samsung after legal scandal acquittal
Samsung Chairman Lee Jae-yong is focusing on rebuilding the company’s reputation and global competitiveness following his acquittal in a high-profile legal scandal. He is driving strategic mergers and acquisitions to strengthen Samsung’s position in semiconductors, AI, and consumer electronics. The company faces challenges from intense market competition and geopolitical uncertainties, particularly in chip manufacturing. Lee’s leadership aims to restore investor confidence and position Samsung as a leader in emerging technologies.
The 9 Most Important Oil & Gas Pipelines in the World
https://oilprice.com/Energy/Energy-General/The-9-Most-Important-Oil-Gas-Pipelines-in-the-World.html
The article highlights nine critical oil and gas pipelines that play a pivotal role in global energy supply chains, connecting key producing regions to consumer markets. These pipelines, spanning regions like the Middle East, North America, and Europe, are vital for energy security and economic stability. Challenges such as geopolitical conflicts, maintenance issues, and environmental concerns pose risks to their operations. The list underscores the infrastructure’s importance in meeting global energy demand amid shifting market dynamics.
Mozambique’s $6.4 Billion Hydropower Plan to Get World Bank Funding
Mozambique is set to receive World Bank funding for a $6.4 billion hydropower project aimed at boosting electricity access and supporting regional energy exports. The initiative includes constructing a major dam to harness the country’s hydropower potential, addressing chronic power shortages. Environmental and social impacts, including community displacement, remain significant challenges that require careful management. The project aligns with Mozambique’s goal to become a key energy supplier in southern Africa.
U.S. firms scramble to secure rare-earth magnets — imports from China surge 660%
https://www.cnbc.com/2025/07/21/rare-earth-magnets-china-exports-surge.html
U.S. companies are urgently seeking to secure rare-earth magnets, critical for industries like electric vehicles and renewable energy, as imports from China have surged 660%. Geopolitical tensions and supply chain vulnerabilities are driving efforts to reduce reliance on Chinese supplies through domestic production and alternative sourcing. The surge reflects growing demand for magnets in high-tech applications, with China dominating the global market. U.S. firms face challenges in scaling up local manufacturing to meet strategic and economic needs.
New EU Sanctions Package Sparks Oil Price Debate
https://oilprice.com/Energy/Oil-Prices/New-EU-Sanctions-Package-Sparks-Oil-Price-Debate.html
A new EU sanctions package targeting Russian oil exports has ignited debates over its potential impact on global oil prices. The measures aim to curb Russia’s energy revenue but risk tightening supply, potentially driving up costs for consumers. Analysts are divided on whether the sanctions will significantly disrupt markets or if alternative suppliers can fill the gap. The situation highlights the delicate balance between geopolitical strategies and maintaining stable energy markets.
Huawei Says Hardware Poses No Risk to Spain’s Wiretapping System
Huawei has stated that its hardware poses no security risk to Spain’s wiretapping system, addressing concerns raised by Spanish authorities. The company is working to maintain its role in Spain’s telecom infrastructure amid global scrutiny over cybersecurity and data privacy. Tensions stem from U.S.-led campaigns to limit Huawei’s influence, citing potential espionage risks. Huawei’s assurances aim to preserve its market presence in Europe while navigating complex geopolitical challenges.
China solar companies push for government intervention as prices surge after months of losses
https://www.digitimes.com/news/a20250721PD214/solar-government-price-demand-production.html
Chinese solar companies are urging government intervention to stabilize prices after months of losses due to oversupply and intense competition. Surging raw material costs and fluctuating demand have squeezed profit margins, threatening the industry’s sustainability. Proposed measures include production controls and subsidies to balance the market and support growth. The situation reflects broader challenges in China’s renewable energy sector as it seeks to maintain global leadership.
Ukraine Graft Raid Ups Pressure on Kyiv to Clean House
A recent anti-corruption raid in Ukraine has intensified pressure on the government to address widespread graft amid ongoing war efforts. The operation targeted high-level officials, highlighting systemic issues that undermine public trust and international support. Kyiv faces demands from Western allies to strengthen governance and transparency to secure continued financial and military aid. The raids signal a critical moment for Ukraine to demonstrate commitment to reform under global scrutiny.
China Military Calls for Efforts to Repair Image After Scandals
China’s military is pushing to restore its public image following a series of scandals involving corruption and misconduct among senior officials. The leadership has called for stricter discipline and transparency to rebuild trust domestically and internationally. These efforts come amid heightened global scrutiny of China’s military ambitions and actions. The scandals risk undermining confidence in the military’s readiness and credibility at a time of growing geopolitical tensions.
Disclaimer:
The headlines presented here are taken directly from the referenced articles and do not reflect any personal value judgment or opinion. They are generally presented chronologically based upon the publication time. I make no warranty as to the accuracy, completeness, or truthfulness of the content of these articles. It must be noted that the articles presented here are presented to develop thought and are not necessarily the thoughts of GeopoliticsUnplugged.com They are presented as interesting thought provoking discussion points. All news and information should be carefully scrutinized, considering the credibility of the source, the facts presented, and the strength of the supporting evidence. Readers are encouraged to form their own conclusions through critical analysis.