Rapid Read: Geopolitical Must-Knows for Today (18 June 2025)
This is my news scan from 17 June 2025 at 0747 Eastern Time until 18 June 2025 at 0705 Eastern Time
Rare Earth Boss Sees ‘Long, Hard Process’ to Loosen China’s Grip
Western nations face a prolonged challenge in reducing reliance on China’s dominance in rare earth processing, according to industry veteran Mark Smith. China controls critical minerals essential for technologies like electric vehicles and wind turbines. Efforts to build alternative supply chains are underway but will take years to scale effectively. Geopolitical tensions and trade restrictions further complicate the process.
PetroChina Eyes North American LNG Volumes to Reduce Risk, Says Exec
PetroChina International is seeking North American liquefied natural gas (LNG) supplies to diversify its portfolio and mitigate trading risks. Executive Zhang Yaoyu emphasized the need for more flexible LNG contracts to avoid long-term, rigid agreements. This strategy aims to enhance supply security amid global energy market uncertainties. Asia, particularly China, is prioritizing adaptability in its energy procurement.
Polish Liberal Candidate's Team Lodge Protest Over Presidential Election
The team of a Polish liberal presidential candidate has filed a protest alleging irregularities in the recent election. They claim procedural violations may have impacted the outcome, though specifics remain limited. The move reflects ongoing political tensions in Poland’s polarized landscape. Authorities are expected to review the complaint, but no timeline for resolution was provided.
Trump: ‘We Now Have Complete and Total Control of the Skies Over Iran’
https://thehill.com/homenews/administration/5354932-iran-skies-control-trump/
President Trump claimed the U.S. has achieved full air superiority over Iran, citing advancements in military capabilities. The statement follows heightened tensions after Israel’s strike against Iran. Critics question the claim’s veracity, pointing to Iran’s air defense systems. The administration’s rhetoric signals a hardline stance amid ongoing Middle East conflicts.
Mexico’s Pemex Payment Crisis: Suppliers Threaten July Shutdown
https://boereport.com/2025/06/17/mexicos-pemex-payment-crisis-suppliers-threaten-july-shutdown/
Mexico’s state-owned oil company, Pemex, faces a deepening financial crisis as unpaid suppliers threaten to halt operations by July. The company owes billions, straining relationships with contractors critical to its production. Suppliers warn of potential disruptions to oil output if payments remain delayed. Pemex’s struggles highlight broader challenges in Mexico’s energy sector.
A Lithium Startup Is Building a US Battery Plant That Will Skirt Trump’s Tariffs
A lithium startup is constructing a U.S. battery plant designed to avoid Trump’s proposed tariffs on imported materials. The facility aims to produce lithium metal batteries without reliance on Chinese critical metals. This move aligns with efforts to bolster domestic clean energy supply chains. The company claims its technology could reduce costs compared to traditional lithium-ion batteries.
Trump Administration Proposes Expansion of Arctic Drilling
The Trump administration is pushing to expand oil and gas drilling in Alaska’s National Petroleum Reserve and Arctic regions. The proposal aims to boost domestic energy production but faces opposition from environmental groups. Critics argue it threatens fragile ecosystems and undermines climate goals. The plan is part of a broader deregulation agenda in the energy sector.
AI Without Borders: Singapore Moves From Infrastructure to Influence
https://www.digitimes.com/news/a20250617PD239/singapore-ai-infrastructure-data-center-policy.html
Singapore is shifting its AI strategy from building infrastructure to exerting global influence in AI policy and innovation. The city-state is investing in data centers and fostering international collaborations to stay competitive. Its neutral stance enables it to mediate between Western and Asian AI ecosystems. This pivot aims to position Singapore as a key player in shaping AI’s future.
Nvidia to Unveil New China-Bound Downgraded AI Chips After H20 Export Ban
https://www.digitimes.com/news/a20250617PD215/nvidia-chips-ban-ceo-jensen-huang.html
Nvidia plans to release new, less powerful AI chips for the Chinese market following U.S. export restrictions on its H20 chip. The move aims to comply with tightened regulations while maintaining a foothold in China. CEO Jensen Huang emphasized adapting to geopolitical challenges in the semiconductor industry. The downgraded chips reflect ongoing U.S.-China tech tensions.
Can Canada Replace Russia as an Oil and Gas Superpower?
Canada is exploring its potential to become a major oil and gas supplier, possibly rivaling Russia, amid global energy shifts. Its vast reserves and stable political environment make it an attractive alternative. However, infrastructure constraints and environmental concerns pose significant hurdles. The article questions whether Canada can scale up to meet global demand.
Oil Prices Jump, But Middle East Oil Keeps Flowing Uninterrupted
Oil prices have surged due to heightened Middle East tensions, particularly after Israel’s actions against Iran. Despite fears of disruption, oil exports from the region remain steady. Producers are prioritizing supply continuity to stabilize markets. The article highlights the resilience of Middle East oil flows amid geopolitical volatility.
TSMC Maintains Foundry Dominance Despite Foundry 2.0 Move to Address Rising US Scrutiny
https://www.digitimes.com/news/a20250618PD201/tsmc-packaging-growth-market-share-2025.html
TSMC continues to lead the global foundry market despite U.S. pressure to diversify semiconductor supply chains. Its Foundry 2.0 strategy focuses on advanced packaging to counter geopolitical risks. The company is expanding U.S. operations to address scrutiny while maintaining its technological edge. TSMC’s dominance is expected to persist through 2025.
Turkish Court Sentences Opposition Politician for Inciting Hatred, but Orders His Release
A Turkish court sentenced a far-right opposition politician to prison for inciting hatred but ordered his immediate release. The case stemmed from inflammatory remarks made during a political rally. The ruling reflects Turkey’s complex balance between free speech and state control. It has sparked debate over judicial independence in the country.
US Electric Vehicle Registrations Decline Due to Concerns Over Infrastructure and Subsidies
https://www.digitimes.com/news/a20250617PD231/2025-vehicle-infrastructure-demand-bev.html
U.S. electric vehicle registrations are falling due to inadequate charging infrastructure and uncertainty over government subsidies. Consumers are hesitant amid concerns about range anxiety and policy shifts under the Trump administration. Only 7.5% of new vehicle sales in Q1 2025 were electric, per Cox Automotive. The industry faces challenges in scaling adoption without robust support.
Trump Tightens China Chip Curbs as Nvidia's H20 Faces New Export Limits
https://www.digitimes.com/news/a20250618PD226/china-export-restrictions-ai-chip-hbm-nvidia.html
The Trump administration has imposed stricter export controls on advanced AI chips to China, targeting Nvidia’s H20 model. The move aims to limit China’s access to cutting-edge semiconductor technology. Nvidia is developing compliant alternatives, but the curbs escalate U.S.-China tech rivalry. The restrictions could disrupt global supply chains and innovation.
Equinor Wins New Exploration Block Offshore Brazil
Norwegian energy firm Equinor has secured a new exploration block off Brazil’s coast, expanding its global portfolio. The block, located in a promising hydrocarbon region, was awarded in a competitive bidding round. Equinor aims to leverage its expertise in deepwater drilling. The win strengthens Brazil’s position as a key oil and gas frontier.
The US Has More Copper Than China But No Way to Refine All of It
The U.S. holds significant copper reserves, surpassing China, but lacks sufficient refining capacity to meet rising demand. Copper is critical for renewable energy and electric vehicle technologies. Domestic refineries are outdated, forcing reliance on foreign processing. Investments in refining infrastructure are urgently needed to capitalize on U.S. reserves.
AI Moratorium Sparks GOP Battle Over States' Rights
https://thehill.com/policy/technology/5355684-ai-moratorium-sparks-gop-battle-over-states-rights/
A proposed AI development moratorium has ignited a GOP debate over federal versus state authority. Some Republicans argue states should regulate AI to preserve innovation and local control. Others support federal oversight to ensure national security and consistency. The dispute highlights tensions within the party on emerging technology policy.
Demand for Oil Loading Outside Persian Gulf Soars on War Risk
Demand for oil loaded outside the Persian Gulf has spiked due to fears of conflict disrupting Middle East supplies. Buyers are seeking safer loading points to avoid potential blockades or attacks. The shift is driving up shipping costs and reshaping trade routes. Middle East producers continue to ensure steady exports despite the risks.
Lab-Grown Meat Soon on Australia’s Menus After Approval
Australia has approved lab-grown meat for commercial sale, paving the way for its debut on menus. The decision positions Australia as a leader in alternative protein markets. Producers aim to scale production to meet growing demand for sustainable food. Regulatory approval marks a milestone for the global cultivated meat industry.
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.