Geopolitics and Business

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The Geopolitics & Business Briefing delivers concise, expert‑driven insights from Geolytics. Each short episode features one of our analysts breaking down a specific geopolitical or geo‑economic dynamic with a clear focus on what it means for companies operating in global complexity. A format designed for decision‑makers in government affairs, corporate strategy, and risk management: the essential signals, the underlying dynamics, and the implications for business impact, distilled straight from the Geolytics Briefing Room. www.geo-lytics.com

  1. Who Controls AI? Inside Washington’s chip strategy

    Jun 12

    Who Controls AI? Inside Washington’s chip strategy

    In this episode, we step back from the headlines to offer a clear, big‑picture walkthrough of why AI chips matter geopolitically, how U.S. export controls are evolving, and what this means for global companies trying to build and operate across borders.In this episode of Geopolitics and Business Briefing, host Theresa Terzer is joined by Kevin Allison, President and Founder of Minerva Technology Futures (Washington, DC). Kevin explains the broader arc of U.S.–China technology competition and uses recent US Bureau of Industry and Security (BIS) signaling (including guidance tied to the so‑called “AI diffusion” framework) as an entry point to discuss where policy is heading.What you’ll take away: Why advanced AI chips became a focal point in U.S.–China competitionThe shift from controlling where compute goes to controlling who owns/controls/accesses itWhy export controls are a blunt tool, and how they can reshape innovation and supply chainsHow China’s policy toolkit has expanded (and why risk is increasingly two‑way)Practical implications for boards, executives, procurement, compliance, and government affairsRelevant for any sector running global operations that depend on AI infrastructure—cloud and data centers, electronics, automotive, industrial automation, and beyond.Learn more about Geolytics and Geolytics.Hub Minerva Technology Futures Feedback & topic suggestions: podcast@geo-lytics.com

    19 min
  2. What the Trump–Xi summit really delivered for business (and what it didn’t)

    May 19

    What the Trump–Xi summit really delivered for business (and what it didn’t)

    How much substance was really behind the highly choreographed Trump–Xi summit in Beijing? In this episode of the Geopolitics and Business Briefing, host Theresa Terzer is joined by Leonhard Xu to unpack what was announced, what remains unresolved, and what it all means for companies exposed to US–China tensions.   The discussion walks through the symbolism of the state visit, the five key trade items that actually made it into the readouts, Beijing’s new framing of “constructive strategic stability,” and the looming export control deadlines that could once again shake global supply chains.   Whether you sit in corporate strategy, risk, government affairs, or supply-chain leadership, this briefing gives you a clear, structured view of where US–China economic relations stand after the summit — and which red‑letter dates you should already have in your calendar.

    23 min
  3. From Orbán to Magyar: Will Hungary stay China’s EV gateway to the EU?

    Apr 30

    From Orbán to Magyar: Will Hungary stay China’s EV gateway to the EU?

    Hungary’s election has ended Viktor Orbán’s 16‑year rule and opened the door to a more EU‑aligned course under Péter Magyar. That shift matters not only for Brussels, but also for Beijing. This episode Shaun Ho unpacks how a “team player” Hungary could affect China’s EV and battery footprint in Europe, why Chinese EV OEMs like BYD and battery suppliers such as CATL bet so heavily on Hungary, and how tighter compliance and higher operating costs could ripple through Europe’s EV supply chains and its automakers.

    14 min
  4. The hidden ripple effects: Why the war in Iran goes beyond oil and impacts every industry

    Mar 27

    The hidden ripple effects: Why the war in Iran goes beyond oil and impacts every industry

    In this episode, Bastian Dürr, geopolitical analyst and supply chain expert, discusses how the war in Iran and the situation around the Strait of Hormuz could affect global markets and industrial supply chains. We look at how escalating tensions could drive energy and fuel prices, and how disruptions in the region may translate into shortages and price spikes for key industrial inputs such as sulfur, helium, and ammonia — with knock-on effects for mining, fertilizers, and industrial production. Rather than focusing on headlines, the episode explores what these developments could mean in practical terms: cost pressure, procurement risk, and uncertainty for businesses exposed to global commodity flows. A relevant listen for anyone monitoring geopolitical risk and its implications for energy markets and industrial resilience.

    15 min
  5. China’s 15th Five-Year Plan: Resilience in a "World in Disorder"

    Mar 26

    China’s 15th Five-Year Plan: Resilience in a "World in Disorder"

    This episode of the Geopolitics and Business Briefing, produced in collaboration with the Geoeconomic Competition podcast, provides a deep dive into China’s 15th Five-Year Plan. Host Francesca Ghiretti and Sinolytics Managing Partner Dr. Jost Wübbeke analyze the strategic shifts from the previous plan, highlighting a new, intense focus on national security, resilience, and technological self-sufficiency in response to perceived global disorder.   The discussion explores critical economic headwinds facing Beijing, such as deflation, the property crisis, and the challenges of boosting domestic consumption. A major highlight of the conversation is China's technological ambition, specifically the "AI everywhere" approach and the pursuit of breakthroughs in semiconductors, nuclear fusion, and embodied AI to break dependency on Western supply chains.   This briefing provides decision-makers with a critical analysis of whether China can successfully realize its vision of becoming a comprehensive global superpower by 2030, despite facing massive internal structural crises and persistent economic headwinds.

    30 min
  6. China’s 15th Five-Year Plan: Localize or Lose?

    Mar 19

    China’s 15th Five-Year Plan: Localize or Lose?

    Join us as we break down the essentials of the new Five-Year Plan, clarify what these plans are (and what they are not), and discuss the real-world implications for foreign business executives. Our episode analyzes key themes, such as the transition from investment-driven to consumption-driven growth, the evolving role of government action plans, and the impact of shifting policy keywords. We also address common questions from the international community—like whether these ambitious plans will translate into real action—and provide context for the strategic goals behind China’s move toward localization. Whether you’re a policy watcher, a business leader, or simply curious about China’s next chapter, tune in for expert insights and lively discussion on how to navigate the challenges and seize the opportunities in the world’s second-largest economy.

    53 min
  7. From blacklists to watchlists: China’s new sanctions architecture

    Feb 27

    From blacklists to watchlists: China’s new sanctions architecture

    In this episode of Geopolitics & Business Briefing, Theresa Terzer speaks with Geolytics Consultant Leonhard Xu about Beijing’s newly introduced export control watch list, a significant addition to China’s evolving sanctions architecture. Together, they unpack what distinguishes this new tier from existing blacklists, why Japanese companies were the first to be included, and how the move reflects a more flexible, layered approach to export controls rather than a straightforward escalation. This episode offers a practical understanding of how China’s regulatory landscape is shifting, and what it means for companies operating in or relying on China-related supply chains.

    9 min
  8. Competing in a fragmented tech world – with Tiffany Wong

    12/18/2025

    Competing in a fragmented tech world – with Tiffany Wong

    In this episode of Geopolitics and Business, Thomas Ramge and Björn Conrad talk with Tiffany Wong, Director of Geopolitical Strategy at HP, about how tech companies navigate an era of fragmentation and geopolitical uncertainty. From U.S.–China tech rivalry and semiconductor policy to the rise of industrial strategies and local content rules, Tiffany explains why scenario planning, breaking down silos, and corporate diplomacy are now critical for resilience. Tune in to learn how these shifts could reshape innovation and global competition.

    46 min
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About

The Geopolitics & Business Briefing delivers concise, expert‑driven insights from Geolytics. Each short episode features one of our analysts breaking down a specific geopolitical or geo‑economic dynamic with a clear focus on what it means for companies operating in global complexity. A format designed for decision‑makers in government affairs, corporate strategy, and risk management: the essential signals, the underlying dynamics, and the implications for business impact, distilled straight from the Geolytics Briefing Room. www.geo-lytics.com

Information

  • Creator
    Geolytics
  • Years Active
    2025 - 2026
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    © Geolytics
  • Show Website
    Geopolitics and Business