Geopolitics and Business
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.
Episodes
Xi–Trump summit: A two-month truce, but no lasting certainty
The Xi–Trump summit in September extended the US–China trade truce by just two months, offering a brief pause, but little certainty for companies planning ahead. Theresa Terzer speaks with Michaela Abels and Randolf Carr about what the extension signals, which developments businesses should watch before the January 10, 2027 deadline, and how to prepare for continued US–China friction.The conversat
Why the Strait of Hormuz crisis is becoming a global supply-chain shock
The crisis around Iran and the Strait of Hormuz has lasted far longer than many expected. In this episode, Bastian Dürr examines how the disruption is affecting energy markets, shipping routes, sanctions policy, and the wider global economy.He looks at the supply and demand cushions that have limited the initial oil-price shock, the uncertainty surrounding flows through the Strait of Hormuz, and t
Sovereign AI infrastructure: What Egypt reveals about U.S.–China technology competition
AI infrastructure is becoming a geopolitical choice. In this episode of Geopolitics and Business Briefing, Theresa Terzer speaks with Zhang Shengyi about Huawei’s reported bid to build AI data center infrastructure for the Egyptian government, the US response, and Egypt’s continued interest in cooperation with both China and the United States.They also examine Malaysia’s earlier experience with a
Europe’s economic security turn: Why the EU is tightening FDI screening
The EU has revised its FDI screening regulation, an economic security move that will reshape how many investments arereviewed across Europe. In this episode, Theresa Terzer sits down with Sarah Isabey (Geolytics) to explain what changed, what stays national, and how companies can prepare before the rules apply in January 2028.Further analysis: Geolytics.Hub: https://sinolytics.de/geolytics/geolyti
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 F
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 tr
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 h
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-suffi
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 s
India’s strategic dance: Guarding sovereignty, growing ties – with Manash K. Neog
India is navigating a complex geopolitical landscape shaped by rising U.S.-China tensions. In this episode, host Thomas Ramge and co-host Björn Conrad speak with Manash K. Neog, Managing Director of Chase Advisors APAC, about India’s multipolar strategy, economic diplomacy, and emerging business opportunities. Learn how companies can adapt to shifting global dynamics and why India is becoming cent
AI, cybersecurity & the global tech divide – with Nicholas Butts
In this episode of Geopolitics and Business, hosts Thomas Ramge and Björn Conrad speak with Nicholas Butts, Director of Cybersecurity and AI Policy at Microsoft and co-author of Tech Cold War. Together, they explore the global fragmentation of AI regulation, the rising threat of state-sponsored cyberattacks, and the strategic implications for businesses operating across borders. From the EU’s AI A
Scenario planning, tariffs, and building geopolitical muscle – with Luisa Kinzius
How can companies stay agile when geopolitics upends markets overnight? In this episode of Geopolitics and Business, Thomas Ramge and Björn Conrad sit down with Luisa Kinzius, Managing Partner at Sinolytics, to unpack three pressing questions:
How scenario planning helps firms navigate geopolitical turbulence
What tariffs really mean for prices, margins, and customers
Where and how organizations
Rewriting the rules: How U.S. trade policy shapes global business– with Emily Benson
In this episode of Geopolitics and Business, hosts Thomas Ramge and Björn Conrad are joined by Emily Benson, Head of Strategy at Minerva Technology Futures, to unpack the far-reaching consequences of U.S. trade policy during the Trump administration. Together, they explore the strategic use of tariffs, the ripple effects on international trade relations, and the challenges this poses for global bu
From tariffs to tech stacks: Mapping the new geopolitical business order – with Ansgar Baums
In the debut episode of Geopolitics and Business, hosts Dr. Thomas Ramge and Björn Conrad lay out the mission behind the podcast: decoding how political power and corporate strategy are increasingly inseparable.
Joining them is Ansgar Baums, tech policy expert and seasoned observer of global business-government dynamics. Together, they unpack how export controls, sanctions, and fragmented tech sta
At the crossroads – Why geopolitics now shapes global business
In this kickoff episode, hosts Dr. Thomas Ramge and Björn Conrad lay out the mission behind Geopolitics and Business: making sense of a world where politics and corporate strategy are inseparable. From tech export controls to sanctions, from raw materials to data flows—this podcast decodes how power plays shape global business realities. Join us on this analytical journey with sharp insights and g
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