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The Petroyuan Trap: The U.S. Plan to Break China’s Economic Sovereignty

April 27, 2026 Ryan Perkins

The blockade is a feint. Washington is secretly weaponizing the financial architecture of a multipolar world.

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Posted in: Geopolitics, Uncategorized, US Financial System, US War on Iran, US-China Competition, US-China Relations Filed under: currency wars, geopolitial conflict, petroyuan trap, Strait of Hormuz

The Strait Logic: War on Iran is a Dress Rehearsal for Blockading China

April 17, 2026 Ryan Perkins

Iran is a live-fire test for a U.S. blockade strategy aimed at China. 25 years of doctrine, one Marine Corps transformation, and two theatres.

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Posted in: China, Geopolitics, US Empire, US War on Iran, US-China Relations Filed under: China Blockade, Strait of Hormuz

Economic Chemotherapy: America’s Desperate Plan to Save Hegemony

April 16, 2026 Ryan Perkins

Iran is a live-fire test for a U.S. blockade strategy aimed at China. 20 years of doctrine, one military transformation, two theatres.

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Posted in: Geopolitics, US Empire, US War on Iran, US-China Competition Filed under: blockade, gulf, Strait of Hormuz, us-iran negotiations, US-Iran War

The Gates are Closing: Private Credit’s Liquidity Crisis Deepens

April 5, 2026 Ryan Perkins

What happens when the gates spread and the banks pull back? A worst-case scenario handbook for the unfolding liquidity seizure.

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Posted in: Economy, Geopolitics, US Empire, US Financial System

Strategic Opportunity or Systemic Risk? The Emerging Chinese Consensus on a Prolonged War in West Asia

March 27, 2026 Ryan Perkins

For Beijing, a prolonged war in West Asia could open a multi-year window of strategic advantage for Beijing. We explore the emerging Chinese consensus.

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Posted in: Iran War, US Empire, US-China Relations Filed under: BRI, China Expert Commentary, Middle East Energy

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Latest on GEI

  • The Petroyuan Trap: The U.S. Plan to Break China’s Economic Sovereignty April 27, 2026
  • The Strait Logic: War on Iran is a Dress Rehearsal for Blockading China April 17, 2026
  • Economic Chemotherapy: America’s Desperate Plan to Save Hegemony April 16, 2026
  • The Gates are Closing: Private Credit’s Liquidity Crisis Deepens April 5, 2026
  • Strategic Opportunity or Systemic Risk? The Emerging Chinese Consensus on a Prolonged War in West Asia March 27, 2026
  • Beyond the Numbers: Jeffrey Sachs on US-China Parity, Global Cooperation, and Avoiding Catastrophe March 25, 2026
  • The Iran War’s Unseen Fertilizer Crisis March 20, 2026
  • Another Rung Up the Value Ladder: What China’s T1200 Carbon Fibre Announcement Means for Global Supply Chains March 20, 2026
  • The Dual Risk: Trapped Between Tokyo’s Tightening and the Semiconductor Supply Chain March 18, 2026
  • The Next Domino: The Liquidity Trap March 12, 2026

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  • Cityscape Investment Series: Unlock China’s Next-Gen Growth Engines
    • Cityscape Wuhan: A Regional Investment Analysis Report
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  • CEI’s Regional Economic Overview Series
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  • China Logistics Reports
    • Logistics Report 1: Macro Data Overview
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    • Logistics Report 9: Port Enterprise Operations & Management
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    • Logistics: Freight Traffic: The Pulse of the Real Economy (2025)
  • China’s Macro Data Visualized
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    • Fixed Asset Investment (FAI): China’s Engine of Growth—and Risk (2025)
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    • GDP Growth Drivers 2020-2025
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    • HSBC Markit China Purchasing Managers’ Index (PMI) (2025)
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    • Mobile Payment Ecosystem: Development and Future
    • Purchasing Managers’ Index: China Federation of Logistics and Purchasing (CFLP PMI) (2025)
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    • RMB: Role in International Energy Trade
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Interesting Headlines

Reuters: The U.S. and China are weighing official negotiations on artificial intelligence governance ahead of a Trump–Xi summit.

Reuters: Tariffs, sanctions, and export controls remain deeply entrenched, with reciprocal tariffs exceeding 100% in some cases.

WSJ: China has activated “blocking rules” to prohibit firms from complying with U.S. sanctions on Iranian oil.

Reuters: Beijing is actively engaging Iran diplomatically and pushing for Strait of Hormuz stabilization amid the oil shock.

Reuters: China’s Belt and Road Initiative hit record activity (~$213B in 2025) with a shift to: smaller, targeted projects, equity financing, digital/regulatory integration (“soft connectivity”)

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