In this episode, Bastian Dürr explains how the war in Iran and the situation in the Strait of Hormuz could disrupt energy markets and critical industrial supply chains, affecting mining, fertilizers, and production worldwide.

This episode analyzes China’s 15th Five-Year Plan, focusing on its strategic pivot toward national security, technological self-sufficiency (specifically AI), and resilience in a perceived ”world in disorder,” while questioning if Beijing can overcome internal economic headwinds to achieve its goal of becoming a global superpower by 2030.

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.

China’s newly introduced export control watch list adds a flexible middle tier to its sanctions architecture, increasing scrutiny for foreign companies without imposing full export bans.

Tech fragmentation is reshaping global competition and innovation. In this episode, Tiffany Wong explains how geopolitical uncertainty, supply chain challenges, and scenario planning are redefining strategy for tech companies worldwide.

India is leveraging strategic ambiguity to navigate U.S.-China tensions, positioning itself as a key player in global supply chains, digital infrastructure, and geopolitical partnerships.

AI regulation is fragmenting. Cyber threats are escalating. What does this mean for global business?

From “geopolitical brains and muscles” to the nitty-gritty of tariff clauses, the conversation offers a hands-on guide for executives who want to turn uncertainty into preparedness.

In this episode of Geopolitics and Business, hosts Thomas Ramge and Björn Conrad are joined by Emily Benson to unpack the Trump administration’s trade policies. They explore how tariffs have reshaped global commerce, the strategic intentions behind U.S. trade moves, and the challenges businesses face in navigating this uncertain landscape. The discussion highlights the importance of recognizing patterns in geopolitical shifts to build resilient corporate strategies.

In this kickoff episode, hosts Thomas Ramge and Björn Conrad — joined by tech policy expert Ansgar Baums — explore how geopolitics is redefining global business through export controls, sanctions, and fractured tech stacks.