WS #15994
Geopolitical tensions are widening beyond the Middle East, with the Kremlin explicitly confirming the seizure of assets from 'unfriendly countries' and China moving to restrict exports of key solar technologies. These moves threaten to fragment global supply chains further, impacting European industrial exporters and the global renewable energy transition. The narrative of de-globalization is accelerating, adding a structural risk premium to cross-border trade and energy infrastructure.
Geopolitical Escalation: Russia and China
Geopolitical tensions are widening beyond the Middle East, with the Kremlin explicitly confirming the seizure of assets from 'unfriendly countries' and China moving to restrict exports of key solar technologies. These moves threaten to fragment global supply chains further, impacting European industrial exporters and the global renewable energy transition. The narrative of de-globalization is accelerating, adding a structural risk premium to cross-border trade and energy infrastructure.