China Got Coal for Christmas…and 2026 Is When the Stockings Are Empty
Markets are focused on tariff refunds and court rulings, but the real story is structural. China’s…

Plain stories from real work
What I walked into, the first moves we tried, and what changed. Names masked when needed.
Markets are focused on tariff refunds and court rulings, but the real story is structural. China’s…
The 2025 NSS and the Trump Corollary signal a major U.S. pivot toward hemispheric primacy. A…
The headlines are all about potential tariff refunds, but that is not the real story. Even…
IEEPA stretched? Bessent preps Section 122/338 fallback. Bilaterals safe; refunds complicated—mitigate NOW vs wait years.
China 90% refining weaponized → US-Japan/Australia deals + BlackRock/Pentagon $500M. 5 imperatives: fund entire pipeline, regulatory…
China rare earths = perfect emergency; Canada TV ad = self-sabotage. $200B refunds loom if lost—bilaterals…