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. www.geo-lytics.com

Geopolitics and Business is a business podcast hosted by Geolytics, with 14 episodes on record and a Required Pod Score of 80.

Geolytics hosts Geopolitics and Business, a business show with 14 episodes published.

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  Geopolitics and Business

  Why the Strait of Hormuz crisis is becoming a global supply-chain shock

  Sep 22, 202614 min

  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 the reasons Washington has so far avoided targeting major Chinese banks. He also discusses the growing disruption around the Bab al-Mandab Strait and the Red Sea, including the impact on Saudi Arabia’s oil-export infrastructure.The conversation then turns to diesel, natural gas, petrochemicals, agriculture, mining, and the inflationary pressure created by higher energy and transport costs. ___ Explore Geolytics.Hub Want to explore the geopolitical developments shaping China, the United States, Europe, and the wider global economy in greater depth? Visit Geolytics.Hub and sign up for a free 28-day demo. The platform supports business decisions with analysis and insights on geopolitical risks, strategic dependencies, and global economic developments. Start your free 28-day demo: https://hub.geo-lytics.com/auth/create-account

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  Geopolitics and Business

  Sovereign AI infrastructure: What Egypt reveals about U.S.–China technology competition

  Sep 16, 202615 min

  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 Huawei-backed sovereign AI project and explain why these cases are about more than the performance or price of individual chips. The discussion explores export-control risk, ecosystem lock-in, political leverage, supply-chain dependencies, and what companies and governments should consider when making long-term AI infrastructure decisions. Explore Geolytics.Hub Want to explore the geopolitical developments shaping China, the United States, Europe, and the wider global economy in greater depth? Visit Geolytics.Hub and sign up for a free 28-day demo . The platform supports business decisions with analysis and insights on geopolitical risks, strategic dependencies, and global economic developments. Start your free 28-day demo: hub.geo-lytics.com

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  Geopolitics and Business

  Europe’s economic security turn: Why the EU is tightening FDI screening

  Jul 8, 202613 min

  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/geolytics-hub.html Disclaimer: This content is for informational purposes only and does not constitute legal advice.

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  Geopolitics and Business

  What the Trump–Xi summit really delivered for business (and what it didn’t)

  May 19, 202623 minS0

  <p >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.</p>   <p >The discussion walks through the symbolism of the state visit, the five key trade items that actually made it into the readouts, Beijing’s new framing of “constructive strategic stability,” and the looming export control deadlines that could once again shake global supply chains.</p>   <p >Whether you...

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  Geopolitics and Business

  From Orbán to Magyar: Will Hungary stay China’s EV gateway to the EU?

  Apr 30, 202614 minS0

  <p>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 how tighter compliance and higher operating costs could ripple through Europe’s EV supply chains and its automakers.</p>

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