Geolytics
Semiconductors: The car of the future will become a bit more Chinese
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This comprehensive guide consolidates a year's worth of expert analyses distilled straight from the Geolytics podcast "Geopolitics and Business". Grouped into four strategic pillars, these insights provide the essential signals, underlying structural dynamics, and practical toolkits required to translate macro global volatility into sustainable corporate resilience.
Technology has emerged as the primary battlefield for superpower competition. Access to high-end semiconductors and undisputed leadership in Artificial Intelligence are treated by sovereign states as matters of national survival rather than mere economic acceleration. As a result, the historic ideal of a unified, friction-free global technology stack is dissolving, forcing multinational corporations to navigate a strictly bifurcated digital landscape.
HOST: THERESA TERZER | GUEST: KEVIN ALLISON (PRESIDENT & FOUNDER, MINERVA TECHNOLOGY FUTURES)
Stepping back from sensationalist headlines, this episode delivers a clear, big-picture walkthrough of why AI chips sit at the absolute epicenter of modern geopolitics. The discussion charts the rapid evolution of U.S. export controls and decrypts recent guidance from the U.S. Bureau of Industry and Security (BIS), including the critical "AI diffusion" framework. Learn what these expanding barriers mean for global companies building and operating complex technical systems across borders.
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HOSTS: THOMAS RAMGE & BJÖRN CONRAD | GUEST: TIFFANY WONG (DIRECTOR OF GEOPOLITICAL STRATEGY, HP)
How do global hardware and software giants actively manage an era defined by intensifying tech rivalry and localized content mandates? Tiffany Wong breaks down operational resilience strategies from the frontline, demonstrating why comprehensive scenario planning, breaking down internal institutional silos, and deploying proactive corporate diplomacy have become vital to mitigating global supply chain vulnerabilities.
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HOSTS: THOMAS RAMGE & BJÖRN CONRAD | GUEST: NICHOLAS BUTTS (DIRECTOR OF CYBERSECURITY & AI POLICY, MICROSOFT)
An essential analysis of today's digital divide, looking at clashing global AI regulations side-by-side with the growing threat of cyber warfare. Nicholas Butts, co-author of Tech Cold War, provides an expert analysis of the structural impact of the EU AI Act, China's aggressive tech diplomacy, and the specific strategies cross-border businesses must employ to safeguard digital sovereignty and corporate security.
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Beijing is fundamentally altering its economic and regulatory framework. Faced with structural domestic headwinds, including a cooling property market, deflationary threats, and shifting domestic consumption, the Chinese leadership is aggressively prioritizing state security, tech self-sufficiency, and supply chain containment. Concurrently, China’s domestic sanctions architecture is maturing into a highly sophisticated mechanism of regulatory deterrence.
HOST: FRANCESCA GHIRETTI | GUEST: DR. JOST WÜBBEKE (MANAGING PARTNER, SINOLYTICS)
Produced in special collaboration with the Geoeconomic Competition podcast, this briefing offers a granular deep dive into China's 15th Five-Year Plan (2026–2030). The conversation unpacks the strategic pivots from previous frameworks, highlighting Beijing's uncompromising obsession with national security and self-sufficiency as it navigates a perceived chaotic global environment. It evaluates whether China can realistically fulfill its superpower ambitions by 2030 despite compounding internal structural crises.
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SPEAKER. BOWEN HAN (PROJECT LEADER, SINOLYTICS)
This episode breaks down the core elements of the new Five-Year Plan, stripping away bureaucratic jargon to deliver actionable realities for foreign executives. The analysis explores the structural shift from investment-heavy to consumption-led growth indicators, translates evolving policy keywords, and answers the burning question: how can multinational corporations successfully adapt to China's inescapable localization mandates?
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HOST: THERESA TERZER | GUEST: LEONHARD XU (CONSULTANT, GEOLYTICS)
An expert examination of Beijing’s newly implemented export control watch list—a significant expansion of China’s retaliatory regulatory toolkit. The briefing details what distinguishes this intermediate tier from traditional blacklists, why Japanese firms were the initial targets, and how this layered approach grants Beijing a highly flexible, asymmetric mechanism for applying economic leverage over global supply chains.
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From the volatile, weaponized tariff strategies deployed in Washington to kinetic escalations in the Middle East and major political shifts within the European Union, the global trading architecture is highly fluid. In response, emerging regional powers are playing a sophisticated "strategic dance"—protecting national sovereignty while positioning themselves as primary destinations for supply chain diversification.
HOSTS: THOMAS RAMGE & BJÖRN CONRAD | GUEST: EMILY BENSON (HEAD OF STRATEGY, MINERVA TECHNOLOGY FUTURES)
Unpacking the long-term, systemic consequences of U.S. trade policy during the Trump administration. This conversation centers on the highly strategic, often volatile deployment of tariffs, the subsequent cascading ripples across multilateral trade treaties, and the immense operational hurdles these moves introduce to international corporate commerce.
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HOST: THERESA TERZER | GUEST: LEONHARD XU (CONSULTANT, GEOLYTICS)
An objective look behind the heavy choreography of the high-stakes Trump–Xi bilateral summit in Beijing. This analysis separates diplomatic theater from concrete corporate reality, examining the five exact trade agreements that made it into final readouts, Beijing's framing of "constructive strategic stability," and the critical, upcoming export control deadlines that global strategy leaders must track.
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GEOLYTICS REGIONAL BRIEFING | EXPERT: SHAUN HO
Hungary's political shift toward a more EU-friendly course under Péter Magyar changes the game for Beijing. Shaun Ho explains why Chinese EV and battery giants like BYD and CATL originally poured billions into Hungary—and how new regulatory rules and rising costs will now impact the entire European automotive supply chain.
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HOSTS: THOMAS RAMGE & BJÖRN CONRAD | GUEST: MANASH K. NEOG (MANAGING DIRECTOR, CHASE ADVISORS)
India is masterfully navigating a multipolar global architecture defined by intense U.S.-China fragmentation. This briefing maps out New Delhi's economic diplomacy, exploring how India protects its strategic sovereignty while actively capturing unparalleled corporate diversification opportunities, making it an indispensable pillar of modern corporate strategy.
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GEOLYTICS SUPPLY CHAIN BRIEFING | EXPERT: BASTIAN DÜRR
Moving past generic headline alarms, supply chain expert Bastian Dürr exposes the secondary, overlooked shocks radiating from conflict around the Strait of Hormuz. The discussion focuses on how regional disruption triggers critical supply shortages and price spikes for foundational industrial inputs like sulfur, helium, and ammonia, creating massive downstream cost pressures for mining, agriculture, and chemical manufacturing globally.
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Geopolitical analysis is structurally useless unless it is codified into corporate execution. Transitioning from reactive crisis management to systematic corporate preparedness requires organizations to intentionally build internal geopolitical capabilities, integrate macro risk directly into contractual structures, and implement rigorous, multi-variable scenario models.
HOSTS: DR. THOMAS RAMGE & BJÖRN CONRAD | GUEST: ANSGAR BAUMS (TECH POLICY EXPERT)
The foundational debut episode of Geopolitics and Business outlines the core thesis of the series: statecraft and corporate strategy are now fundamentally inseparable. Alongside seasoned observer Ansgar Baums, the hosts dissect how expanding export controls, shifting multilateral sanctions, and fragmented technology infrastructure are actively rewriting the baseline rules of international commerce.
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HOSTS: THOMAS RAMGE & BJÖRN CONRAD | GUEST: LUISA KINZIUS (MANAGING PARTNER, SINOLYTICS)
A highly tactical, hands-on masterclass for global executives seeking to turn external geopolitical turbulence into an institutional competitive edge. Luisa Kinzius outlines the exact methodology for designing actionable scenario planning frameworks, explains the mechanics of integrating tariff adjustment clauses directly into supplier contracts, and details how to build an internal "geopolitical brain and muscle" within a global enterprise.
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