In this episode, Bastian Dürr, geopolitical analyst and supply chain expert, discusses how the war in Iran and the situation around the Strait of Hormuz could affect global markets and industrial supply chains.

We look at how escalating tensions could drive energy and fuel prices, and how disruptions in the region may translate into shortages and price spikes for key industrial inputs such as sulfur, helium, and ammonia — with knock-on effects for mining, fertilizers, and industrial production.

Rather than focusing on headlines, the episode explores what these developments could mean in practical terms: cost pressure, procurement risk, and uncertainty for businesses exposed to global commodity flows.

A relevant listen for anyone monitoring geopolitical risk and its implications for energy markets and industrial resilience.

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.

In this episode of Geopolitics & Business Briefing, Theresa Terzer speaks with Geolytics Consultant Leonhard Xu about Beijing’s newly introduced export control watch list, a significant addition to China’s evolving sanctions architecture. Together, they unpack what distinguishes this new tier from existing blacklists, why Japanese companies were the first to be included, and how the move reflects a more flexible, layered approach to export controls rather than a straightforward escalation.

India is navigating a complex geopolitical landscape shaped by rising U.S.-China tensions. In this episode, host Thomas Ramge and co-host Björn Conrad speak with Manash K. Neog, Managing Director of Chase Advisors APAC, about India’s multipolar strategy, economic diplomacy, and emerging business opportunities. Learn how companies can adapt to shifting global dynamics and why India is becoming central to corporate strategy.

In this episode of Geopolitics and Business, hosts Thomas Ramge and Björn Conrad speak with Nicholas Butts, Director of Cybersecurity and AI Policy at Microsoft and co-author of Tech Cold War. Together, they explore the global fragmentation of AI regulation, the rising threat of state-sponsored cyberattacks, and the strategic implications for businesses operating across borders. From the EU’s AI Act to China’s tech diplomacy, this conversation offers deep insights into how companies can navigate the evolving landscape of digital sovereignty and security.

How can companies stay agile when geopolitics upends markets overnight? In this episode of Geopolitics and Business, Thomas Ramge and Björn Conrad sit down with Luisa Kinzius, Managing Partner at Sinolytics, to unpack three pressing questions:

How scenario planning helps firms navigate geopolitical turbulence

What tariffs really mean for prices, margins, and customers

Where and how organizations should build geopolitical knowledge

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, Head of Strategy at Minerva Technology Futures, to unpack the far-reaching consequences of U.S. trade policy during the Trump administration. Together, they explore the strategic use of tariffs, the ripple effects on international trade relations, and the challenges this poses for global businesses.

In the debut episode of Geopolitics and Business, hosts Dr. Thomas Ramge and Björn Conrad lay out the mission behind the podcast: decoding how political power and corporate strategy are increasingly inseparable.

Joining them is Ansgar Baums, tech policy expert and seasoned observer of global business-government dynamics. Together, they unpack how export controls, sanctions, and fragmented tech stacks are reshaping the rules of international commerce.

This is a no-fluff, high-insight conversation at the intersection of strategy and statecraft—your front-row seat to the new era of geopolitical business.