MaxOnMove

Logistics expert 📦, foodie 🍲, and world traveler 🌍. Exploring market trends one destination at a time.

[Chatham House @ChathamHouse]

The market debut of Unitree, China’s leading humanoid robot company, has stoked fears that Beijing’s ambitions exceed demand. Until humanoid robots reach their ‘ChatGPT moment’ those worries will remain.

Read @JKynge's (@CHAsiaPacific) latest analysis for Chatham House.

Expert comment | https://t.co/EnIvlgSL9j |

[Policy Tensor @policytensor]

Has been the case since Iran threw down the gauntlet on July 9, declared Hormuz closed and failed to deliver.

[International Energy Agency @IEA]

Energy technology manufacturing is entering a new phase as governments respond to evolving economic, trade and energy security priorities.

Our new commentary explores what's driving these changes and what they could mean for global supply chains 👉 https://t.co/Ka3BeEkhjp

[Lloyd's List @LloydsList]

Strong owner balance sheets and prolonged healthy earnings have reduced the pressure to sell, allowing owners of modern tonnage to demand increasingly higher prices

https://t.co/1dlQsrOuNN

[Chatham House @ChathamHouse]

Pakistan's failure to ensure security and stem internal conflict casts doubt on Islamabad's credibility as a peacemaker — and its ability to shape an effective foreign policy.
https://t.co/jj4yL0mE2y

[Chatham House @ChathamHouse]

Andy Burnham's new government faces the same dilemmas as its predecessor in responding with limited resources to a volatile world.

In our latest policy paper, Chatham House experts outline the key foreign policy priorities for Andy Burham's new government.

Read the policy paper | https://t.co/58RKpHC9hd |

[Chatham House @ChathamHouse]

The increasingly tense domestic political climate and fast-deteriorating external security landscape could jeopardize Pakistan’s recent hard-won geopolitical gains.
https://t.co/jj4yL0mE2y

[Lloyd's List @LloydsList]

Join us tomorrow (Sep 3) for our new weekly webinar series looking at the biggest events in maritime and what it means for the industry. Watch live or on demand. Further details and registration here: https://t.co/JBz87G0jtZ

[Chatham House @ChathamHouse]

When the next international financial crisis hits, the world may lack the dominant superpower it needs to stabilise the global economic order. https://t.co/dJDhVhDaWm

[Chatham House @ChathamHouse]

Nigeria's army numbers only 100,000 personnel according to recent estimates. Nigeria needs more troops to address its security challenges — insurgencies, kidnappings and communal conflicts. https://t.co/6V8vGXWGb5

[International Energy Agency @IEA]

Our newsletter went out today, covering meetings with Ministers on energy security priorities, record-breaking EV sales, inverter cybersecurity risks, the latest energy tech manufacturing trends & more.

Subscribe: https://t.co/Y4l5GYaHvt
Read in full: https://t.co/jV6M0ggOK3

[OilPrice.com @OilandEnergy]

UK oil companies and banks could face new windfall taxes as Chancellor John Healey looks to rebuild a fiscal buffer that economists say may have fallen to ��8B. Treasury officials reportedly see both sectors as “low hanging fruit.” #Oil #UK #Tax

https://t.co/NHAL5UOH6Q

[Chatham House @ChathamHouse]

Nigeria's army numbers only 100,000 personnel according to recent estimates. Nigeria needs more troops to address its security challenges — insurgencies, kidnappings and communal conflicts. https://t.co/6V8vGXWGb5

[World Data Analysis @World_Data_A]

Meanwhile, the production map remains extremely concentrated

China already accounts for the majority of global cell production. It dominates both NMC and especially LFP cathode active material (CAM). Japanese and Korean firms remain relevant players, but the scale gap continues to widen

The result? A structural oversupply that will likely pressure prices, margins, and utilization rates for years, with China at the center of both the capacity boom and the competitive pressure !!!
@CarnegieEndow by Milo McBride

[World Data Analysis @World_Data_A]

.
2030 battery cell manufacturing faces massive oversupply
Almost entirely driven by China

Global battery cell capacity is on track to far exceed demand by 2030.

China alone is building (and planning) more capacity than the entire rest of the world combined. Even under high-demand scenarios, Chinese supply is set to overwhelm the market.

[Chatham House @ChathamHouse]

In extreme heat conditions, an act of arson can cause mass evacuations, destroy infrastructure and overwhelm emergency services. Wildfire is a devastating potential instrument of terrorism — or asymmetric warfare. https://t.co/jQqXX5rh9H

[Jack Prandelli @jackprandelli]

We're entering an everything shortage and the only real safe harbor is the hard asset, the thing that can't be printed.

I laid the whole thesis out in my latest article.

Full article ��

https://t.co/dPqPkZ6xKC

[Chatham House @ChathamHouse]

Backed by the technological excellence of the latest Chinese models, China is articulating a vision for what principles should underpin how AI works — and how it should be governed globally.

Read @JKynge's (@CHAsiaPacific) analysis for Chatham House ⤵️ https://t.co/HLDLk5oShh

[Bart 🌊⚓️ @BartGonnissen]

Belgian shipping company https://t.co/DdbaC96KyO reported a Q2 2026 net profit of USD 364.4 million (USD 1.26 per share), up from USD 7.8 million a year earlier, with EBITDA of USD 552.8 million. Vessel sale gains contributed roughly USD 127.4 million, and the backlog held steady at USD 3.26 billion. https://t.co/6dK7A4VdL5

[Tom Craig @LTDManagement]

JP MORGAN: Large supply chain within next year. Inflation. Fertilizer and Strait of Hormuz.