A business is more than just buy sell

The Iran War revives the energy security case for clean power beyond geopolitical risks but also the structural vulnerabilities of the oil system itself. It is highly susceptible to supply disruptions, price volatility, and environmental constraints. The present Iran war crisis places that earlier argument in sharper relief.

Renewable energy does not eliminate geopolitical risk, but it shifts energy systems away from a small number of physical chokepoints toward distributed infrastructure that cannot easily be disrupted by a single crisis.

That security argument has been central to policy debates in Europe and Asia over the past several years. Russia’s invasion of Ukraine accelerated Europe’s push to expand renewable generation and electrification after the continent discovered how deeply its economy depended on Russian gas. In Asia, governments have increasingly paired renewable deployment with battery storage and grid upgrades to reduce reliance on imported fossil fuels.

Who is going to pay the price of biodiversity loss?

Study warns biodiversity loss could trigger wave of debt crises.

According to research published by economists from the Universities of Sussex, Sheffield and Heriot-Watt, presented what they described as the world’s first biodiversity-adjusted sovereign credit ratings model.

The researchers estimated that even a partial collapse of key ecosystems – including wild pollinators, marine fisheries and tropical forests – could increase annual global sovereign debt interest payments by $162 billion.

The effects on vulnerable nations' creditworthiness could be severe. India’s sovereign rating could fall by four notches under such a scenario, while China’s could drop by more than five on a 20-point scale, the research found.

As lower credit ratings typically force governments to pay higher risk premiums on debt, the result could add roughly $50 billion to India's annual debt interest bill and $70 billion to China's.

The research also said the likes of Indonesia, Bangladesh and Malaysia could face rating downgrades of four to six notches.

Is space solar energy the future?

China is not the only player in the future of solar energy.

Companies like Space Solar are devoted to transforming the bold vision of space-based solar power into a tangible, revolutionary energy source.

Capital in a Fragmenting World

Top 3 critical risks

1. AI has weaponised private credit risk The $100-150 billion in PE-backed software loans was underwritten on subscription revenue assumptions that AI coding agents are now invalidating. UBS warns of 13% default rates under aggressive disruption. This is not a sector rotation—it is a structural repricing of an entire asset class. The $100-150B in elevated-risk exposure to PE-backed software firms not yet repriced. Default rates could reach 13% under aggressive AI substitution scenarios.

2. Geoeconomic Confrontation Acceleration 18% of global experts cite this as the most likely crisis trigger for 2026. Economic warfare—tariffs, sanctions, payment system fragmentation—ranks as the single most likely global crisis trigger. Markets are not pricing this correctly because the transmission mechanisms are unfamiliar.

3. Fiscal Dominance Eroding Monetary Credibility Fed cutting into elevated inflation while political threats to independence mount. Dollar reserve status under structural pressure from debt trajectory and geopolitical fragmentation.

Why These Matter in the Next 6-18 Months

The convergence of AI disruption, geopolitical fragmentation, and fiscal stress is creating a triple squeeze on traditional capital allocation models:

Liability side: Private credit portfolios face write-downs that will cascade through pension funds and insurance balance sheets

Asset side: Strategic assets (chips, energy, defence) are being bid up by sovereign capital with non-economic mandates

Funding side: The dollar's structural position is weakening precisely as U.S. fiscal dominance constrains Fed independence

Three Decisions That Cannot Be Deferred

Private credit exposure audit: Identify all holdings with direct or indirect exposure to PE-backed software/SaaS. Establish exit triggers before the default wave begins.

Sovereign cloud/data residency: Determine which jurisdictions require data geopatriation. European sovereign cloud spend is tripling by 2027—this is not optional.

Strategic asset allocation framework: Decide whether to compete with sovereign capital for defence/infrastructure assets or accept permanent underweight in these sectors.

Risk Mitigations

Reduce private credit exposure to PE-backed software by 20%

2. Increase gold and hard asset allocation by 5%

How microplastics infiltrated our food

Developing new technology is one thing, and implementing it at a globally competitive commercial scale is another.

"We can do it very effectively from a technical point of view." Professor Aleks Nikoloski, who's working to scale up emerging refining technologies at Murdoch University.

It was an "ambitious target" to capture the global refining market while also pursuing the target of net zero greenhouse gas emissions by 2050, he said.

Food, Climate, or Power? Why Is Bill Gates Buying up Farmland on a Massive Scale?

Globally it is a path back to the aristocracy era when private farmlands owned by individuals fall into the hands of big global businesses, financial companies and the super wealthy 1% investors. Not only poor countries lost sovereignty over their natural resources, people lost ownership and controls of their family lands and ancestry lands. When they fall to "tenants" of the sale and leased back lands, it is the days they become ancient and Middle Age eras' serfs and slaves to the new lords.

In this new model of modern slavery, the serfs are locked up in heavily vicious cycle of indebtedness.

Ecological disasters behind China's rare earthy supply chains: tracing the toxic polluted water

A BBC English documentary regarding the environmental destructions caused by China's mining of rare earth in Mongolia-the largest global rare earth mining site.

Unless the lessons are learnt, wherever the mining takes place, there will be environmental and public health damages to local communities.

In the geo-political new mine races, countries with rich rare earth deposits can be the next victim.

He is a life witness of human activities caused destructions of this planet.

Destructive industrial farming methods and practices turn the seas and oceans from a vibrant colourful beautiful world into full desolation in seconds for just one specie of the catches. The rest of mass collateral marine live deaths became rubbish to be thrown away.

But IF human beings apply foresight to save our oceans and seas by letting the marine ecoystem to recover by enforcing marine protection areas and stop destructive commerical fishing methods, we are saving our own survials.

What we need is not greenwashing of 'sustainable' fishings; not more environmental destructive industrial acqua farmings but give nature the time to recover.

BlackRock, Vanguard and State Street Global Advisors (SSGA) were found to have opposed most of the biodiversity- and deforestation-related resolutions put forward by other shareholders.

Bloody tomatoes produced by forced labour in Xinjiang exported to the rest of the world.

Uniqlo is a good example to proof the validity of the idiom failure is the mother of success.

From the beginning of somebody made a typo error when the business registrated its trading name in Japan to more catastrophic failures in global expansions to the North America markets, Uniqlo's CEO Tadashi Yanai sees failures as lessons to learn for FUTURE SUCCESSES. Where his business failed, where he determined stand up again.

Uniqlo doesn't sell the concept of fast fashions like its competitors or even just about fashions, Yani pitches his business as a global 'technological' company that focuses on innovations of fabric science and continous improvements in the production processes via new technologies (e.g. thermal and air breathing technologies to make the clothes more comfortable and endurable to different climates and seasons).

The innovations enable Uniqulo to produce timeless, simple, and affordabile clothes within the concept of minalistic lifestyle.

We can (and must) depolarize ESG

Get out of our own information cocoons

Advocate for political, financial and media reform

Influence changes in social media

Invest in new partnerships and solutions. Many organizations are working to mitigate polarization, bridge divides and build social cohesion — including through a climate and ESG lens.

Oxfam research has shown that the 148 top corporations made on average $18.24 billion in annual profits, while hundreds of millions of people faced cuts in real wages. This includes here in Australia where, since 2020, real wages have dropped back to levels seen 14 years ago, while people are facing much higher costs for basics like housing and food. 

If current trends continue, the world will have its first trillionaire within a decade, while poverty won’t be eradicated for another 229 years. 

You don’t have to travel to a remote cave in China to find the next potential pandemic: SARS-like viruses have been discovered in bats in the United Kingdom, which could be just one disaster or system change away from becoming the next pandemic.

If no non-linearities or no complex cycles were feeding back into the different pressures, we could treat every pressure individually and generate responses to those pressures without consideration of other pressures. [But] we're recognizing now that these crises shouldn't be siloed,” Davies said. “They should be thought of together — and we're looking at the sort of solution pathways, policy and societal pathways that can help address those interactions between those crises.

Failure to address these global connections is why we’ve failed to stay on track with global targets such as those set in the Paris Agreement and Kunming-Montreal Biodiversity Targets that emerged from COP15.