China Steps In as Trump’s Ceasefire UNRAVELS | China Decode
Scott Galloway examines how the unraveling US-Iran ceasefire is pulling China into a dangerous standoff, with ripple effects across energy markets, Taiwan, and AI supply chains.
The gist
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China gets 37.7% of its oil through the Strait of Hormuz, but that is only about 6% of total energy use, making a short blockade survivable.
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Trump is threatening 50% tariffs on any country supplying Iran with military weapons, directly tying Middle East conflict to US-China trade.
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TSMC makes 90% of advanced chips and 99% of NVIDIA GPUs, so any conflict over Taiwan would immediately push the world into recession.
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Galloway says a Taiwan crisis would likely crash markets before fighting even starts, so the US needs an economic stabilization plan ready in advance.
The Prof G Pod – Scott Galloway and This Week in Startups agree on 3 things
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Mizar Vision
· "The Iran Revolutionary Guard Corps is using technology from a Chinese firm called Mizar Vision that's been..."
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Defending Taiwan
· "He's also written a new book called Defending Taiwan: A Strategy to Prevent War with China."
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