Is the global maritime order breaking down?
Summary
Maritime nations warn that global shipping rules are unraveling due to attacks and shadow fleets. Huawei faces a major US racketeering trial with significant implications for US-China relations. Meanwhile, AI giants Anthropic and OpenAI lobby credit agencies for investment-grade status to secure cheaper borrowing. Finally, the EU plans to ease merger rules to boost competitiveness against the US and China.
Topics discussed
Sponsor: Hard Lessons podcast by Morgan Stanley
Intro: Global shipping, Huawei trial, and EU mergers
Global shipping rules collapsing amid security threats
Huawei racketeering trial and US-China relations
AI firms lobby for investment-grade debt ratings
EU plans radical shakeup of merger and competition rules
Outro and sponsors: Capital One and Schwab
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