china

A single company is going to buy 20% of all the footwear manufactured in Mexico. Their goal: confront China

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These are not easy times for the footwear industry in Mexico, a sector that generates tens of thousands of jobs, moves million-dollar investments and has its headquarters in the state of Guanajuato. main bastion. In a market highly conditioned by Asian competition, the local industry has experienced setbacks and job lossstaying far below of its production capacity. With this backdrop, the sector has received curious news: a single Mexican company is willing to buy 20% of all national production. Shoe addict. Grupo Coppel is a heavyweight in the Mexican economy. He holding companywhich a year ago announced its plans to invest almost 700 million of dollars in the country throughout 2025, has a long experience in the financial services and retail sector, with hundreds of points sales distributed throughout the country. All in all (and despite its enormous size), it is surprising the advertisement what it just did: in 2026 the company plans to buy no more and no less than 42 million pairs of shoes produced in Mexico. That’s a lot of shoes, right? Yes. To be precise, this is one million more pairs than those already purchased in 2025. However, the figure is striking for another reason. With this enormous volume of purchases, Coppel will account for a fifth (about 20%) of all formal national footwear production. The operation is part of a “strategic alliance” reached with the Chamber of the Footwear Industry of the State of Guanajuato (CICEG) and, according to calculations from the firm itself, will allow “contributing to the livelihood” of the more than 100,000 families that depend directly on the footwear industry in Guanajuato. “This alliance promotes the growth of our companies and strengthens the Mexican footwear industry in an environment of legality, transparency and respect for market rules. By choosing the formal national supplier, you contribute to the construction of a more solid and competitive sector,” celebrated a few days ago Juan Carlos Cashat, president of CICEG. For shoe manufacturers in Guanajuato, the news is a valuable breath of fresh air. Footwear ‘made in Mexico’. His output It is far from that of countries like China, India or Vietnam, but Mexico is a prominent footwear manufacturer. In fact there are rankings that place it as the tenth worldwide and second in Latin America, only behind Brazil. In 2024, the country’s companies produced around 214 million of pairs of shoes, which explains why the sector contributes million dollars to the Mexican GDP (especially in Guanajuato, the heart of the sector) and also maintain thousands of jobs. Despite this footprint, the sector has not had easy years. “The impact of the pandemic was severe. Before 2020 we had 64,000 jobs registered with the IMSS. During the pandemic that figure fell to 49,000,” recognized two years ago the CICEG. Since then the situation has changed, but the sector stay away to be at 100%. Beyond market fluctuations, the industry has had to deal with competition from low-cost merchandise from Asia. Click on the image to go to the tweet. The Government, to the rescue. The data quoted by the local press are eloquent. In 2022, Mexico imported 136.4 million pairs of footwear valued at 1,843 million dollars. Two years later, the Import Trade Balance showed that this flow had already reached 185.5 million pairs with a value of 2,163 million dollars. On average each pair cost $11.6. The problem was not so much the arrival of products manufactured in Asia as the competition it exerts on national firms, especially due to suspicions of price manipulation. To clear up doubts, the authorities responded with an investigation antidumping and in September 2025 they decided to impose a system of compensatory duties on imports from China. It was not the only support from the Government to the industry. In November the Executive advertisement a Textile and Footwear Promotion Plan to finance small and medium-sized businesses. The objective: inject around 6.5 billion dollars to improve the competitiveness of the industry and reactivate 50,000 jobs, recovering part of the lost production muscle. How does the future look? Optimistic. At least that is what the CIEG recognized in December. “Despite a challenging economic and commercial environment, the industry in Guanajuato is beginning to show signs of recovery, especially in terms of employment and productive capacity,” indicates the sectorwhich recalls that between the month of September and October it registered a small rebound in employment. The increase was modest (256), but it is the first recovery “in many years.” The employers’ association also detected a change in the international market. “Total imports remain high, with more than 141 million pairs imported from January to September 2025, although relevant progress in the fight against unfair practices stands out,” celebrates CIEG“Imports from China, corresponding to tariff items with quota, decreased by 81%.” Images | Irfan Simsar (Unsplash) and Phil Desforges (Unsplash) In Xataka | Mexico City is already noticing the economic effect of the World Cup: it is losing homes and gaining Airbnb apartments

China wants to lay a cable from Chile to Hong Kong. And in the process, it has put Chile in a storm against the US

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Next March 11, Chile will have a new president. Gabriel Boric will no longer be in charge of the country and José Antonio Kast will land in the presidential chair. And he arrives just to take care of a morrocotudo mess: the submarine cable that China is deploying from Valparaíso to Hong Kong. And, evidently, the United States does not like this situation one bit. To the point that he considers it dangerous for his safety. In short. On February 20, the United States revoked the visas of three Chilean officials. The reason? Concern about an underwater cable that will connect Chile and Hong Kong. It’s not so much the cable, but who is ‘pulling’ it: China. As they point out in Mercopressit was the outgoing president who managed the agreement to deploy this cable through a concession decree signed on January 27, which allowed the company China Mobile to install, operate and exploit the cable. 48 hours later, that act was annulled citing “technical errors” and the Boric Administration commented that the project was in the evaluation process. The United States, however, wasted no time and banned the visas of the Minister of Transportation and Telecommunications, the Undersecretary of Telecommunications, and the Chief of Staff of Subtel (Chile’s Undersecretary of Telecommunications). The storm it had just started. political war. Marco Rubio is the Secretary of State of the United States and accused Chilean officials for having “knowingly directed, authorized, financed and supported activities that compromise critical telecommunications infrastructure.” You may be wondering what the United States cares about what Chile does, but Rubio continued by pointing out that this decision “undermines regional security in our hemisphere.” “Which hemisphere” is not the question, but what is happening now. Because Chile has responded that the accusation is “absolutely false” and describes the United States measure as “unilateral,” also pointing out that it is something that goes against Chile’s sovereignty. China has not stood by and, through its embassy in Santiago de Chile, accused the United States of acting in a hegemonic manner, ignoring Chile’s sovereignty to carry out these projects in its territory. If you look closely, the cables from the American continent pass through the US except for Google’s Halaihai, at least directly Cross-fire. Brandon Judd is the US ambassador to Chile and has sided with his government… going a little further in the accusations. Affirms which had already warned the Chilean authorities of what would happen, describing the agreement with China as an intrusion into Chilean telecommunications systems carried out by “malicious foreign actors.” And, as we said, it will be next March 11 when the new president will take office with a pending task: solving a monumental ballot. From the Foreign Relations Department of the incoming president, it has already been saying that “everything possible will be done to ensure that foreign policy allows for the best possible relations with all countries.” A 0º, neither cold nor hot. Influence. Leaving domestic and foreign politics aside, the cable is known as Chile-China Express and is estimated to measure almost 20,000 kilometers. It will link the Chilean city of Concón and reach Hong Kong. The budget is about 500 million dollars and its importance seems key because it would represent the first transpacific data route that would completely avoid routing through North America. From China Mobile it is pointed out that this cable will allow establish Chile as “the central node of the computing power network between China and Latin America.” Now we begin to understand what it is that “undermines regional security in our hemisphere” to which Marco Rubio referred. If completed, it will be a cable deployed by China and in which the United States will have no say, but which reaches the American continent. And we say that it is an important ballot for the new president because the United States injects a lot of money into Chile, being its main foreign investor, but China is the main trading partner of the country. A cable is going to put Kast between a rock and a hard place. Not only in telecommunications. In the background, we have a United States that is looking at the wolf’s ears. In recent months, and at an accelerated pace, China has been moving its chips. It has done this in developing countries on the African continent through energy deals, infrastructure construction, agreements to mine strategic elements and expand its automobile market. But he is also doing it in America. When the United States turned its back on Mexico with tariffs, China was there to offer to open factories. He is carrying out energy projects on American soil, he has interest in some of the strategic ports of the continent and is rolling out infrastructure, such as a railway line that, if completed, will link South America from east to west. The cable between Hong Kong and Chile is just one more piece of a puzzle that Beijing is weaving, which has already torn off with the works. And Washington only sees one thing: the wolf at the doors. In Xataka | The first great Atlantic submarine cable that connected us to the internet says goodbye for a simple reason: it was too expensive to repair it

While everyone looks at Iran, China is building a nuclear “Great Wall”

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Under the surface of the oceans one of the technological competitions is taking place quieter and more decisive of the planet. The nuclear submarines They can remain submerged for months, travel halfway around the world undetected and launch missiles from thousands of kilometers away. Therefore, each new advance under the sea usually anticipates much bigger changes in the global strategic balance. Washington’s alarm. While much of international attention is focused on the immediate conflicts in the Middle Eastanother much deeper strategic concern is beginning to take shape in Washington. Apparently, the US Navy commanders have warned before Congress that the military balance under the sea is changing rapidly and that China is accelerating a transformation process that could alter the global nuclear deterrent in the coming decades. The underwater race. we have been counting in recent months. China already owns one of the largest submarine fleets in the world and is expanding it at high speed thanks to massive investments in its military shipyards. Production has gone from less than one nuclear submarine a year to significantly higher rateswith forecasts that the fleet will reach around 70 units by the end of this decade and close to 80 by 2035. Although the United States still maintains a technological and operational advantage in submarine warfare, the rapid growth of Chinese industrial capacity is reducing that distance and forcing Washington to rethink the strategic balance in the Pacific. The transition to a nuclear fleet. One of the most important changes is structural. For decades, the Chinese submarine fleet has been based on diesel-electric vessels, which are cheaper, but have less autonomy and must surface frequently. Now Beijing is promoting a strategic shift towards more and more construction focused on nuclear submarinescapable of remaining submerged for long periods and operating at great distances from their bases. This change will allow the Chinese navy to project a presence beyond its immediate environment and complicate US naval operations. in the Pacific and other oceans. The new submarines. The technological leap will come with new generations of submarines that will begin to enter service between the end of this decade and the 1930s. Among them stand out the Type 095 models and, above all, the Type 096designed to transport nuclear ballistic missiles long range. We are talking about equipped boats with JL-4 missilessubmarines that will be able to attack large areas of US territory even operating from waters near China, much more protected by its naval and air defenses. Such a capability would significantly bolster the credibility of China’s nuclear deterrent and reduce the need to patrol more exposed areas of the Pacific. A network to protect the nuclear deterrent. Plus: the Chinese project is not limited to building more submarines. American commanders said that Beijing is developing an extensive sensor network on the seabed, surveillance cables, satellite-connected buoys and unmanned underwater vehicles capable of detecting movements in nearby oceans. This system, described by many analysts as an “underwater Great Wall,” would allow China monitor strategic routestrack foreign submarines, and protect its own nuclear fleet while patrolling in relatively safe waters. The strategic horizon of 2025 and 2040. The result of this transformation should be seen clearly in the next decade. As the number of nuclear submarines grows and this undersea sensor network is deployed, China could greatly expand its underwater presence. beyond the first chain of western Pacific islands. US forecasts suggest that, around 2040Chinese submarines could operate more frequently in the Indian Ocean, the Arctic and even the Atlantic. If this evolution is confirmed, the global naval balance could enter a new phase marked by a fearsome underwater competition between the two greatest powers on the planet. Image | Google Earth, SteKrueBe In Xataka | The US has always been the largest nuclear power on the planet. China has already surpassed it in something: submarines In Xataka | The new fear of Western fleets is not nuclear. They are conventional submarines armed with surprise and a flag: China

China makes them almost as efficient as silicon ones

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For years, polymer solar cells (popularly known as organic or “plastic” plates) have promised a real revolution in the renewable energy sector. Being light, flexible and even printable, their potential seemed limitless. However, in practice they had a big Achilles heel: they degraded quickly when exposed to air and their capacity to generate energy was far below that of the classic and heavy silicon panels. They were, in the eyes of the industry, almost a laboratory toy. But this narrative has just taken a historic turn. A team of scientists has managed to simultaneously overcome the barrier of performance and degradation, finally bringing these flexible plates closer to their long-awaited large-scale commercialization. A milestone that comes from China. Until today, manufacturing flexible solar panels meant taking a toll: either you lost efficiency or the material degraded quickly in the open air. Researchers at Wuhan University of Technology just broke that rule. Its new polymer cell reaches an efficiency of 19.1% – close on the heels of commercial silicon – and, above all, solves the problem of wear. As endorsed by the scientific journal matterthe device supports more than 2,000 hours of outdoor operation while retaining 97% of its initial capacity. In technical jargon, they have achieved a “T97 lifetime”, a metric that definitively takes this technology out of the experimental phase. The step definitive towards marketing. In statements to the magazine PV MagazineTao Wang, co-author of the research, highlights the magnitude of the finding: the stability demonstrated in these 2,000 hours allows us to extrapolate a useful life of the device that would exceed 100,000 hours of operation. Furthermore, this breakthrough puts an end to organic photovoltaics’ historic dilemma of the war between “efficiency vs. stability.” As the research indicatesUntil now, polymers (formed by long molecular chains) were very thermally stable and flexible, but inefficient; On the contrary, the “small molecules” were more efficient but too fragile and tended to crystallize over time, ruining the plate. This new development manages to combine the best of both worlds. The “invisible comb” at the microscopic level. Therein lies the secret of its success. Wei Li, another of the study’s lead authors, explains in PV Magazine that polymers have a mechanical problem: their long molecular chains tend to tangle, forming “disordered aggregates.” That disorder not only blocks the flow of electricity (reducing efficiency), but it exposes weak chemical bonds that accelerate the degradation of the board in sunlight. To solve this, the Wuhan team applied a strategy that was as elegant as it was effective: they introduced a small fraction of “small acceptor molecules” (SMA) into the polymer matrix. According to the studythis mixture acts as an invisible comb that “untangles” the long chains of the polymer, forcing them to pack together in a linear and orderly manner. This reduces empty spaces in the material, creating direct “highways” for electricity to flow without being lost, boosting efficiency and stopping photochemical deterioration in its tracks. A high-tech “sandwich”. For this chemical cocktail to work, the design of the plate was not left to chance. The cell was literally built like a sandwich on a microscopic scale. Instead of complicated heavy metal alloys, they used a transparent base on which they applied several ultrathin layers: one that captures light (the improved polymer), others that act as guides so that electrons do not escape and, finally, a very thin layer of silver to conduct electricity. The whole set results in a high precision, but extremely light device. And what does all this mean for the average user? According to the portal Interesting Engineeringthese findings pave the way to integrate highly efficient panels into tents, backpacks, clothing or covering the curved facades of buildings, without having to support the immense weight of silicon. This vision of the future is already taking its first commercial steps. As we saw a year ago at CESbrands like Anker Solix are already experimenting with prototypes of jackets that integrate solar panels and power banks to keep a mobile phone charged, or beach umbrellas capable of charging a portable refrigerator using continuous photovoltaic cells. The difference is that, thanks to the new molecular advances achieved in China, this “wearable” and portable self-consumption technology will take a brutal leap: it will be much more stable, durable and easier to mass produce. The future is already flexible. The absolute hegemony of silicon – rigid, heavy and with a high manufacturing energy cost – is beginning to have a real alternative on the horizon. Research from Wuhan University of Technology shows that understanding and manipulating how molecules behave and intertwine was the master key to getting organic technology out of the laboratory. The future of solar energy no longer only seeks to be efficient; Now it is ready to be flexible, ultralight and, finally, durable. Image | RawPixel Xataka | Solar panels have an invisible and very brief moment in which they do not work. And solving it is key to your future

BYD sales have fallen 41% in China. It is the biggest symptom that something much more serious is happening in your industry.

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They are very specific days but the data is the data. And the data says much more because of what it hides than what it says at first. BYD has fallen 41% in sales during the Chinese New Year holidays. The problem is that the Chinese market seems to be slowing down. And BYD isn’t the only company feeling it. 41%. This is, as we said, how much BYD sales have fallen in China during the month of February 2026 compared to the same period in 2025. The data is provided by CarNewsChina where it is also noted that it is 9.5% less than last January, so the trend does not invite optimism. In the middle they point out that this fall coincides with a Chinese New Year that in 2026 has completely departed the month of February. These are days in which sales inevitably fall because citizens live immersed in the largest migration in the world and this year has been one of the longest festive periods in recent years. In 2025, these festivals occupied the last days of January so that during the remainder of the month they were able to reach cruising speed, which exacerbates the decline. The price war. BYD’s low sales are exacerbated by a stagnating local market. To continue encouraging sales, BYD, Tesla or Xiaomi are offering financing for seven years. Something common in our country but a rarity that is becoming consolidated in China and that makes another detail clear: there is no room to continue lowering prices. Already in January, the China Passenger Car Association announced that sales had fallen 13.9% compared to the same month in 2025. The situation was more complicated among “new energy” vehicles, as plug-in hybrids, electric and extended-range electric vehicles are called. In this case, the drop reached 20%. Obviously, for BYD, Tesla or Xiaomi, who only offer electric or plug-in cars, the former, the situation is more delicate. A must-see. Exporting has become an almost obligatory outlet for BYD. Although its sales have decreased in the local market, exports have exceeded 100,000 units and that represents a growth of more than 50%. And there are already four consecutive months with shipments of this volume, they point out in CarNewsChina. Although BYD’s progress had been slow in Europe until recently, in 2025 they grew 270% on our continent. January has also been a good year (they almost triple their position compared to January 2025, they point out in The Energy Newspaper) and is a boost to a policy that has opted to give more for less money within plug-in vehicles. If we talk about Spain, one of the most important countries for BYD right now outside of China, BYD has placed two electric cars among the 10 best-selling cars so far this year and another two among the five best-selling plug-in hybrids. Much more than a symptom. Although we have focused on BYD sales, what is clear is that in 2026, car sales will not start in China. In The New York Times They reflect the drop in the company’s share price, which has lost part of the support of investors. But the problem goes beyond the brand’s headquarters. Mike Smithfrom Washington and Lee University, points out to the American media that 40% of the vehicle production generated by China is not being used, according to his calculations. This is not the first time that there has been talk of Chinese overproduction of automobiles. The constant evolutions in the product have made products launched just a few months before obsolete, pushing the price war even further. And with a country overproducing cars and evolutions at a dizzying pace, it is logical that the customer stops purchasing, expecting a better car at a better price in the short term. Photo | EEYAUT Waihung on Wikimedia In Xataka | Same car, three names, three prices and one reality: China has chosen Mexico as the spearhead of its exports

China spent 10 billion on oil it did not need. With Hormuz blocked, the puzzle finally makes sense

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As the West panics over the possibility of the barrel break the $100 barrieran eerie calm reigns in Beijing. The Asian giant observes the crisis with the coldness of someone who has already done his homework. During the last few months, the world has been debating the excess oil supply, but the real winner of this war crisis is not firing missiles, but has been filling its storage tanks for years in the most absolute silence. World geopolitics has been blown up a few weeks before the expected summit between Donald Trump and Xi Jinping. As reported Nikkei Asiathe coordinated airstrikes of the United States and Israel (dubbed “Operation Epic Fury“) have culminated in the assassination of the Iranian supreme leader, Ayatollah Ali Khamenei. Tehran’s response has been a rain of missiles and drones on American allies in the region. The immediate impact has been felt in the water. The Strait of Hormuz, through which 20 million barrels a day flow (20% of the world’s oil supply), is blocked de facto. As detailed Bloomberg, Rates to hire a supertanker on the route from the Middle East to China have skyrocketed by 600%, reaching $200,000 a day (or 525 Worldscale points for a Suezmax). Besides, France 24 points out that insurers They have increased war risk premiums between 25% and 50%. As reported cnnBrent crude oil jumped 6.5% in the early stages, touching $82, driven by fear of prolonged logistical disruptions. Bob McNally, president of Rapidan Energy Group, warned the US chain that closing Hormuz would cause an immediate global energy crisis. China’s exposed vulnerability On paper, the Donald Trump administration’s offensive should be an absolute nightmare for Xi Jinping. As explained The TelegraphAmerican military adventurism is exposing the gigantic energy vulnerability of China, the largest oil importer in the world, which buys three-quarters of the crude oil it consumes abroad. Washington’s strategy seems clear: suffocate the “rebellious” suppliers that supply the Chinese industrial machinery at bargain prices. Earlier this year, the military capture of Nicolás Maduro has established what some analysts They already call the “Donroe Doctrine”. Trump has been explicit in his goal to control oil. If the United States manages to add Venezuelan production to that of Guyana and its own, it would de facto control 30% of the world’s reserves, according to JP Morgan. This movement cuts supply to China in the bud, evaporating imports that represented around 4% of its maritime purchases. according to data from Kpler collected by The Financial Review. However, Washington’s optimism collides with geology: the infrastructure is so in ruins that loading a supertanker today takes five days and the crude oil arrives so “dirty” that the Chinese and Indian refineries themselves have canceled orders, according to a Reuters investigation. Refloating this industry will cost 10 billion dollars annually for a decade, as Francisco Monaldi calculatesdirector of energy policy at Rice University. For its part, the current blow to Iran. From Chosun Daily details that China bought 80% of Iranian maritime exports last year (about 1.38 million barrels per day), which represents 13.4% of Beijing’s total maritime crude oil imports. As he points out Institute for Energy Research (IER) United States, cited by the same mediumChina has used the heavily sanctioned and cheap oil from these countries to cement its manufacturing competitiveness. Losing Iran and Venezuela would force Chinese refiners — especially the independent ones in Shandong, known as “teapots” — to look for much more expensive substitutes on the open market, threatening to import inflation and slow their economic growth. The master plan in execution If Western analysts expected to see China cornered, they were wrong. Beijing foresaw this scenario of isolation and has been executing a four-pronged master plan for years that today allows it to cushion the blow of Hormuz. While in 2025 the world feared a global oversupply, China dedicated itself to massive purchasing. Last year, China spent $10 billion buying an extra 150 million barrels that it didn’t immediately need, absorbing more than 90% of crude oil storage measurable globally. Supported by a new Energy Law that obliges the public and private sector to maintain reserves, Beijing today has strategic reserves equivalent to at least 96 days of imports, according to The Telegraph. Under the banner of national security, China is investing $80 billion annually in its state oil fields. In March 2025 they reached a production peak of 4.6 million barrels per day and they completed the drilling of the deepest oil well in Asia (10,910 meters). Its goal is not financial profitability, but pure autonomy. With Iran and Venezuela under fire, China has simply turned its head toward Russia and Saudi Arabia. According to oil price, Chinese refineries are absorbing record amounts of Russian crude oil (more than 2 million barrels per day in February 2026), taking advantage of the fact that India has given in to pressure from the US to stop buying from Moscow. Simultaneously, Saudi Arabia has cut the official price of its crude oil Arab Light to five-year lows to gain market share in Asia, which has led China to order between 56 and 57 million Saudi barrels by March. China’s definitive move is to abandon the oil board. As analyzed by Professor Hussein Dia in The ConversationChina’s massive commitment to electric vehicles (50% of new car sales last year) and renewable energy is a national security policy. How they collect in The Telegraph, The new five-year plan (2026-2030) seeks to peak oil consumption by accelerating the installation of solar and wind parks (430 gigawatts added last year alone). Unlike the ships in Hormuz, sunlight cannot be blocked by the US Fifth Fleet. The diplomacy of silence and the illusion of OPEC+ In the face of Khamenei’s assassination, the response of the Chinese Foreign Ministry has been one of calculated coldness. They condemned the act as “unacceptable” and a “violation of sovereignty,” but, as pointed out Chosun Dailythey carefully avoided directly mentioning Donald Trump. From Nikkei Asia explains this pragmatism: … Read more

In 2025, China installed more wind electricity capacity than the US has deployed in its history. And it’s just the beginning

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The world faces a textbook climate contradiction: the planet desperately needs cheap, clean energy, but when someone manages to produce it on a massive scale, Western powers put up barricades. We are witnessing a pattern identical to the one that has already shaken the electric car industry. China leads the most competitive green technology, the West fears it and slows it down with tariffs, and, ultimately, the climate ends up paying the bill for this blockade. The figures speak for themselves. According to the latest data published by Wood Mackenzieglobal order intake for wind turbines reached 215 gigawatts (GW) in 2025. This is the second highest figure in recorded history. And the big winners of this milestone were not going to be anyone else. Yes, we are talking about China. While total global volume saw a slight decline of 8% in 2025 – driven by a strategic pause in the Chinese domestic market – the international expansion of Chinese original equipment manufacturers (OEMs) has been relentless. The global consulting firm details that orders from these companies outside their borders skyrocketed by 66% year-on-year, tripling the volumes of 2023. The dominance is almost absolute: eight of last year’s top ten global manufacturers are Chinese, with Goldwind, Envision and Windey crowning the list. But this industrial power cannot be understood without the colossal infrastructure that supports it. China has carried out an engineering feat unprecedented: in 2025 alone, the Asian giant added 542.7 GW of capacity to its electricity grid. In less than half a decade, Beijing has built more energy infrastructure than the United States has deployed in its entire history. From imitation to innovation. The narrative that China only competes by price gouging has expired. The country has made a qualitative leap towards cutting-edge innovation. In these last months we have collected in Xataka the milestones of the Asian country in terms of the construction of large wind turbines in the middle of the sea. This certifies the end of the Western monopoly in emerging markets. While European manufacturers such as Vestas or Nordex maintain leadership in their natural territory, they are losing ground globally to Asian offers with high technical specifications and low costs. For Beijing it is not just about ecology; It is a national security strategy to guarantee the supply of intensive industries, such as Artificial Intelligence, and free ourselves from dependence on imported fossil fuels. This is how they conquer the Global South. Faced with a domestic market that is beginning to mature, the Asian giants have set their eyes on the Middle East, India and Latin America. Finlay Clark, principal analyst of Wood Mackenzie, gives the key to this expansion: Chinese manufacturers are making waves thanks to the rapid deployment of giant platforms of more than 10 MW. These megaturbines allow developers to minimize costs on gigawatt-scale projects. The result is devastating: in 2025, Chinese companies will capture the 95% of regional capacity in the Middle East and Africa. The symbol of this surprise was planted in Saudi Arabia, where the Goldwind company achieved a historic order of 3.1 GW to supply two sites. Furthermore, in its ambition to dominate deep waters—where wind potential is multiplying—China is already manufacturing fully domestic all the key components of its floating platforms. An imminent train wreck. Geopolitics has fully entered the spreadsheet of energy promoters. Wood Mackenzie warns that the policy It is making acquisitions drastically more expensive and complicated. Barriers such as the European Union’s Carbon Border Adjustment Mechanism (CBAM) and the expansion of US tariffs costs are skyrocketing import of steel and heavy components. The market is facing critical tension. On the one hand, regulatory pressure pushes costs up; On the other hand, the profitability of the projects requires increasingly cheaper turbines. Despite this panorama, there are reasons for optimism in the Old Continent: although the intake of offshore wind orders fell by 17% in 2025 due to the restructuring of European tenders, analysts They predict a strong rebound by 2026, boosted by new grant schemes such as the UK’s round 7 auctions. The Western Counterattack. However, China’s apparent invulnerability has cracks. As we detail in Xataka, Beijing suffers from a silent but critical dependence on Western technology. The Chinese wind industry has the muscle to assemble like a beast, but it lacks the “brain”: it needs to import 100% of the logic modules that control the turbines in real time and 70% of the transistor modules for the electrical grid. However, the real obstacle for the West, experts warn, is no longer just capital, but “human bottleneck”: Decades of offshoring have emptied the United States and Europe of engineers and specialized industrial labor. Condemned to understand each other. The energy transition has ceased to be an environmental mission and has become a total geopolitical battlefield. China dominates scale, speed and execution, while the West still holds the keys to critical technological innovation and capital markets. The great irony is that this trade war of tariffs and blockades risks slowing down decarbonization at the most critical time for the planet. At the end of the day, the interdependence between both blocks is their greatest weakness, but also the only guarantee that, sooner or later, they are condemned to understand each other. Image | Land Rover Our Planet (CC BY-ND 2.0) Xataka | China dominates the world of renewable energy, but it has an Achilles heel: it depends on the West more than it admits

We are not used to seeing traffic cones that place themselves. They are already testing them in China

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A traffic cone that rolls out of the emergency vehicle alone, is placed in position and forms a safety perimeter before any operator has set foot on the asphalt. It is not a scene that we usually see in our parts, but the truth is that in China they are already testing it and its operation is tremendously interesting. What is happening. Emergency teams in China are testing autonomous traffic cones capable of securing the perimeter of an accident in less than ten seconds. Such as describe Marc Theermann, director of strategy at Boston Dynamics, in a post on LinkedIn, these robots leave directly from the emergency vehicle and move alone to their position, forming a safety barrier without any operator having to cross the road. They can be activated remotely or operate completely autonomously. Click on the image to go to the post The hook: the safety of the operators. Placing cones by hand on a road with active traffic is a truly dangerous task for operators in charge of road maintenance, or those carrying out work on the road. The idea with this technology is simply to eliminate or reduce as much as possible the human presence in the most vulnerable phase of any road intervention. How they work. Researchers from the Center for Research in Technologies, Energy and Industrial Processes of Pontevedra (CINTECX) published a study in 2025 in the magazine Infrastructures that described the design and validation of its “Remotely Piloted Safety Cone”, a robotic system with a similar architecture. The device combines autonomous GPS navigation with RTK correction (a high-precision positioning system), odometry sensors, an inertial measurement unit and ultrasonic obstacle detection. All of this managed by an autopilot and an on-board computer that coordinates movement in real time. The results of the study showed that the most precise configuration managed to stay less than 20 centimeters from the planned route, a more than acceptable margin for this type of operations. Faster than by hand. According to that same studythe estimated placement time per cone with this system is around three seconds, compared to the seven or eight seconds it takes on average for a human operator. In an intervention that requires dozens of cones, the difference is quite significant, especially if this is then combined with systems that can be placed simultaneously and not one after another. And also at night. Best of all, the task can also make it much easier to place cones when there is barely any visibility. And the robotic cones incorporate lighting, something basic for any type of emergency road signage. In Spain we already propose the “less intelligent” version. After the V16 beaconswhich have given a lot to talk about (more for the bad which for the good), the DGT has also explored the use of connected coneswhich would be responsible for notifying in real time of road works or dangers. They would be integrated into the DGT 3.0 platformalong with the V16 beacon, although they are still in the testing phase and very far from implementation. The main difference, as you might expect, is that these cones do not move or position themselves. But it’s already a step. What comes next. The natural step of this technology is not the individual cone, but rather several can be coordinated at the same time, something that we have already seen in tests in China, and that the deployment is reminiscent of that of the drone shows in the sky (less glamorous, but just as addictive to watch). The researchers they point in his study of multi-agent swarms, several robots working together in a coordinated manner, such as the evolution of this technology to apply it in infrastructures. Cover image | Posting on X In Xataka | A company has filled a neighborhood with sidewalk outlets to charge electric cars. Their results are contradictory

If China invades Taiwan, Taiwan will not notice because a drone has been disguised as an optical illusion for months

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In modern aviation, each aircraft carries a unique “digital license plate” that identifies it to the world in real time. It makes perfect sense. It is a system designed to provide transparency and security, but it also demonstrates a most disturbing paradox: what appears on a screen is not always what is really flying. China has just put it into practice. A bird, a fighter or a drone. A Reuters investigation has revealed that, since last August, at least 23 flights over the South China Sea have been registered under the callsign YILO4200, associated with a long-range Chinese military drone, although the signals it emitted told a different story. It happens that on civil radars it appeared as a sanctioned Belarusian freighter, also as a British Typhoon fighterlike a North Korean plane or even like a Western executive jet. These were not specific errors or programming errors. Was a deliberate impersonation of air identities by manipulating 24-bit transponder codes that identify position, course and speed. “We have never seen anything like this.” The middle counted that open intelligence analysts and those responsible for aerial tracking platforms agreed on something unusual: this pattern was unprecedented. It was not the classic drone flying “in the dark” without emitting a signal. It was just the opposite. He flew showing a false identity, changing it even in the middle of the journey, testing in real time to what extent he could “dirty” the aerial chart. “We had never seen anything like this,” summarized one of the experts who analyzed the data. It didn’t seem like an accident or a technical anomaly. It seemed like a conscious attempt at operational deception. The ultimate optical illusion. The drone, identified as a Wing Loong 2 With a 20-meter wingspan, it took off from Hainan and traced star- or hourglass-shaped patterns for hours over sensitive areas, including naval routes and areas frequented by submarines. In one of the missions the identity of a Typhoon of the RAF with that of three other aircraft in just twenty minutes before virtually “landing” like the Belarusian plane. On another occasion he posed as that same freighter while the real aircraft was simultaneously taking off in Europe. It was a full-fledged aerial optical illusion sustained for months. Taiwan as a backdrop. Not only that. Apparently, the trajectories were not random. Many were projected towards the Bashi channelcritical point between Taiwan and the Philippinesand when superimposed on a map of the island they crossed areas of military interest around Taipei and its southern coast. In fact, they also brushed against American and Japanese bases in Okinawa and the Ryukyu. It wasn’t just about surveillance. The pattern therefore suggests a digital rehearsal to a bigger stagea test of how to generate confusion in the early stages of a crisis in the Strait. Confusion in decisive milliseconds. They remembered in research that, in highly automated conflicts, milliseconds can separate detection from firing. Introducing noise, false identities and contradictory echoes can delay critical decisions and overwhelm chains of command. Although masking would hardly completely fool advanced military radars, it can sow doubts, hide intelligence missions, or fuel disinformation operations. The key is not so much to disappear. Is seem like something else. If China invades, the warning could be a fiction. Ultimately, the most disturbing idea is not only that a drone has been eight months in disguise in front of Taiwan’s radars. It is rather that that capacity has been tested with patience, repetition and apparent impunity. If you will, if China finally decides to go beyond in Taiwannot even the island itself is going to realize at the first moment what it is seeing on its screens. Because from now on, what appears might not be what actually flies. And that is the true revolution of the movement: a possible invasion that begins, not with missiles, but with a false identity flashing on the radar. An “ally” that comes close and that in reality is not so much. Image | 中文（臺灣）：​中華民國總統府, Mztourist – In Xataka | Satellite images leave no doubt: China has concentrated thousands of fishing boats off Japan, and its idea is not to fish In Xataka | China has just mounted the largest cannon in its history on the bow of a ship. And that can only point in one direction

Iran is going to need much more from China and Russia. The US has landed its fighter planes loaded with a weapon that changes everything: angry kittens

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For most of the 20th century, air superiority has been decided by who flew higher, faster, or with more missiles. Today, the decisive factor does not have to be seen or heard, and sometimes even fits in a container under the fuselage. In modern conflicts, confuse the enemy for a few seconds it can be worth more than destroying it, and those seconds are usually start much earlier for the first plane to appear on the radar. Therefore, Iran may need much more than “aid” and agreements with China either Russia. A deployment that anticipates. While Washington and Tehran keep the diplomatic channel open, we have been counting that the Pentagon has been strengthening its presence in the Middle East for weeks with a movement of forces that includes fighters, bombers, submarines, aircraft carriers and land systems. The transfer of F-16CJ fighters specialized in air defense suppression is not a symbolic gesture. It is an operational signal that, if the negotiation ends up failing, the United States wants have the key ready to open the Iranian sky from the first minute. Wild Weasel: Enter first, shoot later. The F-16CJ are designed to an uncomfortable mission and certainly dangerous– Locate enemy radars, force them to turn on, and neutralize them before they can guide missiles against the attacking force. These aircraft are equipped with the system AN/ASQ-213 and anti-radiation missiles AGM-88 HARMand can physically destroy detection and command nodes. That said, its true advantage isn’t always in explosion. It is in the ability to disorganize the entire anti-aircraft architecture before it understands what is happening through a secret weapon. The “angry kittens”. Yes, because under the fuselage of these fighters travels the Angry Kitten podan advanced electronic warfare system that began as a tool to simulate threats in exercises and ended up evolving into a real operational capability. Let it be known, at least since 2017 It has been tested on multiple platforms and has become a test bed for cognitive electronic warfare, approaching the ideal of systems capable of quickly adapting to changing threat environments. Turning radar into a mirage. Thanks to technology from radio frequency digital memorythe Angry Kitten can detect, capture and manipulate enemy radar emissions to return altered signals. In other words, they don’t just block. What it does is create false targetsdistorts trajectories and sows doubts on the operator’s screen, thus reducing thereliability of information that supports the launch of interceptor missiles. Additionally, it can update jamming techniques very quickly and even adjust them during the mission, while the pilot concentrates on flying and fighting. They will face the invisible challenge. Tehran has reinforced its anti-aircraft batteries and seeks external support, trusting in missiles of chinese origin and in strategic alliances with Russia as a deterrent. However, that network relies on radars, data links and command centers that can be confused before a single interceptor leaves the launcher. Hence, Iran is going to need much more than Beijing’s missiles and the Moscow submarines. Because Washington has just landed in the East with fighter planes loaded with those angry kittens capable of disorganizing the defense from within and converting the apparent solidity of the shield into an electronic illusion. The war before the first impact. In short, everything indicates that, if a prolonged air campaignthe breakdown of the Iranian defensive overlap will not fall solely on stealth platforms. Most likely it will require methodical work of these F-16CJ opening corridors, degrading sensors and keeping pressure on the anti-aircraft network. In that scenario, the first phase would not be so much a rain of bombs. It would be more of an invisible battle for control of the spectrum, one where whoever dominates the signal dominates the sky. Image | John QuineUSAF In Xataka | As the US approached, the satellites have captured a shadow: Iran has resurrected a Russian Frankenstein for what is to come In Xataka | To sink a US aircraft carrier required a weapon that Iran did not have. The arrival of China has just changed everything

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