Iran is planting sea mines in Hormuz. And what threatens to blow up is not ships: it is the world economy

On the maps it looks like just a gap of water between deserts, but it passes through that narrow corridor every day. a gigantic portion of the energy that moves the planet. So narrow that in some sections the ships navigate in maritime lanes of just a few kilometers, constantly monitored by radars, drones and military fleets. For decades, any tension at that point in the Persian Gulf has been capable of shake up prices of oil in a matter of minutes. Imagine if will plant mines. A war also at sea. As bombings and missiles focus attention on the conflict between the United States, Israel and Iran, a parallel battle has begun to unfold in the Persian Gulf. From the start of the warUS intelligence services They detected signs that Tehran could try to disrupt maritime traffic in the Strait of Hormuz by deploying naval mines and small fast boats. The threat is serious enough to have triggered public warnings of Washington and preventive military operations against Iranian ships suspected of participating in these maneuvers. In this context, the control of this narrow maritime corridor has become one of the strategic points more delicate of the conflict, because any disturbance there has immediate repercussions on the global energy supply. The strait, the global energy artery. There is no doubt, the tension is explained by the central role that Hormuz plays in the global energy system. Approximately a fifth of the oil consumed by the planet circulates through this strait of just a few dozen kilometers, in addition to a similar proportion of the international trade in liquefied natural gas. Every day they go through it in normal conditions about twenty million of barrels of crude oil from the producing countries of the Gulf heading to Asia, Europe and America. Powers like China, India, Japan or South Korea depend largely of this step to secure its energy supply, which turns any threat in these waters into an immediate global problem. It is no coincidence that even rumors or minor incidents in the area provoke immediate reactions in the oil markets. The new war. In that scenario it has begun a new phase of the conflict: that of oil tankers navigating between the risk of mines capable of shaking the planet’s economies. American intelligence reports indicate that Iran has begun deploying dozens of these explosives in the strait and keeps intact most of its fleet of small boats capable of planting hundreds more in a short time. The Revolutionary Guard controls much of the area next to the Iranian navy and has a combination of speedboats, minelayer boats, drones and coastal missile batteries that can turn the sea passage into a navigation trap. The goal would not necessarily be to sink large numbers of ships, that too, but to create enough uncertainty enough to paralyze global energy traffic, raise transportation costs and trigger a shock in international markets. In other words, a well-placed mine in these waters can have an economic impact that goes much further of the ship that hits it. First shocks. Faced with this threat, Washington has chosen for acting before mine deployment reaches a larger scale. The US military has confirmed (with videos included) a few hours ago the destruction of at least sixteen Iranian vessels involved in mining operations near the strait, in what US officials describe as pre-emptive strikes based on intelligence about Tehran’s operational plans. These actions seek to prevent Iran from turning the strait into a practically closed area to navigation before the deployment of explosives multiplies. At the same time, the White House has warned that any attempt to block the flow of oil will provoke a much more forceful military response than the operations carried out so far. Trapped oil and markets in panic. The economic consequences are already beginning to become visible. Since the start of the war, oil transit from the Gulf has seriously upsetwith millions of barrels per day that cannot leave the region normally. Countries like Iraq or Kuwait depend almost exclusively of this route to export its crude, which amplifies the potential impact of any interruption. Energy companies have started diverting ships or to look for alternative routeswhile Saudi Arabia tries to compensate for part of the problem by increasing the use of its oil pipeline to the Red Sea. In parallel, the International Energy Agency studies a massive liberation of strategic reserves to contain the impact of the energy crisis. A few kilometers to shake the world. The fragility of the situation is also explained by the geography of the enclave itself. At its narrowest point it barely has 34 kilometers wide and the navigation lanes through which the ships circulate barely exceed three kilometers in each direction. This narrowness makes the place extremely vulnerable to mines, drone attacks or coastal missiles. It is not the first time this has happened, in fact, since how do we countduring the so-called “tanker war” in the eighties, Iran already used mines in these same waters to pressure its adversaries during the conflict with Iraq. History, therefore, suggests that these types of tactics can be surprisingly effective in destabilizing global trade. A planetary blow. The extreme sensitivity of the energy markets to any news coming from Hormuz was fully demonstrated very recently, when a wrong message on social media suggested that the US Navy had successfully escorted a tanker through the strait. The simple rumor caused an immediate collapse of crude oil prices and a shake-up in financial markets before authorities clarified that no such operation had occurred. The episode illustrates the extent to which the world watches every movement in these waters with nervousness. In a global energy system so dependent on a few strategic corridors, the mine threat in the Strait of Hormuz has opened a new dimension of war: one in which fate of the world economy it may depend on a maritime corridor just a few kilometers wide. Image | nara, Picryl, naraNZ … Read more

Trump threatens to “cut off all trade”

The decision of the Spanish Government not to authorize the Rota and Morón bases to be used in the United States military offensive against Iran has opened a diplomatic front that goes far beyond the military level. The reaction from Washington was immediate. US President Donald Trump He stated this Tuesday that he wants “cut off all trade with Spain.” The disagreement, therefore, no longer revolves solely around the use of military installations on Spanish soil. It has also moved to the economic and commercial field. threatening tone. In his statements to the media, released by the White Housethe American president charged directly against the Spanish Government. On the one hand, the refusal to allow Spanish bases to be used in the operation against Iran. On the other hand, Spain’s refusal to raise its military spending to 5% of GDP, a goal that Washington has been defending for some time within NATO. “Spain has been terrible,” said the president, before reproaching that Spain was the only ally that did not accept that spending objective. A question of international legality. Before Trump launched his trade threat, the Minister of Defense, Margarita Robles, assured the media that the US bases in Spanish territory have not provided support to the offensive against Iran and that this situation will not change. “Neither from Morón nor from Rota have they carried out nor will they carry out any maintenance or support action,” stated. Along the same lines, the Minister of Foreign Affairs, José Manuel Albares, insisted that the Executive will not authorize the use of these facilities for operations that do not fit within the Charter of the United Nations. The Convention as a brake. The refusal of the Spanish Government is also supported by the legal framework that has regulated the US military presence in the country for decades. As we explained in a previously published articlethe bilateral agreement signed in 1988 establishes that the use of facilities such as Rota and Morón must be framed in objectives within the bilateral or multilateral scope provided for in the agreement itself. This same framework contemplates that any operation that goes beyond these assumptions requires prior authorization from the Executive. The Spanish Government relies on this point to maintain that a unilateral military offensive against Iran does not fit into the framework provided for by the agreement. Planes that move. While the political debate intensified, some movements had already occurred on the ground. According to Reutersthe United States transferred at least fifteen resupply aircraft that were deployed at the Morón and Rota bases. a dozen of KC-135 They departed from the Sevillian base to the Ramstein air base, in Germany, while another five took off from the Rota naval base with an unconfirmed destination in some cases. These devices are relevant in air campaigns because they allow the operational range of combat aircraft to be extended. The threat and its limits. The warning to cut off trade raises an obvious question: to what extent can Washington apply such a measure against a single European country. In practice, the margin is limited. As a member of the European Union, Spain does not negotiate its trade agreements with the United States bilaterally, since these conversations are channeled through the European Commission. This complicates any attempt to penalize only Spain. The Country pointshowever, to the possibility of resorting to selective taxes on certain categories of products as an instrument of economic pressure. The Spanish Government has also responded. In a statement collected by RTVEMoncloa pointed out that any review of the commercial relationship between both countries must be done “respecting the autonomy of private companies, international legality, and bilateral agreements between the European Union and the United States.” The Executive also defended that Spain is “a key member of NATO” and a reliable trade partner for dozens of countries. What there is. For now, what exists is a political threat that has not yet been translated into concrete measures. The fight between Spain and the States has gone in a very short time from a discussion about the use of military bases to a much broader field that includes trade, diplomacy and international security. However, there are still many unknowns left open. We have to wait to see how this whole situation will evolve. Images | Defense Visual Information Distribution Service | The White House In Xataka | A Gulf country is launching an unprecedented missile against Iran. Nobody knows who he is and wants to remain anonymous

This is the Hormuz “swarm” that threatens to break the $100 barrier

Just enter Marine Traffic to understand the magnitude of the problem. The entire world is holding its breath before a funnel of water just a few miles wide. Through the Strait of Hormuz travels approximately 20% of the world’s daily oil supply and a vital quota of liquefied natural gas (LNG). Today, that global artery is suffering a heart attack. An unprecedented escalation in the Middle East, detonated by attacks of the United States and Israel that ended the life of the Iranian supreme leader, Ayatollah Ali Khamenei, has unleashed a hail of missiles and drones. The result is a blockage de facto of the most important sea route on the planet. X-ray of a historical traffic jam. The cover image of Marine Traffic It is a veritable swarm of red icons that crowd on both sides of the strait, especially near the Iranian port of Bandar Abbas and off the coast of the United Arab Emirates. Once we move the cursor over the boats, we see that they are still. According to the data of S&P Globalmaritime traffic has plummeted, between 40% and 50%. There are around 240 ships clustered waiting for instructions. Among them, as analyst Weilun Soon details in Bloombergthere are at least 40 supertankers (VLCCs), inactive giants each loaded with about 2 million barrels of crude oil. And time is against us: according to estimates by JPMorganIf this effective closure lasts more than 25 days, producers will run out of space to store crude oil and will have to stop physical production. The chaos is not only physical, it is also electronic. The data team SkyNews has documented severe interference in ship tracking systems (AIS). The signals are so distorted that some oil tankers appear located inland on radars. The fear is more than justified: the war has already spilled into the water. According to reports from the UKMTO (UK Maritime Commercial Operations) cited by Business Insiderthe tanker skylightflying the Palauan flag, was attacked near Oman. The balance has left four injured and 20 crew members urgently evacuated. Markets in panic and freight rates through the roof. The chain reaction has not been long in coming. In a quick look at the bag, we can observe the initial panic of investors: in the first hours of operations, Brent crude oil (the European benchmark) soared by 13%, reaching $82 per barrel—its highest in 14 months. Although it later relaxed to dawn this Monday around $79, the scare was already in the body. This whiplash has had winners and losers in the European stock markets. As you have detailed Guardian, While oil companies (Shell, BP) and defense companies (BAE Systems) rose sharply, airlines such as IAG or easyJet plummeted by around 10% and 7% respectively, terrified by the imminent increase in fuel costs. Moving crude oil today is a high-risk sport. The daily cost of renting a supertanker has skyrocketed by an unusual 600%, reaching $200,000 a day, as Alex Longley warns in Bloomberg. Insurance must be added to this bill: France 24 reports that premiums against war risks They are going to become between 25% and 50% more expensive for those who dare to enter ground zero. The paradox of OPEC+. The next market movement looked askance at the offices. According to the official statement from OPEC+the cartel agreed to inject an additional 206,000 barrels per day starting in April to stabilize prices. However, this measure is, in practice, a logistical mirage. As analyst John Kemp explains: in your column for Finance TimesOPEC+ has excess capacity of more than 3 million barrels per day, but almost all of that capacity is inside of the Persian Gulf countries. In other words, no matter how much extra oil Saudi Arabia or Iraq promise to pump, if the ships cannot cross the Strait of Hormuz, that oil does not exist for the rest of the world. The analysts of wood Mackenzie, collected by oil price, They have been more forceful: “If traffic is not restored quickly, the barrel will pierce the $100 barrier.” The nuances that will define the crisis. Despite the drama, the world has some escape valves that did not exist in the oil crises of the 70s: Lifesaving pipelines: As Kemp explainsSaudi Arabia and the United Arab Emirates can bypass the strait by exporting some of their crude oil through pipelines to the Red Sea and the Gulf of Oman. However, countries like Iraq and Kuwait are trapped: they are 100% dependent on Hormuz. Global shock absorbers: Analyst Javier Blas shells in Bloomberg that the shale revolution (shale oil) in the United States gives Washington unprecedented control over supply. Furthermore, China lIt has been filling to the brim for years its strategic reserves, which would soften the blow in the short term. The big beneficiary: Ironically, the blockade is excellent news for Vladimir Putin. As Blas points outa sustained rise in prices makes it easier for Russia to sell its sanctioned crude oil on the Asian black market with much juicier margins. The world holds its breath. At the moment, the global economy is paralyzed waiting for what a few ship captains decide. Maritime transport giants such as Maersk have already announced the temporary suspension of all their transits through the area, how to collect France 24. Laden ships will remain idle, “avoiding drama,” in the words of a shipping broker consulted by S&P Global. Today, the fate of global inflation is decided not on Wall Street or central banks, but in the tense waters of Oman and Iran, where a swarm of steel giants have decided to shut down their engines and pray for the storm to subside. Image | MarineTraffic Xataka | Tension in Iran is so high that the Strait of Hormuz is closed. And that will have consequences when you go to refuel.

The train of storms that threatens Spain is just the beginning of the problem

What is happening? What is going to happen? As I write these lines, nine autonomous communities they have yellow notices due to rain, wind and other coastal phenomena. And the reason, as we have been repeating for the last few days, is a “train” of fronts that comes directly from the bowels of the Atlantic and will cross the peninsula. The forecast, in data. The models are beginning to converge and the forecasts are quite clear: Waves of up to five meters on the Cantabrian coast and off the coast of Galicia. Winds will easily reach 61 kilometers per hour. No particularly intense rains are expected in the coming days (the peak may be 15 l/m2 in areas of Huelva and Cádiz). Although, yes, those accumulated in Galicia, Zamora, Ávila and Cáceres may be important — above all, in a context of saturated soils. The winds, for their part, will be above 70 kilometers per hour throughout the north of the peninsula. And, with these figures, why is it important? Because of what is known as ‘multiplier risk’: we are not going to face any peak of intense rain, but the recurrence of fronts will increase operational risks. It is the meteorological equivalent of a ‘calabobos’: it seems that it does not get wet, but it ends up with half of Spain completely soaked. The only question is whether an effective “atmospheric river” is formed (or not). That is, if the humid and warm air from the Gulf of Mexico integrates into one of these fronts and a greater blow is produced. A “normal” circulation in an “abnormal” context. Because, as it is worth remembering, the cold days of recent weeks are beginning to not be normal on the peninsula. And, although this relatively active western circulation is, the arrival of successive fronts complicates the situation: there is a lot of water accumulated in the form of snow. So we go back to normal. A normality that is summarized in waiting to see how long it takes for the storm corridor to close and waiting for the swamps to continue filling. Summer will be here sooner than it seems. Image | ECMWF In Xataka | While the snow devours half of Europe, there is a place where it is 27ºC and on the beach in the middle of January: Greece

a JF-17 that threatens the US F-35

After 20 years of research, development and volatilizing banknotes, the United States declared in 2019 that the F-35 fighter was “ready for combat and ready to win“It is the most expensive fighter in history ($100 million per unit, $400,000 just for the pilot’s helmet), but also a very advanced machine. One that is costing the US the combat drone raceone that not liked in Europe and that, as we say, it’s terribly expensive. And, in troubled waters, China has seen an opportunity. That of converting the JF-17 fighters into their “new” electric cars. In short. Following Israel’s attacks on Doha last year, Pakistan and Saudi Arabia signed a mutual defense agreement. Within the agreement, there are billions on the table both to arm itself and to meet certain commitments. And, within that strategy, from Reuters They point to a historic agreement between both countries. The JF-17 is a Chinese-Pakistani development. The program was launched in 1999 and each country contributed 50% to its achievement. It has been demonstrating its versatility in combat for some time and in recent years, different countries have acquired a fleet of fighters. Myanmar was one of the first foreign buyers, followed by Nigeria and Azerbaijan. In recent weeks, it has been Bangladesh that has shown interested in renewing its aging fleet, but its customer base continues to grow. They don’t even play the same sport. In the Reuters report, and as they also point out in South China Morning PostSaudi Arabia would be the next country to acquire the latest version of the JF-17. The sources mention an agreement that would be between 2,000 and 4,000 million dollars, and is point that there would be other nations interested, such as Iraq, Libya or Sri Lanka. The key is the price: a quarter of what the American F-35 costs. In addition, the burden is also shared between China, which manufactures a number of components, and Pakistan, which takes care of the others. That price is the lever for the countries of the Middle East and Africa to modernize their fighter fleet, but it must be taken into account that the JF-17 do not compete in the same league as the F-35. In fact, they don’t even play the same sport. While the Chinese-Pakistani fighter is fourth generation, the American one is fifth, with better features and a minor signature in the airallowing it to be more efficient in stealth operations. It responds to a philosophy of winning combats before the enemy finds out that it has started. The gift of opportunity. However, despite the technological inferiority, the Chinese fighter has the advantage of weapons (more weight to carry more weapons, compromising its signature on radars) and, above all, the price and the costs. The United States is fighting with time when it comes to delivering its F-35s and, furthermore, maintaining them is expensive. The JF-17 is easier to manufacture and maintain, which is a huge advantage for countries. The estimate is that, for the price of two F-35s, you buy a dozen JF-17s. and this is a huge opportunity for African and Eastern countries that want to renew their fleet with current equipment. It is that gift of opportunity from China that we are seeing in other segments, such as the electric car. Frying pan by the handle. This battle to be the supplier of weapons is not only played in the finished and delivered products. It starts much earlier, and China has a say in those F-35 trade delays. The complexity of the fighter implies that its manufacturing is complex, but movements resulting from another war must be added: the commercial. The key components of a fighter depend on materials derived from rare earthand China is the one who has the upper hand in that field. They dominate exploitation and production of metals and elements from rare earths, and in the same way that The US tightened the screws prohibiting China from purchasing Nvidia GPUs and ASML machines to make advanced chips, China activated the lever to regulate the export of magnets and rare earth metals to companies linked to the United States military complex. A J-20 with PL-15 missiles inside the weapons bay Tensions. It is these factors that are turning a less advanced aircraft than the F-35 into an attractive option, but above all practical for the tense times in which we find ourselves. Pakistan and India are in a spiral of geopolitical tensions. India has Russian MIG and French Rafale aircraft, and now the JF-17 has PL-15 missiles Chinese manufacturing. They are China’s most advanced fighter missiles, with an effective range of about 150 km and systems capable of pursuing targets with ease. And, although they were developed for the fighter Fifth generation J-20 (one of the china air banners), can be mounted on the JUF-17. In fact, the current JF-17 is the Block III, considered 4.5 generation. It is the philosophy of the very veteran F-16. If the conflict escalates, there is someone point that a war between India and Pakistan would be a test of Chinese weapons against Western ones. And Europe… what? This is what you may be wondering: what is Europe doing while the others rearm. The old continent has embarked on the path of sovereignty in several fields, being the spaceman and the weapons two important pots of money for the coming years. As for fighters, there are two poles. On the one hand, the FCAS, with French, German and Spanish support. They are three heavyweights in this industry and they have the aim to reach 2040 with a system capable of replacing current fighters. On the other hand, Italy and the United Kingdom (two other powers with companies like Leonardo), as well as Japan, support the GCAP program: a support aircraft that coordinates formations of drones and other fighters. Although before all that, the countries will have to agree, and It’s not something that seems feasible.. Images | Anna Zvereva, emperornie In Xataka | The … Read more

The clash between a polar front and the Atlantic threatens Twelfth Night

Just a few hours away from closing 2025, all eyes are already on the weather at the beginning of January and especially on Three Kings Day. after seeing that New Year’s Eve will be quiet. And although there is still room for change, current models already suggest a drastic change in weather with a general drop in temperatures and a large amount of snow spread across the peninsula. The model. The last installment that we have the European model of the ECMWF proposes a scenario of great instability for January 4 and 5, 2026, with snowfall that could reach unusual levels and affect a large part of the center and northeast of the peninsula. Something that is already being shared on social networks by accounts specialized in meteorology. A situation of great instability that would respond to the entry of a cold front of polar origin and the arrival of Atlantic storms loaded with humidity. Two factors that when they collide are the perfect ingredient for widespread snowfall. Although there is still room for this to change, since reliability is low for periods longer than five days. The position of the AEMET. The State Meteorological Agency (AEMET) maintains a much more conservative position. In its special prediction for this Christmas, the agency confirms that the beginning of 2026 will be colder than normal, especially due to the arrival of the storm Francis. This will leave rain starting on January 1 in the Canary Islands and starting on Friday the 2nd it will affect the west of the peninsula. From here, what is expected is that on January 4 there will be strong northerly winds and a generalized thermal drop. But from day 5 there is a “high uncertainty.” Although the models indicate persistent low temperatures, the agency does not currently confirm snowfall at low levels that could turn Three Kings Night white. Fifth anniversary. It is impossible to ignore the psychological component of this forecast, since this coming January marks five years of Filomena. That is why at this time it is easy to look at the maps with a little more disbelief in case there are signs of something similar, although at the moment nothing similar is confirmed. For now wait. With all this, the most prudent thing is to wait until this Twelfth Night approaches to have clear conclusions, especially in view of the different parades that leave in different parts of Spain that can be threatened by adverse weather, but that can always change up to at least 48-72 hours before. Images | TheWeather In Xataka | La Niña is going to be meteorologically “less intense” than we expected. And that actually hides a problem.

The runaway price of RAM threatens more expensive phones than ever. And that’s not even the biggest problem

Neither the car nor the house, the new indicator that someone is good pasta is the RAM memory that you have available. The RAM crisis is extremea price increase planned for 2026 that will hit the entire industry. Such is the seriousness of the matterthere are already those who predict that the manufacturers of telephones are considering returning to figures of the past: the 4 GB of unified RAM for smartphones of the next year. Samsung has doubled the price of DDR5 RAM after running out of stock, a movement that completely threatens the entire smartphone industry. And no, RAM is not just an element to ensure the fluidity of the mobile phone and efficient multitasking: RAM is a pillar on which the advancement of technology itself depends. How to know the components of your PC (RAM, Graphics, CPU…) and the state they are in The rise in prices. In just six months, RAM prices have skyrocketed between 100% and 400%. Giants like Samsung and SK Hynix are allocating around 40% of its resources to supply RAM to Stargatethe OpenAI infrastructure. Consequence: the RAM market has entered a valley of scarcity. The 4 GB of RAM. There are clear pillars for not recommending a phone even to my worst enemy: That it does not have good update support. That has a processor that can’t handle basic apps. That has less than 6 GB of RAM There are already those who predict that 4 GB of RAM will return in 2026a significant leap back even for entry-level devices, where 6GB of RAM was starting to become the standard. What they didn’t tell you about RAM. Advances in RAM go far beyond basic performance in multitasking and everyday apps. RAM memory is one of the vital organs of any smartphone, and the advances in it are what have allowed us, today, to have smartphones that are much more capable than those of years ago. Local AI processing– Without sufficient RAM, it is not possible to run local AI models. He iPhone 15 is the best example. Photographic quality: functions such as processing HDRcomputational zoom, and even the processing of the photograph itself (subsequently processed RAW data) depend largely on the mobile phone’s ability to move all that data in RAM. Exactly the same applies to video recording. Multi-window and multitasking: Multitasking is not just about not having a heavy game crash while you browse in Chrome. It’s that Google Maps can run in the background without slowing down your phone, that YouTube can run in mode PiP (window), that your keyboard is capable of managing translations and corrections in real time in any heavy app, etc. Gaming experience: We usually focus on CPU and GPU when thinking about a mobile phone capable of running a heavy game, but RAM is essential to avoid microcuts, speed up loading times despite having open apps, and ensure that the game will not close in the middle of a game. The consequences. We have been complaining for the last few years that there is hardly any real progress in smartphones and that, perhaps, we are close to their peak. But there are nuances in this interpretation. We have never had humble mobile phones with AI implementation, the ability to move triple A games on budget devicesand such a positive experience in practically any product range. The RAM crisis is a major brake on the advancement of upcoming proposals, and may make it more than likely that some 2026 phones will end up performing worse than their predecessors. There is no solution in sight. DDR5 RAM, although it has been on the market since SK Hynix released it in 2020is not common in entry-level proposals. DDR4 RAM is still the standard here and, unfortunately, so is its price. has been increasing by close to 200% in recent months. More expensive RAM, more expensive mobile phones or mobile phones with less RAM. Image | Xataka In Xataka | How to know how much RAM you have and what type it is, in Windows, macOS and GNU/Linux

China is not only eating the West in electric cars or televisions. It also threatens Starbucks

New York is so damn big that it would be logical that the news of the opening of two coffee shops would pass unnoticed. After all, the city that never sleeps is full of places where one can taste (or pick up) a lattecappuccino, macchiato or any other coffee variation that comes to mind. The opening of the first two Luckin Coffee stores a few months ago in the Big Apple was however sneaked into media such as CNN either The New York Times and has inspired analysis of all kinds out of the country. Logical. After all, in just a few years Luckin Coffee has achieved bend your pulse to Starbucks in China. Now, for his landing in New York, he has chosen a place located barely 60 meters from one of their cafes. What is Luckin Coffee? If its name doesn’t sound familiar to you, don’t worry, it’s more than understandable: Luckin is a coffee shop chain founded in 2017 in China by Jenny Qian and Charles Lu and since then its expansion has focused mainly on the Asian giant. In 2023 he achieved a key milestone by surpassing Starbucks as the largest coffee brand in China and in recent years it has not stopped growing: from close to 16,200 stores that it had that year in China (more than double that of its American rival) has gone on to manage more than 20,000 in several countries. In July the company spoke of 24,097 points of sale spread across mainland China, Hong Kong, Singapore and Malaysia. During the first quarter of 2025 alone, it launched 1,757. After taking over the Chinese market, a few months ago the company announced his landing in America with two stores in Manhattan and Washington Square Park, an area popular with students. “This is just the beginning. New York, we are here,” warned Luckin in networks. Is it that important? The landing of Luckin Coffee in the US market has generated expectation inside and outside the country. Normal. Your surprise Starbucks in China in 2023 (both in sales and number of stores) had a symbolic value that goes far beyond the numbers. To begin with, because the Asian giant is one of the big markets of the American multinational. Starbucks has also been established in the country for some time: it opened its first establishment in Beijing in 1999, contributing greatly to establish coffee culture in a nation that has traditionally opted for tea. That’s why Luckin’s jump to the US has generated so much interest. How has it succeeded? With a bet well defined. At least until now, Luckin Coffee’s strategy has been based on three pillars. First, a dizzying expansion focused on gaining market share. Second, the user experience. Customers manage their orders directly through an app and in just a few minutes they can collect their orders at the counter, without any human interaction. The mobile application is not only dynamic; It allows the company to retain its customers by using discounts, bonuses and gamification. The third bet is a wide offer and, above all, affordable prices. During its landing in the US, the Chinese chain has decided to launch aggressive discounts that leave its coffees in less than two dollars, considerably below of what Starbucks charges for its drinks in the Big Apple. In fact there is who points that the American multinational’s strategy to stand up to its Chinese rival will be to move in the opposite direction: if Luckin focuses on app orders and low prices, Starbucks has proposed eliminate the premises of their network that only accept orders via app and for pickup due to their low “warmth”. The idea: return to the origin, to the traditional cafeteria experience. Does it only happen with Luckin? No. In fact Luckin is just one of many Chinese tea chains, hot potsdrinks… that are landing in the US to compensate for the changes in the Chinese market. How he slid TNWT in a recent analysis On the subject, there they find an excess of supply and an economy weighed down by the real estate crisis and weakened consumption, which leads them to look to the other side of the Pacific. One of the threats that its US competitors face is that this leap comes with aggressive tariffs. Gaining a foothold in the US market will not be easy. The Luckin case is a clear example. It has just opened its first stores in New York, but in front of it it has almost 17,000 establishments that Starbucks manages in the US. If the Chinese chain has demonstrated something, however, it is its resistance. In fact, it has managed to overcome the serious crisis it experienced in 2020, when an accounting scandal left it on the edge of the abyss. Since then it has not only managed to recover and grow. Now aspire to quote again in the USA. Images | Xataka In Xataka | China has just beaten the United States in the most unexpected fight: that of branded coffee shops

“Tourismphobia” threatens to thwart Spain’s tourism boom. In Andalusia they have decided to nip it in the bud

That tourism is a millionaire business It doesn’t have much discussion. Which is a sensitive sector in which it is terribly easy die of successneither. We are seeing it in Japan, where the avalanche of foreigners is encouraging a growing tourismphobia that already permeates the political sphere. In Spain the situation is somewhat different, but the record of travelers is also encouraging demonstrations against overcrowding, some as high-profile as the one that killed residents of Barcelona shooting with water guns to the vacationers on the terraces. In Andalusia they have decided to tackle the problem at its roots. “The Andalusian Treatment”. The Government of Andalusia just launched a tourist campaign, “The Andalusian Treatment”. The person in charge of presenting it was the advisor of the branch, Arturo Bernal, who explained its key points to representatives of the sector and the media. So far exceptional. The curious thing is that in this case the campaign does not seek to attract more visitors or open new markets. Its objective is to give certain guidelines to tourists and “raise awareness” about the sector. In the words of Bernalestablish “a contract of coexistence between the Andalusian and the visitor.” What does that mean? That the Andalusian Government wants to eliminate any hint of tourismphobia and insist on the importance of locals and tourists “coexisting” in the same territory. The statement launched by the Board leaves little doubt in this regard: although it is not excessively long, that word (“coexistence”) is repeated over and over again along with others such as “respect” or “responsibility.” Hence, during his presentation on Tuesday, Bernal asked his countrymen to join the “Andalusian Treaty” to achieve “tourism that reflects the best of our land and projects a future of opportunities for all.” He also spoke of “responsible tourism” and even turning the community into “an example of how a territory can welcome the world without losing its essence.” From theory to practice. The Board’s intention is to deploy the campaign through media and “innovative media” (it does not specify which ones) that allow it to be brought to visitors in the busiest points of the region. Its key piece is a video of two minutes in which tourists are encouraged to bet on local businesses and products, get to know the region beyond its large cities or respect the rest of locals and their right to enjoy spaces such as beaches. In total, the pact is articulated in eight points, including one that asks tourists to use water responsibly. Click on the image to go to the tweet. Tourism: side A and B. It is no coincidence that the Andalusian Government launches a campaign with that focus now, just when Spain registers a record flow of foreign tourists and aspires to become the most visited country of the planet, even ahead of France. The problem is that as the influx of tourists grows, so does the tension it exerts on commerce, transportation or (above all) housing, where the appearance of tourists is encouraged. vacation rentals. One word: tourismphobia. The result of this tension is a feeling of rejection towards mass tourism, a phenomenon that the Board knows well. In 2023 he published a report in which he already recognized that, although the majority of Andalusians agree that tourism is an economic engine, the sector must think about how it wants to grow in the future. “The excessive influx, especially of the most disruptive visitors, causes problems of coexistence, noise, dirt and incidents.” The report It goes further and leaves two warnings. First, the risk that the avalanche of tourists will saturate municipal infrastructure and resources. Second, an excess of visitors can end up degrading the quality of the destination. It’s nothing new. I warned about a similar risk not long ago a study from the Malaga City Council and in fact there are guides that they are already advising against visit certain saturated destinations in Spain, such as Mallorca or Barcelona. Beyond paper. Beyond the reports, the tensions generated by mass tourism can also be seen in the streets. Over the last few months, cities like Malaga, Seville, Palm, San Sebastian either Barcelona They have registered demonstrations by residents who are crying out against the saturation of their cities and the effect that this has (especially) on the residential rental market. Of all of them, perhaps the most media-worthy is the one that was held last year in Barcelona, ​​where a group of neighbors shot tourists in the street with water guns, an image captured by media around the world. There are billions of euros at stake. According to data managed by the Ministry of Industry and Tourism, only during the first ten months of the year have international visitors spent their time in Spain more than 118,000 million of euros, 7% more than in 2024. If we talk about Andalusia, during the same period the community received a record of 12.9 million of foreign tourists who accumulated an expenditure of approximately 18,000 million euros. Images | Chris Boland (Unsplash) In Xataka | There is a reason why Vigo is announcing its Christmas in Japan. And it has little to do with Japanese tourists

Something has gone wrong in the European automotive industry. The conflict over Nexperia already threatens to paralyze factories

The European automotive industry is beginning to tighten. Manufacturers have received a clear signal that something is not right: Nexperia, one of the main chip suppliers, can no longer guarantee deliveries. Sector associations warn that the room for maneuver is very limited. This is not a technical problem or a strike, but rather the chain effect of an international dispute that threatens to affect the very foundations of a key industry for the Old Continent. It was on October 16 when the European Automobile Manufacturers Association (ACEA) officially warned of possible production stoppages if the Nexperia supply interruption was not resolved immediately. According to ACEA, the affected chips are used in electronic control units and current inventories will only last a few weeks. The turning point: a blacklist. At the end of September there was a movement that many in the sector identify as the trigger for the current crisis. The United States Bureau of Industry and Security updated his List of Entities to extend restrictions to subsidiaries controlled by already sanctioned companies. Nexperia, owned by Wingtech, thus fell under the scope of the measures. Since then, tensions have accelerated: The Dutch Government intervened in the company and China responded by blocking the export of certain components. Now, Nexperia’s role in the automotive industry is less showy than that of the large chip manufacturers, but essential. Its chips are integrated into electronic modules and control units (ECUs) of many of the vehicles produced in Europe. The company, based in the Netherlands and with a strong presence in Asia, is characterized by its volume and reliability. Precisely for this reason, the inability to maintain deliveries has ignited both sides of the supply chain. The impact in Europe. Initial warnings have been transformed into contingency plans. ACEA calls for a coordinated response between European authorities and the affected countries, aware that the supply chain is going through a delicate point. In Germany, CNBC points outVolkswagen has formed a special team to evaluate possible risks and keep communications open with its suppliers. One of Nexperia’s facilities in Guangdong The company tries to gain margin with a new supplier. “We have an alternative supplier that could compensate for Nexperia’s lack of semiconductors,” explained to Handelsblatt Christian Vollmer, responsible for Production of the VW brand. According to the media, conversations with that company have been underway for weeks. Although the discovery gives some oxygen, the transition will not be immediate and the risk of interruptions remains on the table. The group assures that, for now, there is no operational impact, but they admit that the scenario could change in the short term. The echo crosses the Atlantic. Concern has also reached the United States. The Alliance for Automotive Innovation, which brings together manufacturers such as General Motors, Ford, Toyota and Volkswagen, called for a quick resolution of the conflict. Its CEO, John Bozzella, warned Reuters that if chip shipping “does not resume soon,” auto production “will be affected in the United States and other countries.” Some companies in the group recognize that their plants could notice the impact starting next month. Japan takes positions before the coup. Japan is also bracing for impact. The Automobile Manufacturers Association (JAMA) explained that its members have received notifications from Nexperia warning of supply interruptions. According to the organization, the affected chips are part of the control systems of numerous models and their shortage could have consequences for global production. Mitsubishi Electric, which has had agreements with Nexperia since 2023, assured that it is already studying substitutes. A geopolitical board that is already sneaking onto the assembly line. The Nexperia case is no longer understood only as an industrial problem. The intervention of the Dutch Government and the confrontation with its Chinese subsidiary have turned the company into the new point of friction between Europe, Beijing and Washington. The Netherlands justified its decision by the need to protect the strategic supply of semiconductors, while China defended that its subsidiary acts in accordance with local legislation. At the center of the dispute, Nexperia is trying to maintain its activity under two increasingly opposing regulatory frameworks. The factories are on guard. The next few weeks will be decisive in measuring the real scope of the conflict. Manufacturers adjust their inventories and review alternative suppliers, while sector associations maintain diplomatic pressure to unblock the situation. From Sweden, Volvo Cars CEO Håkan Samuelsson explained to the Financial Times thatalthough his company, owned by the Chinese group Geely, does not face immediate problems, “there will be some factories that will have to stop.” He believes that the key is to react quickly and apply the lessons learned from the semiconductor crisis during the pandemic. Images | Nexperia | Caesar Salazar In Xataka | I also carried the bike in the car anyway. Until the DGT reminded me that it could fine me 200 euros

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