Renfe makes its position in the workshop war clear to Iryo and the CNMC

The Iryo-Renfe soap opera continues. Every day that passes we have a new chapter, a new exchange of statements, new figures on the table. And with each passing day, Iryo continues to find the door to the workshops closed. Although the CNMC obliges them, Renfe is clear: “they have no obligation.” The (pen)last chapter. It is the one that brings us the response from Renfe. And it is that, to questions from Xatakathe company tells us that the obligation imposed by the CNMC to open its workshops to Iryo has a “disproportionate impact” and there is a “technical impossibility.” The company assures that “adapting the workshops to the regime that the CNMC wants to impose” would take them a year. For now, the company has kept the Italian company’s workshops closed. And although Renfe clearly feels harmed, the company assures us that “we are studying how to do it (open the workshops) to carry out the CNMC’s decision, as it could not be otherwise.” Heavy or light. That’s the question. And since the liberalization of Spanish roads began, Renfe already knew that it would have to leave its workshops to Ouigo and Iryo to carry out light maintenance work. That is, routine checks of little significance. The problem is that these “light maintenance” operations are not clearly specified even in the Directive 2012/34/EU nor in the standard EN 15380-4:2021. This friction is what has led Renfe to deny passage to Iryo since it considers that in the proposed operations part of the train must be dismantled and that falls into the category of heavy maintenance. It must be remembered that Renfe already encountered this problem a few months ago. The Spanish company reported that Ouigo was carrying out heavy maintenance work at its facilities and that it had not previously reported this. Something that was proven, according to the company itself, by documents provided by the French company. The CNMC, on that occasion, also sided with Ouigo, forcing Renfe to lend its facilities for unforeseen interventions. Is it that big of a deal? Well, obviously, the versions differ here. No, it’s not that big a deal: Iryo is clear that the operations to be carried out in the Renfe workshops would not involve many problems. They assure that they would only occupy 7% of the infrastructure and that, since maintenance is scheduled weeks in advance, it is all a matter of organization. Yes, of course it is a big deal: Renfe, on the contrary, assures that these maintenance tasks seriously affect its schedule. They say that space is already operating at almost full capacity, that the impact of Iryo would be 10% of the infrastructure and that it would force them to withdraw 1.2 million seats from the offer because there would be no room to maintain their own trains. More than one million of these seats correspond to the lines in which it is handled as a Public Service Obligation (OSP) and this would result in a drop of 60 million euros in income. The CNMC is clear. The problem for Renfe is that the CNMC is clear about it and is on Iryo’s side. The regulator has already received a complaint that Renfe did not allow the Italian company to enter its workshops and issued a resolution forcing Renfe. This resolution was appealed before the National Court, which has decided to force Renfe to make way for Iryo in their workshops as a precautionary measure but with the notice that it will study the case in particular. The sticking point is that Iryo would need to send its trains to Rome for scheduled maintenance. That would force them, they say, to stop providing service with the trains involved for two months, a compelling reason for the CNMC despite the fact that In France Iryo was forced to take its trains to Italy despite the cessation of activity and despite the fact that the company announced that I would set up some workshops in Spain for these cases but nothing is known about them. Those are the cards that, for the moment, are on the table. Photo | Sergioorozco96 and Renfe In Xataka | There is a fight between the railway operators to get the best drivers and Renfe is winning it

In the “war of the workshops”, Iryo defends himself. And he has already made it clear to Renfe why he will use its facilities

The battle for the use of Renfe workshops continues to give us new chapters. From the closed door and the complaint to the CNMC we have moved on to appeals to the latter’s decision and a crossroads of statements in which numbers are beginning to be put on the table. The last to speak was Iryo. What is happening? Iryo and Renfe have an open battle over the use of the latter company’s workshops. To understand all the keys: What does Renfe say? What Renfe says is that the regulations only require them to hand over part of their facilities to their rivals to carry out light maintenance, but that is not the case when the work involves heavy maintenance. Iryo’s actions fall under this last definition and Renfe already reported in October that Ouigo was performing heavy maintenance on their facilities without their permission. In addition, they point out that giving space to these trains from the Italian company will have a direct impact on their offer. If Iryo is occupying a space that Renfe had planned to use, the Spanish company estimates that they will have to withdraw from their offer around 1.2 million seatsof which more than one million fall within its Public Service Obligation (OSP). They estimate 60 million losses in income. What does the CNMC say? The CNMC considers that Renfe would obtain a substantial competitive advantage if Iryo has to send its trains to Italy to carry out heavy maintenance. They consider that, if this happens, it would stop providing service with the affected trains for weeks. (as has happened in France) and that maintaining them without performing said maintenance is a danger to the safety of passengers. For this reason, it forces Renfe to open its facilities and allow the Italian company to carry out these jobs with the employees it considers. In exchange, the Spanish company receives compensation as if it were a rental of the facilities. What does Iryo say? Until now we have known the version and calculations of Renfe but not of Iryo. The Italian company assures that moving its trains to its country would mean a extra cost of 17 million euros and defends that they would only be occupying 7% of all Renfe facilities. To estimate this extra cost, they calculate that if Iryo has to take the trains to Rome, they would stop being operational for about two months each, although, they point out in The Economistwhich on other occasions the company reduced this time horizon to one month. This operational stoppage, Iryo points out, would be key in the market because they compete with 19 trains available in our country, while Renfe has 270 high-speed trains at its disposal. And they culminate their complaints by pointing out that these actions are scheduled based on mileage and that Renfe was aware that they would have to carry out these operations for months. A music that sounds familiar to us. The truth is that railway liberalization in Europe has created a constant fight between operators that, as we are seeing, sometimes goes far beyond the tracks. Renfe has pressed everything it can to prevent Iryo from carrying out these maintenance tasks at its facilities but has also recalled that the company has to work on all high speed lines and not only in the most profitable since, unlike Ouigo and Iryo, they work as a public service operator. Furthermore, remember that upon arrival Iryo committed to building his own workshops but no steps have been taken in that direction. At the same time, it is logical that Iryo tries by all means to carry out its maintenance work in Spain to minimize its impact on the offer. And, as we said before, in France they have already forced the company to take your trains back to Italy to perform this type of maintenance. Country where Renfe has also encountered countless obstacles to deploy your servicesespecially in everything related to his arrival in Pariswhere the most profitable lines start. Photo |Smiley.toerist and Renfe In Xataka | If the question is when Ouigo was going to be profitable, the answer is: now. And that makes Renfe suspicious

China is neither nor does it want to be in the 2nm war between TSMC, Intel and Samsung. Your plan to win is different

“Many people believe that competition in the semiconductor industry comes down to the advanced nodes and that we will only achieve success when we reach 2 or 3 nm. This is a misunderstanding“. This statement was made by Richard Chang Rujing, the founder of SMIC (Semiconductor Manufacturing International Corp), the largest Chinese semiconductor manufacturer with a global market share of about 5%. Rujing has spoken these words with a very clear intention: he wants China to strengthen its supply chain and its position in the global integrated circuit market by developing its manufacturing capacity for mature chips. Currently the most advanced integration technology that SMIC has in production is 7nm photolithography due to their inability to access equipment extreme ultraviolet lithography (VVE) of ASML. And there is no doubt that it and other Chinese chip manufacturers would benefit greatly from having the capacity to produce 5, 3 and 2 nm semiconductors. In this way they could compete on equal terms with TSMC, Intel and Samsung. However, there is something very important that we should not overlook: advanced nodes represent less than 20% of the world market of integrated circuits by product volume, while more than 80% of demand It comes from the segments of mature nodes and specialized processes. Rujing wants SMIC and the other Chinese chipmakers to invest more in their mature nodes, and it makes sense. After all, this is the strategy that is allowing China resist US pressure. Mature chips are the medicine the Chinese industry needs During the first two months of 2026, China exported integrated circuits worth $43.3 billionwhich represents an increase of 72.6% compared to the same period in 2025. This information comes directly from Chinese customs records, so it is presumably reliable. However, the most astonishing thing is that this country’s exports as a whole have grown by 21.8% during January and February, so it is evident that the semiconductor industry has been stimulated with much more intensity than other sectors. More than 80% of demand comes from the mature nodes and specialized processes segments Domestic demand has stimulated the growth of the Chinese chip industry in recent years, but the figures I have collected in the previous paragraph show that external demand is also very strong. In this context it is reasonable for us to ask what type are integrated circuits that Chinese manufacturers are mass producing. And the answer is very revealing: these are chips derived from mature integration technologiesusually 28 nm or less advanced. After all, the semiconductors that we mostly find in electronic devices, household appliances or cars, among other products, have been produced using them. Many Chinese chip manufacturers, such as Hua Hong Semiconductor, China Resources Microelectronics or Guangzhou ZenSemi, are manufacturing 28 nm integrated circuits or with even more mature technologies. And the Beijing Yandong Microelectronics (YDME) company is going to build a 4.6 billion dollar plant expressly to produce 28nm semiconductors on 300mm wafers. It is evident that these companies would not focus on the manufacturing of mature chips in this way if it were not a profitable strategy, and, above all, necessary to sustain the Chinese integrated circuit industry at a time as critical as the current one. Image | TSMC More information | SCMP In Xataka | China is preparing for the worst scenario: it fears that the US will prevent TSMC from delivering chips for cars and smartphones

In the war of humanoid robots, those from the United States dance and those from China work by the piece. It is not a technological issue

The United States and China are fighting a technological battle with two very clear strategies: one visible and the other invisible. The invisible is that of the artificial intelligence, the fight between models and the basic technological development. The visible one is the creation of data centersthe development of next generation networks and robotics. Because it is the robots that are at the center of that technological race between the two powersbut while one country shows them jumping, the other is making them work. The difference is not technology or money: it is state support. However, as with so many things, there is a trick to it. Priority. China has put robotics at the center of its technological development program for the coming years. The new Five-Year Plan, the roadmap in which the country points out the objectives that it will try to achieve over the next five years, robotics is in a privileged place next to the development of the chip ecosystem or the 6G networks. This is a state issue, a national priority that marks a deliberate shift from assembly line robotics, the ‘simple robots’ of traditional automation, to one with built-in artificial intelligence and a greater range of functions they can perform. Humanoid robotics is not new and, in fact, Boston Dynamics is the company that has been demonstrating its products for years. But while the demonstrations by American companies consisted of making their vehicles dance or do somersaults, humanoid robotsChina has been showing them at sporting events and in impressive showsbut it is also putting them in front of stores. to work. There are already stores in Beijing that are operated by humanoid robots. They are independent, serve users and do not need human supervision (unless they are like this japanese robot). They are also turning them into guides in museums and stores, but beyond that public-facing work, there are important groups that are incorporating humanoid robotics into their workforce. An example is CATL. The electric vehicle battery giant began deploy humanoid robots at its Zhengzhou plant. Their task is one considered high risk for human workers: connecting high-voltage battery plugs on an assembly line. The robots are made by a startup called Spirit AI and feature a vision-language-action AI model. According to the company, they are having 99% success in connections, they triple the work that a human can do and, obviously, they do not need breaks. But it is not only private companies that are deploying this technology. The State Electricity Grid Corporation has intended 6.8 billion yuan, about 1 billion euros, to acquire 8,500 robots with AI. The intention is to deploy them in 26 regions to inspect and maintain power lines. It has a trick. Returning to the comparison with the United States, there is something that stands out: the valuation of the companies. While Chinese powers like Linkerbot are valued at 6,000 million dollars, the American Figure is valued in 39,000 million. The key is that Figure has shipped far fewer units to the market, something largely dominated by Chinese companies. Analysts expect both countries to develop markets of similar size, but China currently leads by far in the early commercialization of humanoid robots. Now, not all the mountain is oregano and, in the last report of the International Federation of Robotics highlights that, although China is dominating the deployment of robots globally (humanoids and non-humanoids), the mass market will still take several years to arrive. According to that document, there are more than 150 humanoid robot developers currently operating in the Chinese market, a market that will represent in 2025 more than 85% of the 15,000 humanoid robot installations worldwide. USA represents 13%. However, what the IFR also says is that much of that deployment remains limited to demonstrations or pilot projects, not a replacement as such for the human workforce. That is to say, there are companies that are already using robots on a large scale (the examples of CATL and the State itself), but within the figures that are used to talk about this Chinese dominance also include those pilot programs or robots that are dedicated to playing sports and dancing, as in the United States. Need. In any case, there is something undeniable: China is betting very hard and very quickly on robotics, be it humanoid or that of the ‘robodogs’ that are already using in military forces or in divisions of firefighters. And the reason is that the country is facing a precipice: that of the demographic pyramid. The accelerated aging of its workforce, together with new generations that are not willing to work for a decent wage, are accelerating the implementation of robots to improve productivity and efficiency in various sectors. China is not the only one. Japan is also experiencing with robotics in day-to-day jobs because it faces the same problem of population aging. And Samsung, part of a South Korea that is also experiencing a demographic crisis, has already indicated that it has a great plan underway to automate its factories with humanoid robots controlled by a central AI. In Xataka | In China they are not satisfied with creating advanced robots: a company has developed a head that gestures like a human

Graphing calculators are very expensive, so a 15-year-old boy from Almería has declared war on them with open source

It was 2003 when I started college with great enthusiasm and an old Casio calculator from high school that I ended up replacing shortly after with a Texas Instruments TI-86 graphing calculator. At that time it cost me 150 euros, but I spent it because there was no other option and it was going to make my life easier with graphs and matrices. My old TI-86 is already a relic, but those who start engineering this 2026 will spend at least those 150 euros on a more current model like this either this other one from HP. They have a slightly more modern aesthetic and a color screen, but the essence and prices have barely changed. So to a young developer from Almería an idea has occurred to him: build a professional level scientific and graphing calculator for about 20 euros using open source software. And as its creator, Juan Ramón (alias El-EnderJ), explains, at 15 years old he still doesn’t need it: “I did it simply because of that great injustice.” A DIY calculator with open source. The project is barely a couple of months old and its premise could not be more ambitious: NumOS (its operating system) runs on the ESP32-S3 microcontroller and aims to break the monopoly of commercial models that cost around 150 euros. It is not a mobile app or a website: it is a piece of physical hardware that the user assembles and programs from scratch. Knowing how difficult it is for the education system to accept a DIY calculator for exams, El-EnderJ has in mind a “factory-sealed version that is completely legal.” Disclaimer: the final product will use ESP32 S3 N16R8 and a 3.2″ IPS screen. Grapher app. Via: GitHub Why is it important. The educational calculator market is controlled by an oligopoly: Texas Instruments, Casio and HP, with devices whose hardware has not been significantly renewed for decades and a price range that has neither changed much over the years nor differs too much from each other. But the underlying problem is also one of access: this is the case of fantastic free and quality tools such as GeoGebra and Desmos. As El-EnderJ explains: “To use them you must use a mobile phone, a tablet or a laptop, which is completely prohibited in most classrooms. The educational system requires dedicated devices that do not have an internet connection to avoid cheating.” On the other hand, on a technical level it is notable that NeoCalculator integrates a complete CAS engine within such a low budget as manufacturers such as Casio, HP and TI reserve only their high-end models. And be careful, this engine shows the intermediate steps of derivatives, integrals and solving equations. The eternal? calculator oligopoly. Juan Ramón says that, encouraged by what he saw people doing with graphing calculators (like programming), he looked up the price and was surprised: “I was shocked when I saw that a calculator from more than 30 years ago cost more than 150 euros. So I looked a little more and realized that the cost of producing them is below 20 euros, so you are paying a 130-euro premium.” Free software has been democratizing tools that were previously either expensive or exclusive for decades, but in hardware everything has been slower. The clearest precedent is NumWorksthe French calculator founded in 2015 that was the first to completely open its source code and allow anyone to modify its operating system. NeoCalculator goes one step further: not only is the software free, but so is the hardware design. From Shanghai to Almería: the ESP32-S3-BOX-3 chip from Espressif How it works. The base is the microcontroller ESP32-S3which according to its official documentation incorporates a dual-core Xtensa LX7 processor capable of running at 240 MHz, with 512 KB of internal SRAM, Wi-Fi and Bluetooth 5 connectivity, as well as support for vector instructions aimed at accelerating neural networks and signal processing. It is a chip designed for IoT converted into the brain of a high-performance calculator. El-EnderJ is critical of what it replaces: “The ESP32-S3 is from 2020; the Zilog Z80 of the TI-84 Plus is from 1976. There is a clear difference.” The mathematical core of the project is not development from scratch, but sophisticated integration. “The biggest challenge has been putting the Giac engine, which is the same one used by the HP Prime, in a chip that has thousands of times less memory than a computer.” In fact, Giac is an open source symbolic calculation engine originally developed at the University of Grenoble and indeed, it is the engine that equips the HP Prime G2. For the graphical interface, the project uses LVGL, an open source embedded graphics library widely used in the industry. Combining hardware SPI with LVGL, NeoCalculator maintains a smooth interface at 60 FPS, which is a demanding performance target for a microcontroller in this price range. Yes, but. The incipient project of the Almeria developer has important technical and regulatory limitations. The most important is precisely the connectivity of the ESP32-S3, something strictly prohibited in exam contexts. This implies that in its current state NeoCalculator could not be used in official university exams (not the EBAU, which generally restricts graphic models). On the other hand, this fantastic project is still very green: it lacks an integrated physical keyboard and is still pending receipt. OSHWA certificationessential to ensure transparency, the ability to customize or repair each component of the device. In Xataka | Someone has passed 12,000 laws and reforms to source code and now searching the BOE is no longer an ordeal In Xataka | The “ChatGPT for lawyers” exists, it was born in Spain and has just reached a milestone: becoming a unicorn Cover | Anoushka Puri and El-EnderJ

Greece wants to prevent its beaches from being suffocated by mass tourism. So you’ve declared war on sun loungers

Greece faces a dilemma. One well known in other countries that, like Italy, France, Holland, Japan either Spainhave become dream destinations for travelers from all over the world: their tourist attraction threatens to make them die of successsuffocated by overcrowding. To avoid this, the Greek Government has decided to shield around 250 beaches to maintain them as “virgin” sandbanks. In practice, this means that things as basic as renting umbrellas or sun loungers cannot be done there. “Virgin beaches”. If Greece is one of the most visited countries in the world and becomes the summer resort of millions of tourists It is basically because of four things: its Mediterranean climate, its historical heritage, its gastronomy and (above all) its landscapes and beaches. The Government knows this and that is why some time ago it prepared a list of “Virgin Beaches” either “unauthorized”coastal areas in which the authorities apply more restrictive control. Goodbye umbrellas, sun loungers and motorcycles. Among other thingsin these protected spaces it is not permitted to rent umbrellas and sun loungers, set up new bars or install music equipment and speakers. Nor organize events in which they participate more than ten people or use jet skis. In short: they are beaches open to the public and where you can lie down and sunbathe, but unlike the busiest areas you will hardly find commercial services or of course large tourist infrastructures. The idea is to preserve them in their natural state. The key figure: 251. Nothing new so far. What is striking is that the Greek Ministries of Economy and Environment have decided to expand the list of beaches to which this level of protection applies. Specifically, they have added 13 new sandy beaches, according to the local presswith which the ‘armored’ coves and beaches go from 238 to 251. The data is interesting in itself, but above all because the trend that draws: In recent years Athens has been expanding its protected coastal strip. From the 198 beaches in 2024 it went to 238 in 2025 and to 251 that will be monitored this summer. What is the objective? Don’t kill the goose that lays the golden eggs. Greece is full of idyllic beaches, but the mix of overtourism and uncontrolled commercial exploitation, with sandy areas covered by beach bars, umbrellas, sun loungers and rental jet skis, can make it less attractive. The Government also appeals to the need to protect the formations and ecosystems of the Greek coast. “The amendment seeks to effectively protect beaches that have a particular aesthetic, geomorphological or ecological value, as well as preserve the types of habitats and species of flora and fauna found there,” they argue. Earrings from the Natura Network. “Specifically, the coastal zones and beaches located in areas included in the National Catalog of Areas of the European Ecological Network Natura 2000 are expanded, in which use concessions are already prohibited, as well as any other action that could endanger their morphology and integrate with regard to their ecological functions,” duck the Government. To clear up doubts, the Greek authorities have published a list in which you can consult the beaches where businesses dedicated to renting umbrellas, sun loungers or motorcycles have been banished. These include sandy areas of Koufonisia, Chania or Lefkada. Some of the beaches added to the list have been in the center of controversy in recent years precisely because of tourism development plans that included new structures. The other data: 38 million. It is no coincidence that Greece decides to reinforce the care of its beaches right now. With the international tourism boom As a backdrop, in 2025 the country received about 37.98 million of foreign visitors (not including cruises), 5.6% more than the previous year. That rebound came accompanied by something else: an intense flow of billions of euros. Specifically, it is estimated that last year the income generated by the sector skyrocketed by 9.4% to reach 22.6 billion of euros, a figure that increases noticeably if you add the cruise passengers. These are important data due to their weight… and to understand the zeal with which Greece wants to take care of its sandy beaches, preventing part of its coastline from becoming overcrowded. If the tourism sector has learned anything in recent years, it is how easy it is to die of success. Without going any further, there are already travel guides that advise against visiting Mallorca, Barcelona or the Canary Islands because they consider them points hyper-crowded. Images | Nikos Zacharoulis (Unsplash) and Jorn Idzerda (Unsplash) In Xataka | The Balearic Islands are so desperate with tourism that they are already considering a measure that until now was taboo: a limit on flights

Japan has just crossed a line that it has not crossed since World War II. China has responded with supersonic missiles

At the beginning of the 20th century, during the battle of tsushimathe Russian imperial fleet took more than seven months to circle half the planet to confront Japan. The result was so disastrous and fast that several powers suddenly understood an idea: in the Asia-Pacific, controlling the sea could decide the global balance long before a total war began. Supersonic missiles off the US and Japan. It we count last week. The South China Sea is becoming a huge military board where Beijing wants to make it clear that it is willing to answer directly to any attempt to surround its area of ​​influence. While the United States, the Philippines and Japan develop the largest Balikatan maneuvers of recent years, China has now responded by sending H-6 bombers armed with YJ-12 supersonic missilesJ-16 fighters equipped with anti-ship missiles and several naval groups around Luzon and Scarborough Shoal. The message is difficult to ignore: Beijing wants to show that it can deploy air and naval force heavy right in front of a military bloc led by Washington and Tokyo without abandoning the initiative in the region. Already looks like a war rehearsal around Taiwan. The Balikatan maneuvers have changed enormously in recent years. What were once relatively conventional exercises between the United States and the Philippines have morphed into focused simulations in maritime settingsattacks against major adversaries and possible conflicts around Taiwan and the South China Sea. The full participation of Japanese forces and the presence of ships from Australia and Canada reflect the extent to which Washington is trying to build a regional network capable of responding to China in the event of a crisis. Beijing interprets it as a direct threatespecially since several of these maneuvers take place near routes and positions that China considers essential to protect its access to the Pacific. Japan has crossed a symbolic line. A few hours ago one of the movements that most irritated Beijing during the maneuvers took place, and it was not only the American presence, but the increasingly active role of Japan. for the first time since World War IIJapanese forces launched abroad a Type 88 anti-ship missile during military exercises in the Philippines, something that China interprets as a clear sign of Japanese “remilitarization.” Although the missile can be used for defensive purposesBeijing considers that deploying this type of weaponry outside Japanese territory breaks part of pacifist logic that Tokyo maintained for decades after 1945. Furthermore, the context further aggravates the tension: Washington also fired Tomahawk missiles from the Philippines using the Typhon systemcapable of hitting targets hundreds or even thousands of kilometers away, potentially including mainland China itself. For Beijing, the image is disturbing because it reflects how Japan, the Philippines and the United States are beginning to rehearse together a scenario where the Pacific island chains could be transformed into advanced attack platforms and military containment against China. Two armed H-6 bombers fly over Scarborough Reef in an attempt by Beijing to show its superiority to Manila and its allies amid the Balikatan maneuvers and territorial disputes H-6 bombers are no longer simple propaganda. Chinese bomber flights over Scarborough Shoal have become relatively commonbut this time the important detail was the weapons. The H-6 appeared with a greater load of YJ-12 supersonic missiles, specifically designed to attack large ships and naval groups. At the same time, J-16 fighters They escorted the deployment while Chinese ships closely followed the multinational flotilla led by the United States and the Philippines. In other words, Beijing is using these exercises to show something very concrete: in a hypothetical regional conflict, it would try saturate and keep away US naval forces using massive quantities of anti-ship missiles launched from land, aircraft and ships. China is surrounding the Philippines with layers of military pressure. Beyond the bombers, China deployed the combat group of the Liaoning aircraft carrier and various armed surface groups with Type 055 destroyersconsidered some of the most powerful ships in the Chinese Navy. One of these groups carried out live fire exercises east of Luzon, precisely in areas that the United States and the Philippines are studying as possible reinforcement routes in the event of war. The Chinese strategic idea is increasingly evident: convert the Philippine maritime environment into a extremely dangerous area for any US attempt to move troops, supplies or reinforcements towards Taiwan or the South China Sea. Naval warfare is changing because of drones. While showcasing bombers and aircraft carriers, China is also accelerating the adaptation of its navy to a threat that has transformed recent conflicts such as Ukraine or attacks in the Middle East: the drones. In fact, Beijing has just presented a new naval antidrone system capable of intercepting stealth and very low altitude attacks in complex electronic warfare environments. The tests carried out in the Bohai Sea show the extent to which the Chinese Navy assumes that future naval confrontations will not depend only on large ships and missiles, but also on enormous swarms of drones capable of harassing or destroying much more expensive ships. The China Sea is filling with signs. The bomber combination with supersonic missilesnext-generation destroyers, aircraft carriers, artificial bases and anti-drone systems reflects something deeper than simple military exercises. China is preparing an environment where any US intervention around Taiwan or the Philippines would be extremely complexsaturated with aerial, maritime and electronic threats. And the most significant thing is that it is no longer just about propaganda displays: Beijing is testing in the field how to coordinate all those capabilities against real forces from the United States, Japan and their allies in one of the most tense regions on the planet. Image | CCTV In Xataka | The YJ-20 has just entered the scene at the most delicate moment: China has launched its hypersonic missile against the US and Japan In Xataka | China is beating the US with a simple strategy: manufacturing hypersonic missiles at the price of a Tesla

The US says the war is over… while kamikaze missiles and drones fly

During the so-called “Tanker War” between Iran and Iraq, several maritime companies arrived to paint flags of other countries on their ships and to change names and registrations almost overnight to try to cross the Persian Gulf without being attacked. Even so, many crews they kept sailing convinced that any mistake, radar or strange movement could turn a routine commercial trip into an improvised combat zone. The most uncertain war. The situation around Iran and the Strait of Hormuz has become a paradox that is difficult to sustain. A few hours ago, the White House insisted on stating that the war ended weeks ago. In fact, Marco Rubio assures that the “Epic Fury” operation has already concluded while Trump now speaks of the conflict as a luck of “miniwar” or a temporary episode where the small and last quarrels are ending… It happens that at the same time they continue flying drones and missilesUS ships continue to intercept Iranian attacks and forces from both countries they continue to cross fire throughout the Gulf. In other words, Washington is trying to sell the idea that the conflict is already in the diplomatic phase while almost daily military actions continue to occur on the ground, especially in the United Arab Emirates, where incidents of bombings They are almost daily. How to block Hormuz without closing it completely. Iran’s great trick has not been to destroy American fleets, but to turn the strait into a place too dangerous for normal trade. Although practically every day some ships They cross the area escorted In the US, traffic remains well below pre-war levels because shipping companies and insurers continue to see the move as a risky bet. Iran thus maintains enormous pressure on the global economy without the need to impose an absolute blockade, using limited attacks, constant threats and the permanent feeling that any transit can end in an incident military. The failure of the US plan. Trump presented “Project Freedom” as the operation that would demonstrate that Washington Hormuz could reopen by force and restore freedom of navigation. However, the plan barely managed to move a few ships before to be paused less than two days after starting. The president’s decision American reflects Washington’s big problem: protecting the strait requires taking constant military risks, but abandoning the operation leaves Iran with the capacity to continue conditioning global energy trade. USA has been trapped between avoiding another major war in the Middle East and not seeming incapable of imposing its own strategy. The truce works like a limited and controlled war. The truth is that on paper there is a ceasefire, but in practice both countries continue to act as if the conflict will remain open. The Pentagon describes the Iranian attacks as “harassment” below the threshold of a new all-out war, allowing Trump to avoid a major escalation. Meanwhile, Iran continues launching limited attacks and testing how far he can escalate the situation without provoking a massive American response. The result is a kind of hybrid war where officially there is no war… but neither is there peace. Arab allies begin to distrust the US. The Iranian attacks on the United Arab Emirates have caused a growing concern among the Gulf monarchies. Many governments in the region perceive that Trump is more focused on getting out of the conflict than on responding harshly to Tehran, even after of new releases of missiles and drones. The feeling is that hosting US bases can make those countries in priority objectivess without necessarily guaranteeing total protection. That doubt is also beginning to spread among European and Asian allies who observe how Washington continually redefines what it considers a real war. China has become the key diplomatic player. Amid the partial blockade of Hormuz, Beijing tries keep balance between its relationship with Iran and the need to stabilize energy markets. United States is putting pressure on China to convince Tehran to fully reopen the strait, especially before the next meeting between Trump and Xi Jinping. The problem is that China continues buying iranian oil and rejects part of the US sanctions, although at the same time the rise in energy prices is seriously damaging its economy. That makes Beijing an indispensable actor for any negotiated solution. Iran believes time is on its side. The Iranian leadership seems convinced that the United States wants to avoid another long war in the Middle East at all costs, and possibly that is why it is using that perception to increase little by little the pressure. Tehran keeps attacks limited, keeps Hormuz partially closed and continues to show it can still disrupt world markets without crossing a red line definitive. The result is a most unprecedented situation, one where Washington tries to declare victory and turn the page, while Iran continues using military threat as a daily trading tool. Image | USN, Mostafa Tehrani In Xataka | Neom has stopped being science fiction thanks to the war in Iran: from a futuristic city to the great logistical shortcut that bypasses Hormuz In Xataka | The strangest plan of the war is ready: guide the 1,000 ships trapped in Hormuz hoping that no one will shoot

the new front of the technological cold war

The great Achilles heel of the energy transition in Europe is not in sight. It’s not the photovoltaic panels or the windmills, but the hidden chips and processors that make them work. Aware of this risk, the European Union has decided to shield its electrical network with a drastic measure. Companies that want to set up renewable projects with community money will have to look for alternatives: Chinese technology is, for the moment, out of the game. The veto, in detail. Brussels has made public his plan to veto European financing for renewable energy projects that use key equipment manufactured in countries considered “high risk”: China, Russia, Iran and North Korea. The target of this prohibition has a very specific name: investors (or converters). Simply put, these are critical electronic devices that act as processors for photovoltaic plants. Its function is to transform the direct current generated by solar panels into the alternating current that finally reaches our homes and businesses. The measure, de facto, is already underway. financial institutions They have until May 15, 2026 to notify the Commission of the projects they have in their portfolio. As of November 1, the veto will be total for any new facility that aspires to receive community funds, especially those coming from the European Investment Bank (EIB). And why now? As pointed out Expansionthe Community Executive has framed this decision under the umbrella of “economic security” and protection against strategic dependence, distancing itself from those who see it as a mere protectionist industrial policy. The scope of this guideline is capital. As detailed pv magazineis not only limited to traditional solar parks, but extends to vital Battery Energy Storage Systems (BESS). This is a blow to the Asian giants, which usually sell integrated solutions that combine batteries and power electronics. To this fence must be added a strict “anti-cheat law”: the regulation does not contemplate significant exceptions and will affect even those inverters that are physically manufactured in Europe, as long as the parent company is controlled by entities from these risk countries. The ghost of the national blackout. The forcefulness of the EU responds to a tangible fear. The Commission bases its veto on intelligence reports and classified information provided by several Member States that warn of a very serious threat: cyberattack and “remote shutdown.” Since the investors are connected to the internet and manage critical operational data of the electrical grid, a foreign actor could use them as a Trojan horse. Siobhan McGarry, Commission spokesperson, has been blunt: “In practice, this could involve a remote shutdown of Member States’ networks, causing national blackouts.” This is not science fiction. The great blackout that Spain and Portugal suffered on April 28, 2025 empirically demonstrated the vulnerability of the network. Although acts of deliberate sabotage were ruled out at the time, the official report from the European grid (ENTSO-E) concluded that the collapse was directly linked to a large voltage swing caused by the unexpected disconnection of photovoltaic inverters. This precedent has revived in Brussels the ghosts of 5G and the decision to corner firms like Huawei and ZTE in the telecommunications sector. A shot in the foot for Spain? Brussels’ theory is firm, but it collides with an uncomfortable reality: the overwhelming dependence on the Asian giant. According to data provided by SCMPChina currently controls 80% of the global inverter market, with brands such as Huawei and Sungrow leading the world ranking. In Spain, the scenario is even more monopolistic. As revealed by the European Solar Manufacturing Council (ESMC)that close to 70% of the inverters installed in our country are of Chinese origin. Huawei alone accounted for 36.5% of installations in 2023, followed by Sungrow (29.7%) and GoodWe (14.5%). Despite warnings from Brussels, the Spanish Government maintains a divergent position and continues to certify dozens of Huawei devices for use in sensitive networks, assuring its allies that they do not pose a risk. However, the shock wave of the European veto is already breaking projects at the national level. As we explain in Xatakathe Generalitat of Catalonia has recently had to backtrack on the award of its public network macro project (XCAT) to the alliance formed by Sirt and Huawei. The fear of having to dismantle the infrastructure in less than a year to comply with new European regulations has left a 127 million euro contract up in the air. Unfounded fear of costs? There are many open questions. Will this veto paralyze renewable deployment in Europe due to lack of supply or cost overruns? The European industry assures that there is no reason for panic. According to the ESMCthe current production capacity in the EU exceeds 100 GW annually (compared to a demand of about 65 GW). Furthermore, the Commission points to Japan, South Korea, Switzerland and the United States as reliable alternative suppliers. Regarding the economic impact, the data dismantles the myth of a drastic increase in prices. As stated Euronewsthe cost of inverters barely represents 5% of the total budget of a solar park. An analysis by Wood Mackenzie It is estimated that replacing Chinese components Western technology will only increase the total cost of large-scale projects by 2%. A “minimal extra cost”, according to Brussels, in exchange for shielding the network. The “boomerang effect.” This strategy of Western isolation has a silent but gigantic parallel consequence. By expelling China from European energy and telecommunications networks, Beijing is being forced to create a 100% autonomous technological ecosystem. Chinese entities, such as Tsinghua University or Huawei itself, are registering an unusually high volume of patents in photolithography to be able to manufacture its own cutting-edge chips without depending on the European ASML. In parallel, they are building solid alternatives to Western Artificial Intelligence standards (like NVIDIA’s CUDA monopoly). By closing the door, Europe and the United States could be incubating a totally uncontrollable and independent global technological competitor. Outrage in Beijing. As expected, China’s reaction has been immediate. The Chinese Chamber of Commerce in the EU (CCCEU) has … Read more

After gasoline, the war in Iran is about to skyrocket the price of something just as painful: your Zara clothes

During the oil crisis In 1973, several industries that seemed completely unrelated to energy, such as plastics or fertilizers, suddenly discovered that Your costs could skyrocket in a matter of weeks for decisions made thousands of miles away, altering prices and supply chains in sectors where no one looked at the barrel of crude oil. From oil to the closet. I counted the weekend Reuters that the rise in energy prices after the war in Iran is beginning to filter down a lot beyond gasoline or transportation, reaching a less obvious field: the clothes that reach the stores. The link is direct, because a good part of the textile industry depends on petroleum derivatives, and any tension in that market is quickly transmitted to the materials that support global garment production. The key piece. Polyester dominates the global textile industry with a massive presence in almost all types of clothing, from sportswear to everyday dresses. The problem is that its manufacture depends of compounds such as PTA and MEGwhose cost has skyrocketedabout 30% due to the rise in crude oil, the increase in from Asian suppliers and disruptions in the Middle East. This pressure turns the polyester into the entry point of the energy crisis in fashion, transferring the impact from the energy markets to the fabric of the industry itself. The chain that begins to break. Reuters remembered that the blow is being felt with special intensity in India and Bangladeshtwo pillars of global clothing production. Factories that were previously operating at full capacity have drastically reduced their activity, with looms stopped, production cut by less than half and difficulties in fulfilling international orders. Added to this is the labor shortage in some textile centers, caused by basic energy problems such as the lack of gas, which adds another layer of tension to a system already on the limit. Gain time without escape. Big names emerge here, where companies like Inditex or H&M They are not yet immediately transferring the impact to the consumer thanks to advance purchases and inventory planning, which has allowed them to mitigate and cushion the blow in the short term. Even so, suppliers already they are announcing increases of prices and the absorption margin has a very clear limit. Plus: The use of recycled polyester offers some relief, although its weight remains low within the overall total, limiting its ability to offset current pressure. Costs rise, demand trembles. Thus, the price increase starts to move to threads, dyes, transportation and essential components, generating a chain effect that can end up affecting the volume of orders. For their part, manufacturers warn that, if the situation continues, production will fall and consumers will reduce purchases due to higher prices. The phenomenon, known as demand destructionintroduces an added risk: a simultaneous drop in supply and consumption that affects the entire industry. It’s not just the Zara shirt, but also the shoes. Yes, because the impact of oil aims to spread as well to the footwear sectorwhere derived materials such as foams, adhesives or synthetic soles also depend on petrochemical products. In other words, this means that the pressure on costs will not be limited to t-shirts or pants, but will reach a wide range of products, complicating the price planning and market stability. The crisis where no one was looking. In short, what began as a rise in energy prices It is becoming a structural problem for the fashion industry. In essence, the dependence on oil for key materials turns any conflict into a direct variable. about the final price of the garments. And as pressure builds up in the supply chain, the impact is no longer invisible or minimal, but is slowly but inexorably approaching. consumer pocketsignaling a profound change in how geopolitics can end up being reflected in something as everyday as the shirt that until now you bought for 20 euros. Image | POT, Leitonmahillo In Xataka | If the war resumes again, the US runs a risk unprecedented in the history of war: that the only one with missiles will be Iran. In Xataka | If the question is why the US attacked an Iranian ship with a weapon unprecedented in 40 years, we already know the answer: a “gift from China”

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.