Скачать или смотреть [audio] From the Putin-Modi Summit to Canada’s Pipeline and America’s Semiconductors

[audio] From the Putin-Modi Summit to Canada’s Pipeline and America’s Semiconductors

1. Putin–Modi Summit and India’s Strategy

Putin’s upcoming visit to India highlights New Delhi’s determination to assert strategic autonomy amid worsening U.S.–India trade tensions. India is deepening its defense and energy ties with Russia through S-500 co-production, long-term oil supply deals, and rupee–ruble settlement, while resisting U.S. pressure. This balancing act places India in a unique “sweet spot,” extracting benefits from both the West and Russia. For investors, India’s defense firms, energy infrastructure, and exporters targeting non-U.S. markets present new opportunities.

2. Canada’s New Pipeline and Its U.S. Relations

Alberta is pushing the Cascade Gateway pipeline after the success of TMX, aiming to diversify beyond U.S. dependence and capture higher Asian premiums. While it strengthens Canada’s bargaining power, it also risks provoking U.S. retaliation as Canadian oil competes in Asia. The project promises structural revaluation for Canadian energy firms and opportunities across the value chain, from upstream producers to midstream operators and construction suppliers. Yet, risks remain: U.S. tariff threats, Canadian regulatory hurdles, and indigenous opposition. Over the long term, stronger exports could support Canadian dollar appreciation.

3. U.S. Semiconductor Industry Trends

The U.S. chip sector faces contradictions in onshoring policy, geopolitics, and talent. Samsung and SK sealed a partnership with OpenAI’s Stargate project, securing massive HBM supply contracts and a plan to build AI data centers in Korea, making the country an AI hub. Meanwhile, Intel’s delays, TSMC’s Arizona turnaround, and U.S.–Taiwan friction reveal policy tensions. At the same time, restrictive visa rules worsen the labor shortage. Investors should focus on HBM leaders, equipment and materials suppliers, and automation firms, while pricing in geopolitical risk premiums for Taiwanese chipmakers.

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