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How China Became a Global E-Vehicle Leader

While Western automotive industries are trying to figure out how to decouple their supply chains from the Chinese battery sector, Chinese commentators don’t seem particularly panicked.  In fact, the e-vehicle industry is being touted as a national victory. This becomes clear ...

Chinese EV Battery Maker Unveils Multibillion Dollar IPO, Will Use Proceeds to Develop Next-Gen Cobalt-free Batteries

One of China's hottest electric vehicle battery makers announced plans to go public on the Shanghai Stock Exchange's NASDAQ-like STAR market in a bid to raise $2 billion to build next-generation EV power packs. SVOLT ...

COP27 Side Deals Have Global Implications

This year's COP27 climate gathering in Egypt inspired both celebration and disappointment. While the establishment of a Loss and Damage fund was a major victory, patchy follow-through on earlier commitments from rich countries raise doubts about its actual effectiveness. 

Zimbabwe’s Chinese-Built Parliament Building Ready for Business

Zimbabwe's President Emmerson Mnangagwa will formally inaugurate the country's new parliament building on Wednesday. The building was financed as a 'gift' by the Chinese government and built by Shanghai Construction Group Co. After the inauguration, Mnangagwa will deliver his annual ...

A Look Back on a Week of Intense Chinese Diplomacy in Southeast Asia

Chinese President returned home from a week of intense diplomacy in Indonesia and Thailand where he attended a pair of summits and held more than a dozen bilaterals with other international leaders. Both the G20 ...

Analysis from Cobus van Staden

Letter From DC: Is Africa Holding Itself Back?

Whoo boy…We picked a doozy of a week to be in town. The overlapping reverberations from leadership fights within the Democratic Party, the assassination attempt on former President Donald Trump, and the announcement of JD Vance as his vice-presidential candidate are understandably focusing attention inwards.
That said, we’ve had fascinating conversations with very smart folks who focus on Africa, the wider Global South, and China’s role there. One theme ...

Why Battery Decoupling Projections Could Be Way Off

The United States and Europe could free themselves from their dependence on China for electric vehicle batteries by 2030, if they invest about $160 billion.  This is the key finding of a new Goldman Sach forecast, which extrapolated the long-term effects ...

China’s Paid-In Capital on the Rise – Here’s What to Know

By Oyintarelado Moses and Laura Gormley Since 2007, Chinese special investment funds targeting overseas development projects have been on the rise. These funds are pools of capital established by multiple public and/or private shareholders that primarily provide equity financing to projects ...