Category: Supply Chains

China Seeks Iran Deal for Tanker Passage Through Closed Strait of Hormuz

China is reportedly in talks with Iran to negotiate safe passage for oil and gas tankers through the Strait of Hormuz, which is currently closed to most maritime traffic. Beijing is reportedly displeased with Tehran over the closure of the narrow ...

Chinese Miners Double Down on Africa as U.S. Pushes Parallel Critical Minerals Chain

Chinese analysts are responding to Washington’s push to build a China-free critical minerals supply chain with a mix of urgency and confidence. While U.S. policymakers are leaning on allies, financing, and offtake agreements to secure supplies of African copper, cobalt, and other strategic inputs, analysts in China ...

After a Panama Port Decision, Washington Faces Hard Choices on China and the Canal

U.S. government officials celebrated last week's decision by the Supreme Court in Panama to nullify the contract for a Hong Kong-based company to operate ports along the country's two coasts, leading into the canal zone. A lot of people erroneously thought ...

U.S. to Buy 100,000 Tonnes of Congolese Copper Sourced From a Chinese-Run Mine

The United States is going to source 100,000 tonnes of copper from the state-owned mining company in the Democratic Republic of the Congo, Gécamines, ostensibly to help the U.S. diversify its sourcing of the red metal beyond China-controlled supply chains. What's ...

China Confronts the Limits of Its Critical Mineral Power

If you want to see where great-power competition is most visible today, look to the fast-growing world of critical minerals. What began as a technical supply-chain issue has become a central arena in which the United States and China are testing their industrial strength, geopolitical leverage, and ...

Analysis from Cobus van Staden

Why Green Energy Will Be the Big Winner of the Iran Crisis

By Cobus van Staden, CGSP Head of Research
Remember “no blood for oil”? Decades ago, the slogan emblematized opposition to the U.S. invasion of Iraq. Its logic subsequently shifted as the United States experienced a gas and oil revolution thanks to fracking. 

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China Pauses Port Fees as U.S. Halts Shipbuilding Probe

China has postponed extra port fees on U.S.-linked vessels and put its shipping review on hold after the United States paused its probe into China’s shipbuilding sector for one year. The Office of the U.S. Trade Representative said ...

China’s GEM Seals Nickel Deal with Indonesia’s SWF Danantara

China’s battery materials giant GEM has signed a head of agreement with Indonesia’s sovereign wealth fund Danantara to build a nickel and recycling hub. The agreement, confirmed by Danantara investment chief Pandu Sjahrir on Tuesday, marks the fund’s first ...

Vietnam’s FDI Surges 40% on Reinvestments Amid Global Tensions

Amid intensifying global U.S.-China tensions and global efforts to diversify supply chains, Vietnam is consolidating its position as a key Southeast Asian industrial hub. In the first quarter of this year, Vietnam's FDI is surging 40% on reinvestments. According to ...

Vietnam’s FDI Surges 40% on Reinvestments Amid Global Tensions

Amid intensifying global U.S.-China tensions and global efforts to diversify supply chains, Vietnam is consolidating its position as a key Southeast Asian industrial hub. In the first quarter of this year, Vietnam's FDI is surging 40% on reinvestments. According to ...

China’s Huayou Takes Over $9.8B Indonesia EV Battery Project After LG Exit

China’s Zhejiang Huayou Cobalt is replacing South Korea’s LG Energy Solution in Indonesia’s $9.8 billion electric vehicle (EV) battery supply chain project, Indonesian Energy and Mineral Resources Minister Bahlil Lahadalia confirmed Wednesday, ensuring the project “continues as planned” after the reshuffle in investors. ...

The Fate of China’s Global Supply Chains in the New Tariff Era

With new tariff threats from the Trump administration and rising tensions across key markets, companies and governments alike are scrambling to understand what decoupling—or de-risking—actually looks like in practice. From electronics and apparel to solar panels and electric vehicles, China’s ...

China and the New World Trade War

U.S. President Donald Trump insisted on Monday that he will not back down from his massive tariff campaign that he launched last week and even promised to impose even higher duties on Chinese goods in response to Beijing's 34% tariff retaliation ...
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