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Report: China’s Overseas Basing Strategy Focused on Protecting Sea Lanes, Not Confronting U.S.

The Chinese People's Liberation Army (PLA) does not have the expertise or capabilities to build military bases around the world that could be used to confront the United States in the event of a war between the two countries, according to a new report by the RAND ...

Senior U.S. Diplomat Accuses Chinese Company of “Predatory” Tactics to Depress Cobalt Prices

The top U.S. diplomat for energy and the environment, Jose Fernandez, accused Chinese mining giant CMOC of using "predatory" practices to intentionally flood the market with cobalt to suppress prices: “What we’re seeing now, I feel, is a variation of predatory pricing ...

China Issues Draft Guidelines to Rein in Lithium Battery Industry

China has released draft guidelines aimed at reining in the country's lithium battery industry, which has been in Western crosshairs over fears subsidized overproduction could flood global markets with cut-price exports. Lithium-ion batteries are a form of rechargeable energy storage used ...

EV Automakers Get Reprieve in U.S. Tax Credit Rules

The U.S. government gave automakers a reprieve Friday when finalizing electric vehicle tax credit rules by letting cars that contain Chinese graphite qualify for the consumer credits through 2026. The confirmation came as the Treasury Department and Internal Revenue Service published final ...

China Still Dominates Apple’s Supply Chain in Asia

Apple CEO Tim Cook's recent visit to Southeast Asia prompted a lot of discussion about the company's drive to diversify its supply chain to reduce its reliance on China.  While Apple is definitely shifting some production capacity to other countries in Asia, ...

Analysis from Cobus van Staden

Philippine President Ramps Up Rhetoric as Local Attitudes Harden

The President of the Philippines, Ferdinand Marcos Jr., told soldiers to be ready for any conflict amid a potential overlap of his country’s tensions with China in the South China Sea and growing tensions between China and Taiwan.
Speaking to troops at a base in the northern Isabela province on Monday, Marcos said: “The external threat now has become more pronounced, has become more worrisome, and that is why we have to ...

U.S. Should Increase Engagement With African Countries For Greater Access to Critical Minerals – Report

The U.S. should boost engagement with African countries in mutually beneficial partnerships to be the continent’s preferred partner for critical minerals development. This will not be easy, as there is no sign that China is retreating in African markets, and the U.S.’s economic competition in Africa is ...

With Prices Low, China Moves Quickly to Secure Supplies of Critical Metals

The year-long plunge in the prices of critical materials used to manufacture electric vehicle batteries, namely nickel, cobalt, and lithium, is destroying the bottom lines of Western mining companies. Mining companies in Australia, Canada, and several European countries are laying off ...

Ethiopian Airlines Opens New Chinese-Built Logistics Hub in Addis Ababa

Ethiopian Airlines launched a new Chinese-built logistics hub at Bole International Airport in Addis Ababa to meet the growing demand for e-commerce deliveries in Africa. The new 15,000 square meter facility has the capacity to process 150,000 tonnes of goods each ...

Sri Lanka President Hints at Emerging Chinese Logistics Network Linking Hambantota With Yangon and Chongqing

Discussions are reportedly underway among Sri Lanka, China, and Myanmar to link key ports and industrial hubs in those countries into a new logistics network, according to recent comments by Sri Lankan President Ranil Wickremesinghe. The president said at a cabinet ...

UK Foreign Secretary Cameron to Pressure China Over Red Sea Attacks

UK Foreign Secretary David Cameron is the latest Western politician who apparently feels he can persuade China to use its influence to rein in Iran-backed Houthi militants attacking cargo vessels in the Red Sea. Cameron said he is going to ...
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