Phase 3 of the Belt & Road Initiative: Develop New Supply Chains

Princeton University Post-Doctoral Researcher Kyle Chan recently published a fascinating new map of that shows the surge of Chinese manufacturing investment around the world between 2019 and 2024. Unsurprisingly, the map reveals heavy investment in Southeast Asia but relatively little in Africa ...

Malaysia’s PM Urges Stronger China Ties Amid U.S. Tariff Threats and Rising U.S.-China Rivalry

Malaysia’s Prime Minister Anwar Ibrahim on Monday issued a call to action for ASEAN, urging the region to move beyond traditional trade and investment strategies and embrace a future defined by technological collaboration, economic resilience in ASEAN, and sustainable growth. Speaking ...

China Hits Back: Tariffs on U.S. Goods and a Probe into Google Signal Escalating Trade Tensions

China has unveiled a fresh wave of retaliatory measures against the United States on Tuesday, setting the stage for renewed trade tensions. Yet, analysts suggest that Beijing's "restrained" approach could indicate a willingness to negotiate rather than escalate into a full-blown trade war.

U.S. Can Do More Than Just Blocking China-Invested Indonesian Nickel

This article is co-authored Muhammad Zulfikar Rakhmat, Director of the China-Indonesia Desk at CELIOS, and Yeta Purnama, a researcher at the Center of Economic and Law Studies (CELIOS). The potential U.S. decision to block nickel imports from Indonesia ...

China Isn’t the Solution to Africa’s Industrialization Dilemma

There is going to be a lot of talk at the upcoming Forum on China-Africa Cooperation (FOCAC) summit that will take place in Beijing in early September about the need for African countries to move up the value supply chain. African ...

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, ...

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 ...
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