Follow CGSP on Social Media

Listen to the CGSP Podcast

Chinese EV Brands Want to Dominate Global South Auto Markets

Enthusiasm for electric vehicles is waning in both the U.S. and China, but that is definitely not the case in other parts of the world where EV adoption rates are steadily rising. In fact, at the Bangkok Motor Show this week, ...

Key Battery Metal Prices to Remain in Doldrums for the Foreseeable Future, Says Goldman Sachs Forecast

The prices of essential resources used to manufacture electric vehicle batteries will remain under severe pressure for at least the next 12 months, according to a forecast by U.S. investment bank Goldman Sachs. A combination of factors is contributing to the ...

Surveying the Geopolitical Landscape in SE Asia With ASEAN Wonk Prashanth Parameswaran

The escalating tensions between China, the Philippines, and the United States in the South China Sea highlight how Southeast Asia is now the most dangerous frontline in the burgeoning Great Power competition between Beijing and Washington.

Weak EV Demand Prompts Chinese Lithium Miners to Cut Production

It wasn't that long ago that China's lithium miners were once impervious to the sharp drop in prices of the key battery metal, but apparently they, too, have their limits. Slowing EV demand at home and abroad combined with a surge ...

China and the Indonesia Nickel Trade: Measuring the True Labor and Environmental Cost

A lot of EV consumers bought new battery-powered cars in the hope it would be better for the environment than a vehicle with a conventional internal combustion engine that runs on fossil fuels. By some measures, that's no doubt true.

What Exactly is the “Global South”?

Academics and think tank analysts, predominantly in the U.S. and Europe, spend a lot of time debating whether it's appropriate to use the nomenclature "Global South" to describe developing countries in Africa, Asia, and the Americas, among other regions.

China-Indonesia Ties in the New Prabowo Subianto Era

They're still counting the votes in Indonesia after last week's election but it's all but certain that Defense Minister Prabowo Subianto will become the country's next president. While some of the world's major powers, like the U.S. and India, are holding ...

China’s Ambassador to Indonesia Pays House Call to Congratulate Prabowo Subianto on Likely Presidential Win

Indonesian election authorities are still counting ballots, but all indications point to Defense Minister Prabowo Subianto securing a decisive victory to become the country's next president. In anticipation of Prabowo's expected win, China's ambassador to Jakarta, Lu Kang, made a house ...

China is Taking Advantage of Rock Bottom Cobalt Prices to Stockpile Huge Quantities of the Blue Metal

The Chinese government is leveraging a 40% plunge in the price of cobalt to further bolster its national strategic reserve of the blue metal used in advanced electronics and electric vehicle batteries. UK-based cobalt trading house Darton Commodities recorded a massive ...

Can “Strongman” Prabowo Subianto Take Indonesia’s Nickel Dream Away From China’s Orbit?

Prabowo Subianto, an ex-military commander and former son-in-law of Indonesian dictator Suharto, is finally on his way to the presidency. During the campaign season, Prabowo drummed up the promise that he would continue Indonesian President Joko “Jokowi” Widodo’s policies, including the promise of nickel-for-battery developments. Lo ...
Page 2 of 1312313