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China Rejects U.S. Commander’s Comments on South American Influence

On Monday, China’s Foreign Ministry rejected comments by the head of the U.S. Southern Command, which oversees South America, that China is exporting authoritarianism to the region. Navy Admiral Alvin Holsley visited Argentina last week for the South American Defense Conference, ...

In Zimbabwe, China’s EV Mineral Hunt Sparks Both Hope and Unease

When Chinese battery materials giant Zhejiang Huayou Cobalt acquired the Arcadia Lithium Mine for $422 million in 2021, Zimbabwe saw an opportunity to claim its share in the global electric vehicle supply chain table. Located 38 kilometers east of Harare, the project was billed as a ...

Why Students From China Are Picking Malaysia Over Traditional Destinations

By Koh Sin Yee Since at least 2019, China has become Malaysia’s top source of international students, overtaking traditional sources such as Bangladesh, Indonesia, and Pakistan. In 2023, a total of 44,043 Chinese students constituted 

A Rosy Road Ahead? Chinese Documentary on EVs in Thailand Arrives as Doubts Mount

Framed like a hopeful road trip into Thailand’s EV future, Auto Roam is a glossy branded documentary by Chinese automotive media Autohome, following a diverse cast of local EV adopters to portray how Chinese electric vehicles are reshaping everyday life in Thailand. Slick, upbeat, and unmistakably ...

China Corners the Market on a Little-Known but Crucial Tech Mineral

A Chinese mining and materials giant, Sinomine Resource Group, is ramping up its dominance in the critical minerals sector, with a $400 million investment in Zimbabwe for the construction of the world’s second cesium smelting plant.   The move positions Sinomine ...

Analysis from Cobus van Staden

Plugging into African Agency

After several years of declining funding, the African end of the Belt and Road Initiative seems to be roaring back. The newest Griffith University/Green Development Finance Center data on the Belt and Road Initiative shows that engagement with Africa jumped by 395%, while a few big projects boosted engagement in Nigeria alone more than twelvefold.
These shifts indicate a window of opportunity for African electrification. 60% of Africans still ...

Q&A: China’s ‘Feeling the Stones’ Approach to African Security Takes Shape

Chinese military engagement in Africa is rapidly expanding across all fronts. From peacekeeping deployments and military training programs to private security firms and dual-use infrastructure, Beijing’s approach to African security is layered, evolving, and at times opaque. But it's not clear if there's a grand strategy at ...

Q&A: What Lessons Can Zimbabwe Learn From Indonesia in Its Quest to Move up the Lithium Value Chain?

Indonesia is often cited as a model for countries seeking to extract more value from their mineral wealth. This is because Jakarta was a pioneer in using export bans to compel investors to invest in the value-added processing of the resource before export. In 2020, Indonesia banned ...

Lithium Prices Are Crashing, But Some Producers Are Doubling Down. Why?

There is a puzzling shift unfolding in the global lithium market. Prices have collapsed by over 70% from their 2022 highs to around $12,000 per tonne, and yet, against all market logic, some Chinese lithium giants are not retreating.  Instead, ...

Can Africa Move Up the Critical Mineral Value Chain? The Hard Truth Behind a Familiar Chorus

As China opens its doors wider to African exports, extending duty-free market access to all 53 diplomatic partners on the continent, the announcement was met with applause in ministerial corridors from Nairobi to Niamey. For many, the new policy represents another chance for Africa to claim ...

Critical Minerals Weekly: China’s Rare Earth Reset, Copper Overcapacity, and Zimbabwe’s Big Lithium Gamble

This is a free preview of the upcoming Critical Minerals Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. After months of strategic restrictions, China has agreed to resume rare earth exports to the U.S. as ...

Chinese Lithium Investors in Zimbabwe Raise Critical Concerns for Policymakers

Since 2021, Zimbabwe’s lithium sector has attracted over $1.2 billion in investments, generating more than 5,000 jobs and positioning the country as a key player in the global lithium value chain. Chinese lithium mining giants, including Bikita Minerals, Prospect Lithium Zimbabwe (PLZ), Sabi Star, and Kamativi Mining ...

Critical Mineral Resource Nationalism: What It Means for China and the Global South

Driven by the accelerating global energy transition, resource-rich countries are actively asserting greater control over their critical minerals—lithium, cobalt, nickel, graphite, and rare earths—through a policy shift known as resource nationalism. While the framing of resource nationalism came from global north countries that dislike policies by ...
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