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WEEK IN REVIEW: BYD Reports Sixth Straight Monthly Drop in EV Sales

The Chinese EV-maker BYD reported its sixth straight monthly drop in sales and production, marking the sharpest year-on-year decline since early 2020 as domestic incentives end and demand weakens. The Chinese EV giant is increasingly betting on exports and overseas expansion, including a reported bid for a Nissan–Mercedes ...

The Complexity of China’s Iran Math

The news that Qatar has temporarily halted its output of liquid natural gas has sharpened the focus on how the Iran war will affect Chinese energy security. What has received less attention is how the war will affect Chinese companies’ commercial entanglements in Iran. ...

China to Send Special Envoy to Mediate in Middle East: FM

China will send a special envoy to mediate in the Middle East, Foreign Minister Wang Yi said on Wednesday, as the war triggered by U.S.-Israeli strikes on Iran spiraled across the region. Beijing has ties with Iran and has said ...

Chinese Experts Warn Investors to Reconsider Gulf Bets as Middle East Risks Escalate

In the face of historic security threats across the Middle East, Chinese economic and legal experts are urging investors to implement geopolitical risk management immediately.  The warning specifically targets the Gulf states, a region that has become a premier hotspot for ...

Philippine Resupply Mission Data Leaked to Chinese Intelligence, Security Official Says

By Karen Lema A spokesman for the National Security Council (NSC) of the Philippines on Thursday said some information on the country's resupply missions in the South China Sea was compromised and passed on to Chinese intelligence agents. His ...

China to Send Special Envoy to Mediate in Middle East: FM

China will send a special envoy to mediate in the Middle East, Foreign Minister Wang Yi said on Wednesday, as the war triggered by U.S.-Israeli strikes on Iran continued its regional spread. Beijing is a close partner of Iran and has ...

Indonesia Seeks to Diversify Partners for Its New Rare Earth Industry but Moving Away From China Will Be Difficult

Indonesia sits on a geological treasure trove of rare earth minerals, and the government is eager to tap into the wealth they could bring. While it knows how to find, mine, and sell the highly sought-after critical materials, it confronts a ...

China’s Next Five-Year Plan and the Global South

China’s next five-year economic development plan will be unveiled at its largely ceremonial national legislature, the National People’s Congress, on March 5. The plan, which covers 2026 to 2030, will likely outline the CPC’s aim to shift the Chinese economy toward boosting domestic consumption.

Myth and Misperception: Can Vietnam’s Naval Bases Check Chinese Maritime Assertiveness?

In this edition of M&M, I want to analyze the role of Vietnam’s naval bases in checking China’s maritime assertiveness. This is an important factor to consider because Vietnam enjoys some of the world’s best natural deep-water harbors. Two of them, Da Nang and Cam Ranh, directly ...

Hydrocarbon Pressure Builds as China Faces Energy Disruption

China is putting pressure on Iranian officials to ensure that oil and gas shipments keep moving through the Strait of Hormuz, according to a report by Bloomberg. The narrow waterway transports the vast bulk of Middle Eastern fossil fuels to ...

China’s Relationship with Iran: More Balancing Act than All In

While China has expressed support for Iran as it faces attacks from Israel and the United States, readouts from Chinese Foreign Minister Wang Yi’s conversation with Iran’s Abbas Araghchi hint at a more complex position. Wang’s emphasis on the securing of Chinese ...

Wang Yi Works the Phones as Iran Crisis Escalates

As U.S. and Israeli strikes on Iran reverberate across the Middle East, Chinese Foreign Minister Wang Yi has launched a flurry of calls with regional and European counterparts, positioning Beijing as a voice for de-escalation while reaffirming support for Tehran’s sovereignty. ...
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