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China’s Belt and Road Recalibration: Why Kazakhstan is the New Metals Frontier

Despite widespread expectations that China’s engagement with Belt and Road Initiative (BRI) countries would slow, recent data tells a different story. According to a new report from the Griffith Asia Institute, Chinese involvement in the 150 BRI countries surged in the first half of 2025, reaching ...

Lessons for Europe From China’s Critical Minerals Strategy in Africa

While the U.S., India, and countries in the Persian Gulf are all moving quickly to establish new critical mineral supply chains, the European Union is struggling to follow suit, particularly in Africa. The EU currently lacks a cohesive policy framework that ...

Indonesia and China’s Battery Alliance Must Be Built on Sustainability

In a bold display of ambition and diplomacy, Indonesian President Prabowo Subianto stood beside Chinese executives last week to break ground on what is touted as Asia’s largest integrated electric vehicle (EV) battery ecosystem. Backed by $5.9 billion in ...

China’s Big Bet on Indonesian Nickel Faces a Harsh Reckoning

For years, China raced to secure the critical minerals needed to fuel its economy and the global clean energy transition. Nickel was supposed to be one of the surest bets. Now, one of China’s largest investments in Indonesia’s nickel industry is unraveling—and with it, some of the ...

China’s Critical Minerals Lead Widens as Rivals Struggle to Keep Pace

Despite growing talk of securing alternative supply chains, China has entrenched itself as the world’s undisputed leader in critical minerals, widening a lead that few anticipated would stretch so far, so fast. From lithium to nickel to rare earths, China’s ...

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 ...

Is BYD’s Acceleration a Win for Latin America?

By Sally Jabiel A new world order is being contested in the electric vehicles sector. While the trade war between the United States and China rumbles on, the Chinese electric carmaker BYD has already pulled ahead in the race against its ...

Europe’s Green Mining Regulations May Push Africa Closer to China

While Europe’s environmental policy to limit carbon emissions is well-meaning and aims to fight climate change, it could actually make things worse for Africa. Instead of helping the continent to develop its industries, EU policy might instead give China more control over access to valuable mineral resources, ...

Alex Lo: Why China, Not the G7 is Setting the Global Agenda

Now that analysts and observers have had a few days to digest last weekend's announcements from the G7 summit in Cornwall, England, there's a growing sense that outcomes from the club of rich democracies did not rise to the challenges of the moment, specifically in their effort ...