Strategic Commodities: Global Graphite Supply & Demand
As the world accelerates towards a green energy revolution, the demand for graphite, a key component in battery technology, is set to soar exponentially.
Belt and Road Credit Crunch Casts Shadow on China Lending
Ripple effects from domestic policies and financial challenges are beginning to have an effect on China's bilateral lending practices.
Washington is Recalibrating its Asia Strategy
A newly assertive China is leading to a shift in US geopolitical priorities and strategy in Asia.
Micron Ban Enflames US-China Chip Conflict
China’s recent Micron ban illustrates how the semiconductor industry has become a key battleground in relations between Beijing and Washington, and this is unlikely to change any time soon.
Strategic Commodities 2.0: Global Aluminum Supply & Demand
Examining supply and demand factors driving the market for aluminum, a strategic commodity that lies at the very heart of global trade flows and geopolitics.
Backgrounder: Shanghai Cooperation Organization (SCO)
This backgrounder seeks to offer an in-depth understanding of the SCO’s history, its strategic motives, and the trends that have emerged over time, while also examining its role and relevance in contemporary geopolitics.
Import Dependency and China’s Food Security
Xi Jinping has made reducing dependency on Western food imports a priority but, given China’s finite amount of arable land, this is not a problem that’s easily solved.
CPEC: The Long and Winding Road to Realization
Examining the economic benefits and geopolitical risks stemming from the China-Pakistan Economic Corridor.
Central Bank Gold Rush: Temporary Haven or Permanent Pivot?
Assessing how a recent renaissance in gold markets is impacting the BRICS countries' push for de-dollarization.
Troubled Waters: The Geopolitics of Deep-Sea Mining
Deep-sea mining could revolutionize extraction of battery metals, and exacerbate longstanding geopolitical tensions in the process.