7 October, 2022

written by: Dragoman Digest

We examine the issues facing Japan's green ammonia switch, the impact of global shortages of polysilicon, headwinds facing a US-brokered deal to thaw Israel-Lebanon relations and the widening of India's subsidy program to bolster its semiconductor ambitions.

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30 September, 2022

written by: Dragoman Digest

We examine Indonesia's energy subsidy revisions amid budget blowouts, the effects of Washington's new act on its relationship with Seoul, the widening export controls facing Chinese chip companies, Germany's struggle to secure gas supplies before winter, and the mounting collateral requirements f Download commentary

23 September, 2022

written by: Dragoman Digest

We examine Indonesia's 2024 presidential election, Washington's 'Chip 4' alliance, a new mining exploration regime in Colombia, Tencent's US$15 billion divestment target, and China's self-sufficiency efforts in its medical equipment sector.

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16 September, 2022

written by: Dragoman digest

We examine China's consideration of two new railway routes to bypass Russia, problems facing China's offshore wind ambitions, Berlin's new 'China Strategy', loopholes in Washington's technology export controls, and the EU's new ban on products made with forced labour.

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9 September, 2022

written by: Dragoman Digest

We write on US utilities deferring the closure of their coal-fired power plants, China's use of demand-response regulation, US support for Egypt's sustainable financing vehicle, China's incursions into the North Natuna Sea, and Chinese solar PV manufacturers record revenues.

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2 September, 2022

written by: Dragoman Digest

We examine rising Chinese exports to Russia, similarities between Vietnam and China's property market, the US' plan to include natural assets on it's balance sheet, a widening shareholder dispute over a major cobalt mine in the DRC, and Japanese automotive companies' investment in Africa.

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26 August, 2022

written by: Dragoman Digest

We examine Laos green energy exports, China's record investments in renewable energy, growth in Vietnam's sophisticated manufacturing capabilities, India's move to curb China's cheap smartphone dominance and China's use of Mexico as a loophole to reach the US market. 

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19 August, 2022

written by: Dragoman Digest

We examine Biden's landmark Inflation Reduction Act, the delays facing the US solar industry, Tesla's planned purchase of Indonesian nickel, Taiwan's attempts to reverse Foxconn's US$796 million investment in Chinese chip company, and Germany's attempt to diversify away from China.

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12 August, 2022

written by: Dragoman Digest

We examine the US' expansion of its controls on key chipmaking technologies, the US' new Sub-Saharan Africa strategy, Beijing's new multilateral debt restructuring approach, Alibaba's stagnant revenue growth, and Indonesia's displeasures with AUKUS.
 

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15 July, 2022

written by: Dragoman Digest

We examine the EU's proposal to establish legally binding biodiversity restoration targets, a redirection of LNG cargoes, draft Chinese national technology standards, the US' campaign to restrict semiconductor exports to China and a draft of a new constitution in Tunisia. 

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8 July, 2022

written by: Dragoman Digest

We examine the US Supreme Court's emissions ruling, the impact of Xinjiang import bans to China's solar PV supply chain, President Yoon's nuclear energy plans, China's investment in Indonesia's sovereign wealth fund and the US' moves to restrict market access to Southeast Asian exporters. 

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1 July, 2022

written by: Dragoman Digest

We examine a massive combined fundraising by three Chinese EV companies, reform of the EU's carbon market, the G7's global infrastructure partnership, a fall in issuances of Chinese 'panda bonds' and Russia's sovereign debt default. 

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24 June, 2022

written by: Dragoman Digest

We examine Russia's profits despite Western sanctions, the escalation of China's anti-corruption campaign, Japan and the US' semiconductor collaboration, the EU's plan for enforcing stricter trade clauses, and the shareholder pressure on Toyota to phase out its internal combustion engines.

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17 June, 2022

written by: Dragoman Digest

We examine Russia's encroachment on Iran's market share of gas exports, Japan's methods of boosting its decarbonisation and digital agenda, alternative battery technologies, efforts to move grain by ship in the Black Sea, and China's new 'low-carbon transition' bonds.

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3 June, 2022

written by: Dragoman Digest

We examine the rebalancing of VC funds to India and Southeast Asia, the consequences of Beijing's tech crackdown, the expansion of offshore wind power in the North Sea, Indonesia's subsidy programme, and China's shift to public-private partnerships in its lending practices in Africa. 

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