26 May, 2023
written by: Dragoman Digest
We examine China’s status as the world’s largest auto exporter, efforts by US and Japanese companies to avoid laying data cables in the South China Sea, China’s two-day summit with Central Asian countries, Bhutan’s use of hydro reserves for sustainable crypto mining, and the opening of an Indian-backed port in Myanmar.
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19 May, 2023
written by: Dragoman Digest
We examine the US’ proposed emissions standards on coal and gas plants, the decline in the number of Chinese workers moving to cities for manufacturing jobs, Iran’s involvement in a Shell-backed gas project in Iraq, and the effects of low quality standards on India’s solar ambitions.
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12 May, 2023
written by: Dragoman Digest
We examine the construction of the EU’s largest anode factory by China’s Putailai, the temporary exemption of South Korean companies from the US’ chip export controls, the Belt and Road Initiative’s focus on technology investments, the overhaul of Australia’s offshore gas tax regime, and Singapore’s balancing of US and China relationships.
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5 May, 2023
written by: Dragoman Digest
We examine the nomination of Central Java Governor Ganjar Pranowo for Indonesian president, the EU’s contentious biodiversity goals, the expansion of China’s anti-espionage laws, and Germany’s potential semiconductor chemicals export ban on China.
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28 April, 2023
written by: Dragoman Digest
We examine the G7’s proposed plan to strengthen China-exclusive supply chains, the US’ attempt to divert South Korean chipmakers from filling gaps in the Chinese market, Bangladesh’s decision to plough ahead with a Russian-funded nuclear plant, the delay to a free trade deal between the EU and South America’s Mercosur, the US’ new vehicle emissions standards, and China’s crackdown on foreign firms.
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21 April, 2023
written by: Dragoman Digest
We examine the recent boost in Chinese exports, China’s use of merger and acquisition approvals as a response to the US’ export controls, Laos’ foray into wind power, Apple’s potential manufacturing expansion into Thailand, and China’s plans to open a new coal-fired power plant in Pakistan.
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14 April, 2023
written by: Dragoman Digest
We examine the effect of underdeveloped port infrastructure on the growth of emerging manufacturing hubs, the potential disqualification of Anies Baswedan from Indonesia’s upcoming presidential election, delays to Egypt’s SOE privatisation campaign, the strengthening of the US-Philippines alliance, and the potential repercussions of recent defaults in Europe’s property market.
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31 March, 2023
written by: Dragoman Digest
We examine the rise of VC funds in the US’ defence industry, China’s re-evaluation of its semiconductor policy, the implications of a change of government in New South Wales to the state’s well-developed energy policy, the US’ attempt to drive the Wagner Group out of Libya, and Apple’s efforts to change India’s labour laws.
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24 March, 2023
written by: Dragoman Digest
We examine the restoration of ties between Japan and South Korea, Chinese battery giant CATL’s plans to exploit Bolivia’s vast lithium deposits, China’s self-sufficiency push in semiconductors and automobiles, the UK’s decision to class nuclear power as “green”, and the EU’s plans to control outbound investments.
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17 March, 2023
written by: Dragoman Digest
We examine China’s efforts to recast itself as an international peacemaker, France’s attempt to develop a global biodiversity scheme, Malaysia’s review of a US$2.5 billion 5G infrastructure contract, the impact of the IRA and CBAM on Indonesia’s EV and mineral processing industries, the growth of Chinese-style EV batteries in the US, and the US Federal Reserve's scramble to backstop liquidity.
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10 March, 2023
written by: Dragoman Digest
We examine the state of China’s economy, the effects of local content requirements on the global energy transition, the breadth of corruption in South Africa’s energy sector, the nomination of Vo Van Thuong as Vietnam’s new president, and the US’ proposed controls on outbound investments.
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3 March, 2023
written by: Dragoman Digest
We examine the struggles of Indonesia’s plans to establish a globally competitive green manufacturing hub, Taiwan's net zero ambitions, Sumitomo’s efforts to establish a China-exclusive rare earth supply chain, the appointment of Ajay Banga as the new World Bank President, and the shift of Western textile brands away from China.
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24 February, 2023
written by: Dragoman Digest
We examine the EU’s response to the Inflation Reduction Act, the effects of US chip export controls on the expansion of China’s semiconductor industry, the appointment of a new governor at Japan's central bank, the EU’s new definition of ‘renewable hydrogen’, and the retreat of US investors from Chinese VC.
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17 February 2023
written by: Dragoman Digest
We examine the viability of replacing the US’ coal fleet with renewable energy, the planned sale of 32 Egyptian SOEs, US chip equipment makers’ shift to Southeast Asia, Washington’s tightening of Huawei export controls, and the risks to India's economy of Adani Group's debt burden.
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2 June, 2023
written by: Dragoman Digest
We examine Egypt’s new green hydrogen incentives, the proposed expansion of Japan’s work visa scheme, Samsung’s attempt to build a semiconductor hub in South Korea, and the construction of the EU’s first electric vehicle battery component facility by China’s Semcorp.
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