3 February, 2023
written by: Dragoman Digest
We examine the rollback of restrictions on China's property sector, India’s nascent EV industry, renewed violence between Israelis and Palestinians, the reversal of price declines for lithium-ion batteries and China’s export bans on solar components.
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27 January, 2023
written by: Dragoman Digest
We examine India’s US$2.4 billion package for green hydrogen, Japan’s new defence strategy, Egypt’s promise to reduce the state’s footprint in the economy, a new Chinese solar factory in Vietnam, and Pakistan’s US$10 billion railway loan from China.
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20 January, 2023
written by: Dragoman Digest
We examine the resignation of Vietnam’s President, KSA’s critical minerals fund, the EU’s response to the IRA, Beijing’s crackdown on big tech, COP28, South Korean energy prices and the collapse of Australia’s Sun Cable.
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13 January, 2023
written by: Dragoman Digest
We examine Türkiye's economic outlook in 2022, major investments in Vietnam's offshore wind industry, the Phillippines' proposed sovereign wealth fund, the US and EU's proposed tariffs on aluminium & steel, and increasing Japanese manufacturing investment in China.
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6 January, 2023
written by: Dragoman Digest
We examine the impacts of the US' forced labour restrictions on domestic solar adoption, the reversal of Japan's nuclear energy phase-out policy, the easing of homebuying restrictions across China, new priorities in Japan's economic security agenda and Apple's 'China +2' diversification strategy.
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23 December, 2022
written by: Dragoman Digest
We examine Germany's increasing reliance on Chinese 5G, Europe's first green hydrogen corridor, Australia's first offshore wind zone, China's revised economic forecast, the latest Pakistan-Taliban clash, EV manufacturing in emerging Asian economies and Indonesia's increasing resource nationalism.
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16 December, 2022
written by: Dragoman Digest
We examine Japan and the Netherlands' adoption of chip export controls on China, plans for a US$4 billion green hydrogen plant in Texas, Xi Jinping's visit to Saudi Arabia, the EU's anti-deforestation legislation, and German automakers' tribulations in China’s EV market.
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9 December, 2022
written by: Dragoman Digest
We examine Japanese automakers' push into Southeast Asian EV markets, Russia's efforts to evade the G7’s oil price cap, the tentative abolition of Iran's morality police, the future of Indonesia's nickel ore export ban and China's intervention in lithium supply chains.
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2 December, 2022
written by: Dragoman Digest
We examine the US' new global carbon trading mechanism, Russia and Ukraine's declining military inventories, Tokyo's ammonia supply chain expansion, Turkey and Algeria’s risky gas partnership, and calls from automakers to soften the US' EV battery requirements.
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25 November, 2022
written by: Dragoman Digest
We examine what's left of the world's 1.5 degree 'carbon budget', Saudi Crown Prince Mohammed bin Salman's visit to South Korea, the impact of the US' Inflation Reduction Act on foreign direct investment, Vietnam's chip industry, and the election of Anwar Ibrahim as Prime Minister in Malaysia.
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18 November, 2022
written by: Dragoman Digest
We examine China's massive wind and solar installation plans, Japan's delay of carbon tax reforms, the mixed messages in Germany's approach to China, and the increasing use of demand response to curb power outages in the US.
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11 November, 2022
written by: Dragoman Digest
We examine a major Chinese battery company's plan to construct an EV plant in the US, Canada's divestment instructions, developments in Japan and the US' joint semiconductor research hub, the UK-Japan defence pact, and further disruption in EU gas markets.
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4 November, 2022
written by: Dragoman Digest
We examine Brazil's presidential election, the Japanese companies quietly assessing the costs of decoupling from China, Washington's US$7 billion pledge for clean hydrogen, Gulf countries vying for soft power in Indonesia, and the Korean chip manufacturers navigating new US export controls.
28 October, 2022
written by: Dragoman Digest
We examine Japan's strategic cultivation of long-term LNG contracts, Adani's planned renewables project in Morocco, the escalation of Vietnam's anti-corruption crackdown, Germany's compromise on China's Hamburg port investment and Saudi Arabia's pledged US$15 billion investment in South Africa.
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10 February, 2023
written by: Dragoman Digest
We examine the US and India’s defence technology partnership ‘iCET’, the 2-year delay of Vietnam’s national energy plan, unexpected growth in the EU's industrial sector, a massive transmission project in the US and recent attacks on Iranian military facilities.
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