Analysis
Diverse voices, unique insights on key issues shaping China’s engagement throughout the Global South.
analysis
India Plans Mega-Dam to Counter China Water Fears
By Arunabh Saikia On a football field ringed by misty mountains, the air rang with fiery speeches as tribesmen protested a planned mega-dam -- India's latest move in its contest with China over Himalayan water. ...
analysis
Congo Uses Cobalt Export Limits to Force Processing Deals With Chinese Miners
The Democratic Republic of Congo appears determined to leverage its negotiating power with Chinese and other mining companies to secure major concessions on local cobalt processing. That was the signal sent by Congolese Mines Minister Louis Watum, who said — according ...
Critical Minerals Weekly Digest: Strategic Shifts and the New Critical Minerals Landscape
This is a free preview of the upcoming Critical Minerals Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. Introduction This week’s developments signal a turning point in global ...
Iranian Experts Debate the Future of the Iran-China Relationship After the Twelve-Day War
By Theo Nencini and Veronica Turrini The Israel–Iran conflict of June 13–24, 2025 – christened the “Twelve-Day War” by U.S. President Donald Trump following his precariously brokered truce – represented the culmination of a protracted, multidimensional, and steadily escalating confrontation between Tel Aviv ...
Turning Trash into Treasure: Chinese Waste-to-Energy Projects in Central Asia
Since the 1990s, energy has been at the heart of China’s engagement with Central Asia. What began with oil and gas pipelines has, in recent years, expanded into solar and wind, reflecting Beijing’s push toward greener development. Now, a new frontier is opening: waste-to-energy (WtE).
US President Donald Trump delivers remarks to the United Nations General Assembly at the UN headquarters in New York City on September 23, 2025. (Photo by TIMOTHY A. CLARY / AFP)
By Lukas Fiala U.S. President Donald Trump’s page turner of a speech at the UN General Assembly this week was many things, but certainly no homage to the United Nations. Exhibiting the president’s well-known skepticism of multilateralism and rejection of globalism, Washington once more demonstrated ...
Wealthy Nigerians Turn to Chinese Solar Panels as Grid Falters
Wealthy Nigerians are fueling a surge in Chinese solar panel imports, underscoring the country’s deep energy crisis, where more than one-third of the population continues to live without access to electricity. While acknowledging the electricity access problem, Ebipere K. Clark, ...
Powering Africa: China’s Expanding Role in the Continent’s Energy Future
This report, authored by International Development expert Dr. Frangton Chiyemura, examines the scale and significance of Chinese-backed energy projects across Africa. From solar parks in Mali to massive hydropower dams in Zambia, it explains how these initiatives are distributed, why they matter, and what they mean ...
Trump’s Attack on Multilateralism Leaves Xi Poised to Fill the Void
By Lukas Fiala U.S. President Donald Trump’s page turner of a speech at the UN General Assembly this week was many things, but certainly no homage to the United Nations. Exhibiting the president’s well-known skepticism of multilateralism and rejection of globalism, ...
Indonesia Prepares for Pivotal Talks on Expanding China-Financed ‘Whoosh’ High-Speed Railway
When the Jakarta-Bandung high-speed rail, known as the Whoosh, opened in October 2023, it quickly drew scrutiny. China provided billions in loans, KCIC—the China-Indonesia joint venture operating the line—reported losses, and parent companies like the state-owned PT Kereta Api Indonesia (KAI) absorbed significant deficits. Critics ...
China Tests Zimbabwe’s Lithium Ambitions With $400 Million Huayou Cobalt Plant
Chinese mining and battery giant Huayou Cobalt is close to completing a $400 million lithium sulphate processing plant in Zimbabwe, the first of its kind on the continent, underscoring its commitment to supporting the country’s efforts to climb the global battery supply chain.
Beijing on the Ballot: How China Shapes Latin America’s Elections
It’s a busy time for politics in Latin America. In the next year, many countries will go to the polls to elect new presidents. Within this context, a clear trend is taking shape: across the region, candidates’ positions on China are ...
China Deepens Mining Ties in Tajikistan to Secure Critical Minerals
By Bruno Kalouaz In a labyrinth of tunnels running beneath 4,000-meter peaks, Tajik miners are scrabbling to secure antimony, one of the metals at the centre of a worldwide race for rare minerals. The silver ...
China’s Biggest Cobalt Miner Faces a Harsh New Reality in DR Congo
The world’s leading exporter of cobalt, China’s CMOC Group, may turn out to be the biggest loser under the Democratic Republic of the Congo’s new export quota policy, which is set to replace the existing moratorium on cobalt shipments beginning in mid-October.
Beijing’s Golden Gambit: China’s Strategic Push into Central Asian Gold Markets
China’s footprint in Central Asia’s mineral wealth is deepening, with gold emerging as a strategic priority alongside critical minerals. While Beijing’s investments in copper, lithium, and rare earths are widely viewed as essential to sustaining its industrial base, its push ...
China E-Mobility Weekly Digest: Chinese EVs Insurance Crisis, African Countries Accelerating Adoption And Watu’s E-Bike Boom
This is a free preview of the upcoming Africa EVs Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. China’s rapid expansion of electric vehicle (EV) ownership highlights significant gaps in the auto-insurance sector, offering ...
Glencore Weighs Sale of One of DRC’s Largest Cobalt Mines, Reviving U.S.–China Rivalry Over Critical Minerals
The Swiss mining giant Glencore is reportedly talking with prospective buyers for its 75% stake in the Kamoto Copper Company (KCC) in the Democratic Republic of the Congo, one of the company's flagship assets that is also one of the world's largest producers of cobalt. ...
The Grand Dream: China’s Stakes in Nicaragua’s Canal
As China and the United States vie for influence and access in Latin America, the Panama Canal has reemerged as a strategic chokepoint. Washington is moving to limit Beijing’s access while China scrambles for other options. Sensing an opening, Managua has revived its long-dormant dream of a ...