Andrew S. Erickson

Gabe Collins and Andrew Erickson, “Playing with Fire, Round 2: North Korea’s Potential Missile Threat to Asian Oil Refining Infrastructure,” China SignPost™ (洞察中国) 70 (14 April 2013).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
We first addressed the issue of potential North Korean threats to oil refining infrastructure in Northeast Asia in the fall of 2010. Unfortunately, the risk [...]

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Gabe Collins and Andrew Erickson, “Elephant in the Room? Are mining companies on target as they look to India to help compensate for China’s lost commodity demand growth?” China SignPost™ (洞察中国) 69 (23 December 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
China’s economy continues to produce a chorus of negative news—slowing earthmover sales, weak coal demand, and [...]

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Gabe Collins and Andrew Erickson, “China Military Jet Engine Development Overview: An eReader,” China SignPost™ (洞察中国) 68 (19 December 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
For the past two years, we’ve worked hard to bring readers cutting edge analysis of China’s military jet engine development. The motivations for our focus are clear. First, to the best [...]

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Gabe Collins and Andrew Erickson, “Central and Southwest China: The Key Battleground for Shale Gas and New Low-Cost Coal Supplies from Xinjiang, Mongolia, and Wyoming,” China SignPost™ (洞察中国) 67 (28 September 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Shale gas development plans in China have generated excitement throughout the energy community, and the Chinese Ministry of Natural Resources has [...]

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Gabe Collins and Andrew Erickson, “Kings of Coal to Barons of Bling? Xinjiang’s Coal Boom Will Drive Sales of Bentleys, BMWs, and Other ‘Bling’,” China SignPost™ (洞察中国), No. 66 (21 September 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
So what do coal mines have to do with high-priced Bentley automobiles? In Chinese coal mining towns, a lot. The roster [...]

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Gabe Collins and Andrew Erickson, “Xinjiang Poised to Become China’s Largest Coal Producer: Will Move Global Coal, Natural Gas, and Crude Oil Markets,” China SignPost™ (洞察中国) 65 (20 September 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Key points:
–In 2011, Xinjiang produced 120 million tonnes of coal. In our base case estimate, Xinjiang will produce ~240 million tonnes per [...]

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Gabe Collins and Andrew Erickson, “Wyoming and Montana Could Become Major New Coal Suppliers to China and the Asian Market—If They Can Obtain Port Access,” China SignPost™ (洞察中国) 64 (4 September 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Wyoming and Montana have the reserves and production to become significant coal suppliers to China and East Asia but need [...]

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Gabe Collins and Andrew Erickson, “North-Central China Offers Massive Market Opportunity for Mongolian Coal Miners,” China SignPost™ (洞察中国) 63 (21 August 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Mongolia’s massive and low-cost coal reserves are well-positioned to serve seven nearby Chinese provinces with more than one billion tonnes of annual coal demand
On 7 June 2012, Mongolian Mining Corporation (MMC) [...]

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Andrew Erickson and Gabe Collins, “Spaceplane Development Becomes a New Dimension of Emerging U.S.-China Space Competition,” China SignPost™ (洞察中国), No. 62 (16 August 2012).
Deep Dive–Special In-Depth Report #4
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Spaceplane development is becoming the newest frontier in the emerging space development competition between the U.S. and China. Winged spaceplanes operate as spacecraft [...]

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Gabe Collins and Andrew Erickson, “Can Inland Consumption Soften Coastal Industrial Slump? China’s Weak Earthmover Sales and Poor Coal Demand Point to More Economic Turbulence, But Second and Third Tier Property Markets Show Flashes of Life,” China SignPost™ (洞察中国) 61 (14 August 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
With Chinese consumers holding on to their wallets [...]

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