Archive | China SignPost™ 洞察中国

20 February 2014 ~ 0 Comments

China SignPost™ (洞察中国) #80—“King Coal Reigns: North America’s Shale Gas Boom Will Force China to Continue Relying on Coal”

Gabriel B. Collins and Andrew S. Erickson, “King Coal Reigns: North America’s Shale Gas Boom Will Force China to Continue Relying on Coal,” China SignPost™ (洞察中国) 80 (21 February 2014).
China SignPost™ (洞察中国)–“Clear, high-impact China analysis.”©
Key Points: Unless Chinese industrial consumers use low-cost coal, they will likely not be competitive in the export market with their [...]

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17 February 2014 ~ 0 Comments

China SignPost™ (洞察中国) #79—“ China Car Sales: New Pockets of Opportunity”

Gabriel B. Collins and Andrew S. Erickson,  “China Car Sales: New Pockets of Opportunity,” China SignPost™ (洞察中国) 79 (29 December 2013).
China SignPost™ (洞察中国)–“Clear, high-impact China analysis.”©

China’s market for new passenger cars is maturing, but the overall outlook for 
car fleet expansion remains bright for at least 5-7 more years.
Even in a pessimistic scenario, Chinese are [...]

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23 December 2013 ~ 0 Comments

China SignPost™ “Greatest Hits” #6: Mining & Minerals

Andrew Erickson and Gabe Collins, “China SignPost™ ‘Greatest Hits’ #6: Mining & Minerals,” China SignPost™ (洞察中国) 78 (23 December 2013).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
China’s rise as a top global mineral consumer and producer creates three key dynamics that we believe investors and policymakers should follow closely.
First, the pursuit of minerals is bringing Chinese miners and energy [...]

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23 December 2013 ~ 0 Comments

China SignPost™ “Greatest Hits” #5: Industrial & Technical Development

Andrew Erickson and Gabe Collins, “China SignPost™ ‘Greatest Hits’ #5: Industrial and Technical Development,” China SignPost™ (洞察中国) 77 (23 December 2013).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
A bevy of recent developments in China’s shipbuilding and aerospace sectors highlights important dynamics playing out in its overall technical-industrial growth and development.
On the shipbuilding front, Chinese naval yards are now the world’s [...]

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23 December 2013 ~ 0 Comments

China SignPost™ “Greatest Hits” #4: Macro and Strategic Assessments

Andrew Erickson and Gabe Collins, “China SignPost™ ‘Greatest Hits’ #4: Macro and Strategic Assessments,” China SignPost™ (洞察中国) 76 (23 December 2013).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
China SignPost anchors its China macroeconomic research with a tight focus on the sustainability of Chinese economic growth. The country’s comprehensive national power is ultimately predicated on having an economy robust enough to [...]

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23 December 2013 ~ 0 Comments

China SignPost™ “Greatest Hits” #3: Agricultural & Consumer Markets

Gabe Collins and Andrew Erickson, “China SignPost™ ‘Greatest Hits’ #3: Agricultural & Consumer Markets,” China SignPost™ (洞察中国) 75 (23 December 2013).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Legacies of restrictive farmland ownership policies, in addition to land and water resources overtaxed by pollution and urban development, constrain China’s agricultural production potential significantly. Famine and grain supply problems helped topple [...]

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23 December 2013 ~ 0 Comments

China SignPost™ “Greatest Hits” #2: Military and Security Developments

Gabe Collins and Andrew Erickson, “China SignPost™ ‘Greatest Hits’ #2: Military and Security Developments,” China SignPost™ (洞察中国) 74 (23 December 2013).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
In the three years since we established China SignPost, Beijing’s military developments—both in technical and operational terms—have been nothing short of astounding. We’ve covered the most important milestones closely, offering insights into dynamics [...]

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23 December 2013 ~ 0 Comments

China SignPost™ “Greatest Hits” #1: Energy & Transportation

Gabe Collins and Andrew Erickson, “China SignPost™ ‘Greatest Hits’ #1: Energy & Transportation,” China SignPost™ (洞察中国) 73 (23 December 2013).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
To conclude 2013 on a high note, we are publishing six category-based compilations, each containing five of the China SignPost™ research pieces that we believe to have been the “greatest hits” in their [...]

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08 December 2013 ~ 0 Comments

China SignPost™ (洞察中国) #72—“China Natural Gas Shortage Poised to Drive Record LNG Imports”

Gabe Collins and Andrew Erickson, “China Natural Gas Shortage Poised to Drive Record LNG Imports,” China SignPost™ (洞察中国) 72 (9 December 2013).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
China’s significant natural gas shortage will catalyze greater investment in pipelines, storage, and domestic drilling.
China is suffering a serious natural gas supply shortage as cool weather collides with serious [...]

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23 June 2013 ~ 0 Comments

China SignPost™ (洞察中国) #71—“Counting Cars: Rising Private Automobile Ownership in Chinese Cities Paves Road for Gasoline Demand”

Gabe Collins and Andrew Erickson, “Counting Cars: Rising Private Automobile Ownership in Chinese Cities Paves Road for Gasoline Demand,” China SignPost™ (洞察中国) 71 (24 June 2013).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
“Texas-sized” used to be the benchmark for large-scale car ownership, but “China-sized” is emerging as the new metric. We assembled statistical data for 36 cities [...]

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14 April 2013 ~ 0 Comments

China SignPost™ (洞察中国) #70–Playing with Fire, Round 2: North Korea’s Potential Missile Threat to Asian Oil Refining Infrastructure

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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25 December 2012 ~ 0 Comments

China SignPost™ (洞察中国) #69–Elephant in the Room? Are mining companies on target as they look to India to help compensate for China’s lost commodity demand growth?

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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