Archive | China SignPost™ 洞察中国

23 December 2013

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

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

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

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

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

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

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

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

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

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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19 December 2012

China SignPost™ (洞察中国) #68–China Military Jet Engine Development Overview: An eReader

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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28 September 2012

China SignPost™ (洞察中国) #67–“Central and Southwest China: The Key Battleground for Shale Gas and New Low-Cost Coal Supplies from Xinjiang, Mongolia, and Wyoming”

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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22 September 2012

China SignPost™ (洞察中国) #66–“Kings of Coal to Barons of Bling? Xinjiang’s Coal Boom will Drive Sales of Bentleys, BMWs, and other ‘Bling’”

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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21 September 2012

China SignPost™ (洞察中国) #65–Xinjiang Poised to Become China’s Largest Coal Producer: Will Move Global Coal, Natural Gas, and Crude Oil Markets

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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04 September 2012

China SignPost™ (洞察中国) #64: “Wyoming and Montana Could Become Major New Coal Suppliers to China and the Asian Market—If They Can Obtain Port Access”

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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21 August 2012

China SignPost™ (洞察中国) #63: “North-Central China Offers Massive Market Opportunity for Mongolian Coal Miners”

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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17 August 2012

China SignPost™ (洞察中国) #62: “Spaceplane Development Becomes a New Dimension of Emerging U.S.-China Space Competition”

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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13 August 2012

China SignPost™ (洞察中国) #61: “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”

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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02 August 2012

China SignPost™ (洞察中国) #60: “Downturn to ‘New Normal’? China’s Consumer Economy is Rolling Over and Sales of Chicken, Cars, and Shoes Are Taking a Hit”

Gabe Collins and Andrew Erickson, “Downturn to ‘New Normal’? China’s Consumer Economy is Rolling Over and Sales of Chicken, Cars, and Shoes Are Taking a Hit,” China SignPost™ (洞察中国), No. 60 (1 August 2012).
Beijing is likely to come under more significant pressure to implement stimulus measures as key parts of the consumer economy slow. With […]

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