Archive | China SignPost™ 洞察中国

12 May 2012

China SignPost™ (洞察中国) #59–“China’s Rising Seaborne Food and Fuel Imports: Propelling Naval Expansion?”

Andrew Erickson and Gabe Collins, “China’s Rising Seaborne Food and Fuel Imports: Propelling Naval Expansion?” China SignPost™ (洞察中国), No. 59 (12 May 2012).
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Strategic Horizon 1C: The U.S.-China relationship will be central to international relations in the twenty-first century, as the two great Asia-Pacific powers compete, coexist, and cooperate across the […]

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04 May 2012

China SignPost™ (洞察中国) #58–“Shenlong ‘Divine Dragon’ Takes Flight: Is China developing its first spaceplane?”

Andrew Erickson and Gabe Collins, “Shenlong ‘Divine Dragon’ Takes Flight: Is China developing its first spaceplane?” China SignPost™ (洞察中国), No. 58 (4 May 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
The age of the spaceplane upon us, and it is trans-Pacific, with the U.S. and China the only current active participants. Winged spaceplanes operate as spacecraft in […]

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28 March 2012

China SignPost™ (洞察中国) #57–“Tilling Foreign Soil: New Farmland Ownership Laws Force Chinese Agriculture Investors to Shift Strategies in Argentina and Brazil”

Gabe Collins and Andrew Erickson, “Tilling Foreign Soil: New Farmland Ownership Laws Force Chinese Agriculture Investors to Shift Strategies in Argentina and Brazil,” China SignPost™ (洞察中国), No. 57 (28 March 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Chinese consumers’ growing appetite for meat is driving increased grain imports, which is great news for corn and soybean growers in Argentina and Brazil. […]

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23 March 2012

Asia Connect Reprints China SignPost™ (洞察中国) #45 “Tango for Trade, Samba for Sales: Strategic Implications of China’s Growing Investment and Commercial Ties in Latin America”

Gabe Collins and Andrew Erickson, “Tango for Trade, Samba for Sales: Strategic Implications of China’s Growing Investment and Commercial Ties in Latin America,” China SignPost™ (洞察中国), No. 45 (19 August 2011); reprinted in Asia Connect 1 (Spring 2012): 70-76.
Asia Connect Magazine is issued quarterly with primary objective to stimulate global business by bringing quality, innovation and influence […]

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14 March 2012

China SignPost™ (洞察中国) #56–China’s Economic Environment: Implications for Military Development

Andrew S. Erickson and Gabe B. Collins, “China’s Economic Environment: Implications for Military Development,” China SignPost™ (洞察中国) 56 (14 March 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Strategic Horizon 1B: The U.S.-China relationship will be central to international relations in the twenty-first century, as the two great Asia-Pacific powers compete, coexist, and cooperate across the full spectrum of national capabilities. While […]

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06 March 2012

China SignPost™ (洞察中国) #55–Near Seas “Anti-Navy” Capabilities, not Nascent Blue Water Fleet, Constitute China’s Core Challenge to U.S. and Regional Militaries

Andrew Erickson and Gabe Collins, “Near Seas ‘Anti-Navy’ Capabilities, not Nascent Blue Water Fleet, Constitute China’s Core Challenge to U.S. and Regional Militaries,” China SignPost™ (洞察中国), No. 55 (6 March 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Strategic Horizon 1A: The U.S.-China relationship is central to international relations in the twenty-first century, as the two great Asia-Pacific powers compete, coexist, and […]

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09 February 2012

China SignPost™ (洞察中国) #54–Supersize Me: Rising Fast Food Sales Suggest China Will Keep Driving a Global Farm Commodity Boom

Gabe Collins and Andrew Erickson, “Supersize Me: Rising Fast Food Sales Suggest China Will Keep Driving a Global Farm Commodity Boom,” China SignPost™ (洞察中国), No. 54 (9 February 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Chinese consumers are rapidly changing their diets as disposable income rises and fast food items from Western companies like Yum Brands are playing a centerpiece […]

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07 February 2012

China SignPost™ (洞察中国) #53–Cornering Commodities Markets: For China, Xstrata/Glencore deal would have larger impact than Facebook IPO

Gabe Collins and Andrew Erickson, “Cornering Commodities Markets: For China, Xstrata/Glencore deal would have larger impact than Facebook IPO,” China SignPost™ (洞察中国), No. 53 (7 February 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Facebook’s plans to go public are a headline grabber, but in terms of fundamental global economic impact, the proposed US$90 billion merger between two Zug, Switzerland-based firms—mining […]

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17 January 2012

China SignPost #52–Digging In: Earthmover Sales Reflect Risks to China’s Economic Growth

Gabe Collins and Andrew Erickson, “Digging In: Earthmover sales reflect risks to China’s economic growth,” China SignPost™ (洞察中国), No. 52 (17 January 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
–Earthmover sales are a useful economic indicator because China’s construction and fixed asset-driven economy is very heavy equipment-intensive. Also, construction machines are not a speculative asset in the way copper and other […]

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02 January 2012

China SignPost™ (洞察中国) #51: China’s Growing Meat Consumption is Driving Corn Imports and Creating a New Strategic Dependency

Gabe Collins and Andrew Erickson, “China’s Growing Meat Consumption is Driving Corn Imports and Creating a New Strategic Dependency,” China SignPost™ (洞察中国), No. 51 (2 January 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
China will likely import 3.0 million tonnes of corn in the 2011/12 market year, more than triple the amount it took in 2010/11 (USDA).  As Chinese consumers eat […]

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21 November 2011

China SignPost™ (洞察中国) #50–New Access for U.S. Forces in Australia: Is it driven by China?

Gabe Collins and Andrew Erickson, “New Access for U.S. Forces in Australia: Is it driven by China?,” China SignPost™ (洞察中国), No. 50 (14 November 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
What is happening?
A substantial enhancement in US-Australia military ties first referred to approximately one year ago now appears to be materializing.  A range of media outlets report that President Obama’s […]

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07 November 2011

China SignPost™ (洞察中国) #49: “Electric Bikes are China’s Real Electric Vehicle Story”

Gabe Collins and Andrew Erickson, “Electric Bikes are China’s Real Electric Vehicle Story,” China SignPost™ (洞察中国), No. 49 (7 November 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Along with its booming market for petroleum-fueled autos, China is also a global leader in promoting greater use of electric and alternative fuel vehicles. Automakers are responding to the government’s ambitious objective to have […]

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14 October 2011

China SignPost™ (洞察中国) #48: “Transparency is Not Just for the Military: Improved commodity data reporting from China good for Chinese and global consumers alike”

Gabe Collins and Andrew Erickson, “Transparency is Not Just for the Military: Improved commodity data reporting from China good for Chinese and global consumers alike,” China SignPost™ (洞察中国), No. 48 (14 October 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Just last week, the China Non-Ferrous Metals Industry Association estimated the country’s copper reserves at year-end 2010 to have been 1.9 […]

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19 September 2011

China SignPost™ (洞察中国) #47–A Chinese “Heart” for Large Civilian and Military Aircraft: Strategic and commercial implications of China’s campaign to develop high-bypass turbofan jet engines

Gabe Collins and Andrew Erickson, “A Chinese ‘Heart’ for Large Civilian and Military Aircraft: Strategic and commercial implications of China’s campaign to develop high-bypass turbofan jet engines,” China SignPost™ (洞察中国), No. 47 (19 September 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Deep Dive—Special In-Depth Report #3
This in-depth report analyzes China’s prospects for building large turbofan jet engines for civilian aircraft, and […]

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29 August 2011

China SignPost™ (洞察中国) #44 Cited by Walter Russell Mead in Via Media Blog, The American Interest

Walter Russell Mead, “China’s Growth To Slow By 50 Percent?” Via Media Blog, The American Interest, 29 August 2011.
 
Key conclusions from a paper by Gabe Collins and Andrew Erickson at China Sign Post… Read the whole thing.  … Of course nobody, including the Chinese, know what comes next in China, but these authors make […]

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24 August 2011

China SignPost™ (洞察中国) #46: “A Smoking Cursor? New Window Opens on China’s Potential Cyberwarfare Development–CCTV 7 program raises new questions about Beijing’s support for hacking”

Andrew Erickson and Gabe Collins, “A Smoking Cursor? New Window Opens on China’s Potential Cyberwarfare Development: CCTV 7 program raises new questions about Beijing’s support for hacking,” China SignPost™ (洞察中国), No. 46 (24 August 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
The positions expressed here are the authors’ personal views. They do not represent the U.S. Naval War College, Navy, […]

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19 August 2011

China SignPost™ (洞察中国) #45–“Tango for Trade, Samba for Sales: Strategic Implications of China’s Growing Investment and Commercial Ties in Latin America”

Gabe Collins and Andrew Erickson, “Tango for Trade, Samba for Sales: Strategic Implications of China’s Growing Investment and Commercial Ties in Latin America,” China SignPost™ (洞察中国), No. 45 (19 August 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Executive Summary
–China’s annual trade with Latin American countries is now worth at least US$118 billion per year, nearly 12 times larger than what it […]

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15 August 2011

China SignPost™ (洞察中国) #44: “China’s S-Curve Trajectory: Structural factors will likely slow the growth of China’s economy and comprehensive national power”

Gabriel B. Collins and Andrew S. Erickson, “China’s S-Curve Trajectory: Structural factors will likely slow the growth of China’s economy and comprehensive national power,” China SignPost™ (洞察中国), No. 44 (15 August 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
Key Points:
 –China is likely to follow an S-Curve-shaped path of slowing growth as key internal and external challenges—including pollution, corruption, chronic diseases, water […]

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09 August 2011

China SignPost™ (洞察中国) #43: “China’s ‘Starter Carrier’ Goes to Sea”

Gabe Collins and Andrew Erickson, “China’s ‘Starter Carrier’ Goes to Sea,” China SignPost™ (洞察中国), No. 43 (9 August 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
What’s happening
The long-awaited official announcement has finally been made.
The first confirmations came in Chinese: “China’s aircraft carrier platform is undergoing sea trials today (中国航母平台今日进行出海航行试验). Xinhua News: China’s aircraft carrier platform is undergoing sea trials on August […]

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