Archive | China SignPost™ 洞察中国

22 February 2011

China SignPost™ (洞察中国) #24: “Libya Looming: Key strategic implications for China of unrest in the Arab World and Iran”

Gabe Collins and Andrew Erickson, “Libya Looming: Key strategic implications for China of unrest in the Arab World and Iran,” China SignPost™ (洞察中国), No. 24 (22 February 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
As violence flares in Libya and elsewhere across the Arab countries and Iran, we see a number of core interests that China will […]

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21 February 2011

China SignPost™ (洞察中国) #23: “Chinese now pay 33% more for gasoline and 16% more for diesel than Americans”

Gabe Collins and Andrew Erickson, “Chinese now pay 33% more for gasoline and 16% more for diesel than Americans,” China SignPost™ (洞察中国), No. 23 (21 February 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
–With the latest price increase on 20 February 2011, Chinese drivers now pay more than US$4 per gallon of gasoline and diesel fuel—more than […]

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17 February 2011

China SignPost™ (洞察中国) #22–Keeping the Mandate of Heaven: Why China’s leaders focus heavily on grain prices and security

Gabe Collins and Andrew Erickson, “Keeping the Mandate of Heaven: Why China’s leaders focus heavily on grain prices and security,” China SignPost™ (洞察中国), No. 22 (17 February 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
–Famine and grain supply problems helped topple at least 5 of China’s 17 dynasties.
–Global grain prices are already near the 2008 levels that […]

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04 February 2011

China SignPost™ (洞察中国) # 21–Twilight in the Tundra: Russian and Kazakh oil production cannot keep up with China’s rising demand

Gabe Collins and Andrew Erickson, “Twilight in the Tundra: Russian and Kazakh oil production cannot keep up with China’s rising demand,” China SignPost™ (洞察中国), No. 21 (4 February 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©

China’s oil demand growth each year is likely to exceed the delivery rate of the current Russia-to-China pipeline.
Oil production in Eastern Siberia will […]

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31 January 2011

China SignPost™ (洞察中国) #20–Counting the Barrels: Heavy truck sales are a better barometer than car sales of China’s oil demand growth

Gabe Collins and Andrew Erickson, “Counting the Barrels: Heavy truck sales are a better barometer than car sales of China’s oil demand growth,” China SignPost™ (洞察中国), No. 20 (31 January 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
–Chinese dealers sold more than one million heavy trucks in 2010 and sales could hit 1.2 million vehicles in 2011.
–New […]

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24 January 2011

China SignPost™ (洞察中国)#19–Dissecting China’s Economy: 15 Chinese provinces and municipalities could by themselves qualify as Top-50 global economies

Gabe Collins and Andrew Erickson, “Dissecting China’s Economy: 15 Chinese provinces and municipalities could by themselves qualify as Top-50 global economies,” China SignPost™ (洞察中国), No. 19 (23 January 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
As China reports strong national GDP growth for 2010 (10.3%), we think it is interesting and worthwhile to see how the economic […]

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17 January 2011

China SignPost™ (洞察中国) #18–China’s New Project 718/J-20 Fighter: Development outlook and strategic implications

China’s New Project 718/J-20 Fighter: Development outlook and strategic implications
Posted: 17. Jan, 2011 Last update: 17. Jan, 2011
Gabe Collins and Andrew Erickson, “China’s New Project 718/J-20 Fighter: Development outlook and strategic implications,” China SignPost™ (洞察中国), No. 18 (17 January 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
–China’s J-20 fighter has the potential to be a formidable air […]

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10 January 2011

China SignPost™ (洞察中国) #17: Dying for a Spot: China’s car ownership growth is driving a national parking space shortage

Gabe Collins and Andrew Erickson, “Dying for a Spot: China’s car ownership growth is driving a national parking space shortage,” China SignPost™ (洞察中国), No. 17 (10 January 2011).

Major Chinese cities are suffering from a serious shortage of parking space as supporting infrastructure lags rapid car fleet growth. In Luoyang, a man was beaten to death recently […]

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05 January 2011

China SignPost™ (洞察中国) #16–Southern Sudan Referendum: Potential security problems for China

Gabe Collins and Andrew Erickson, “Southern Sudan Referendum: Potential security problems for China,” China SignPost™ (洞察中国), No. 16 (5 January 2011).
Key Points
• The independence referendum in Southern Sudan scheduled for 9 January 2011 is likely to test China’s non-interference policy.
• China increasingly faces: 1) assumptions by the global community that it will behave as a global […]

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03 January 2011

China SignPost™ (洞察中国) #15–Eleven for ’11: Key things and events to watch for in China during 2011

Gabe Collins and Andrew Erickson, “Eleven for ’11: Key things and events to watch for in China during 2011,” China SignPost™ (洞察中国), No. 15 (1 January 2011).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
As China and the world bound into the Year of the Hare, it is worth examining key trends and events that are likely to […]

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26 December 2010

China SignPost™ (洞察中国) #14–China Deploys World’s First Long-Range, Land-Based ‘Carrier Killer’: DF-21D Anti-Ship Ballistic Missile (ASBM) Reaches “Initial Operational Capability” (IOC)

Andrew Erickson and Gabe Collins, “China Deploys World’s First Long-Range, Land-Based ‘Carrier Killer’: DF-21D Anti-Ship Ballistic Missile (ASBM) Reaches ‘Initial Operational Capability’ (IOC),” China SignPost™ (洞察中国), No. 14 (26 December 2010).
Japanese translation now available.
[ACCOMPANYING GRAPHICS AVAILABLE IN FULL COLOR VIA LINKS TO PDF COPY ABOVE]
For further information on Chinese ASBM development, see also “China Testing […]

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22 December 2010

China SignPost™ (洞察中国) #13–Still a Pipedream: A Pakistan-to-China rail corridor is not a substitute for maritime transport

Gabe Collins and Andrew Erickson, “Still a Pipedream: A Pakistan-to-China rail corridor is not a substitute for maritime transport,” China SignPost™ (洞察中国), No. 13 (22 December 2010).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
The recent flurry of trade deals and MOUs (worth US$35 billion) signed during Premier Wen Jiabao’s recent visit to Pakistan have brought the possibility […]

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22 December 2010

China SignPost™ (洞察中国) #12–LNG Carriers to Aircraft Carriers? Assessing the potential for crossover between civilian and military shipbuilding in China

Gabe Collins and Andrew Erickson, “LNG Carriers to Aircraft Carriers? Assessing the potential for crossover between civilian and military shipbuilding in China,” China SignPost™ (洞察中国), No. 12 (18 December 2010).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©

Key policy implications:

China’s growing proficiency in building massive ore carriers and oil tankers suggests that […]

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16 December 2010

China SignPost™ (洞察中国) #11: In Hot Water: High-efficiency heat pump water heaters will reduce residential energy use in China

Gabe Collins and Andrew Erickson, “In Hot Water: High-efficiency heat pump water heaters will reduce residential energy use in China,” China SignPost™ (洞察中国), No. 11 (16 December 2010).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
The comfort of a hot shower is hard to beat and Chinese homeowners are moving quickly to install water heaters as they move […]

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11 December 2010

China SignPost™ (洞察中国) #10–China’s Natural Gas Approach: pipelines are best way to resolve shortages

Gabe Collins and Andrew Erickson, “China’s Natural Gas Approach: pipelines are best way to resolve shortages,” China SignPost™ (洞察中国), No. 10 (10 December 2010).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
China’s gas grid expansion is economically, environmentally, and strategically significant. Beijing’s desire to adopt cleaner sources of energy and facilitate their effective movement around China helps reduce pollution […]

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09 December 2010

China SignPost™ (洞察中国) #9: U.S. Pecan Growers Crack into Chinese Market

Gabe Collins and Andrew Erickson, “U.S. Pecan Growers Crack into Chinese Market,” China SignPost™ (洞察中国), No. 9 (9 December 2010).
Chinese pecan buyers are accumulating supplies as they prepare for the next Chinese New Year in early 2011, a peak nut consumption period in China. Rising incomes and increased demand for healthy foods are driving higher […]

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29 November 2010

China SignPost™ (洞察中国) #8: Playing with Fire? Potential impact of a North Korean threat to South Korean oil refineries

Gabe Collins and Andrew Erickson, “Playing with Fire? Potential impact of a North Korean threat to South Korean oil refineries,” China SignPost™ (洞察中国), No. 8 (29 November 2010).
North Korea’s recent shelling of South Korea’s Yeonpyeong Island raises the risk of armed confrontation in the region. If its core demands were not met, North Korea might […]

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26 November 2010

China SignPost™ (洞察中国) #7: Follow the Money: “Rich Lists” Hint at Sectors that May Become Future Wealth Generators

Gabe Collins and Andrew Erickson, “Follow the Money: ‘Rich Lists’ Hint at Sectors that May Become Future Wealth Generators,” China SignPost™ (洞察中国), No. 7 (26 November 2010).
Forbes Magazine recently published “rich lists” of the wealthiest people in China and the US. Analyzing the holdings of the 100 wealthiest people in each country helps give insights […]

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26 November 2010

China SignPost™ (洞察中国) #6: Factors Behind China’s Latest Diesel Fuel Shortage

Gabe Collins and Andrew Erickson, “Factors Behind China’s Latest Diesel Fuel Shortage,” China SignPost™ (洞察中国), No. 6 (21 November 2010).
Over the past few weeks, many parts of China have been experiencing diesel fuel shortages. The existence of the shortages has been well-chronicled by many Chinese and foreign media outlets, but there has been much less […]

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