Archive | China SignPost™ 洞察中国

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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03 November 2010

China SignPost™ 洞察中国 #5–Gray Gold: China’s Rare Earth Power Play, Impacts, and Suggested Consumer Responses

Gabe Collins and Andrew Erickson, “Gray Gold: China’s Rare Earth Power Play, Impacts, and Suggested Consumer Responses,” China SignPost™ (洞察中国), No. 5 (3 November 2010).
Gray gold
China’s rare earth power play, impacts, and suggested consumer responses
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
***Note: this summary version does not contain graphics, which are available in the PDF edition.***
Tighter export quotas […]

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12 October 2010

China SignPost™ 洞察中国 #4–Be Careful What You Wish For: Further Appreciation of China’s Currency Would Deliver Positive and Negative Results for US

Gabe Collins and Andrew Erickson, “Be Careful What You Wish For: Further Appreciation of China’s Currency Would Deliver Positive and Negative Results for US,” China Signpost™ (洞察中国), No. 4 (12 October 2010).
China Signpost™ 洞察中国–“Clear, high-impact China analysis.”©
On 29 September 2010, the US House of Representatives passed the Currency Reform for Fair Trade Act by […]

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18 September 2010

China Signpost 洞察中国™ #3–Salt of the Earth: BHP Billiton’s Bid for Potash Corp Likely to Drive Chinese Potash Investment in Belarus, Russia, and Africa

Gabe Collins, “Salt of the Earth: BHP Billiton’s Bid for Potash Corp Likely to Drive Chinese Potash Investment in Belarus, Russia, and Africa,” China Signpost (洞察中国)™, No. 3 (18 September 2010).
China Signpost 洞察中国™–“Clear, high-impact China analysis.”©
A successful deal would give BHP control over more than 20% of global potash production. This share would rise as […]

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17 August 2010

China Signpost 洞察中国™ #2–Looking After China’s Own: Pressure to Protect PRC Citizens Working Overseas Likely to Rise

Andrew Erickson and Gabe Collins, “Looking After China’s Own: Pressure to Protect PRC Citizens Working Overseas Likely to Rise,” China Signpost 洞察中国™, No. 2 (17 August 2010).
China Signpost 洞察中国™–“Clear, high-impact China analysis.”©
Numerous Chinese citizens are entering Africa and other conflict-prone areas, both as employees of large corporations and as individual entrepreneurs in pursuit of profit. […]

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26 May 2010

First Issue of China Signpost 洞察中国™ — #1: “Oversea Trumps Overland: China’s Oil Supply Future is Maritime”

Andrew Erickson and Gabe Collins, “Oversea Trumps Overland: China’s Oil Supply Future is Maritime,” China Signpost 洞察中国™, No. 1 (26 May 2010).
China Signpost 洞察中国™–“Clear, high-impact China analysis.”©

China is now the world’s second-largest oil user.
40% of its oil comes by sea.
Pipelines will not reduce China’s growing seaborne oil imports.
Increasing reliance on sea lane security worries Chinese policy […]

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