Archive | China SignPost™ 洞察中国

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

Gabriel B. Collins and Andrew S. 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).
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Key points:

In 2011, Xinjiang produced 120 million tonnes of coal. In our base case estimate, Xinjiang will produce ~240 million […]

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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”

Gabriel B. Collins and Andrew S. 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 […]

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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”

Gabriel B. Collins and Andrew S. 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 […]

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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”

Gabriel B. Collins and Andrew S. Erickson, “Spaceplane Development Becomes a New Dimension of Emerging U.S.-China Space Competition,” China SignPost™ (洞察中国) 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 […]

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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”

Gabriel B. Collins and Andrew S. 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 […]

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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”

Gabriel B. Collins and Andrew S. 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) 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. […]

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12 May 2012

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

Andrew S. Erickson and Gabriel B. Collins, “China’s Rising Seaborne Food and Fuel Imports: Propelling Naval Expansion?” China SignPost™ (洞察中国) 59 (12 May 2012).
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
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 […]

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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 S. Erickson and Gabriel B. Collins, “Shenlong ‘Divine Dragon’ Takes Flight: Is China Developing its First Spaceplane?” China SignPost™ (洞察中国) 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 […]

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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”

Gabriel B. Collins and Andrew S. 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) 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 […]

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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 Gabriel 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 S. Erickson and Gabriel B. 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) 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, […]

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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

Gabriel B. Collins and Andrew S. Erickson, “Supersize Me: Rising Fast Food Sales Suggest China Will Keep Driving a Global Farm Commodity Boom,” China SignPost™ (洞察中国) 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 […]

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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

Gabriel B. Collins and Andrew S. Erickson, “Cornering Commodities Markets: For China, Xstrata/Glencore deal would have larger impact than Facebook IPO,” China SignPost™ (洞察中国) 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 […]

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17 January 2012

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

Gabriel B. Collins and Andrew S. Erickson, “Digging In: Earthmover Sales Reflect Risks to China’s Economic Growth,” China SignPost™ (洞察中国) 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 […]

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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

Gabriel B. Collins and Andrew S. Erickson, “China’s Growing Meat Consumption is Driving Corn Imports and Creating a New Strategic Dependency,” China SignPost™ (洞察中国) 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 […]

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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?

Gabriel B. Collins and Andrew S. Erickson, “New Access for U.S. Forces in Australia: Is it driven by China?” China SignPost™ (洞察中国) 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 […]

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07 November 2011

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

Gabriel B. Collins and Andrew S. Erickson, “Electric Bikes are China’s Real Electric Vehicle Story,” China SignPost™ (洞察中国) 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 […]

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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”

Gabriel B. Collins and Andrew S. 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) 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 […]

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