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Washington's China policy will become more targeted

Location:

UNITED STATES

The Biden White House sees China as its central challenge in foreign affairs but Blinken has sketched its policy framework with a board brush, attempting to leave some room for…

Political factors will impact Iran's oil revenues

Location:

IRAN

Official figures may be inflated but independent data show increased oil production and exports in the past year, enabling the government to mitigate its fiscal weakness. The…

Ukraine war will accelerate Germany’s shift on China

Location:

GERMANY

Berlin believes China has played an enabling role in Russia’s invasion of Ukraine, while the war has exposed the risks of European economic dependency on authoritarian countries…

Rapid Chinese refinery growth will cap alumina prices

Location:

INTERNATIONAL

Global alumina and bauxite markets.

Myanmar business reforms face military obstacles

Location:

MYANMAR

Military business interests and economic reform in Myanmar.

Oil sanctions will not bring rapid change in Venezuela

Location:

VENEZUELA

President Nicolas Maduro’s beleaguered government will seek to sidestep sanctions on the Venezuelan oil sector announced by the United States on January 28. Some technical aspects…

Sanctions retaliation rules add to China’s deterrence

Location:

CHINA

Crucially, they cover the China subsidiaries of multinational companies. They have taken effect immediately, but their application requires the identification of specific…

China will be the key global automotive market

Location:

INTERNATIONAL

The passenger car market will expand by 2.7% in 2016, according to private sector estimates, with growth evenly spread between the BRICS, Europe and the United States. The…

China will avoid leveraging tech to ease Russian woes

Location:

INT

In early February, Presidents Xi Jinping and Vladimir Putin announced a strategic partnership “without limits”, and the Chinese government has maintained a broadly supportive…

Russia to survive but not thrive on current sanctions

Location:

RUSSIA

The government insists it can ride out broader US and EU sanctions dating from 2014, a view supported by the Standard & Poor's (S&P) rating agency's July assessment that the…