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EU is unlikely to reach its green industry targets

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EU

The measures are designed to ensure that the EU not only reaches emission reduction targets but is also competitive in the industries required for accelerating the green…

Washington will rethink its foreign chip strategy

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UNITED STATES

Follow-on action from Washington and responses from foreign actors will shape the US government’s adversarial policy towards China in semiconductors and other strategic…

Prospects for fossil fuels in 2017

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PROSPECTS 2017

Prospects for fossil fuels in 2017.

US chip controls on China will be an ongoing battle

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CHINA/US

China has limited capacity to substitute for imports in this field over the next few years, so the critical factors will be US ability to enforce the controls and the extent to…

China will retain its dominance in rare earths

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CHINA

As tensions build between Beijing and Western governments, Beijing may increasingly be tempted to weaponise its dominance. It could limit supplies in response to sanctions and…

Japan is likely to win Australian submarine tender

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AUSTRALIA

The Soryu class is currently under consideration by Canberra as a replacement to the RAN's aging fleet of Collins-class submarines, in light of intensifying security challenges in…

Reform of Germany’s economy faces serious challenges

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GERMANY

Arguably the greatest challenge for his three-party government, which includes the Greens and Free Democrats (FDP), will be addressing the need to transform Germany’s economy for…

EU-China economic ties will become more distant

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EU/CHINA

The pandemic has exposed Europe’s dependence on China for medical equipment, the vulnerability of European firms to Chinese takeovers and China’s lack of transparency in general…

Beijing will ramp up supply pressure on key minerals

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CHINA

China accounts for 70% of global output of rare earths, which are key for the production of electric vehicles (EVs) and certain weapons, including missiles.

Vietnam will be wary of getting too close to China

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VIETNAM

Vietnam has a policy of ‘cooperation and struggle’ towards China. The two sides have robust economic ties, but there are long-standing political and cultural tensions between them.