Elephant in the Room? Are mining companies on target as they look to India to help compensate for China’s lost commodity demand growth?
Posted: 23. Dec, 2012 Last update: 23. Dec, 2012
Gabe Collins and Andrew Erickson, “Elephant in the Room? Are mining companies on target as they look to India to help compensate for China’s lost commodity demand growth?”,” China SignPost™ (洞察中国), No. 69 (23 December 2012). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© China’s economy continues to produce a chorus of negative news—slowing earthmover sales, weak [...]
Central and Southwest China: The Key Battleground for Shale Gas and New Low-Cost Coal Supplies from Xinjiang, Mongolia, and Wyoming
Posted: 28. Sep, 2012 Last update: 28. Sep, 2012
Gabe Collins and Andrew Erickson, “Central and Southwest China: The Key Battleground for Shale Gas and New Low-Cost Coal Supplies from Xinjiang, Mongolia, and Wyoming”,” China SignPost™ (洞察中国), No. 67 (28 September 2012). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© Shale gas development plans in China have generated excitement throughout the energy community, and the Chinese [...]
Kings of Coal to Barons of Bling?
Posted: 22. Sep, 2012 Last update: 22. Sep, 2012
Gabe Collins and Andrew Erickson, “Kings of Coal to Barons of Bling? Xinjiang’s coal boom will drive sales of Bentleys, BMWs, and other “bling”,” China SignPost™ (洞察中国), No. 66 (21 September 2012). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© So what do coal mines have to do with high-priced Bentley automobiles? In Chinese coal mining towns, a [...]
Xinjiang Poised to Become China’s Largest Coal Producer: Will Move Global Coal, Natural Gas, and Crude Oil Markets
Posted: 21. Sep, 2012 Last update: 21. Sep, 2012
Gabe Collins and Andrew 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), No. 65 (20 September 2012). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© Key points: –In 2011, Xinjiang produced 120 million tonnes of coal. In our base case estimate, Xinjiang will produce [...]
Wyoming and Montana Could Become Major New Coal Suppliers to China and the Asian Market—If They Can Obtain Port Access
Posted: 04. Sep, 2012 Last update: 04. Sep, 2012
Gabe Collins and Andrew 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), No. 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 [...]
North-Central China Offers Massive Market Opportunity for Mongolian Coal Miners
Posted: 21. Aug, 2012 Last update: 21. Aug, 2012
Gabe Collins and Andrew Erickson, “North-Central China Offers Massive Market Opportunity for Mongolian Coal Miners,” China SignPost™ (洞察中国), No. 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 [...]
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
Posted: 14. Aug, 2012 Last update: 14. Aug, 2012
Gabe Collins and Andrew 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), No. 61 (14 August 2012). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© With Chinese consumers holding on [...]
Downturn to “New Normal”? China’s Consumer Economy is Rolling Over and Sales of Chicken, Cars, and Shoes Are Taking a Hit
Posted: 02. Aug, 2012 Last update: 02. Aug, 2012
Gabe Collins and Andrew 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), No. 60 (1 August 2012). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© Beijing is likely to come under more significant pressure to implement stimulus measures as key [...]
Tilling Foreign Soil: New Farmland Ownership Laws Force Chinese Agriculture Investors to Shift Strategies in Argentina and Brazil
Posted: 29. Mar, 2012 Last update: 29. Mar, 2012
Gabe Collins and Andrew 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), No. 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 [...]
China’s Economic Environment: Implications for Military Development
Posted: 14. Mar, 2012 Last update: 14. Mar, 2012
Andrew Erickson and Gabe Collins, “China’s Economic Environment: Implications for Military Development,” China SignPost™ (洞察中国), No. 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. [...]