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When It Comes to Deforestation, There’s Plenty of Blame to Go Around

The NGO collective Forests and Finance released a new study today showing that investments by Chinese banks make it the world’s second-largest funder of projects linked to tropical deforestation.   Analyzing data from financial databases and company publications, the study found that between 2016 and 2020, Chinese ...

Analysis from Cobus van Staden

Commodity Supercycle Blues

The editorial board of Financial Times published an op-ed yesterday announcing a new commodities supercycle. They argued that the global pivot towards climate-friendlier technologies like electric vehicles is pushing demand for metals like cobalt, lithium and palladium (used in catalytic converters.) In addition, the Biden administration’s new commitments to building infrastructure at home (and possibly abroad) will further boost demand for steel, with iron ore futures hitting record prices in Singapore this week.Where FT ...

China and the Rapidly Changing Security Dynamics in the Mideast & North Africa

A pair of recent Congressional hearings revealed the heightened anxiety in Washington about China's expanding presence in the Middle East and North Africa. Both lawmakers and Pentagon officials appear increasingly concerned that China's rapidly expanding economic, security, and diplomatic presence in ...