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White House Issues Report On How to Disentangle Critical Materials Supply Chains From China, Just as Apple is Reportedly in Talks With Chinese Battery Makers

Securing reliable supplies of cobalt and other strategic materials from places like the Democratic Republic of the Congo featured prominently in a new White House report that aims to counter China's dominance in this area. The timing of the report, however, comes just as Apple is reported ...

China May Be Providing More Vaccines to Africa Than Anyone Else, But That’s Not Saying Much

China's total vaccine deliveries to Africa increased slightly over the past week by just 300,000 doses to 20.3 million, according to the latest data from the vaccine tracking reporting compiled by the Beijing-based Bridge Consulting. Asia remains the ...

In What Could Be Bad News From the DR Congo, the Cobalt-Free EV Battery May Happen Much Sooner Than We Thought

The world's leading automakers are making much faster progress than anticipated in moving away from electric vehicle batteries that contain cobalt. VW, Tesla, and the Chinese EV giant BYD (the world's second-largest EV maker) have all either developed new cobalt-free batteries or are in late-stage development.

Almost a Third of the World’s Cobalt, Mostly From the DRC, Went to China Last Year

32% of the world's cobalt output went to China, according to the latest annual report published by The Cobalt Institute, an industry-financed organization. In addition to being the largest consumer of cobalt, China is also the dominant producer of refined cobalt that is used ...

China Controls 90% of the World’s Manganese Market, Another Strategic Ingredient for Electric Vehicle Batteries

Governments and automakers in the U.S., Europe and Asia have become steadily concerned in recent years over China's dominance of the strategic minerals and metals supply chains that are used to manufacture batteries for electric vehicles. Their primary concern ...

Analysis from Cobus van Staden

Sanctions and Anti-Sanctions

For those tracking the development (and high-level normalization) of ‘the new cold war,’ this week has been a doozy. U.S. President Joe Biden departed for the G7 summit in Cornwall with a rare bipartisan win in his pocket. His U.S. Innovation and Competition Act, a $250 billion bill aimed at countering Chinese competition in a number of hi-tech areas like semiconductors and robotics, passed with a 68-32 majority. Some predict that it could ...

Egypt Poised to Begin Vaccine Manufacturing After First Batch of Raw Materials Arrived From China

Egyptian Health Minister Hala Zayed and Chinese ambassador Liao Liqiang were at Cairo's international airport on Friday to witness the arrival of 1,400 liters of vaccine components that will be used to produce 2 million doses of Sinovac vaccine before the end of June.

As Chinese Vaccines Exports Continue to Slow, Local Production Around the World Steadily Increases

China is rapidly closing in on 400 million doses of COVID-19 vaccines administered domestically, at a stunning pace of 14 million per day. All those domestic vaccinations means that China has fewer jabs to export abroad. While international shipments have slowed considerably ...

Chinese Automakers Are Making New Inroads Across Africa

Geely, China's largest independent automaker, launched its new Coolray SUV in Nigeria in what's become a big push by Chinese auto companies to expand their presence in Africa. The SUV category is especially popular, as evidenced by the strong performance in South ...

Why This Chinese Factory Video is Causing Quite a Stir on Social Media in West Africa

A Chinese factory video where a young woman demonstrates how to convert raw cassava into fully processed gari has created quite a bit of buzz in Nigeria and Ghana where gari is a popular indigenous food. Ghanaian entertainment and lifestyle social ...

Egypt is All-In on Chinese Vaccines With 20 Million New Jabs on the Way And a New Production Deal Set to Start

The Egyptian government is placing a massive bet that Chinese vaccines will open a path out of the pandemic. The Health Ministry on Tuesday announced a deal to purchase an additional 20 million doses from Sinopharm with the first shipments expected to arrive later this ...
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