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Asia Pacific Natural resources and energy

Sanctions, oil, and the emerging China-Russia-Iran axis

Although China has backpedalled on proposed tariffs on U.S. crude imports, the move is indicative of its need to diversify sources and steps may now be taken to enable China to play the oil card in the future – including imports from Iran despite sanctions, and drawing closer to Russia. 

Asia Pacific Natural resources and energy

China and India establish “oil buyers’ club” to counter OPEC

Should this “oil buyers’ club” become a reality, New Delhi and Beijing will have greater leverage to negotiate with OPEC about oil prices and will also have a significant say in matters such as importing more crude oil from the US.

Natural resources and energy

Mozambique and Rosneft’s hunt for foreign policy pull

Word that Rosneft will soon open an office in Mozambique belies the company and Igor Sechin’s growing influence over Russia’s policy in the Asia-Pacific.

Middle East/North Africa Natural resources and energy

Iran’s return to oil markets puts additional pressure on oil prices

The end of sanctions is a lifesaver for Iran’s economy, but oil producers will have to bear the additional brunt as new barrels flood the already oil-saturated markets. After seven

Economics Middle East/North Africa

Strengthening partnership between China and Iran

The reintegration of Iran in the world economy represents a critical opportunity for the strengthening of strategic ties between the Islamic Republic and the People’s Republic of China. Iran represents a

International Natural resources and energy

Global oil glut could further depress oil prices

With the global oil supply expected to outpace demand in 2015 and 2016, there is a growing risk from an oil glut that might further slash oil prices. The 50 percent

Middle East/North Africa Natural resources and energy

Conflict in South Sudan a major concern for China

Economic dependence and political conflict between Sudan and South Sudan has turned into a dire investment climate. Chinese companies are caught in the middle, but also capitalise on political divisions.

Asia Pacific Natural resources and energy

Russia and China extend energy ties at APEC

With another major energy deal reached on the fringes of APEC Summit in Beijing, Russia and China continue to strengthen their energy ties with significant geopolitical consequences for both countries.

International Politics

Is China Afghanistan’s new best friend?

China is already a major investor in Afghanistan. President Ghani’s first state visit was to Beijing. Will China step in to take the US’ place when the US-led coalition leaves? Newly-elected Afghan president

Politics Sub-Saharan Africa

Economic stakes are high in Mozambique’s elections

Low risk of post-electoral violence bodes well for investor confidence in Mozambique. However, potential changes to the regulatory framework and slow infrastructure development are likely to hinder investment in the booming