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AssessmentsJun 17, 2024 | 18:48 GMT
Thai Prime Minister Srettha Thavisin watches a race during the F1 Grand Prix in Imola, Italy, on May 19, 2024.
Thai Politics Undergoes Another Round of Instability
In Thailand, three legal cases against prominent political figures will usher in a new period of political instability, portending renewed protests and policy paralysis that will weigh on the country's fragile economy. On June 18, Thai courts will hear a trio of politically consequential cases. The Constitutional Court will hear a case against the main opposition Move Forward Party (MFP) that could result in its dissolution. The same court will hear a case against Prime Minister Srettha Thavisin that could result in his removal. The Court has not indicated when it will render a verdict in either case, though a similar case against the MFP's predecessor party in 2020 took around a month to conclude. Finally, a criminal court will formally indict former Prime Minister Thaksin Shinawatra, marking the beginning of a criminal prosecution against him, which could send him to prison for up to 15 years.
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Thailand
Politics
SnapshotsMay 3, 2024 | 20:02 GMT
Chinese President Xi Jinping is seen between the Chinese and French national flags in Beijing on Jan. 9, 2018.
What To Expect During Xi's Trip to Europe
During his upcoming trip to Europe, Chinese President Xi Jinping will seek to ease EU trade tensions and provide new momentum to Chinese economic presence and influence in Central and Eastern Europe by announcing new investment and infrastructure projects. Xi will travel to Europe for the first time since 2019 for a five-day visit starting May 5 that will take him to Paris, Budapest and Belgrade. In France, Xi will meet French President Emmanuel Macron for a bilateral meeting and again for a trilateral one alongside European Commission President Ursula von der Leyen, during which the Chinese president will seek to downplay China's role in supporting Russia's military effort in Ukraine while promoting the benefits of maintaining positive trade and economic relations with China for France and Europe as a whole. Macron will, in turn, use his meeting with Xi to discuss maritime security and promote de-escalation between China and
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China
Europe
France
Serbia
Hungary
Economics
Politics
AssessmentsApr 4, 2024 | 18:33 GMT
Chinese car manufacturer BYD's stacked electric vehicles wait to be loaded onto a ship at the international container terminal of Taicang Port at Suzhou Port in China's eastern Jiangsu province on Sept. 11, 2023.
Chinese Electric Vehicles Prepare to Hit the Great Wall of Western Tariffs
The United States, the European Union and other Western countries will likely restrict the sale of Chinese cars and auto supplies in their domestic markets to reduce national security and economic risks. Over the last six months, the automotive industry -- particularly electric and connected vehicles -- has become the latest front between China and the West over strategic competition as Western governments look to restrict China's role in the sector. U.S. Treasury Secretary Janet Yellen arrived in China on April 3 for five days of face-to-face discussions with Chinese officials over several issues, including U.S. concerns about Chinese subsidies contributing to growing EV production capacity that could flood global markets. Yellen's visit comes after the Commerce Department on Feb. 29 began formulating new rules that aim to safeguard the information and communications technology and services supply chain for connected vehicles; the rules would broadly define connected vehicles and squarely
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United States
Australia
China
Europe
Germany
France
United Kingdom
Economics
Environment, Science & Technology
Military & Security
SnapshotsJan 18, 2022 | 16:20 GMT
Demonstrators in Santiago take part in a protest against Chilean President Sebastian Pinera’s efforts to privatize the country’s lithium industry on Jan. 7, 2022.
In Chile’s Lithium Sector, the End of Pinera’s Privatization Era Nears
Chile’s incoming left-wing government and constitutional convention will attempt to limit private-sector investment in lithium production while bolstering a new state-owned mining company, which could drive up the cost of the element and make the global energy transition more costly. Almost a week after new lithium concessions were announced, a Chilean appeals court suspended the bidding process at the request of local Indigenous communities. Two companies -- China’s electric car maker BYD Co. Ltd. and Chile’s Servicios y Operaciones Mineras del Norte -- were previously awarded contracts to produce a combined 80,000 metric tons of lithium over the course of 20 years, accounting for 1.8% of Chile’s known lithium. The auction was a last-ditch effort by outgoing center-right President Sebastian Pinera to reverse Chile’s steadily declining share of global lithium production before his leftist successor, President-elect Gabriel Boric, takes office on March 11. 
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Chile
Energy
Economics
Politics
Environment, Science & Technology
SnapshotsFeb 19, 2021 | 21:36 GMT
A rechargeable Lithium-ion battery for the Volkswagen ID.3 electric car is pictured Feb. 25, 2020, at the Volkswagen car factory in Zwickau, Germany.
A Battery Ruling Complicates Biden's Efforts to Secure the Green Energy Supply Chain
The U.S. International Trade Commission's Feb. 10 ruling that South Korean battery maker SK Innovation had stolen trade secrets from another South Korean battery maker complicates ongoing Biden administration efforts to accelerate the domestic adoption of electric vehicles and U.S. efforts to ensure the accessibility and security of critical resources and technologies like lithium-ion batteries.
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United States
China
South Korea
Environment, Science & Technology
AssessmentsJan 11, 2019 | 12:00 GMT
A picture taken on March 12, 2018, shows a ship docked at the Tanger Med container port and Renault terminal in Ksar Sghir, near the northeastern Moroccan port city of Tangiers overlooking the Strait of Gibraltar.
Why Banks in Morocco Are Spreading the Wealth Around Africa
A new source of foreign direct investment is emerging in many sub-Saharan African nations: the kingdom of Morocco, situated right on the continent itself. Owing in part to quick and decisive reforms in 2011, Morocco largely avoided the Arab Spring turbulence that shook other parts of the Arab world in North Africa and the Middle East. And in recent years, solid growth in the manufacturing, tourism and energy sectors, as well as a rapidly expanding financial sector, has fueled the development of a very strong Moroccan economy. As long-dominant European banks gradually disappear from Africa, Morocco is using its newfound financial muscle to project power across the continent in the hopes of becoming a wealthier and more internationally influential country, but it still needs to address problems at home if it wants to remain one of the most stable states in Africa.
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Morocco
The Suitors of Sub-Saharan Africa
AssessmentsJul 5, 2018 | 09:00 GMT
As it makes changes to its economy, China is intent on ensuring greater control over the entire supply chain for lithium-ion batteries for years to come.
How China Is Muscling In on Lithium-Ion Batteries
From the salt flats of the Atacama Desert in Chile to the savannas of the Congo, the makers and users of the world's batteries are scrambling to secure the vital raw materials needed to produce the lithium-ion cells that will power electric vehicles around the globe. But no battery-makers are more aggressive than those from China, which is working to lock down the entire supply chain for its companies. Meanwhile, the United States will rely on economies of scale to compete in storage-cell manufacturing, turning toward North American raw material producers to ensure supplies whenever possible. Even then, the country will face stiff competition from Chinese investors -- to say nothing of European automobile companies, who will be compelled to increase their reliance on China. Buoyed by support from the highest levels of government, Chinese companies are likely to find few challengers over the next decade and a half as
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China
Energy
China in Transition
AssessmentsSep 15, 2017 | 12:22 GMT
Governments and automakers are charting the transition from gasoline- and diesel-powered vehicles to electric ones, though it will be decades before all fuel pumps go the way of the dinosaur.
The Automotive Market Switches Gears
Over the past several decades, numerous technologies have emerged that could rival and eventually replace the internal combustion engine and, with it, oil. Though vehicles powered by natural gas or hydrogen are gaining ground, particularly in Asia, electric vehicles -- both hybrid and fully battery-powered models -- are poised to give gasoline- and diesel-fueled vehicles the biggest run for their money. Falling costs and rising energy density stand to level the playing field between electric cars and their more traditional counterparts. By 2040, researchers project that fully electric vehicles and hybrids will account for more than half of all new automobiles purchased worldwide. Government initiatives will be crucial to incentivize and facilitate the adoption of electric vehicles, and countries such as France, the United Kingdom and China are doing their part to kick-start the transition.
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United States
China
France
United Kingdom
Environment, Science & Technology
Energy
Environment, Science & Technology
AssessmentsJan 3, 2016 | 14:01 GMT
Attendees look at 65-inch Skyworth 4K curved OLED televisions on display at the 2015 International CES at the Las Vegas Convention Center.
The Geopolitical Impact of Consumer Electronics
Although new consumer electronics products could eventually change the world, the research involved in developing consumer electronics is as important as the devices themselves. Moreover, we cannot rule out the possibility that consumer electronics -- and electronics in general -- will gain greater influence and import in the global economic system, meaning that companies such as Google, Facebook or possibly Chinese companies such as Baidu could replace energy firms as arguably the most geopolitically important companies.
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Sub-Saharan Africa
Americas
United States
Asia-Pacific
China
Europe
Eurasia
Middle East and North Africa
South Asia
Economics
Environment, Science & Technology
The 4th Industrial Revolution
AssessmentsOct 14, 2010 | 17:21 GMT
China Security Memo: Oct. 14, 2010
Security preparations for the upcoming Asian Games in Guangzhou are similar to those for the Beijing Olympics, but the threat level is relatively low. (With STRATFOR interactive map)
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