China

Quality matters: how the Hormuz crisis tests refinery flexibility

Newsbase April 13, 2026

The disruption highlights a key reality often overlooked in the oil market: while volumes may be globally fungible, crude quality is not.

Iran war is pushing the CRINK alliance closer together, turning it into a military alliance

Ben Aris in Berlin April 13, 2026

One of the upsets of the war in Iran has been to drive the members of the CRINK alliance (China, Russia, Iran and North Korea) into a closer military cooperation that is not in the West's interests.

ADB projects slower growth in all of Asia

IntelliNews April 13, 2026

According to an outlook forecast report by the Asian Development Bank, the broad Asia region including its many developing high growth economies are facing what can be best described as the most complex set of headwinds in years.

Pakistan’s Ghazab Lil-Haq operation and the prospect of regime change in Afghanistan

Syed Fazl-e-Haider April 11, 2026

A Eurasianet partner post from the Central Asia-Caucasus Analyst.

Naphtha shortages leading to petrochemical plants force majeures and record prices

Ben Aris in Berlin April 10, 2026

Petrochemical producers across Asia have begun shutting down operations after disruptions to shipping through the Strait of Hormuz reduced supplies of the critical naphtha and liquefied petroleum gas (LPG) feedstocks.

Battery costs have declined by 99% in the last three decades, making electrified transport a reality – OWID

bne IntelliNews April 10, 2026

Over 20mn electric cars were sold globally in 2025 — some for as little as $10,000. Even just two decades ago, that would have been impossible. The reason it's possible now? Batteries have gotten much cheaper.

EU paid €2.88bn for Russian Arctic LNG in first quarter

IntelliNews April 10, 2026

The EU paid an estimated €2.88bn ($3.33bn) to Russia for liquefied natural gas from the Yamal Arctic LNG project, majority owned by Novatek (NVTK.MM), in the first quarter of 2026.

China's Xi hosts Taiwan's KMT chair in landmark Beijing meeting

IntelliNews April 10, 2026

Cheng is visiting China at the invitation of the CPC Central Committee and Xi. She is the first KMT chair to lead a delegation to China in a decade.

ASIA BLOG: How Taiwan’s KMT risks the nation’s sovereignty

Mark Buckton in Taipei April 10, 2026

As Taiwan’s opposition leader, Cheng Li-wun leads a delegation across China the fine line between opposition outreach and quasi-diplomacy is being blurred. It is an issue that should concern anyone with a stake in Taiwan’s democratic integrity.

BYD blacklisted in Brazil after 163 workers rescued from slave-like conditions

bnl Sao Paulo bureau April 9, 2026

Chinese electric vehicle maker BYD has been added to Brazil's official forced labour blacklist after 163 Chinese workers were found in conditions analogous to slavery at the construction site of its new factory in Camaçari, Bahia, in 2024.

Taipei slams Cheng Li-wun's Beijing trip

IntelliNews April 9, 2026

Data from National Chengchi University shows a mere 2.5% of the population see themselves as Chinese, whereas 62% identify as Taiwanese.

Cheng Li-wun leads KMT tour across China

bno - Kaohsiung Office April 8, 2026

Cheng asserted that her visit mirrors the precedents set by previous KMT leaders which supports the notion of a single Chinese entity while rejecting separatist movements for Taiwan.

Falling electrotech costs create a fast catch up path for Global South

Ben Aris in Berlin April 8, 2026

A new energy pathway is emerging for developing economies, one that challenges the assumption that fossil fuels are a prerequisite for growth, according to a new report by Ember.

US consumers under pressure as Gulf energy crisis expands

Ben Aris in Berlin April 7, 2026

US consumers are coming under increasing pressure as the effects of the energy shock from the Gulf War ripple amounts across the world.

The world could run out of chocolate by 2050

bne IntelliNews April 7, 2026

The world could face a severe shortage of chocolate by 2050 as climate change disrupts cocoa production in key growing regions, according to scientific estimates and industry data.

Taiwan opposition leader Cheng travels to China on 'peace mission'

bno - Kaohsiung Office April 7, 2026

Cheng, who leads Taiwan’s largest opposition party, is visiting a number of cities in China, as Chinese military pressure on the island reaches new heights.

China's invisible hand in Iran’s F-35 success

Mark Buckton in Taipei April 5, 2026

Just days before Iran claimed to have hit one of the US Air Force's most formidable jets - an F-35 stealth fighter - a Chinese social media account published a detailed guide on how such an attack could be carried out.

Iran war accelerates Chinese US treasure bill sell off

Ben Aris in Berlin April 4, 2026

The war in Iran has triggered a potential step change in the rate that China is selling off its US Treasury bill holdings. T-bill holdings are a good barometer for geopolitical tensions. China and the BRICS are dumping their T-bills.

Middle East conflict could cut Indian fertiliser output by 10–15%

bno - Mumbai bureau April 4, 2026

Due to the supply chain disruptions stemming from the conflict in the Middle East, India could potentially see a decline in fertiliser output.

China blames US-Israeli 'illegal' war for Hormuz crisis and refuses to back Trump's 'just take it' call

bnm Gulf bureau April 2, 2026

China blamed the Hormuz crisis squarely on "US-Israel illegal military operations" and rejected Trump's call for countries to seize the strait, while declining to join the UK-led 35-nation shipping summit.

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