Financial/Economic, Geopolitical, Scarcity, Strategic, Transportation
By admin / November 27, 2018

China’s Belt & Road Initiative – Blog #20

Deciding ‘What to Watch’ requires that the supply chain manager understand in detail and ideally with contemporaneous updating of the supply chain intersections of his/her organization with ‘Belt and Road,’ both directly and indirectly. A company doing business in a 'Belt and Road’ country will need to do a thorough risk evaluation of the entire country and look at that country’s links to the rest of the world, including the country’s supply chains, particularly those associated with key industries and resources. If a company is not involved in a ‘Belt and Road’ project but has supply chains that cross through a country in the “Belt and Road Initiative”, it must still evaluate how conditions in that country affects risks to its supply chains. Any hope of having operational and managerial flexibility and the capacity for dynamic supply chain adaptation will require such analysis.

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Financial/Economic, Geopolitical, Scarcity, Strategic, Transportation
By admin / November 27, 2018

China’s Belt & Road Initiative – Blog #19

One of the primary drivers of the “Belt and Road Initiative” is China’s focus on its energy security situation. China has long been concerned about its vulnerability to energy supply interdiction, most especially in the Strait of Malacca, its so-called ‘Malacca Dilemma.’ (Eighty percent of China’s oil comes through the Malacca Strait)

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Financial/Economic, Geopolitical, Scarcity, Strategic, Transportation
By admin / November 27, 2018

China’s Belt & Road Initiative – Blog #18

China has a key strategic objective of controlling the world’s maritime conduits and ‘Belt and Road’ plays a vital role in accomplishing this. China declared plans to make $20 billion in investments in a year’s time, from mid-2016 to mid-2017, in nine overseas ports.

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Financial/Economic, Geopolitical, Scarcity, Strategic, Transportation
By admin / November 27, 2018

China’s Belt & Road Initiative – Blog #17

China’s interests in becoming a major telecommunications player go well beyond laying cable in the Arctic. The burgeoning smartphone market and e-commerce around the world will require significant infrastructure investment and China wants to provide and control a major share of it. In addition to telecom company acquisitions, other recent activities by China, include laying new underwater cables and, reportedly, building “an underwater ‘Great Wall’ of seabed sensors that feed into fiber-optic cable stations on the same reefs housing the latest Chinese missiles

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Financial/Economic, Geopolitical, Scarcity, Strategic, Transportation
By admin / October 24, 2018

China’s Belt & Road Initiative – Blog #16

Belt & Road Benefits: Shortened Transit Times, Supply Chain Alternatives, Soybeans, and Liquid Natural Gas (LNG)

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Financial/Economic, Geopolitical, Scarcity, Strategic, Transportation
By admin / October 18, 2018

China’s Belt & Road Initiative – Blog #15

The hard lesson that these eight countries have learned is that China’s funding comes with significant costs. It is not an aid program; it is a Chinese government-directed business program.

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Financial/Economic, Geopolitical, Scarcity, Strategic, Transportation
By admin / October 11, 2018

China’s Belt & Road Initiative – Blog #14

Nestled between Thailand and Vietnam, with a coastline across the Gulf of Thailand not far from the potential site of the Kra Canal, Cambodia has become an investment magnet to China. Indonesia chose to partner with China, over Japan, which also expressed participatory interest in the high-speed rail link between Jakarta and Bandung, but Indonesia appears to be consciously trying to contain Chinese influence by engaging other countries in its infrastructure investment, such as India.

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Financial/Economic, Geopolitical, Scarcity, Strategic, Transportation
By admin / October 2, 2018

China’s Belt & Road Initiative – Blog #13

Malaysia is having serious second thoughts about its “Belt and Road” involvement. The ownership and control of the projects have already raised concerns. Recently, Malaysia has indicated that it is reassessing the project before it allows it to proceed. Having Chinese-owned islands sitting in the middle of a strategic major international maritime passageway poses serious reasons for concern.

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Financial/Economic, Geopolitical, Scarcity, Strategic, Transportation
By admin / September 24, 2018

China’s Belt & Road Initiative – Blog #12

A major, planned “Belt and Road” infrastructure project is the Kra Canal (also called the Thai Canal) which would provide China with an alternative to using the Strait of Malacca, by connecting the Gulf of Thailand with the Andaman Sea. Politically, the project is charged as it would definitely upset the status quo and create ‘winners’ and ‘losers’ in the maritime arena, change national military advantages, and raise fears about growing Chinese dominance in all of Asia as well as the Middle East.

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Financial/Economic, Geopolitical, Scarcity, Strategic, Transportation
By admin / September 24, 2018

China’s Belt & Road Initiative – Blog #11

Myanmar and Bangladesh may get heightened interest from China in the near future, due to recent discovery of major mineral deposits in pretty much all of the waters surrounding these countries, and in the Kaveri, Godavari, and Krishna basins off the east coast of India. The Indian Ocean is also a very rich fishing ground, accounting for about 15 % of the world’s total catch. The benefits to China are obvious.

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