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Intelligence Archive // China Watch

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Research Library

// Global Analysis Archive

DISPLAYING 1-4 OF 4 RECORDS — TAGGED "Energy Infrastructure"
PAGE 1 / 1
South Korea Aug 14, 2026

South Korea’s $880B AI Push: Converting HBM Dominance Into National Compute Power

South Korea is positioning a proposed $880 billion investment program to expand chip hubs, data centers, and robotics, aiming to turn semiconductor leadership—especially in HBM—into durable AI-era influence. The main constraints highlighted are power and grid capacity near Seoul and a widening gap in domestic software and large-language-model capabilities versus the United States and China.

India Jun 27, 2026

India Deepens Mongolia ‘Third-Neighbor’ Strategy Through Refinery Finance, Digital MoUs, and Defense Links

The Diplomat reports that India’s foreign minister used a June 2026 Mongolia visit to operationalize a 2025–2035 strategic roadmap spanning energy infrastructure, mining logistics, digital cooperation, and defense engagement. The India-financed Dornigovi oil refinery is positioned as a flagship diversification project whose execution will shape the credibility and scale of future India–Mongolia cooperation.

China ODI Nov 24, 2025

China’s Outbound Investment Hits 7-Year High as Capital Shifts to Minerals and Data Centres

According to an SCMP summary of Rhodium Group’s China Cross-Border Monitor, Chinese firms announced about US$124 billion in new outbound direct investment in 2025, up 18% from 2024 and the highest since 2018. The reported rise in completed deals suggests improving execution, with strategic raw materials and data-centre/energy-linked assets emerging as key priorities.

Nuclear Safety Dec 18, 2024

Hong Kong Assures Public After Ling Ao Cooling Valve Event in Shenzhen

Hong Kong authorities said an operational event at Shenzhen’s Ling Ao Nuclear Power Station involving a cooling water isolation valve posed no risk to public health or the environment. The episode underscores the importance of cross-boundary notification and public communication for nuclear-related incidents near Hong Kong.

South Korea

South Korea’s $880B AI Push: Converting HBM Dominance Into National Compute Power

South Korea is positioning a proposed $880 billion investment program to expand chip hubs, data centers, and robotics, aiming to turn semiconductor leadership—especially in HBM—into durable AI-era influence. The main constraints highlighted are power and grid capacity near Seoul and a widening gap in domestic software and large-language-model capabilities versus the United States and China.

Aug 14, 2026 0 views
ACCESS »
India

India Deepens Mongolia ‘Third-Neighbor’ Strategy Through Refinery Finance, Digital MoUs, and Defense Links

The Diplomat reports that India’s foreign minister used a June 2026 Mongolia visit to operationalize a 2025–2035 strategic roadmap spanning energy infrastructure, mining logistics, digital cooperation, and defense engagement. The India-financed Dornigovi oil refinery is positioned as a flagship diversification project whose execution will shape the credibility and scale of future India–Mongolia cooperation.

Jun 27, 2026 0 views
ACCESS »
China ODI

China’s Outbound Investment Hits 7-Year High as Capital Shifts to Minerals and Data Centres

According to an SCMP summary of Rhodium Group’s China Cross-Border Monitor, Chinese firms announced about US$124 billion in new outbound direct investment in 2025, up 18% from 2024 and the highest since 2018. The reported rise in completed deals suggests improving execution, with strategic raw materials and data-centre/energy-linked assets emerging as key priorities.

Nov 24, 2025 0 views
ACCESS »
Nuclear Safety

Hong Kong Assures Public After Ling Ao Cooling Valve Event in Shenzhen

Hong Kong authorities said an operational event at Shenzhen’s Ling Ao Nuclear Power Station involving a cooling water isolation valve posed no risk to public health or the environment. The episode underscores the importance of cross-boundary notification and public communication for nuclear-related incidents near Hong Kong.

Dec 18, 2024 0 views
ACCESS »
ID Title Category Date Views
RPT-5706 South Korea’s $880B AI Push: Converting HBM Dominance Into National Compute Power South Korea 2026-08-14 0 ACCESS »
RPT-5168 India Deepens Mongolia ‘Third-Neighbor’ Strategy Through Refinery Finance, Digital MoUs, and Defense Links India 2026-06-27 0 ACCESS »
RPT-680 China’s Outbound Investment Hits 7-Year High as Capital Shifts to Minerals and Data Centres China ODI 2025-11-24 0 ACCESS »
RPT-4647 Hong Kong Assures Public After Ling Ao Cooling Valve Event in Shenzhen Nuclear Safety 2024-12-18 0 ACCESS »
Page 1 of 1 • 4 total reports