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Intelligence Archive // China Watch

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Research Library

// Global Analysis Archive

DISPLAYING 1-9 OF 9 RECORDS — TAGGED "Geoeconomics"
PAGE 1 / 1
Rare Earths Feb 11, 2026

China’s Rare Earth Leverage: Processing Dominance as the Core Chokepoint

The source indicates China’s strategic advantage in rare earths is concentrated in separation and refining, where it reportedly controls the vast majority of global capacity. Consolidation and accumulated process expertise—especially in heavy rare earth processing—suggest continued leverage even as other countries expand mining and invest in new facilities.

US-China Relations Feb 08, 2026

Leader-Level Signaling: Trump–Xi Call Projects Stability Amid US–China Trade Frictions

Al Jazeera reports that Donald Trump described a phone call with China’s Xi Jinping as “excellent,” highlighting personal rapport amid trade tensions. The extracted document contains limited article body text, so assessment focuses on the signaling value and near-term de-escalation implications rather than specific policy outcomes.

Belt and Road Initiative Feb 04, 2026

BRI as Diplomatic Leverage: Signals of a One-China Alignment Strategy

The extracted document largely contains website scripting, with the article’s substantive text unavailable due to extraction errors. Based on the headline alone, the source appears to argue that Belt and Road engagement is being used to encourage partner alignment with the One-China policy, but the specific mechanisms and evidence cannot be validated from the provided text.

China Feb 01, 2026

Waning US Leverage and China’s Surplus: Rising Pressure on Global Manufacturing

A Guardian analysis argues that declining US influence is coinciding with an expanding Chinese trade surplus, intensifying competitive pressure on manufacturing worldwide. The framing suggests Beijing has an opportunity to shape outcomes if it moderates policies that fuel backlash, otherwise fragmentation and trade defenses are likely to grow.

Belt and Road Initiative Jan 19, 2026

BRI as Trade Architecture: Infrastructure Finance Becomes a Strategic Battleground

A February 2025 trade brief frames China’s Belt and Road Initiative as a competitive instrument shaping global trade routes, standards, and long-term influence. The competitive lens implies heightened regulatory scrutiny, geopolitical friction, and increased risk around debt, governance, and strategic asset control.

Rare Earths Dec 15, 2025

China’s Rare Earth Leverage: Processing Dominance and HREE Control Shape Global Supply

Source material indicates China retains decisive leverage in rare earths through overwhelming processing capacity, particularly for heavy rare earth elements, alongside large-scale production and consolidation. Policy tools, technology depth, and emerging cleaner mining techniques may further reinforce resilience and influence over EV, wind, and defense supply chains.

China Sep 16, 2025

MERICS Warns Europe of 2026 China Risk Convergence: G2 Dynamics, Supply-Chain Leverage, and Indo-Pacific Escalation

MERICS’ Top China Risks 2026 argues Europe may be increasingly sidelined by US–China bilateral bargaining while still absorbing the economic and security spillovers. The report highlights worsening conditions for European firms, persistent vulnerabilities in critical inputs and tech value chains, and elevated Indo-Pacific miscalculation risks.

EU-India FTA Jul 17, 2025

India–EU FTA Emerges as a Strategic Hedge in a Volatile Trade Order

The source portrays the India–EU Free Trade Agreement as a major strategic diversification move, shaped by tariff uncertainty and shifting global trade alignments. Beyond tariffs, its focus on services, digital trade, and regulatory cooperation could influence future templates for large-scale trade deals.

China Nov 06, 2024

Xi Signals Renewed Push for Yuan Reserve-Currency Status

President Xi Jinping has called for the yuan to become a widely used international currency and ultimately attain global reserve status, according to a Qiushi commentary cited by the source. The push underscores a strategic effort to align China’s monetary influence with its economic scale, though market depth, convertibility and confidence remain key constraints.

Rare Earths

China’s Rare Earth Leverage: Processing Dominance as the Core Chokepoint

The source indicates China’s strategic advantage in rare earths is concentrated in separation and refining, where it reportedly controls the vast majority of global capacity. Consolidation and accumulated process expertise—especially in heavy rare earth processing—suggest continued leverage even as other countries expand mining and invest in new facilities.

Feb 11, 2026 0 views
ACCESS »
US-China Relations

Leader-Level Signaling: Trump–Xi Call Projects Stability Amid US–China Trade Frictions

Al Jazeera reports that Donald Trump described a phone call with China’s Xi Jinping as “excellent,” highlighting personal rapport amid trade tensions. The extracted document contains limited article body text, so assessment focuses on the signaling value and near-term de-escalation implications rather than specific policy outcomes.

Feb 08, 2026 0 views
ACCESS »
Belt and Road Initiative

BRI as Diplomatic Leverage: Signals of a One-China Alignment Strategy

The extracted document largely contains website scripting, with the article’s substantive text unavailable due to extraction errors. Based on the headline alone, the source appears to argue that Belt and Road engagement is being used to encourage partner alignment with the One-China policy, but the specific mechanisms and evidence cannot be validated from the provided text.

Feb 04, 2026 0 views
ACCESS »
China

Waning US Leverage and China’s Surplus: Rising Pressure on Global Manufacturing

A Guardian analysis argues that declining US influence is coinciding with an expanding Chinese trade surplus, intensifying competitive pressure on manufacturing worldwide. The framing suggests Beijing has an opportunity to shape outcomes if it moderates policies that fuel backlash, otherwise fragmentation and trade defenses are likely to grow.

Feb 01, 2026 0 views
ACCESS »
Belt and Road Initiative

BRI as Trade Architecture: Infrastructure Finance Becomes a Strategic Battleground

A February 2025 trade brief frames China’s Belt and Road Initiative as a competitive instrument shaping global trade routes, standards, and long-term influence. The competitive lens implies heightened regulatory scrutiny, geopolitical friction, and increased risk around debt, governance, and strategic asset control.

Jan 19, 2026 0 views
ACCESS »
Rare Earths

China’s Rare Earth Leverage: Processing Dominance and HREE Control Shape Global Supply

Source material indicates China retains decisive leverage in rare earths through overwhelming processing capacity, particularly for heavy rare earth elements, alongside large-scale production and consolidation. Policy tools, technology depth, and emerging cleaner mining techniques may further reinforce resilience and influence over EV, wind, and defense supply chains.

Dec 15, 2025 0 views
ACCESS »
China

MERICS Warns Europe of 2026 China Risk Convergence: G2 Dynamics, Supply-Chain Leverage, and Indo-Pacific Escalation

MERICS’ Top China Risks 2026 argues Europe may be increasingly sidelined by US–China bilateral bargaining while still absorbing the economic and security spillovers. The report highlights worsening conditions for European firms, persistent vulnerabilities in critical inputs and tech value chains, and elevated Indo-Pacific miscalculation risks.

Sep 16, 2025 1 views
ACCESS »
EU-India FTA

India–EU FTA Emerges as a Strategic Hedge in a Volatile Trade Order

The source portrays the India–EU Free Trade Agreement as a major strategic diversification move, shaped by tariff uncertainty and shifting global trade alignments. Beyond tariffs, its focus on services, digital trade, and regulatory cooperation could influence future templates for large-scale trade deals.

Jul 17, 2025 1 views
ACCESS »
China

Xi Signals Renewed Push for Yuan Reserve-Currency Status

President Xi Jinping has called for the yuan to become a widely used international currency and ultimately attain global reserve status, according to a Qiushi commentary cited by the source. The push underscores a strategic effort to align China’s monetary influence with its economic scale, though market depth, convertibility and confidence remain key constraints.

Nov 06, 2024 0 views
ACCESS »
ID Title Category Date Views
RPT-976 China’s Rare Earth Leverage: Processing Dominance as the Core Chokepoint Rare Earths 2026-02-11 0 ACCESS »
RPT-832 Leader-Level Signaling: Trump–Xi Call Projects Stability Amid US–China Trade Frictions US-China Relations 2026-02-08 0 ACCESS »
RPT-657 BRI as Diplomatic Leverage: Signals of a One-China Alignment Strategy Belt and Road Initiative 2026-02-04 0 ACCESS »
RPT-464 Waning US Leverage and China’s Surplus: Rising Pressure on Global Manufacturing China 2026-02-01 0 ACCESS »
RPT-11 BRI as Trade Architecture: Infrastructure Finance Becomes a Strategic Battleground Belt and Road Initiative 2026-01-19 0 ACCESS »
RPT-211 China’s Rare Earth Leverage: Processing Dominance and HREE Control Shape Global Supply Rare Earths 2025-12-15 0 ACCESS »
RPT-251 MERICS Warns Europe of 2026 China Risk Convergence: G2 Dynamics, Supply-Chain Leverage, and Indo-Pacific Escalation China 2025-09-16 1 ACCESS »
RPT-180 India–EU FTA Emerges as a Strategic Hedge in a Volatile Trade Order EU-India FTA 2025-07-17 1 ACCESS »
RPT-546 Xi Signals Renewed Push for Yuan Reserve-Currency Status China 2024-11-06 0 ACCESS »
Page 1 of 1 • 9 total reports