ANDAMAN PARTNERS Attended the Australia Governance Summit 2026 in Sydney
ANDAMAN PARTNERS Co-Founder Kobus van der Wath attended the Australia Governance Summit (AGS26) in Sydney, Australia.
China Extends Its Dominance in Global Shipbuilding as Output Surges in 2026
Even as global ship orders declined in 2025, early-2026 data shows a rapid rebound, with China securing the vast majority of new contracts.
Global Fertiliser Markets: Stable Production, Increasingly Fragile Trade System
Production growth remains steady, but trade is increasingly concentrated and price-driven, heightening exposure to energy shocks and critical chokepoints.
Lithium Supply Is Diversifying, But China Controls the Value Chain
Global lithium output is expanding in Australia and Chile, but China dominates processing and battery exports, capturing most of the downstream value.
China Is Rewiring Its Innovation Model for Higher-Value Output
Sustained growth in R&D alongside declining filings suggests tighter standards and a reorientation toward higher-quality innovation.
Global Iron Ore Trade Remains Anchored to China’s Steel Industry
Australia and Brazil dominate supply while China anchors demand, with rising exports reshaping how iron ore flows through global markets.
Singapore Anchors High-Value Trade and Innovation in Asia’s Global Supply Chains
Singapore is a critical gateway for high-value investment and regional operations across Asia.
Southeast Asia’s Digital Economy Is Scaling Rapidly as Regional Tech Hubs Take Shape
Digital consumption across Southeast Asia is expanding rapidly across e-commerce, payments and platforms.
Asia’s Energy Import Dependence Is Creating Distinct Investment and Growth Profiles
Diverging energy import dependence across Asia is enabling more targeted investment across the region.
Disrupted Choke Points Are Forcing a Structural Rerouting of Global Trade
Traffic through the Strait of Hormuz has collapsed, the Red Sea corridors remain structurally impaired and trade has been rerouted via the Cape of Good Hope.
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