China’s Power Generation Expands as Renewables Gain Share
March 3, 2026
Electricity generation rose 2.2% in 2025, as thermal output declined for the first time in a decade, with strong gains in solar and wind.
Insights
Australia-China Trade Rebalancing as Industrial Imports Outpace Commodity Exports
March 3, 2026
With commodity exports down from 2021, faster growth in machinery, electronics and transport imports has narrowed Australia’s trade surplus.
China’s Freight Flows Point to Steady Economic Momentum in 2025
March 2, 2026
Freight volumes suggest stable conditions in industrial and domestic demand rather than a cyclical upswing.
Transition Metal Supply Expanded in 2025, Control Remains Concentrated
February 27, 2026
Copper and lithium led output gains in 2025, while the top three producers still control 70-90% of most key metals.
China’s Import Momentum Moderates as Commodity Suppliers Gain Share
February 27, 2026
Imports have stabilised around USD 2.6 trillion, signalling softer domestic demand and a continued tilt toward commodity-intensive sourcing.
The Philippines: Scale, Stability and Demographic Tailwinds in ASEAN
February 26, 2026
The Philippines is ASEAN’s most domestically anchored growth platform, combining demographic depth with diversified external exposure.