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Published daily by the Lowy Institute

  • 2 days ago
    • China
    • Russia
    • Ukraine
    • Energy
    • Trade

    Why the Ukraine war works in China’s favour

    Nikola Mikovic
    China has Russia cornered – reliant on Beijing for markets and energy exports and playing the role of junior partner.
  • 25 Nov 2025
    • Asia
    • Asean
    • China
    • Indonesia
    • Malaysia
    • Thailand
    • Vietnam
    • Global Economy
    • Trade
    • United States

    Southeast Asian manufacturing: No longer immune from geopolitics

    Apoorba Banerjee
    The region’s industrial sector must adapt in a new climate of supply-chain weaponisation.
  • 10 Nov 2025
    • Australia
    • Australian trade, investment & economy
    • Trade
    • Technology

    Not every critical mineral is equal – and Australia’s policy should reflect this

    Eli Hayes , Darren Lim
    The elements that genuinely matter for security should be treated as defence policy, not economic opportunity.
  • 6 Nov 2025
    • Australian trade, investment & economy
    • Trade
    • Technology

    A new permanent contest with China over critical minerals will be hard to win

    Robert Walker
    Australia’s more ambitious critical mineral deal-making is exacting a high price
  • 5 Nov 2025
    • Australia
    • Trade
    • Africa

    Australia’s mineral diplomacy can connect Africa’s resources to Asia’s demand

    Christopher Burke
    Deeper engagement would help ensure Indo-Pacific partners are not hostage to China’s industrial dominance.
  • 29 Oct 2025
    • Asean
    • Trade
    • United States

    ASEAN’s dealmaking with Trump shows promise

    Robert Walker
    The US President is still dictating terms but critical mineral cooperation might give the region a bargaining tool
  • 22 Oct 2025
    • Australia
    • Australian trade, investment & economy
    • Trade
    • Sustainability
    • Technology

    Can rare earths be Australia’s next mining boom?

    Jenny Bloomfield
    Traditional approaches won’t secure Australia’s critical minerals future – or the geopolitical heft on offer.
  • 21 Oct 2025
    • Asean
    • Cambodia
    • Indonesia
    • Laos
    • Malaysia
    • Thailand
    • Energy
    • Trade
    • Climate change
    • Sustainability
    • United States

    The sun is setting on Southeast Asia’s solar exporters

    Robert Walker
    US tariffs are testing whether ASEAN is all talk on regional integration for renewable energy generation.
  • 17 Oct 2025
    • Trade
    • Climate change
    • United States

    A new multilateral green trade pact is the antidote to growing economic nationalism

    Ryan Mulholland , Natalie Baker
    Linking decarbonisation with trade policy could offer an alternative to rising protectionism.
  • 15 Oct 2025
    • China
    • Malaysia
    • Australia
    • Trade
    • Sustainability
    • Technology
    • United States

    Rare earth showdown: Why the West must learn to pick winners – and partners

    Jersey Lee , Andrew Goledzinowski
    Albanese must convince Trump that only allied cooperation can break China's rare earth chokehold.
  • 10 Oct 2025
    • Australia
    • Defence & Security
    • Trade
    • Climate change
    • Migration

    The Liberal Party’s coming foreign policy split

    Hugh Piper
    Immigration, climate, trade and China are fracturing the conservative side of politics into rival camps with competing worldviews.
  • 8 Oct 2025
    • Asia
    • Indonesia
    • Europe
    • Global Economy
    • Trade
    • WTO

    Europe notches an early win in Indonesian free trade deal

    Henry Storey
    EU trade with Southeast Asia has been undercooked, but a recent agreement augurs well for others in the pipeline.
  • 6 Oct 2025
    • Australia
    • Maritime Security
    • Trade
    • Middle East

    How Australia can navigate long-term Red Sea shipping disruptions

    Hamed Zakikhani
    Route volatility is squeezing grain exports and fertiliser imports, and there are no calm waters on the horizon.
  • 3 Oct 2025
    • Asia
    • China
    • Indonesia
    • Malaysia
    • Taiwan
    • Trade
    • United States

    America’s EV plan needs Southeast Asia more than it admits

    Apoorba Banerjee
    Unless the US wants to pay more and wait longer, it should secure trusted capacity from non-Chinese supply chains.
  • 26 Sep 2025
    • Global Economy
    • G20
    • Trade
    • WTO
    • Global Issues
    • Climate change
    • Multilateral Institutions
    • Space exploration
    • United Nations

    Why we need international institutions…

    Jenny Gordon
    …and how to rebuild them in an era of great power competition.
  • 26 Sep 2025
    • Debt
    • Energy
    • G20
    • Poverty
    • Trade
    • Africa

    Show or substance? The African Union’s G20 test

    Isel Ras , Jana de Kluiver
    Under this year’s South African presidency of the global forum, it’s more important than ever for the Union to speak as one.
  • 5 Sep 2025
    • Vietnam
    • Trade
    • United States

    In Vietnam’s case, what, exactly, is the target of Trump’s “transshipment” tariffs?

    Jackson Lopez
    Ill-defined enforcement and geopolitical realities may see Washington’s measures favour Beijing over Hanoi.
  • 29 Aug 2025
    • Australia
    • Trade
    • United States

    Problems in the post

    Nicola Charwat
    Australia’s small exporters are caught in a wider contest between the United States and China over the cost of mail.
  • 29 Aug 2025
    • Aid & Development
    • Asean
    • Defence & Security
    • Trade

    Triple shock threatens Southeast Asia’s development model

    Dina Chhorn
    Tariffs, border disputes and shrinking aid budgets combine to challenge six decades of regional economic progress.
  • 27 Aug 2025
    • India
    • Trade
    • United States

    Trump’s tariffs are only part of the problem for Indian manufacturing

    Henry Storey
    Deeper structural problems at home pose bigger challenges than the trade dispute with Washington.
  • 11 Aug 2025
    • India
    • Trade
    • United States

    Trump and Modi can’t ignore the trade policy power of India’s farmers

    Vani Swarupa Murali
    Electoral arithmetic and protest power give India’s agricultural sector a big voice.
  • 7 Aug 2025
    • China
    • Global Economy
    • Trade

    Too much of a good thing: Will China finally commit to solving overcapacity?

    Henry Storey
    Facing an addiction to manufacturing, Beijing’s rhetoric will need to be matched by deep structural and political reforms.
  • 4 Aug 2025
    • Indonesia
    • Energy
    • Trade
    • Sustainability
    • Technology

    The copper gambit: How Indonesia turned a trade war into strategic leverage

    Akhmad Hanan
    Indonesia’s mineral transformation from raw exports to refined power shows the benefit of resource nationalism.
  • 1 Aug 2025
    • India
    • Trade
    • United States

    The shine has come off the Modi-Trump bromance (and perhaps the India-US relationship)

    Chietigj Bajpaee
    Claims of ideological affinity between the world’s oldest and largest democracy won’t be enough.
  • 1 Aug 2025
    • Trade

    Worry less about tariffs, leave room for trade rivalry between allies

    R. N. Prasher
    Competition is healthy, but not when it strengthens the hand of true strategic rivals like China.
  • 31 Jul 2025
    • China
    • India
    • Trade
    • United States

    Trump’s 25% India tariffs could backfire and strengthen China-India ties

    Saira Bano
    The direction of US-India relations had long been upwards – but suddenly there is a jolt.
  • 30 Jul 2025
    • India
    • Trade

    The business of doing business: India’s flawed investment protection model

    Srijan Shukla
    Can New Delhi use new trade agreements to fix its abysmal record on contract enforcement?
  • 29 Jul 2025
    • Cambodia
    • Vietnam
    • Trade
    • United States

    Will US tariffs boost Cambodia’s illegal logging?

    Robert Walker
    The Trump administration’s new levies are set to fuel black market trade and exacerbate environmental damage.
  • 28 Jul 2025
    • Indonesia
    • Global Economy
    • Trade

    Indonesia at a discount

    Virdika Rizky Utama
    In a world portrayed as multipolar, Southeast Asia’s largest economy remains bound to the same unipolar logic of coercive economics.
  • 21 Jul 2025
    • Indonesia
    • Singapore
    • Australia
    • Australian trade, investment & economy
    • Trade

    How a golf resort near Singapore can grow Australian investment in Indonesia

    Robert Law , Antonia Robson
    The timing is right for Australia to back a new economic zone in the region.
  • 21 Jul 2025
    • Aid & Development
    • AUKUS
    • Energy
    • Poverty
    • Trade
    • Climate change
    • Migration
    • Multilateral Institutions
    • Sustainability
    • United States

    Trump’s Big Beautiful Bill: A domestic deal with Indo-Pacific consequences

    Shameek Godara
    America’s new act reinforces the reality that internal choices are rarely contained within borders.
  • 15 Jul 2025
    • Trade
    • United States

    The America First approach to trade and tariffs is only getting started

    Robert Walker
    Multiple legal mechanisms give the US President broad authority to impose sectoral levies beyond current negotiations.
  • 15 Jul 2025
    • Myanmar
    • Trade
    • Diplomacy
    • United States

    False recognition, tariffs, Myanmar, and the lost art of letter writing

    Sean Turnell
    Myanmar’s military ruler celebrates receiving formal correspondence from Washington, seeing diplomatic validation despite sanctions.
  • 15 Jul 2025
    • India
    • Trade

    Pivot to the West: India’s changing trade strategy

    Ved Shinde
    Even for a country of India’s economic size, not prioritising exports is unviable.
  • 8 Jul 2025
    • Indonesia
    • Trade

    Indonesia: Prabowo’s populism clashes with economic realities

    Robert Walker , Hilman Palaon
    Mounting headwinds leave limited space for President Prabowo’s spending and centralising tendencies.
  • 24 Jun 2025
    • Australia
    • Australian trade, investment & economy
    • Defence & Security
    • Europe
    • European Union
    • Trade

    Enhancing Australia–EU security cooperation

    Matthew Sussex
    The pros outweigh the cons of Canberra joining Brussels for shared prosperity, security and accountable democracy.
  • 4 Jun 2025
    • China
    • Global Economy
    • Trade
    • United States

    Global trade: Why China can’t (and won’t) come to the rescue

    Henry Storey
    Those looking for relief from US tariffs will run up against China’s mercantilism and structurally weak demand.
  • 3 Jun 2025
    • Asia
    • Asean
    • India
    • Japan
    • South Korea
    • Trade
    • United States

    The tariff war that’s accelerating Asia’s trade transformation

    Vu Lam
    As the deadline for suspension looms, regional economies are looking to patch the vulnerabilities of regional economic architecture.
  • 2 Jun 2025
    • Global Economy
    • Trade
    • United States

    Trump and the art of the (bad faith) deal

    Huw McKay
    After Liberation Day, evidence is mounting that many US trade negotiations are far from good faith.
  • 27 May 2025
    • China
    • Taiwan
    • Australia
    • Australian trade, investment & economy
    • Trade

    The CPTPP dilemma: Economic merit versus geopolitical calculation

    Peter Varghese
    Trade arrangements work best when not hostage to security concerns.
  • 26 May 2025
    • Debt
    • Trade
    • Global Issues
    • Migration
    • United States

    The diminishing of US exceptionalism

    Jenny Gordon
    Visa bans, research cuts, and isolationist policies risk America’s global leadership and leave a void for China to fill.
  • 26 May 2025
    • China
    • Australian trade, investment & economy
    • Trade
    • Sustainability

    China’s rare earth advantage isn’t just about control

    Walter Colnaghi
    Domestic fixes are compounding global oversupply issues in an era of US-China rivalry and weaponised interdependence.
  • 14 May 2025
    • Trade

    Beyond Panama and Suez: The new trade routes in a bid to reshape global shipping

    Selwyn Parker
    Ambition is a long way from realisation, but geopolitical tensions and climate change might together challenge history.
  • 1 May 2025
    • Trade
    • United States

    Floating America’s boats

    Selwyn Parker
    Donald Trump’s big ship-building project faces waves.
  • 30 Apr 2025
    • China
    • India
    • Terrorism
    • Trade

    Tariffs and terrorism are derailing China-India rapprochement

    Chietigj Bajpaee
    And that’s where the 21st century contest will be felt most.
  • 24 Apr 2025
    • Asean
    • Australian trade, investment & economy
    • Global Economy
    • Trade
    • United States

    Economic diplomacy: Trump era transcends economics

    Greg Earl
    The International Monetary Fund and Australia have found some welcome security amid growing geopolitical fragmentation.
  • 23 Apr 2025
    • Vietnam
    • Trade
    • United States

    From tariffs to triumph, Vietnam holds the key to US trade strategy

    Brian R Braun
    The next three months offer a rare chance for the US to turn tariff tensions into a durable framework for fairer trade.
  • 22 Apr 2025
    • Trade
    • United States

    Hirschman’s warning: Forgotten lessons about Trump’s trade war

    Mark Beeson
    History is the best guide we have.
  • 16 Apr 2025
    • Global Economy
    • Trade

    The scrambalisation era is here

    Nick Bisley
    The distortionary impact of political second-guessing in investment and trade dynamics will be felt across the globe.
  • 14 Apr 2025
    • China
    • Trade
    • United States

    What’s next in the US trade conflict?

    John Edwards
    A sense of economic déjà vu is driving the Trump administration in the dispute with China.
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