Shanghai Cooperation Organisation (SCO) and Global South strategic cooperation

tphuang

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
Please, Log in or Register to view URLs content!
analysis of foreign trade in September would indicate higher growth in China's trade with ASEAN and BRI countries vs everyone else. Looks like BRI countries up over 20%.

Please, Log in or Register to view URLs content!
intermodal freight is a large part of BRI. Including the new plan for Hamburgh port. But most of the trips are in Asia with the ILSTC.

Please, Log in or Register to view URLs content!
China is now the main investor in Serbia. This may make it easier for Serbian to resist EU pressure. Who knows.

Please, Log in or Register to view URLs content!
And finally, sounds like Kiribati have good things to say about their cooperation with China.
 
tphuang

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
a couple of articles recently on CMEC
Please, Log in or Register to view URLs content!
Please, Log in or Register to view URLs content!

All talking about China accessing Indian Ocean via Myanmar. So, if you look at the map, a railway from Dali to Kyaukpyu is great at getting product from central and western China into Indian Ocean. It would increase the competitive of commerce from inland China to Middle East and Africa. So far, the progress off CMEC has been more noticeable than CPEC. Although in this case, it's also been the China side of CMEC that has seen all the progress. The railway on Myanmar side is facing som local opposition. It does seem to me that Chinese contractors need to pay greater attention to locals and provide more economic benefits to them. However, even if you don't finish the rail from Mandalay to Rangoon/Kyaukpyu soon, the deep ocean port still makes a lot of sense. You can operate a lot of trucks between those ports and Mandalay. The most difficult part of CMEC seem to be the Dali to Ruili portion and that is getting close to finishing. Ruili to Mandalay is the next hardest portion and that will need cooperation from the local warlords that control the Northern part of Myanmar.

So while the title is nice, I think we need probably 5 to 10 more years before everything is in working order.
 
S

sndef888

Captain
Registered Member
tphuang said:
There is a lot of heat on the Scholz gov't for allowing the COSCO/Hamburg investment to go through. Fundamentally, the NATO security establishment doesn't understand why China invests in these ports. If they did, they should be more alarmed about the China/Europe railway than Hamburg deal.

Most recently, China launched the first ever inter model freight to Morocco through Hamburg port.
Please, Log in or Register to view URLs content!
You can see the benefits in utilizing Hamburg port when it comes to getting trade from China to British Isles, Scandinavia, Portugal, North/West Africa. I will however be battling China's other port investment in Greece and Italy. I think China would prefer to use Hamburg because it utilizes the more efficient shipping/port management that Germans already have. A dedicated terminal for goods from East and Central Asia managed by COSCO and its fleet would allow more commerce through Hamburg to places as far as east coast of Canada/USA.

https://twitter.com/i/web/status/1584322431845814272
I tried to explain here using BYD as my example, Just think about a car produced by BYD's Kazakhstan factory that gets moved across China-Europe railway express, put on a PCTC to London. Now, BYD gets to sell a car in UK or other part of Europe without any possible China tariff. To me, that would be more convenient delivery than building in Zhengzhou, moved to Shenzhen and get on a PCTC there and go around the cape to Western Europe.

More than anything, this allows China to control more of the commerce from central Asia to Western countries and also possibly from Japan/SK to all of Europe.
Click to expand...
Could selling Hamburg to cosco be one aspect of retaliation from Scholz over US bombing of nord stream? Scholz started making statements about how Germany shouldn't decouple from China soon after the incident, and the US seems to be using its NGO/media influence to attack Scholz over it
 
tphuang

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
https://twitter.com/i/web/status/1587024655390490625

This is going to be pretty huge imo. Lula was extremely pro multi polar and pro china back in the early 2000s. Now, he is likely to be back in power. He has signaled to be looking to repair relationship with China. In some ways, it helps that the Brazilian right is no longer anti China in the same way as before. However, Lula is likely to be really big in the relationship between the two countries. I can see things get elevated to their relationship with Saudi and UAE. I would expect more local currency settlement in trading. China needs the soybean and iron from Brazil. BYD is building 3 new factories in Brazil. So, China can help Brazil with more Manufacturing. I can see them helping Brazil join bri, building infrastructure, get into more digital economy and sell more weapons.
 
luosifen

luosifen

Senior Member
Registered Member
Please, Log in or Register to view URLs content!

2022-10-31 16:45:45Xinhua Editor : Li Yan
Please, Log in or Register to view URLs content!


The 21st Meeting of the Council of Heads of Government of Member States of the Shanghai Cooperation Organization (SCO) will be held via video link on Tuesday. Chinese Premier Li Keqiang will host the meeting in Beijing, a Foreign Ministry spokesperson announced Monday.
The heads of government and representatives of SCO member states and observer states, heads of SCO permanent organs, the SCO Entrepreneurs' Committee and the SCO Interbank Consortium, and representatives of the United Nations Economic and Social Commission for Asia and the Pacific (ESCAP) and other international institutions and organizations will attend the meeting upon invitation, said spokesperson Zhao Lijian.
 
tphuang

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
The China/Euro railway just keeps helping China export expensive stuff to Europe.
Please, Log in or Register to view URLs content!
the X8155, loaded with 50 vehicles of photovoltaic inverters, electric compressors, vacuum cleaners and other goods, departed from the major transportation hub Xi'an in Northwest China's Shaanxi Province on Wednesday before heading to Duisburg, Germany
Click to expand...
This seems like a major success in BRI. You are going to see more higher value items transported via rail, since this allows for faster and more predictable delivery schedule. Looks like it takes just 8 or 9 days to get to germany from Xi'an.

As I discussed before, using this rail to transport NEVs is already happening (and they only changed the law to permit it in September!)
Please, Log in or Register to view URLs content!

I don't have the Chinese social media post, so I will just link my own tweet here.
https://twitter.com/i/web/status/1587212872634990593
Basically, the phase 4 of BYD's Xi'an plant will have a rail freight station built next to it. This will allow BYD to easily export cars into central Europe from Xi'an or central Asia.

Or, to Hamburg and for it to get moved by shipping to Norway or UK or even Spain. No idea how good rail freight in Western Europe is.
COSCO withdrew from Duisburg terminal recently. Probably due to the fact that an inland river port just can't transport freight all that well.
Please, Log in or Register to view URLs content!
Despite the fact that Duisburg is the end point of the China/Europe rail, it cannot win over a normal port like Hamburg.
Please, Log in or Register to view URLs content!
China prefers to use Hamburg due to being able to handle freight more efficiently.
Please, Log in or Register to view URLs content!
so China gets 1 of the 3 container terminals at Hamburg, which would allow it to optimize the terminal for freight to/from China. Imo, it makes far more sense to use port from Germany than Netherlands, because China/Europe rail can get to Hamburg more easily than Rotterdam.
 
You must log in or register to reply here.
Top