Tag: Lowy Institute

China’s steel decarbonisation is likely to proceed through a combination of efficiency improvements, greater scrap use, and gradual electrification rather than a wholesale shift to hydrogen-based steelmaking, meaning Australian green iron demand will emerge more slowly and unevenly than anticipated.

Thailand’s automotive decline stems primarily from weak domestic demand and EV incentives that have failed to build a local supplier base, not merely from Chinese import competition.

The Trump administration’s repeated attempts to find legal justifications for broad tariff powers have created costly uncertainty and complexity for US businesses, consumers, and taxpayers.

The 2027 RCEP General Review represents a critical opportunity to transform the world’s largest trading bloc into a meaningful anchor against geoeconomic fragmentation in the Asia-Pacific.