Despite a strong export program, Russian on-farm #wheat stocks remain record-high. Farmers in the South are ready to carry them into the new season, especially after the recent weather anomalies.

#oatt #agwx #sizovreport

I was delighted to host Liu Zhenmin, China's Special Envoy for Climate Change, this past weekend for a conversation about U.S.-China climate cooperation. I look forward to working with our team at @asiapolicy to support future bilateral climate dialogues.

Biden't tariffs on imports from China: everyone keeps talking about cooking oil (pfff). What about Beijing's response to US tariffs targeting industries considered strategic by them?

Any chance that those 'necessary actions' will have an impact on #corn and #soybeans shipments…

Leading Tsinghua IR scholar Da Wei DA Wei 达巍, returning from 3 months at Stanford, reminds China of a robust America, warns of fragile bilateral ties, & observes the U.S. adapting to 'life without China.' His advice for Beijing: avoid internal mistakes. eastisread.com/p/da-weis-refl…

The World Economic Forum has a new favorite topic and it’s Geopolitics. You may find it surprising given their predominant focus on Energy transition & Net-zero as well as ESG & sustainability. Apparently, it’s because companies seem to care more about Geopolitics these days.

On the Great Wall, Beijing, 1979, © Manel Armengol.

🗺️ - Are geopolitical tensions reshaping global FDI flows?
• Flows between US and China are dropping fast, while US investments to Americas and Europe are growing
• Flows to/from China are plummeting; China is less attractive as a destination and focusing more inwards

Putin gave an interview for Xinhua ahead of his official visit to China. He stressed that Russia is one of the five largest countries in the world in terms of purchasing power parity but Russia has set the goal of becoming one of the four largest economies on the planet.…

It took more than a year for the media to talk about it. Congratulations!

Russian oil still ending up in UK despite sanctions etauto.com/s/thg7dqa via ET Auto

Uzbekistan's president Mirziyoyev hosted a delegation headed by Deputy Prime Minister Liu Guozhong of the State Council of the PRC. The visit was in conjunction with the upcoming session of the Uzbekistan-China Intergovernmental Committee on Cooperation. daryo.uz/en/2024/05/14/…

Read Velina's explanation of Putin's changing power structure for better insight than most current publc news on who is up and who is down. Patrushev, Dyumin, and COS Anton Vaino are still at the core.

Qatar says gas will be needed for another 100 years 🇶🇦❤️🚢

📅 Energy Minister Al Kaabi says the shift to renewables will be slow, increasing importance of gas in mid/long term
📈 Qatar (already a top gas exporter) is drastically increasing its LNG output
nikkei.com/article/DGXZQO…

White House announces new anti-China tariffs:

🚗 Electric vehicles: from 25% to 100%
🔋 EVs batteries: from 7.5% to 25%
🌞 Solar cells: from 25% to 50%
🏭 Steel and aluminum: from 0%-7.5% to 25%

#EnergyTransition #EVs
whitehouse.gov/briefing-room/…

Unsold Teslas piling up in multiple US sites... and in Germany! mishtalk.com/economics/unso…

Why is China building a new land grain corridor with Russia, and how will it help China in its quest for food security? Read ASPI's latest report by Genevieve Donnellon-May 董梅洁 of Asia Society Australia and zhang hongzhou_RSIS: asiasociety.org/policy-institu…

#LATEST 🆕👉 Stay updated with Asia Society Policy Institute (ASPI)'s #BallotBox coverage of national elections happening in 40+ countries worldwide. Here is my latest piece covering #IndianElections and manifestos of the leading political parties👇
Asia Society India Centre Akshay Mathur
asiasociety.org/policy-institu…

Scenario planning on Russia explained in two minutes. If you want to tell people the truth, make them laugh.
via Eto Buziashvili
#foresight

China creates its largest ever quantum computing chip — and it could be key to building the nation's own 'quantum cloud' livescience.com/technology/com…

An incredible opportunity for a three-year postdoc on China at the ANU. Come join us!

🇮🇳 - Indian ports are undergoing deep transformation as country positions itself as node for global supply chains
• Capacity at major Indian ports has more than doubled in past decade
• Average turnaround time are dropping in key ports, making maritime hubs more attractive