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“In short, if you’re worried about the United States “making things,” then you can stop worrying.” -Scott Lincicome cato.org/commentary/mak…

Steel yourself! Excellent quick reaction article on Trump's steel and aluminium tariffs by my colleague Roland Rajah. If you're interested in understanding what the tariffs mean for Australia, check this one out. Kudos to Roland and Daniel Flitton. lowyinstitute.org/the-interprete…

China is widely assumed to be the big soft power beneficiary of US aid cuts—but to date, no estimates quantify the impact. My latest analysis shows the cuts restoring China as the world’s largest bilateral aid partner, surpassing the US in 40+ countries. lowyinstitute.org/the-interprete…

Not every day that Hillary Clinton drops your research into a The New York Times op-ed. Clinton makes a forceful argument against planned Trump cutbacks to US diplomacy, citing the The Lowy Institute's Global Diplomacy Index finding that China has already eclipsed the US diplomatic footprint

Indonesia's nickel industry has created some insane growth rates for local districts that built nickel smelters - over 100% in some years. Despite this intensive growth, poverty reduction did not follow. Read more here ➡️ lowyinstitute.org/publications/f…

Indonesia's downstreaming relied on export bans, nationalisation of mineral resources, foreign technology and huge tax benefits. This absolutely created an FDI boom into smelting operations for nickel and steel. But not for any other metals... read more ➡️ lowyinstitute.org/publications/f…

Indonesia's become the largest recipient in Southeast Asia for EV-related foreign direct investment. The massive nickel industry certainly has played a part. Read more here ➡️ lowyinstitute.org/publications/f…

Indonesia is now a stainless steel and nickel export powerhouse. But exports are now stagnating... Read more➡️ lowyinstitute.org/publications/f…

Australia escapes any country-specific tariffs despite being singled out by Trump in his ‘Liberation Day’ speech for non-tariff barriers that impact US beef. Only the 10% baseline tariff that applies to all countries will impact Australian exports. #Trump #tariffs #Australia

Liberation Day: Australia’s top 5 export markets (China, Japan, South Korea, India, Taiwan) hit with ‘reciprocal’ tariffs. Between 24% and 34%. Hard to see how this doesn’t lead to lower growth in these economies. Will weigh on Aus exports. #tariffs #Trump #Australia

Bigger than Smoot-Hawley

Does Indonesia need #China for nickel downstreaming? Yes. 1) 90% of smelters involve Chinese firms 2) China overtook #ASEAN as largest trade partner 3) Downstream products (stainless steel and refined nickel) are over 30% of exports to China Read more ➡️ lowyinstitute.org/publications/f…

Indonesia's #vehicle industry is in a downturn. Urgent action is required to make it a competitive exporter of #ElectricVehicles Read our recommendations ➡️ lowyinstitute.org/publications/f…

BREAKING: The University of Zurich has been using AI bots to secretly manipulate Redditors since November 2024. The scariest part? The bots were 6 times more likely to change the minds of Redditors than the baseline, often by leveraging misinformation. More below🧵

Today PM Albanese sets off for Jakarta, a very sound choice for his first overseas visit since being re-elected. A short round up of commentary and analysis from Australian and Indonesian analysts 🧵1/10

Australia's Lynas makes heavy rare earths breakthrough in Malaysia s.nikkei.com/4jS1wks

A great breakthrough for Aus. But does demonstrate how far behind the rest of the world is compared to China. Something we’ve just figured out to do, they’ve been doing for years, and at commercial scale. Aus has a long way to go before becoming a critical mineral superpower

'Four years ago, Nvidia had 95% market share in China. Today, it is only 50%,' the CEO said, criticising the curbs for spurring rivals such as Huawei to develop their own AI products. on.ft.com/3Sb63lZ

Recent Pew polling on AI is crazy: 1. US public wildly negative about AI, huge disagreement with experts 2. ~2x as many expect AI to harm as benefit them 3. Public more concerned than excited at ~4.5 to 1 ratio 4. Public & experts think regulation will not go far enough 1/

Great breakdown of China’s export surge. Real pressure for non-Chinese manufacturers is here to stay and it is not at all clear how govts can effectively manage this