Geopolitics – Page 3 – KCS Group Asia Ltd

Europe’s push for rare earth magnet production: can it wean off China?

Articles / Canada, China, Due Diligence, Estonia, Europe, Geopolitics, minerals, rare earth magnet, risks, supply chains / 11/2025

Europe’s debut into large-scale rare-earth magnet manufacturing via the newly opened plant in Narva, Estonia, is a bold signal. Backed by EU funds and Canadian Export Credit Agency loans, this facility represents a strategic effort to break China’s long-standing stranglehold on critical magnet supply chains. But as promising as that may seem, the road to

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AI’s Energy Appetite: can the world’s grids keep up?

Articles / affordable energy, AI, digital age, Due Diligence, energy markets, energy supply, Geopolitics, Infrastructure, renewal energy, risks, Technology / 10/2025

The rapid ascent of artificial intelligence has been nothing short of revolutionary. AI systems are reshaping everything from healthcare to finance, promising to accelerate productivity and innovation at an unprecedented scale. Yet, this digital transformation is built on an increasingly fragile physical foundation: the availability of reliable and affordable energy. As machine learning models expand

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Supply Chains and Sovereignty: the rising trend of localisation vs globalisation

Articles / Asia Pacific, China, Due Diligence, European Union, Geopolitics, Global trade, manufacturing, risks, supply chains, USA / 10/2025

In the past, the logic behind global supply chains was deceptively simple: source components where they were cheapest, assemble products where production was most efficient/ economical, and sell where demand was strongest. This model, refined over decades, essentially prioritised cost and scale above nearly all other considerations. Yet, in recent years, geopolitical pressures, technological competition

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Difficult Decisions: infrastructure choices, payments, sanctions and alternative networks

Articles / currency, Due Diligence, financial governance, Geopolitics, global payments, payment networks, risks, Sanctions, US-China trade / 09/2025

Cross-border payments for the most part still run on SWIFT and old-school correspondent banking, but rules are now forcing banks to go real time. Since 9 January 2025, EU banks have been required to receive euro instant payments within 10 seconds, 24/7. By this October, they also need to be able to send them. That

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Building Blocks – Suriname’s Emerging Offshore Oil Sector

Articles / China, Due Diligence, Europe, Geopolitics, GranMorgu, Guyana, Malaysia, offshore, Oil, Staatsolie, Suriname, TotalEnergies, USA / 09/2025

Suriname is moving from frontier to pre-producer. TotalEnergies and APA’s October 2024 Final Investment Decision (FID) on Block 58 means it planned to start producing first oil in 2028, shifting attention from exploration to execution risk and market access. Staatsolie’s role and consolidation, reinforced by TotalEnergies’ entry into Block 53 in mid-2025, provide scale and

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Corridors or Chokepoints – the infrastructure bet driving Ethiopia’s future

Articles / Africa, China, Denmark, Due Diligence, Economy, energy supply, Ethiopia, European Union, Foreign investment, Geopolitics, Infrastructure, risks, Saudi, trade corridor, UAE / 08/2025

Although the Pretoria accord halted open warfare, Ethiopia’s political temperature has begun to rise again. Rival factions inside the Tigray People’s Liberation Front now contest the authority of the federally backed Interim Administration; analysts warn that internal splits could ignite a fresh insurgency and draw Eritrea back in. In parallel, the Fano militia in Amhara

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From Conflict Zone to Energy Hub: Mozambique’s LNG Gamble

Articles / China, Due Diligence, energy markets, European Union, Geopolitics, Global trade, Mozambique, natural gas, Russia, security risks, supply chains, USA / 07/2025

In northern Mozambique, lies one of the world’s richest undeveloped gas basins, just offshore in a province still scarred by jihadist violence. Since 2017, the Cabo Delgado insurgency has claimed at least 4,600 lives and uprooted about a million residents, forcing TotalEnergies to suspend work on its flagship LNG complex in 2021. Fast‑forward to July 2025: Rwandan and

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On Top of the World: Brazil’s business boom amid green horizons

Articles / AI, Brazil, China, Due Diligence, economic growth, European Union, Geopolitics, Hydrogen, minerals, renewables, trade relations, USA / 07/2025

After two years of turbulence, Brazil enters mid-2025 on firmer economic footing. Real GDP expanded 3.4 percent in 2024 - its best since the pandemic - driven by household spending and a rebound in capital formation. Momentum is moderating as tighter policy grinds, yet consensus still pegs 2025 growth above two percent and expects inflation

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Turkish Tales: why investors are looking again at Turkey

Articles / Business Risk, China, Due Diligence, economic growth, Europe, European Union, Geopolitics, Gulf, India, international business, Middle East, Russia, trade corridor, Turkey / 07/2025

After an eighteen-month monetary overhaul, Ankara is finally putting a lid on the price spiral that peaked above 70 percent last spring. The OECD’s April survey notes that, provided interest rates remain restrictive and fiscal discipline holds, consumer inflation should sink to single digits by 2027, bringing Turkey back within striking distance of its long-forgotten

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Tensions Mount in the Middle East: countries close to conflict

Articles / Conflict, Due Diligence, Geopolitics, Iran, Israel, Lebanon, Middle East, Red Sea, risks, Saudi Arabia, supply chains, Syria, Turkey, UAE, United States of America, Yemen / 07/2025

Washington’s 22 June strikes on Fordow, Natanz and Isfahan crippled centrifuge halls and auxiliary power systems, shaving, by Tehran’s own estimate, several months off its enrichment timetable and forcing emergency repairs under international scrutiny. Yet the underlying capability endures, IAEA data show Iran now holds more than 9 tons of enriched uranium, including enough 60

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