Russia – KCS Group Asia Ltd

ARC and the powers determined to stop it

Articles / China, Due Diligence, energy markets, Europe, exports, Geopolitics, Global trade, NATO, risks, Russia, Sanctions, tariffs, Technology, trade relations, United Kingdom, USA / 12/2025

For the first time since the end of the Cold War, the world’s three largest powers (the US, Russia and China) are showing signs of drifting into a pragmatic triangular balance. It is not an alliance, and it is not ideological. It is, instead, the product of converging interests. Quiet US-Russia communications on energy and [...]

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The Birth of a Tri-polarity: ARC (America-Russia-China)

Articles / China, Due Diligence, energy markets, exports, Geopolitics, risks, Russia, Sanctions, tariffs, Technology, trade relations, United States of America, US-China trade / 11/2025

Over several months, a subtle but potentially significant geopolitical realignment has been unfolding. Less and less is being discussed publicly about BRICS, while quiet discussions are getting a little louder about the possibility of a de facto tripolar system among the US, Russia and China. This emergent formation (some geopolitics analysts are now calling it ARC) is not

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Poland’s call to end Russian oil by 2026: cascade effects in the EU

Articles / Due Diligence, Economy, energy supply, European Union, global governance, Infrastructure, Oil, Poland, Politics, risks, Russia / 11/2025

Poland’s call for the EU to end all imports of Russian oil by the end of 2026 represents one of the most assertive energy policy positions to emerge from within the bloc since the invasion of Ukraine. Warsaw’s call is rooted in a conviction that economic links to Moscow continue to undermine Europe’s geopolitical security

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Scandium Stockpiling: the new minerals arms race

Articles / Canada, China, Due Diligence, exports, minerals, risks, Russia, scandium, supply chains, USA / 10/2025

Scandium has quietly shifted from an obscure industrial input to a geopolitical bargaining tool. In mid-2025, Beijing brought it under its export licensing system, meaning buyers now wait longer and face tougher approvals. The EU reacted in July with a formal resolution criticising the move, underlining how even minor minerals are being pulled into bigger

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Mongolia’s Rare Earth Strategy: balancing risks and rivalries

Articles / China, Due Diligence, economic growth, Foreign investment, global trade routes, minerals, Mongolia, political instability, risks, Russia, supply chains / 08/2025

Wedged between China and Russia, Mongolia is often viewed through the prism of its geography: landlocked and dependent on its neighbours for access to global trade routes. Yet, beneath its deserts and steppes lies a resource base that has the potential to redraw supply chains for critical minerals. Copper, gold and rare earth elements make

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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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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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Sanctions and Secondary Risks: lessons from Russia, Iran and China

Articles / China, Due Diligence, European Union, financial governance, Global trade, International Security, Iran, Russia, Sanctions, United Kingdom, United States of America, world economy / 02/2025

Originally aimed at punishing specific nations, sanctions have evolved into a tool for influencing global behaviour, particularly in high-stakes countries like Russia, China and Iran. With the increasing complications of international trade and finance, sanctions have, for some time, not been limited to direct penalties on the targeted countries; they now extend to businesses, their

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The Rise of Economic Nationalism: how protectionist policies are ending globalism

Articles / China, Due Diligence, Europe, Foreign investment, Geopolitics, global economy, Global trade, Russia, supply chains, USA / 02/2025

Global trade’s share of economic output has decreased, while industrial policies focused on bolstering domestic industries are increasing, especially in wealthier countries. This change has since last year been dubbed "slowbalisation", signalling a slowdown in globalisation. However, rather than indicating a complete reversal, this shift reflects a growing emphasis on the protection of domestic industries,

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Western Sahara: unresolved claims and emerging risks

Articles / China, Conflict, Due Diligence, European Union, Geopolitics, Morocco, natural resources, North Africa, Polisario Front, risks, Russia, Sahrawi people, United nations, United States of America, Western Sahara / 02/2025

The protracted dispute over Western Sahara between Morocco and the Polisario Front comes with challenges for multinational corporations in North Africa. Despite international efforts, the conflict remains unresolved, with sporadic fighting and a stalled peace process, raising fears of renewed violence. Recent developments have made matters worse. The United Nations Security Council (UNSC) extended the

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