trump
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Coercion by the Kilogram: Rare Earths and the Next Phase of US–China Competition
On April 4, 2025, China’s Ministry of Commerce imposed new licensing requirements on exports of seven rare earth elements (REEs) and their associated products, including permanent magnets. While not an outright ban, this move adds regulatory friction to the global supply of critical materials such as samarium, gadolinium, terbium, dysprosium,…
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The Tariff War Will Cost Malaysia More Than Trade
US tariffs threaten the Malaysian economy beyond the simple reduction of trade, placing the crucial solar panel and semiconductor industries on a careful balance. Western and Chinese firms comprise a significant amount of Malaysia’s production capacity in these sectors, but the tariffs are pressuring many to leave. To maintain its…
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Malaysia’s Foreign Policy, ASEAN, BRICS: A Conversation with Karisma Putera and Seow E Kin Zane Ryan
Jonathan Chin, SSI Editor-in-Chief, and Daniel Chun, SSI Politics Lead, speaks to Karisma and Zane, analysts at Malaysian think tank Bait Al-Amanah. We explore Malaysia’s foreign policy, ASEAN Malaysia 2025, BRICS, Myanmar, the South China Sea and other topics in geopolitics shaping Southeast Asia, ahead of the 46th ASEAN Summit…
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ACFTA at a Crossroads: Balancing Growth and Dependency in ASEAN-China Trade Relations
The strategic partnership between the United States and ASEAN has never fully recovered from the shock of the Trump administration’s 2016 turn away from multilateralism, erratic diplomacy, and rising protectionism. Years of unpredictable US policy have eroded trust, leaving ASEAN leaders doubtful about Washington’s long-term reliability. Into this vacuum steps…
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How China’s AI Development Remains Resilient Despite Escalating US Chip Export Restrictions
The US is intensifying its restrictions on China’s access to advanced semiconductors, exemplified by the recent ban on chips like Nvidia’s H20, marking a significant escalation in a sustained campaign to curb China’s AI and semiconductor advancements. While these export controls impede China’s technological progress, they are unlikely to halt…
Sino-Southeast Initiative 