The China-Global South Podcast

Episoder

• Kenya's China Debt Restructuring Explained 26.06.2026 37min

  Kenya's landmark debt restructuring deal with China, announced last year, converted $3 billion in outstanding China Exim Bank loans from U.S. dollars to Chinese yuan. The currency switch could save the East African country more than $200 million in debt servicing costs. Not surprisingly, other countries in Asia and Africa are now exploring similar arrangements to reduce their debt burdens. But a new report from the development finance research lab AidData argues that Kenya's savings came mostly from the restructuring terms — not from the yuan conversion itself. AidData's Oshin Pandey and Sailor Miao join Eric and Cobus to explain how the deal worked, why it matters, and why there is more to this arrangement than most headlines suggest. 📌 Topics Covered in This Episode Kenya's landmark China debt deal Debt restructuring vs. yuan conversion Why AidData challenges the narrative Ethiopia's restructuring prospects China's evolving lending strategy The future of sovereign debt relief Show Notes: AidData: Kenya's USD-to-RMB Debt Conversion Was Really a Restructuring by Sailor Miao and Oshin Pandey The China-Global South Project: Kenya's Chinese Debt Swap Comes With a Hidden Currency Risk Join the Discussion: X: @ChinaGSProject | @eric_olander | @christiangeraud | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
• China's Economy Is Stronger and Weaker Than You Think 17.06.2026 50min

  Two very different narratives about China's economy emerged this week. In France, G7 leaders pushed back against what they see as China's growing dominance in key industries. In Beijing, meanwhile, the Ministry of Industry urged observers to look beyond data showing acute economic weakness. The reality is that China's economy is so large and complex that both narratives can be true at the same time. Ker Gibbs, a longtime China-based executive and former president of the American Chamber of Commerce in Shanghai, explores this contradiction in his new book, The Fragile Dragon: Trade, Trump, and China's Vulnerabilities. Ker joins Eric from San Francisco to discuss his decades of experience working in China and what companies in Africa, Asia, and elsewhere need to understand before entering the Chinese market today. 📌 Topics Covered in This Episode China's competing narratives of economic strength and weakness Why weak consumer demand remains a major challenge The role of exports in sustaining China's growth model How Xi Jinping's policies are reshaping the economy What foreign companies need to know before entering the China market Why China's economic trajectory matters for the Global South Show Notes: Amazon: The Fragile Dragon: Trade, Trump, and China's Vulnerabilities by Ker Gibbs The New York Times: China's Spending Slowdown Deepens as Households Tighten Their Belts by Keith Bradsher Reuters: G7 Leaders Tackle Reliance on China for Critical Minerals Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  
• Former State Department Insider on Washington's Muddled Africa Policy 10.06.2026 1t 10min

  Dan Kobayashi spent 16 years working as a U.S. diplomat focused on African issues, both at posts in Lesotho, Zambia, and Malawi, among others, and at the State Department's intelligence bureau in Washington, D.C. He had a close-up view of how U.S.-Africa policy has evolved over the years, particularly as it relates to China's expanding presence on the continent. Today, Dan is out of government and works as a geopolitical risk consultant in Geneva, where he also writes for his new Expatriach Substack. He joins Eric, Cobus, and Géraud to share an insider's perspective on the current state of U.S. policy towards Africa and why the notion that Washington is competing with Beijing for influence in the region is outdated. 📌 Topics Covered in this Episode Inside Washington's Africa policymaking Trump's changing approach to Africa The China "debt trap" debate U.S.-China competition in Africa Aid cuts, visas, and diplomacy What's next for U.S.-Africa relations? Show Notes: Sign up to The Expatriach Substack Expatriarch: USAID Is Unlikely to Be Replaced With Something Better Any Time Soon, So Stop Pretending by Dan Kobayashi Expatriarch: My Resignation from the State Department by Dan Kobayashi Join the Discussion: X: @ChinaGSProject | @eric_olander | @christiangeraud | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
• The Iran War is Boosting China's Green Energy Sales 27.05.2026 41min

  On March 1, one day after the U.S. and Israel launched what would become the ongoing war with Iran, Ren Hanjun, a visiting professor at Peking University, posted a video on WeChat predicting that China would emerge as one of the conflict's biggest beneficiaries. Three months later, that prediction appears increasingly accurate. Demand for Chinese EVs, solar panels, and other clean energy technologies is surging, especially across developing regions such as Southeast Asia and Africa. Li Shuo, director of the China Climate Hub at the Asia Society Policy Institute and a CGSP non-resident fellow, joins Eric & Cobus to discuss how disruptions to global oil and gas supplies are accelerating the shift toward Chinese renewable energy and mobility solutions. 📌 Topics Covered in this Episode China's potential gains from the Iran war Energy insecurity and the global transition shift Rising demand for Chinese EVs and solar tech Southeast Asia and Africa's growing role The geopolitics of clean energy supply chains Is China the biggest winner of the crisis? Show Notes: The China-Global South Project: "Win or Lose, America Loses": Chinese Analyst Says Trump's Iran Gamble Will Hand Beijing a Strategic Victory The China-Global South Project: Why the Global South Will Become New Champions of Climate Action by Li Shuo The China-Global South Project: Leading from the "Global Middle": China's Bid to Host the New Ocean Treaty by Li Shuo Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
• China-Brazil Business Is Booming 21.05.2026 30min

  China is facing serious headwinds across much of Latin America as the United States ramps up pressure to curb Beijing's engagement in the region. The Chinese have encountered major setbacks in Panama, Mexico, Chile, and potentially in Honduras, where the new government is actively considering switching diplomatic ties back to Taiwan. But that is not the case in Brazil. Chinese businesses are investing record amounts in South America's largest economy and buying up more of the country's vast reserves of natural resources, including oil, soybeans, and critical minerals. Tulio Cariello, research and content director at the China-Brazil Business Council, joins Eric from Rio de Janeiro to discuss his latest report on Chinese investment trends in Brazil and explains why the country is now the top destination in the world for Chinese FDI. 📌 Topics Covered in this Episode Why Brazil became China's top investment destination BYD, EVs, and China's growing auto dominance Chinese investments in Brazil's energy and mining sectors How U.S.-China tensions are reshaping Latin America Brazil's role in China's Global South strategy The future of China-Brazil trade and industrial ties Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  
• Why China Doesn't Want to be an American-Style Hegemon 19.05.2026 36min

  One of the most common talking points among policymakers and analysts in Washington is the belief that China aims to replace the United States as the world's dominant power. Variations of that narrative are also widely shared in many European capitals. There is little doubt that China is asserting itself more forcefully in global affairs, especially amid a new era of Great Power competition. But senior officials in Beijing have also made clear that they have little interest in taking on the full responsibilities and obligations that come with traditional global leadership. In a recent Foreign Policy article, Jeremy Friedman, an associate professor at Harvard Business School, explored the limits and ambitions of China's expanding international power. He joins Eric to discuss what China wants… and what it does not want from a changing global order. 📌 Topics Covered in this Episode China's global ambitions The future of U.S. power Why Beijing rejects hegemony Taiwan and regional security Trade, tech, and critical minerals The emerging world order Show Notes: Foreign Policy: How Far Do China's Ambitions Reach? by Jeremy Friedman East Asia Forum: China's ambitions are narrower than Washington thinks by David Kang, Jackie Wong & Zenobia Chan Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth      
• What Most People Get Wrong About China's Iran Strategy 15.05.2026 41min

  President Donald Trump arrived in Beijing this week hoping China could help contain the escalating U.S.-Iran crisis, but the summit underscored how limited Beijing's influence over Tehran actually is. In Washington, many policymakers assume China can pressure Iran because it buys the vast majority of Iranian oil. But the reality is far more complicated, and there is little evidence the Iranian leadership would make major national security concessions at Beijing's request. William Figueroa, a leading Iran-China scholar at the University of Groningen in the Netherlands, joins Eric to unpack what U.S. officials misunderstand about China's relationship with Iran, why Beijing is reluctant to use its economic leverage aggressively, and how China itself is vulnerable to the broader economic fallout from the war. 📌 Topics Covered in this Episode Why Trump wanted China's help on Iran The limits of China's leverage over Tehran How Iran views Beijing and Washington differently Why oil is only part of China's concern The economic risks of a prolonged war What the Trump-Xi summit revealed about global power dynamics Show Notes: The China-Global South Project: China and the Iran War: The Logic and Limitations of China's Middle East Diplomacy by William Figuerora The China-Global South Project: Through Allegory, China Uses AI to Shape Its Narrative of the Iran Conflict by William Figuerora The China-Global South Project: Social Media Commentators Are Misreading the China Angle in the U.S.–Israeli War With Iran by William Figuerora Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
• Why China's Research Ships Worry Other Countries 14.05.2026 21min

  China operates the world's largest fleet of deep-sea research vessels, with more than 40 ships officially tasked with civilian scientific missions. But an investigation by CNN and the environmental news outlet Mongabay found that many of these ships appear to operate in ways more in line with intelligence gathering than with purely scientific research. The CNN/Mongabay investigation tracked eight vessels over a five-year period and found that they spent very little time conducting their stated objective to do deep-sea mining research and instead, according to marine trafficking data, logged extensive trips in strategic waterways and sensitive military zones that could prove critical in the event of a future maritime conflict with the United States. Kara Fox, a senior reporter at CNN, and Elizabeth Alberts, a senior staff writer at Mongabay, led the joint investigation and join Eric to discuss what their findings do... and don't reveal about China's fleet of deep-sea research vessels. Show Notes: CNN: China's growing influence in the Pacific is 5,000 meters deep by Kara Fox, Elizabeth Alberts, Lou Robinson and Byron Manley Mongabay: China's deep-sea mining fleet may also track US submarines by Elizabeth Alberts and Kara Fox   📌 Topics Covered in this Episode China's growing fleet of deep-sea research vessels Allegations of dual-use scientific and intelligence activities Deep-sea mining and the race for critical minerals Why India, the U.S., and others are increasingly concerned The strategic importance of undersea mapping and maritime routes Environmental risks linked to deep-sea mining exploration Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  
• China Flexes Power In Panama Canal Clash 12.05.2026 28min

  When Panama's Supreme Court ruled that Hong Kong-based conglomerate CK Hutchison's operation of two ports on either side of the Panama Canal was unconstitutional, President Jose Raul Mulina said at the time that he wasn't too concerned about China retaliating. Now, several months later, Mulina and other Panamanian officials are becoming increasingly concerned that this is precisely what's happening after China detained dozens of Panamanian-flagged vessels or "inspections." Separately, China called on the two shipping companies, Maersk and MSC, slated to take over operations of the Panamanian ports vacated by CK Hutchison, to reconsider — insinuating there could be severe consequences if they don't comply. Pedro Armada, managing partner at Armada Risk Consulting, is following the events closely from Panama City and joins Eric to discuss the increasingly difficult position the government finds itself in between the U.S. and an increasingly assertive China. 📌 Topics Covered in this Episode China's response to Panama's port ruling Rising tensions around the Panama Canal Delays targeting Panamanian-flagged ships U.S. pressure on Chinese influence Maersk and MSC caught in the middle The bigger U.S.-China rivalry Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
• Middle Powers in a Post-American Order 08.05.2026 41min

  The U.S. created the post-World War II international order that it no longer wants to lead today. But what replaces it is still unknown. So, in the meantime, small and medium-sized countries, so-called "middle powers," are scrambling to form new partnerships to insulate themselves from the inevitable instability that will arise from this transition. We're seeing this play out daily now as leaders from South Africa, Brazil, Australia, Vietnam, Japan, and dozens of other countries crisscross the globe at a frenetic pace to build what many are describing as a new middle-power coalition. But Sarang Shidore, director of the Global South program at the Quincy Institute, argued in a Foreign Policy column that it's going to be difficult, if not impossible, for a coalition like this to succeed. Sarang joins Eric to explain why divergent north-south interests will be very hard to overcome. 📌 Topics Covered in this Episode Rapid global realignment among middle powers Declining trust in U.S.-led institutions BRICS and alternative power coalitions China's growing Global South influence Transactional diplomacy and diversification What the next world order may look like Show Notes: Foreign Policy: Can Middle Powers Gel? by Sarang Shidore The New York Times: American Supremacy Is Over, and Something New Is Coming by Sarang Shidore Politico: Trump Is Demolishing the Global Order. Here's What Might Come Next. Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
• China Moves to Fill U.S. Void in Asia 07.05.2026 39min

  U.S. President Donald Trump will travel to Asia next week for a highly anticipated summit with his Chinese counterpart, Xi Jinping. Trump will be returning to a region he's personally transformed through his challenges to the international order, tariffs, and now the Iran war that's hit Asia's energy sector especially hard. The U.S.-led security architecture across the Asia-Pacific is also showing signs of real strain, as alliances fray and the institutions set up to counter China are on the verge of collapse. Derek Grossman, a prominent U.S.-Asia scholar at the University of Southern California and CGSP's non-resident fellow for the Asia-Pacific, argues that the Quad security partnership is now "on the brink of extinction." Derek joins Eric to discuss how 18 months of Trump's foreign policy have reshaped Asia's security landscape. 📌 Topics Covered in this Episode Trump-Xi summit and the future of U.S.-China relations Taiwan tensions and fears over U.S. security commitments The possible collapse of the Quad alliance strategy How Southeast Asian countries are balancing China and the U.S. China's growing influence in Indonesia, Thailand, and ASEAN Why Asian allies are questioning America's long-term role Show Notes: The China-Global South Project: The Asia-Pacific's New Oil Order by Derek Grossman Foreign Policy: Trump's Southeast Asia Trade Deals Are in Limbo by Derek Grossman Hinrich Foundation: Balancing act or breaking point? Indonesia's trade policy amid US-China rivalry by Derek Grossman Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth    
• Is Vietnam Drifting Closer Toward China? 05.05.2026 37min

  Ties between China and Vietnam appear to be improving across every front. Vietnam is selling more to China, while China is investing more in its southern neighbor. Even on thorny territorial issues in the South China Sea, the two sides said they're talking through their differences. And last month, Vietnamese leader To Lam traveled to China in his capacity as both General Secretary of the Communist Party and President of the country, a model many say was inspired by the Chinese political structure. All of this has prompted discussion among some Vietnamese analysts that Hanoi is swinging in Beijing's direction. But Khang Vu, a visiting scholar in Vietnamese political science at Boston College, strongly disagrees. Khang joins Eric to discuss why Hanoi's longstanding commitment to non-alignment among the major powers remains the bedrock of Vietnamese foreign policy. Show Notes: Carnegie Endowment for International Peace: Why Vietnam Is Swinging in China's Direction by Nguyen Khac Giang The Diplomat: The Myth of Vietnam's Tilt Toward China by Khang Vu The Diplomat: Interpreting the Future of Vietnam-China Relations Through the 2026 Joint Statement by Hai Hong Nguyen and Vu Quy Son 📌 Topics Covered in this Episode Vietnam–China relations: perception vs. reality The "Four No's" and non-aligned foreign policy Tho Lam's Beijing visit and key takeaways South China Sea tensions and regional dynamics Tech, trade, and Huawei: strategic hedging Navigating U.S.–China rivalry and global pressure Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  
• Iran War Boosts China's Energy Strategy 30.04.2026 31min

  Sales of Chinese renewable energy products surged to record highs in March in response to the disruption of oil and gas supplies brought on by the U.S.-Israeli war against Iran. Shipments of Chinese-made electric vehicles, batteries, and solar panels all surged as countries and consumers around the world are moving quickly to insulate themselves from the worsening oil shocks. Tim McDonell, climate and energy editor at the online news site Semafor, joins Eric to explain how China has spent the past 40 years preparing for what's happening in today's energy market. 📌 Topics Covered in this Episode Impact of the Iran war on global energy markets Southeast Asia's vulnerability to fossil fuel disruptions Surge in Chinese clean energy exports and technology Energy security shifting from economics to national defense Risks of dependence on Chinese energy supply chains U.S.–China competition in the future of energy systems Show Notes: Semafor: China's winning energy strategy by Tim McDonell Semafor: US top fusion CEO says Washington losing race to China by Tim McDonell Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
• China and the Hidden Politics of Global Aid 21.04.2026 30min

  The development finance industry would like us to believe that money for infrastructure, education, and other needs goes to where it's needed most. The reality, though, isn't that simple. Politics, it turns out, plays a much more important role than many would like to admit. Keyi Tang, an assistant professor at ESADE Business School in Spain, studied development finance data on 48 African countries over a 20-year period that revealed that money often flows to those who hold influence rather than to those who need it most. Keyi joins Eric to discuss the findings that she recently published in her new book, "Power Over Progress: How Politics Shape Development Finance in Africa." 📌 Topics Covered in this Episode Political forces shaping development finance How China compares to Western lenders Why aid often favors politically strategic regions The role of domestic elections and power dynamics Structural inequalities in the global finance system The rise of borrower coordination efforts Impact of shrinking Western and Chinese funding How civil society can drive accountability Show Notes: Cambridge University Press: Power Over Progress: How Politics Shape Development Finance in Africa by Keyi Tang:  https://a.co/d/04Oc87sf Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  
• U.S.–China Competition in Latin America: Ports, Power, and Politics 31.03.2026 38min

  Long neglected by the United States, Latin America is now on the frontlines of the global contest with China. Washington's new National Security Strategy made it clear that the U.S. must remain the unrivaled hegemonic power in the Western Hemisphere, something it can't do so long as China is the largest trading partner for most Latin American countries. The U.S. is particularly unnerved by the scale of Chinese infrastructure development across the region and the fact that it's becoming a major investor, particularly in larger countries like Brazil. Former Chilean ambassador to China Jorge Heine, now a non-resident fellow at the Quincy Institute, joins Eric to discuss why this competition is accelerating and whether "active non-alignment" remains a viable strategy in this new era of geopolitical competition. 📌 Topics Covered in this Episode The intensifying U.S.–China rivalry in Latin America Washington's push to block Chinese infrastructure projects Strategic battlegrounds: ports, telecom cables, and digital connectivity How Latin American countries are balancing competing pressures The concept of "active non-alignment" in today's geopolitical climate Why China remains an indispensable economic partner for the region Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  
• The Chinese Kingpin at the Center of Cambodia's Crackdown on Scammers 24.03.2026 27min

  The Cambodian government is leading a massive, unprecedented crackdown on the scamming business that once accounted for an estimated one-third of the country's GDP. For the past six months, heavily armed security forces have raided scam centers across the country and arrested more than 6,000 in the first couple months of the year. The campaign began last fall when the United States issued a criminal indictment against Chen Zhi, a multi-billionaire Chinese national who built a vast empire in Cambodia that included a huge network of scam compounds that generated a staggering $30 million a day. Huang Yan, a Chinese journalist based in Southeast Asia, is among a small group of international journalists covering every detail of the ongoing crackdown against scam centers. Huang joins Eric from Bangkok to discuss why the fall of Chen Zhi was so important and what it reveals about the outsized role that Chinese actors are playing in this saga. 📌 Topics Covered in this Episode Cambodia's scam crackdown: reality vs. narrative Chinese kingpins behind the networks Life inside scam compounds The Chen Zhi case and global pressure Why the industry persists Where the scams are moving next Show Notes: Cambodia: Rain and Dust: The Rise and Fall of Chen Zhi by Huang Yan The New York Times: Why Cambodia Handed Over a Man Accused of Stealing Billions in Crypto Scam by Sui-Lee Wee Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
• It's Already Too Late to Break China's EV Battery Dominance 17.03.2026 31min

  U.S., European, and Japanese leaders are all talking about the urgency of building new supply chains to end their reliance on China for critical minerals and batteries that will power next-generation mobility, technology, and weapons. It all sounds great and makes for good politics at home, but the reality is that China's dominance of these vital supply chains is so big and still growing that it will be nearly impossible to close the gap anytime soon. Zeyi Yang, a senior writer covering technology and business at Wired, recently detailed this phenomenon in a cover article for the magazine about how "Chinese EV batteries are eating the world." Zeyi joins Eric to discuss why it's going to be so difficult for the rest of the world to match China's near-total dominance of this increasingly vital sector. 📌 Topics Covered in this Episode China's 80% dominance in EV batteries Why Chinese firms are expanding globally Key players like CATL, BYD, and Goshen Expansion into Europe and Southeast Asia Local tensions over the environment and labor Batteries as a strategic energy resource Show Notes: Wired: Chinese EV Batteries Are Eating the World by Zeyi Yang: https://tinyurl.com/595hnzrh Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
• View From Beijing: Why China is Not Protecting Iran 11.03.2026 37min

  Conservative media outlets and think tank analysts in the United States have sharply criticized China for what they say is Beijing's failure to support its supposed "allies" in Venezuela and Iran. Their arguments have gained traction on X and other social media platforms, where critics portray China as an unreliable partner that avoids confrontation, especially with the United States. Other analysts dispute that interpretation. Scholars such as Evan Feigenbaum of the Carnegie Endowment for International Peace argue the criticism rests on a flawed assumption: that China's relationships with countries like Iran resemble the formal alliance commitments the United States maintains with its partners. In reality, Beijing's partnerships carry no comparable security guarantees. In a recent Foreign Policy article, Wang Zichen, deputy secretary-general of the Beijing-based Center for China and Globalization, pushes back against these critiques. He outlines China's strategic priorities and explains why Beijing is unlikely to offer the kind of security commitments that define U.S. alliances. Zichen joins Eric to discuss why China structures its global relationships differently—and why Beijing has little intention of acting as a security patron for partners like Iran. 📌 Topics Covered in this Episode Why U.S. critics say China is abandoning its partners Why China does not treat Iran or Venezuela as formal allies The difference between U.S. alliances and Chinese partnerships How China's domestic priorities shape its foreign policy Why Beijing avoids acting as a global security guarantor What this debate reveals about U.S. and Chinese strategic thinking Show Notes: Foreign Policy: China Won't Play Security Patron for Iran by Wang Zichen Beyond the Ideological: The Iran Question Is All About China by Zineb Riboua Foundation for Defense of Democracies: Beijing Offers Tehran Lukewarm Rhetorical Support as Iranian Actions Threaten China's Oil, Trade Flows by Jack Burnham and Max Meizlish Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
• Is China Building a New World Order? 10.03.2026 38min

  China has launched a series of global governance and trade initiatives over the past decade that have sparked concern in U.S. and European capitals about whether Beijing is seeking to displace the Western-led international order. The so-called "5Gs" include the Global Governance/Security/Development/Civilization/AI Initiatives, along with the BRI, SCO, AIIB, and numerous other Chinese-initiated programs, all of which seem to suggest that China is, in fact, building a parallel international governance architecture to replace the post-WWII institutions. But Joel Ng, senior fellow and head of the Centre for Multilateralism Studies at the S. Rajaratnam School of International Studies at Nanyang Technological University in Singapore, offers a different interpretation. He argues that China's new governance initiatives are not primarily designed to replace the existing international order. Instead, Beijing is using them as instruments to advance its own more narrowly defined strategic interests. Joel joins Eric to discuss the new book he edited, The Dragon's Emerging Order: Sinocentric Multilateralism and Global Responses. 📌 Topics Covered in this Episode: What "Sinocentric multilateralism" actually means Whether China is creating parallel institutions to the UN system The role of BRICS and other emerging multilateral platforms Why many Global South countries find China's initiatives attractive How China's global governance ideas differ from U.S. alliance systems What could happen if the United Nations weakens or collapses financially Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
• Who Controls the Battery Age? Congo, China, and the New Resource Order 05.03.2026 1t 13min

  The U.S., Japan, and other G7 countries are scrambling to secure critical minerals to end their reliance on Chinese-controlled supply chains. Every week, there's news of another mining deal for cobalt, lithium, and other resources essential to powering 21st century technology. But the race to control critical resources may already be over. Decades before countries in the Global West recognized the importance of these minerals and metals, China quietly built out a vast network of mining and refining operations. Nicholas Niarchos, author of the new bestselling book "The Elements of Power: A Story of War, Technology, and the Dirtiest Supply Chain on Earth," joins Eric & Géraud to discuss the history of the battery metal competition and why China's early moves in this space may have given it an insurmountable lead. 📌 Topics Covered in this Episode: Why everyone sees the critical minerals supply chain differently and who's missing the full picture The making of "The Elements of Power" — one journalist's journey from Greece to Congo Artisanal mining, child labor, and the political ecosystem keeping it alive How China built its Congo mining empire over 30 years while the West looked away The Sicomines "Deal of the Century" and what it revealed about Chinese strategy Small Chinese traders, violence, and the uneasy coexistence on Congo's mining frontier Indonesia, Western Sahara and the global pattern of extractive exploitation Why the US critical minerals push may already be too little too late Show Notes: Purchase a copy of The Elements of Power: A Story of War, Technology, and the Dirtiest Supply Chain on Earth: https://a.co/d/0g8xV4n8 Join the Discussion: X: @ChinaGSProject | @eric_olander | @christiangeraud Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth