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Intelligence Archive // China Watch

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Research Library

// Global Analysis Archive

DISPLAYING 1-12 OF 12 RECORDS — TAGGED "Infrastructure"
PAGE 1 / 1
India Feb 20, 2026

India’s AI Data-Center Surge Meets the Hard Limits of Power and Reliability

According to The Diplomat, India’s AI ambitions and major investment announcements are accelerating, but data centers’ continuous power needs could outstrip near-term grid and generation expansion. Andhra Pradesh’s 2030 targets, when adjusted for overheads, imply electricity demand that may exceed the state’s 2024 consumption, highlighting absorptive-capacity risks.

Canada Feb 06, 2026

Canada Launches Multi-Billion EV Push, Signals Deeper Cooperation With China

Canada announced a national EV strategy featuring consumer subsidies, industrial transformation funding, charging infrastructure investment, and stricter emissions standards targeting 90% EV adoption by 2040. The plan also signals stronger cooperation with China to support domestic EV production and exports, creating both competitiveness opportunities and trade-policy sensitivities.

India Feb 01, 2026

India’s Budget 2026 Doubles Down on Manufacturing, Debt Discipline and AI-Linked Reforms

India’s Budget 2026 prioritises scaling manufacturing across seven sectors, reviving 200 industrial clusters, and sustaining high infrastructure spending while adopting debt-to-GDP as the fiscal anchor. The package also targets financial-sector rule reviews and capital-market deepening, alongside measures to cool equity-derivatives activity amid global trade and tariff volatility.

Yunnan Jan 19, 2026

Before ‘Shangri-La’: A 1995 Baseline of Zhongdian’s Pre-Tourism Economy and Strategic Vulnerabilities

A 1995 travel account of Zhongdian (renamed Shangri-La in 2001) provides a baseline view of a semi-isolated Tibetan plateau market town before airport/expressway-driven tourism expansion. The text highlights how branding and connectivity can accelerate growth while increasing exposure to heritage fire risk, environmental pressure, and tourism dependence.

Belt and Road Initiative Jan 19, 2026

BRI as Trade Architecture: Infrastructure Finance Becomes a Strategic Battleground

A February 2025 trade brief frames China’s Belt and Road Initiative as a competitive instrument shaping global trade routes, standards, and long-term influence. The competitive lens implies heightened regulatory scrutiny, geopolitical friction, and increased risk around debt, governance, and strategic asset control.

Data Collection Jan 19, 2026

Crawl Misfire: Google Fonts CSS Captured Instead of Internal Circulation Content

The supplied raw text is a Google Fonts stylesheet (Google Sans Text) rather than a news article, yielding no direct China-related intelligence. The incident highlights a collection/parsing failure and potential China-network accessibility issues tied to Google CDN dependencies.

China Dec 20, 2025

CASS-Linked Portal Highlights 2025 APEC Messaging and 2026 New Year Address in Centralized Speech Repository

The crawled page indicates a categorized, searchable repository for authoritative texts, with the Speeches section listing multiple Xinhua full-text items tied to APEC 2025 and a 2026 New Year message dated Dec. 31, 2025. The structure and outbound links suggest an ecosystem designed to standardize and amplify key narratives across major media and theory outlets.

Cybersecurity Dec 04, 2025

Allied Cyber Agencies Warn of PRC-Linked Telecom and Edge-Device Compromise Supporting Global Espionage Collection

A September 2025 joint advisory describes PRC state-sponsored cyber actors targeting global telecommunications and network edge infrastructure to sustain long-term access and enable broader intelligence collection. The guidance emphasizes exploitation of known vulnerabilities, router configuration persistence, and the need for enhanced monitoring and hardening of network devices and interconnections.

China ODI Nov 24, 2025

China’s Outbound Investment Hits 7-Year High as Capital Shifts to Minerals and Data Centres

According to an SCMP summary of Rhodium Group’s China Cross-Border Monitor, Chinese firms announced about US$124 billion in new outbound direct investment in 2025, up 18% from 2024 and the highest since 2018. The reported rise in completed deals suggests improving execution, with strategic raw materials and data-centre/energy-linked assets emerging as key priorities.

China Oct 09, 2025

Medog Mega-Dam: How Energy Security, Digital Power Demand, and Border Strategy Converge in Tibet

China’s Medog hydropower project on the Yarlung Tsangpo has entered construction following 2024 approval, aiming to deliver ~60 GW of low-carbon baseload power while accelerating Tibet’s grid integration and economic development. Its border-adjacent location and the river’s downstream importance for India and Bangladesh make transparency and regional engagement central to managing strategic and transboundary risk.

Australia Jul 10, 2025

Darwin Port: Australia’s Options Narrow as Security Concerns and Landbridge’s Finances Converge

According to the source, Australia is reassessing Chinese-linked operational control of Darwin Port amid sharper threat perceptions, expanded foreign-investment powers, and reported financial stress at operator Landbridge Group. A negotiated or market-based transfer to an Australian-aligned owner appears increasingly feasible, though Beijing’s warnings raise the risk of economic and diplomatic countermeasures.

China Sep 06, 2023

China Tests Private Capital in Ultra-High-Voltage Grid Projects

Local governments are reportedly seeking private investors for two major UHV power line projects, marking early implementation of a Beijing directive issued last November. The initiative signals experimentation with mixed-capital financing for strategic grid infrastructure supporting long-distance clean-energy transmission.

India

India’s AI Data-Center Surge Meets the Hard Limits of Power and Reliability

According to The Diplomat, India’s AI ambitions and major investment announcements are accelerating, but data centers’ continuous power needs could outstrip near-term grid and generation expansion. Andhra Pradesh’s 2030 targets, when adjusted for overheads, imply electricity demand that may exceed the state’s 2024 consumption, highlighting absorptive-capacity risks.

Feb 20, 2026 0 views
ACCESS »
Canada

Canada Launches Multi-Billion EV Push, Signals Deeper Cooperation With China

Canada announced a national EV strategy featuring consumer subsidies, industrial transformation funding, charging infrastructure investment, and stricter emissions standards targeting 90% EV adoption by 2040. The plan also signals stronger cooperation with China to support domestic EV production and exports, creating both competitiveness opportunities and trade-policy sensitivities.

Feb 06, 2026 0 views
ACCESS »
India

India’s Budget 2026 Doubles Down on Manufacturing, Debt Discipline and AI-Linked Reforms

India’s Budget 2026 prioritises scaling manufacturing across seven sectors, reviving 200 industrial clusters, and sustaining high infrastructure spending while adopting debt-to-GDP as the fiscal anchor. The package also targets financial-sector rule reviews and capital-market deepening, alongside measures to cool equity-derivatives activity amid global trade and tariff volatility.

Feb 01, 2026 0 views
ACCESS »
Yunnan

Before ‘Shangri-La’: A 1995 Baseline of Zhongdian’s Pre-Tourism Economy and Strategic Vulnerabilities

A 1995 travel account of Zhongdian (renamed Shangri-La in 2001) provides a baseline view of a semi-isolated Tibetan plateau market town before airport/expressway-driven tourism expansion. The text highlights how branding and connectivity can accelerate growth while increasing exposure to heritage fire risk, environmental pressure, and tourism dependence.

Jan 19, 2026 1 views
ACCESS »
Belt and Road Initiative

BRI as Trade Architecture: Infrastructure Finance Becomes a Strategic Battleground

A February 2025 trade brief frames China’s Belt and Road Initiative as a competitive instrument shaping global trade routes, standards, and long-term influence. The competitive lens implies heightened regulatory scrutiny, geopolitical friction, and increased risk around debt, governance, and strategic asset control.

Jan 19, 2026 0 views
ACCESS »
Data Collection

Crawl Misfire: Google Fonts CSS Captured Instead of Internal Circulation Content

The supplied raw text is a Google Fonts stylesheet (Google Sans Text) rather than a news article, yielding no direct China-related intelligence. The incident highlights a collection/parsing failure and potential China-network accessibility issues tied to Google CDN dependencies.

Jan 19, 2026 0 views
ACCESS »
China

CASS-Linked Portal Highlights 2025 APEC Messaging and 2026 New Year Address in Centralized Speech Repository

The crawled page indicates a categorized, searchable repository for authoritative texts, with the Speeches section listing multiple Xinhua full-text items tied to APEC 2025 and a 2026 New Year message dated Dec. 31, 2025. The structure and outbound links suggest an ecosystem designed to standardize and amplify key narratives across major media and theory outlets.

Dec 20, 2025 0 views
ACCESS »
Cybersecurity

Allied Cyber Agencies Warn of PRC-Linked Telecom and Edge-Device Compromise Supporting Global Espionage Collection

A September 2025 joint advisory describes PRC state-sponsored cyber actors targeting global telecommunications and network edge infrastructure to sustain long-term access and enable broader intelligence collection. The guidance emphasizes exploitation of known vulnerabilities, router configuration persistence, and the need for enhanced monitoring and hardening of network devices and interconnections.

Dec 04, 2025 1 views
ACCESS »
China ODI

China’s Outbound Investment Hits 7-Year High as Capital Shifts to Minerals and Data Centres

According to an SCMP summary of Rhodium Group’s China Cross-Border Monitor, Chinese firms announced about US$124 billion in new outbound direct investment in 2025, up 18% from 2024 and the highest since 2018. The reported rise in completed deals suggests improving execution, with strategic raw materials and data-centre/energy-linked assets emerging as key priorities.

Nov 24, 2025 0 views
ACCESS »
China

Medog Mega-Dam: How Energy Security, Digital Power Demand, and Border Strategy Converge in Tibet

China’s Medog hydropower project on the Yarlung Tsangpo has entered construction following 2024 approval, aiming to deliver ~60 GW of low-carbon baseload power while accelerating Tibet’s grid integration and economic development. Its border-adjacent location and the river’s downstream importance for India and Bangladesh make transparency and regional engagement central to managing strategic and transboundary risk.

Oct 09, 2025 0 views
ACCESS »
Australia

Darwin Port: Australia’s Options Narrow as Security Concerns and Landbridge’s Finances Converge

According to the source, Australia is reassessing Chinese-linked operational control of Darwin Port amid sharper threat perceptions, expanded foreign-investment powers, and reported financial stress at operator Landbridge Group. A negotiated or market-based transfer to an Australian-aligned owner appears increasingly feasible, though Beijing’s warnings raise the risk of economic and diplomatic countermeasures.

Jul 10, 2025 0 views
ACCESS »
China

China Tests Private Capital in Ultra-High-Voltage Grid Projects

Local governments are reportedly seeking private investors for two major UHV power line projects, marking early implementation of a Beijing directive issued last November. The initiative signals experimentation with mixed-capital financing for strategic grid infrastructure supporting long-distance clean-energy transmission.

Sep 06, 2023 0 views
ACCESS »
ID Title Category Date Views
RPT-1416 India’s AI Data-Center Surge Meets the Hard Limits of Power and Reliability India 2026-02-20 0 ACCESS »
RPT-750 Canada Launches Multi-Billion EV Push, Signals Deeper Cooperation With China Canada 2026-02-06 0 ACCESS »
RPT-485 India’s Budget 2026 Doubles Down on Manufacturing, Debt Discipline and AI-Linked Reforms India 2026-02-01 0 ACCESS »
RPT-38 Before ‘Shangri-La’: A 1995 Baseline of Zhongdian’s Pre-Tourism Economy and Strategic Vulnerabilities Yunnan 2026-01-19 1 ACCESS »
RPT-11 BRI as Trade Architecture: Infrastructure Finance Becomes a Strategic Battleground Belt and Road Initiative 2026-01-19 0 ACCESS »
RPT-3 Crawl Misfire: Google Fonts CSS Captured Instead of Internal Circulation Content Data Collection 2026-01-19 0 ACCESS »
RPT-637 CASS-Linked Portal Highlights 2025 APEC Messaging and 2026 New Year Address in Centralized Speech Repository China 2025-12-20 0 ACCESS »
RPT-162 Allied Cyber Agencies Warn of PRC-Linked Telecom and Edge-Device Compromise Supporting Global Espionage Collection Cybersecurity 2025-12-04 1 ACCESS »
RPT-680 China’s Outbound Investment Hits 7-Year High as Capital Shifts to Minerals and Data Centres China ODI 2025-11-24 0 ACCESS »
RPT-783 Medog Mega-Dam: How Energy Security, Digital Power Demand, and Border Strategy Converge in Tibet China 2025-10-09 0 ACCESS »
RPT-914 Darwin Port: Australia’s Options Narrow as Security Concerns and Landbridge’s Finances Converge Australia 2025-07-10 0 ACCESS »
RPT-1088 China Tests Private Capital in Ultra-High-Voltage Grid Projects China 2023-09-06 0 ACCESS »
Page 1 of 1 • 12 total reports