China is Rethinking its Technology Export Controls

In the Trivium Weekly Recap article “Rethinking Technology Export Controls,” on the Sinica Podcast platform, Andrew Polk highlights new research from Chinese state-affiliated policy institutes on how China should manage technology export restrictions. The researchers argue that export controls should be applied selectively and only when three conditions are met: China holds a clear global […]

The Mineral Trade-Off: US Reciprocal Tariffs and the Future of Indonesian Downstreaming

The United States has fundamentally repurposed its trade policy to prioritize national security over market efficiency, centering its strategy on securing critical mineral supply chains. This shift, highlighted in recent research, reveals that the U.S. now utilizes “preferential minerals trading zones” and sector-specific arrangements to decouple from adversaries—specifically China—while incentivizing “friend-shoring” (Jack, 2026). In early […]

The Strategic Pivot: Why the World Bank is Embracing Industrial Policy

For decades, mainstream economics viewed government intervention in markets with skepticism, often warning against the perils of “picking winners.” However, a series of flagship reports from the World Bank—most notably the World Development Report 2024—signal a profound shift. The Bank now argues that for developing nations to escape the “middle-income trap,” a passive approach to […]

Indonesia’s Halmahera Is More Than a Nickel Frontier — Gulf Investors Should Look There with Care

Muhammad Zulfikar Rakhmat, the Director of the China–Indonesia and MENA–Indonesia Desks at CELIOS writes that Halmahera’s nickel wealth is vital for the global EV supply chain, yet intensive mining has caused significant environmental damage and disrupted local livelihoods. To ensure sustainable growth, investors must balance mineral extraction with the modernization of the island’s rich agricultural […]

Dampak Struktural CBAM terhadap Kinerja Ekspor Baja Nasional 2026

Widodo Setiadharmaji, pendiri SMInsights menulis, kebijakan CBAM Uni Eropa mulai 2026 mengancam ekspor baja bernilai tinggi Indonesia karena beban biaya karbon yang tinggi dapat melampaui margin keuntungan industri. Untuk bertahan, Indonesia perlu memperkuat pasar domestik sebagai pelindung sekaligus mendorong adopsi teknologi hijau guna menjaga daya saing di pasar global. Source link: https://steel-mining-policy.id/dampak-struktural-cbam-terhadap-kinerja-ekspor-baja-nasional-2026/

China’s business chamber faces moment of truth in Indonesia

Muhammad Zulfikar Rakhmat and Yeta Purnama writes that the CCCI’s 20th anniversary highlights China’s vital role in Indonesia’s industrial downstreaming and sustained economic growth. Moving forward, the partnership must evolve beyond trade volumes to prioritize environmental standards, labor rights, and a genuine transition to clean energy. Source link: https://asiatimes.com/2026/01/chinas-business-chamber-faces-moment-of-truth-in-indonesia/

Pajak Ekspor dan Pasar Batubara Indonesia

Pemerintah berencana menerapkan kembali pajak ekspor batubara pada 2026 yang dibarengi dengan kebijakan penurunan volume produksi serta peningkatan porsi kewajiban penjualan untuk pasar domestik. Source link: https://insight.kontan.co.id/news/pajak-ekspor-dan-pasar-batubara-indonesia

Cerita dari Morowali: Penonton di Tanah Sendiri

Huzni Mubarok, peneliti CORE Indonesia, menulis bahwa geliat industri di Morowali menunjukkan keberhasilan hilirisasi secara makro, namun masyarakat lokal masih menghadapi paradoks kemiskinan dan kerusakan lingkungan akibat minimnya nilai tambah yang menetap di daerah. Agar pembangunannya inklusif, pemerintah perlu merancang ulang skema bagi hasil fiskal dan memastikan keterlibatan nyata warga setempat dalam rantai pasok industri. […]

Leaders unite to launch Belém Declaration on Global Green Industrialization at COP30

Leaders launched the Belém Declaration at COP30 to accelerate global industrial transformation and clean industry scaling. This shared framework aims to drive worldwide prosperity and climate stability through coordinated sustainable innovation. Source link: https://www.unido.org/news/leaders-unite-launch-belem-declaration-global-green-industrialization-cop30