Esther Sit

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Esther Sit is a risk intelligence analyst focusing on China-linked supply chain vulnerabilities and APAC geopolitics. She analyses how shifting industrial policies and power competition impact global trade. Her work helps corporations interpret these complex dynamics, particularly regarding how China's strategic goals are redefining global mineral security.

Exclusive articles:

Zimbabwe’s Lithium Export Ban: China’s Battery Supply Chain in an Era of Resource Nationalism

Zimbabwe’s lithium export ban in late February changed how resource-rich countries are approaching the global supply chains. By tightening its control over its resources,...

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The Fed’s First Hike in Three Years: Why the Dollar and Gold Are Rising Together

TODAY'S NUMBERS: 5.00% (US 10-year Treasury yield, first close...

China, Pakistan, and the Rise of the “Electrostate”

The China-Pakistan Economic Corridor is a multi-billion-dollar infrastructure and...

U.S. and Houthis hold Oman talks amid Yemen escalation

U.S. officials held an undisclosed meeting with representatives of...

Houthi gains in Yemen threaten Saudi security and global oil supplies

Saudi Arabia has intensified air strikes against Houthi positions...
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