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GeoPulse

@GeoPulseLab

Analyzing the world so you can understand it | Independent research lab | Toward peaceful solutions

 Philippines
geopulselab.org
Joined July 2011
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Middle powers are quietly building their own arms supply chains. The Badr memorandum was signed Oct 21. Turkey brings the tech. Pakistan and Indonesia bring manufacturing. Qatar brings the money. Here's what to know 🧵
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What it isn’t: no announced mutual-defense pledge. That sets it apart from the Makkah Joint Defence Agreement (Turkey, Pakistan, Saudi Arabia, Aug 7), which does have an attack-on-one clause.
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The test: the memorandum sets no specific funding commitments. Projects, financing and technology-transfer terms are still to be agreed. Source: geopulselab.org/global-watch…
Turkey, Pakistan, Qatar and Indonesia Build a New Muslim Defense Partnership

Turkey, Pakistan, Qatar and Indonesia Build a New Muslim Defense Partnership

Turkey, Pakistan, Qatar and Indonesia sign the Badr memorandum to boost joint defense production, share technology and strengthen military industries.

geopulselab.org
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Malaysia just won a major court appeal in its $3.78 billion 1MDB case. 🇲🇾 • $7.4B already recovered • The claim against Jho Low and Larry Low is alive again • PM Anwar: recovery continues The long road back is still moving forward.
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1MDB Scandal Returns to Court as Malaysia Faces RM20.1 Billion Bill geopulselab.org/southeast-as…
1MDB Scandal Returns to Court as Malaysia Faces RM20.1 Billion Bill

1MDB Scandal Returns to Court as Malaysia Faces RM20.1 Billion Bill

Malaysia revives a US$3.7 billion 1MDB claim against Jho Low as taxpayers face RM20.1 billion in net costs and the government vows continued asset recovery.

geopulselab.org
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Only 36% of Madagascans had reliable electricity this May. In Oct, Madagascar’s sovereign wealth fund (FSM) announced a partnership with London-based Gemcorp Capital Management to seek $5 billion over four years for energy, infrastructure and mining. Here’s what to know 🧵
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Raw or processed? Exporting raw minerals earns revenue, but processing locally can create jobs, and that needs electricity, transport and skills. In June, the UN identified 124 priority projects across eight sectors that could create nearly 20,000 direct and indirect jobs.
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What decides success: transparent contracts, public oversight and environmental safeguards for projects that affect land, water and communities, plus jobs and supplier opportunities for Malagasy businesses. Source: geopulselab.org/global-watch…
Madagascar Seeks $5 Billion to Turn Resources Into Growth

Madagascar Seeks $5 Billion to Turn Resources Into Growth

Madagascar seeks $5 billion for energy, mining, and infrastructure projects, aiming to attract investment, create jobs, and support long-term economic growth.

geopulselab.org
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After the US election, ASEAN capitals are asking one question: what actually changes? Possibly changes: pressure over the Iran war. Doesn’t change: tariff powers, push for critical minerals, competition with China. Our take: Southeast Asia cannot get its hopes up 🧵
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What doesn’t change: both Repubs and Dems want to reduce dependence on China and secure critical minerals, energy and AI infrastructure. That means investment opportunities for the region will remain, though possibly with closer scrutiny of recipients and terms.
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The bottom line for ASEAN: keep diversifying trade, investment and security ties, and bargain harder for local jobs, technology transfer and a bigger share of the value from regional resources. Source: geopulselab.org/southeast-as…
How Will the US "Blue Tsunami" Election Impact Southeast Asia?

How Will the US "Blue Tsunami" Election Impact Southeast Asia?

Republicans' defeat opens new opportunities for Southeast Asia on trade and investment, but the Iran war and US-China rivalry still threaten turmoil.

geopulselab.org
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Singapore gets about 95% of its electricity from natural gas. Its fix: wind turbines off Vietnam, a nearly 800 km undersea cable, and Malaysia in the middle. Cost: up to $10 billion. First power: 2035, if the money and the rules line up 🧵
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The hard part: PTSC’s CEO says it could cost up to $10 billion, with a final investment decision for phase one expected in 2029. Financing, each partner’s contribution, approvals and power purchase agreements are all still to come.
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And lastly, the rules: the three countries must still set transmission charges, permits and procedures for supply disruptions. Source: geopulselab.org/southeast-as…
Malaysia’s $10 Billion ASEAN Energy Hub Plan Advances

Malaysia’s $10 Billion ASEAN Energy Hub Plan Advances

Malaysia eyes ASEAN energy hub status as a Petronas-backed power corridor linking Vietnam and Singapore advances, with costs up to $10 billion.

geopulselab.org
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