Nanyang Track

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[Nanyang Track @NanyangTrack]

Thailand's Top 10 HS Code Increases to Russia from 2021-2024

Source: Data collected by NT
Image: NT Research, AI-generated infographic

[Institute for the Study of War @TheStudyofWar]

MORE: The scale of these deployments suggests that the PLA is conducting a major exercise that simulates isolating Taiwan. The number of vessels involved and the geographic range of their deployment are greater than the PLA’s most recent exercise around Taiwan — Justice Mission 2025.

The coordination of surface forces from the Eastern, Northern, and Southern Theater Commands is rare. Major PLA exercises targeting Taiwan since 2022 have largely centered around the PLA’s Eastern Theater Command, the organization primarily responsible for Taiwan-focused operations.

The presence of four major surface groups beyond the first island chain from three separate theater commands could represent an effort to coordinate the principal surface combatants of all three coastal theater commands in a single far-seas operation.

The positioning of major PLAN combatants in the West Pacific, between Guam and Taiwan, and combined PLAN and CCG forces conducting a closer encirclement of Taiwan also follow patterns from previous PLA exercises. Strait Thunder 2025a, for instance, involved an “inner” encirclement of Taiwan alongside a carrier strike group operating between Taiwan and Guam.

The recent PLAN maneuvers could improve the PLA’s ability to effectively deter or prevent outside forces from reaching Taiwan during a contingency by preparing its coastal theater commands to coordinate their forces during such an operation.

[Nanyang Track @NanyangTrack]

How the Myanmar military junta accessing aviation fuel despite sanctions.

Source: Justice for Myanmar, Reuters
Image: NT Research, AI-generated infographic

[🇨🇳 Guo Shen 郭深 @GuoShenCN7]

🚨 中国刚刚完成了对台湾的包围——这座岛屿生产了全球90%的人工智能（AI）芯片。如果台湾失守，美国股市将彻底崩盘。

本周，台湾军方在一天内侦测到49架中国军机。

超过100艘中国海军和海警船只在西太平洋海域活动。

两艘中国航空母舰同时在海上部署。

这是今年以来，中国在台湾周边单日出动军机数量最多的一次。

而这一切，恰好发生在美国中期选举的那一周。

以下逻辑链条足以让你感到恐惧：

10月份局势看似平静 → 中国军机出动架次下降了9% → 随后一天内出现了49架军机 → 之前的“平静”并非为了和平，而是习近平在等待最佳时机。

美国仍深陷伊朗相关冲突之中。

油价依然维持在每桶90美元以上。

特朗普扣下了台湾价值140亿美元的军售订单，并声称“这取决于中国”。

特朗普预计将于11月18日前往中国参加APEC峰会。

而生产这些芯片的关键企业——台积电（TSMC），就坐落在这座岛屿上。

⚠️ 如果台湾失守，全球所有的人工智能公司、手机制造商和汽车品牌都将失去芯片供应。

⚠️ 中国新型“四川”级（应指“四川”舰，即075型两栖攻击舰）两栖攻击舰——专为运送部队登陆而设计——刚刚通过弹射器起飞了其首架隐身无人机。

⚠️ 《纽约时报》的一篇评论文章警告称，军售交付的延迟“可能为一场更加危险”的冲突埋下伏笔。

一个令人不安却无人提及的问题：

如果中国在峰会前采取行动，美国会选择保卫台湾，还是将其作为筹码进行交易？

这是自2003年以来最危险的地缘政治窗口期。

请务必关注我，以便第一时间获取事态发展的最新动态。

[Thai Enquirer @ThaiEnquirer]

Thailand Posts US$5.86 Billion Trade Deficit in September

Thailand’s exports rose 24.0% to US$38.44 billion in September 2026, according to figures from the Ministry of Commerce’s Trade Policy and Strategy Office.

Imports increased 50.4% to $44.30 billion during the month, outpacing export growth and leaving the country with a trade deficit of $5.86 billion.

For January–September 2026, exports grew 19.6% to $304.59 billion, while imports climbed 37.8% to $348.28 billion. The cumulative trade deficit reached $43.69 billion.

#Thailand #Trade #Exports

[Nanyang Track @NanyangTrack]

Automatic Indentification System (AIS) monitors the build up of Chinese fishing vessels in contested waters.
241 vessels present per day since 2025
13 Chinese militia vessels near Rozu Reef
22 fishing vessel supporting Chinese militia near Kota island in 2026

[Nanyang Track @NanyangTrack]

Yangzhou Yangje Electronic Tech has been sanctioned by both the EU and UK in 2026.

Why? For shipping 238 shipments of dual use components to the Russian Military Industrial Complex. We verified $12.6million of these products. Trade flow below 👇
Source: TenData

[UnveiledChina @Unveiled_ChinaX]

Europe is negotiating to lift sanctions on a Chinese firm just to keep one small ASML supplier alive.

According to a Bloomberg exclusive, the EU is discussing a sanctions swap with China after recent trade talks in Beijing.

In July, the EU sanctioned Chinese companies accused of aiding Russia’s war effort. China immediately retaliated by putting 14 European firms on its dual-use export-control list, including Sindlhauser Materials, a small Bavarian company that supplies critical coatings and materials in the ASML semiconductor chain and depends heavily on Chinese rare earths.

Without relief, Sindlhauser faces potential bankruptcy within months.

Under the reported deal, the EU would drop restrictions on one unnamed Chinese firm. In return, China would remove Sindlhauser from its list. The EU would likely act first, requiring unanimous member-state approval. Both sides also agreed to share more information and give earlier warnings on future export controls.

No deal is finalized. But the talks show how effectively China can use its rare-earth dominance to pressure obscure supply-chain nodes and force Europe to choose between its Russia sanctions and protecting key tech suppliers.

[Nanyang Track @NanyangTrack]

Why have so many Chinese companies been sanctioned?

Chinese companies are exporting huge amounts of dual-use technologies to Russia's Military Industrial Complex.

We looked into 10 f these sanctioned companies. The export figures are stark.

10 Companies, $166.27million and over 9,000 shipments.

[Nanyang Track @NanyangTrack]

WHO REALLY OWNS SOUTHEAST ASIA?

A name on a company register does not always reveal who calls the shots.

Nominee shareholders can help foreign investors bypass ownership restrictions, acquire property through local companies and conceal the people financing and controlling a business.

In Thailand, a 2026 investigation into 31 companies and 29 land plots put assets worth approximately ฿633 million under scrutiny. Police suspected local shareholders were fronting for foreign interests.

The real question is how many hidden ownership networks remain undetected across Southeast Asia — and what else they are concealing.

Nanyang Track follows the ownership records, financial trails and corporate links that others overlook.

Evidence. Thoroughness. Transparency.

[Nanyang Track @NanyangTrack]

ยินดีต้อนรับสู่ Nanyang Track! เราเป็นกลุ่มนักวิเคราะห์ OSINT ที่กำลังศึกษาค้นคว้าเกี่ยวกับโครงสร้างการถือครองที่ซ่อนอยู่ การทุจริต และเส้นทางการค้า เราตั้งตารอที่จะแบ่งปันสิ่งที่เราค้นพบกับคุณ

Welcome to Nanyang Track! We are a group of OSINT analysts, looking into hidden ownership structures, corruption and trade routes. We are looking forward to sharing our findings with you.

[Nanyang Track @NanyangTrack]

หัวใจสลาย

[Thai Enquirer @ThaiEnquirer]

💔 27 dead and 18 injured as tragedy strikes Bangkok nightlife

Late last night, a massive fire engulfed the popular entertainment venue "Rong Beer at Ladprao" near the Ladprao Intersection. Emergency services responded around midnight to a fierce blaze, with thick smoke and flames visible from blocks away.

Casualties: The initial death toll has tragically risen to 27 people, with many others suffering severe burns and smoke inhalation. Authorities found that many victims tried to take refuge in the restrooms but were unable to escape.

Response: Firefighters brought the blaze under control in about 35 minutes, setting up an emergency field medical station on the street to perform CPR on victims.

Our thoughts are with the victims and their families during this incredibly difficult time. Investigation into the cause of the fire is currently ongoing.

#Bangkok #thailand #ไฟไหม้ #nightlife #fire

[Inconvenient Truths — Jennifer Zeng Reports @jenniferzeng97]

I forgot to mention: more than 100 people were taken for physical examinations that day, while the bus probably had only about 40 seats.