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Indonesia to Cut Coal Output in 2026 After Export Slump to China and India

Indonesia plans to cut coal production in 2026 after exports to China and India fell sharply last year and prices declined, Indonesian Energy and Mineral Resources Minister Bahlil Lahadalia said. He said Indonesia would reduce coal output to around ...

China Pressure Hangs Over Indonesia’s U.S. Tariff Deal

Indonesia’s planned tariff deal with the United States risks drawing pressure from China, if Jakarta grants Washington terms not extended elsewhere, an Indonesian economist warned, as the agreement nears signing. “China might use this as a basis to demand the same ...

China–Vietnam Rail Freight Volume Hits Record in 2025

China’s rail operator said freight trains departing the Guangxi Zhuang Autonomous Region for Vietnam carried a record 37,000 twenty-foot equivalent units of cargo in 2025, an increase of 86% from a year earlier. The Nanning Railway Logistics Centre said demand ...

China’s CATL and BYD Control 55% of Global EV Battery Market

Two Chinese EV battery companies, CATL and BYD, accounted for more than half of global electric-vehicle battery usage from January through November 2025, according to data released by South Korean market research firm SNE Research. Global EV battery usage totaled ...

China Tops Indonesia Trade in 2025, Surplus Extends to 67 Months

China remained the top trading partner behind Indonesia’s widening trade surplus in the first 11 months of 2025, serving as both the country’s largest export destination and its biggest source of non-oil imports, official data showed. Indonesia recorded a ...

Analysis from Cobus van Staden

The Fraying Story of the “West” and What’s Next

Canada’s Prime Minister Mark Carney’s speech in Davos marked a new era in how the West talks about itself. One could say he was the first Global North leader to frame the rules-based international order (RIP) in Global South terms: 
“We knew the story of the international rules-based order was partially false, that the strongest would exempt themselves when convenient, that trade rules were enforced asymmetrically. And we knew ...

China Demand Slowdown Clouds Thailand’s 2026 Export Outlook

Thailand’s export outlook for 2026 is deteriorating as weaker demand from China collides with tighter U.S. trade conditions, raising the risk of stagnation or outright contraction, government forecasts show. Thailand's Trade Policy and Strategy Office (TPSO) projects exports next year ...

Vietnam’s China-Linked Growth Brings It Closer to Thailand’s GDP

Vietnam’s economy is expanding quickly enough to close on Thailand in nominal gross domestic product, driven by state-led investment and export growth. Thailand is facing slower growth. Vietnam could potentially overtake Thailand in nominal gross domestic product this year or next, ...

China Drives Vietnam Fruit Exports, Leaving Growers Exposed

Vietnam’s fruit and vegetable exports rose to $8.5 billion in 2025, led by durian sales into China, the Vietnam Fruit and Vegetables Association said. The industry says dependence on China leaves exporters exposed when import rules change. Export revenue reached ...

China Imports Drive Vietnam’s 8% 2025 Growth, Record U.S. Surplus

Vietnam’s economy expanded 8% in 2025, preliminary government data showed on Monday. The country posted a record trade surplus with the United States and record imports from China, after Washington imposed 20% tariffs from August. Vietnam shipped $153.2 billion of ...

China Condemns U.S. Forcible Seizure of Venezuela’s President

China condemned the U.S. for what it called a forcible seizure of Venezuelan President Nicolás Maduro after U.S. strikes in Venezuela, demanding his release and warning against “world judge” behavior. Foreign Minister Wang Yi said no country should act ...

China’s BYD to Overtake Tesla as World’s Top EV Seller in 2025

China’s BYD is set to overtake Tesla as the world’s largest electric-vehicle EV seller in 2025, based on disclosures and forecasts. BYD sold 2.07 million EVs by the end of November, the Shenzhen-based automaker said. Tesla reported 1.22 million deliveries ...
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