Category: Supply Chains

China Pauses Port Fees as U.S. Halts Shipbuilding Probe

China has postponed extra port fees on U.S.-linked vessels and put its shipping review on hold after the United States paused its probe into China’s shipbuilding sector for one year. The Office of the U.S. Trade Representative said ...

China’s GEM Seals Nickel Deal with Indonesia’s SWF Danantara

China’s battery materials giant GEM has signed a head of agreement with Indonesia’s sovereign wealth fund Danantara to build a nickel and recycling hub. The agreement, confirmed by Danantara investment chief Pandu Sjahrir on Tuesday, marks the fund’s first ...

Vietnam’s FDI Surges 40% on Reinvestments Amid Global Tensions

Amid intensifying global U.S.-China tensions and global efforts to diversify supply chains, Vietnam is consolidating its position as a key Southeast Asian industrial hub. In the first quarter of this year, Vietnam's FDI is surging 40% on reinvestments. According to ...

Vietnam’s FDI Surges 40% on Reinvestments Amid Global Tensions

Amid intensifying global U.S.-China tensions and global efforts to diversify supply chains, Vietnam is consolidating its position as a key Southeast Asian industrial hub. In the first quarter of this year, Vietnam's FDI is surging 40% on reinvestments. According to ...

China’s Huayou Takes Over $9.8B Indonesia EV Battery Project After LG Exit

China’s Zhejiang Huayou Cobalt is replacing South Korea’s LG Energy Solution in Indonesia’s $9.8 billion electric vehicle (EV) battery supply chain project, Indonesian Energy and Mineral Resources Minister Bahlil Lahadalia confirmed Wednesday, ensuring the project “continues as planned” after the reshuffle in investors. ...

Analysis from Cobus van Staden

The Pain of Un-Polarity

“THE G2 WILL BE CONVENING SHORTLY!”
This post by U.S. President Donald Trump in the run-up to his meeting with Chinese President Xi Jinping last week may end up leaving a more lasting mark than the actual summit he attended.

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The Fate of China’s Global Supply Chains in the New Tariff Era

With new tariff threats from the Trump administration and rising tensions across key markets, companies and governments alike are scrambling to understand what decoupling—or de-risking—actually looks like in practice. From electronics and apparel to solar panels and electric vehicles, China’s ...

China and the New World Trade War

U.S. President Donald Trump insisted on Monday that he will not back down from his massive tariff campaign that he launched last week and even promised to impose even higher duties on Chinese goods in response to Beijing's 34% tariff retaliation ...

Phase 3 of the Belt & Road Initiative: Develop New Supply Chains

Princeton University Post-Doctoral Researcher Kyle Chan recently published a fascinating new map of that shows the surge of Chinese manufacturing investment around the world between 2019 and 2024. Unsurprisingly, the map reveals heavy investment in Southeast Asia but relatively little in Africa ...

Malaysia’s PM Urges Stronger China Ties Amid U.S. Tariff Threats and Rising U.S.-China Rivalry

Malaysia’s Prime Minister Anwar Ibrahim on Monday issued a call to action for ASEAN, urging the region to move beyond traditional trade and investment strategies and embrace a future defined by technological collaboration, economic resilience in ASEAN, and sustainable growth. Speaking ...

China Hits Back: Tariffs on U.S. Goods and a Probe into Google Signal Escalating Trade Tensions

China has unveiled a fresh wave of retaliatory measures against the United States on Tuesday, setting the stage for renewed trade tensions. Yet, analysts suggest that Beijing's "restrained" approach could indicate a willingness to negotiate rather than escalate into a full-blown trade war.

U.S. Can Do More Than Just Blocking China-Invested Indonesian Nickel

This article is co-authored Muhammad Zulfikar Rakhmat, Director of the China-Indonesia Desk at CELIOS, and Yeta Purnama, a researcher at the Center of Economic and Law Studies (CELIOS). The potential U.S. decision to block nickel imports from Indonesia ...

China Isn’t the Solution to Africa’s Industrialization Dilemma

There is going to be a lot of talk at the upcoming Forum on China-Africa Cooperation (FOCAC) summit that will take place in Beijing in early September about the need for African countries to move up the value supply chain. African ...
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