The Philippine coastguard called on its country’s fishing fleets to keep operating around the Scarborough Shoal (known as Bajo de Masinloc in the Philippines and Huangyan Dao in China) despite the large Chinese presence in the disputed South China Sea area.
Coastguard spokesperson Jay Tarriela said while Philippine government vessels can’t maintain a constant presence, they are committed to protecting the country’s fishing rights in what it sees as its Exclusive Economic Zone.
Category: Supply Chains
U.S. Acknowledges It Can’t Cut China Out of the EV Battery Supply Chain
For much of the past year, since the passage of the Inflation Reduction Act (IRA) in 2022, U.S. officials have spoken at length about the urgent need to remove China from the critical minerals supply chain used, among other things, to manufacture electric vehicle batteries. ...
Japan Moves to Build China-Free EV Battery Supply Chain
Nishimura Yasutoshi, Japan's economy and industry minister, spent last week crisscrossing southern Africa on a five-nation tour at the behest of his country's auto industry that is looking for new supplies of the raw materials needed to power electric vehicles. Japan, like ...
Reminder: China Will Be Central to Clean Tech Supply Chains for a Long Time
Financial Times published a fascinating rundown of China’s ongoing centrality in the mining and refining of critical minerals. These minerals, which include lithium, cobalt and nickel, are key to many clean energy applications, from e-vehicle batteries to wind turbines. China’s investments in ...
China Plans Supply Chain Expo As ‘Derisking’ Scambles Firms’ Investment, Manufacturing Plans
China will hold a supply chain-focused expo in November, aimed at protecting its unique status as the world’s workshop. The China International Supply Chain Expo will feature more than 300 international exhibitors, including companies from the United States. The five-day event
Backgrounder: How China is Consolidating Oil and Gas Supplies in the Middle East
Amid rising geopolitical tensions with the United States, China is moving to tighten its control over key routes that supply it with oil and liquid natural gas. Anxiety about the United States and its allies’ ability to block shipping at critical geographical
Analysis from Cobus van Staden
Philippine Fishing Fleets Urged to Maintain Presence at Disputed Shoal as Tensions Build
South Africa’s Crumbling Railways Are Becoming a Threat to Global Supply Chains
Traffic on South Africa's main railway line that connects the country's urban hubs of Johannesburg and Pretoria with Africa's largest port in Durban operated at just 25% capacity last week -- hobbled by rampant theft, vandalism and damage. The 688-kilometer rail ...
Reality Check for U.S. and EU Policymakers Planning to Decouple From China’s EV Battery Supply Chain
One of the main priorities of last year's landmark environmental legislation in the U.S. (known as the Inflation Reduction Act) is to reduce, even eliminate China's role in the electric vehicle supply chain, particularly when it comes to batteries. But that ...
Key International Stakeholders Gather in Beijing to Discuss How to Bolster African Industrial Supply Chains
The China-Africa Business Council and the Ministry of Foreign Affairs organized a seminar in Beijing this week that brought together high-level representatives from government, industry and civil society to discuss how to increase the value of African exports to China. The ...
New Data Reveals Apple is Steadily Shifting Its Supply Chain Out of China to Other Countries in Asia
China's once-dominant role in Apple's supply chain appears to be ending as the technology giant relocates more and more of its production to other countries in Asia, particularly Vietnam and India. Since 2019, according to data from Reuters, the total share ...
U.S. Plans to Bypass China’s Cobalt Dominance with Arizona Plant
The Singapore-based commodities trader Trafigura announced it will partner with the U.S. battery metals processing firm EVelution to build a battery-grade cobalt sulfate processing facility in Arizona. The facility is projected to produce 7,000 tons of ...