Category: Supply Chains

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. ...

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 ...

Analysis from Cobus van Staden

China-Led Study Proposes Global Energy Network

A globally connected network of solar and wind energy could provide three times the global energy demand by 2050 at a lower cost than independent national power systems. This is the finding of a study led by the Chinese Academy of Sciences in collaboration with researchers from the United States and Denmark.

The study focused on how areas with high solar and wind capacity (such as deserts) can be linked to ...

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 ...

Report: China’s Overseas Basing Strategy Focused on Protecting Sea Lanes, Not Confronting U.S.

The Chinese People's Liberation Army (PLA) does not have the expertise or capabilities to build military bases around the world that could be used to confront the United States in the event of a war between the two countries, according to a new report by the RAND ...

Senior U.S. Diplomat Accuses Chinese Company of “Predatory” Tactics to Depress Cobalt Prices

The top U.S. diplomat for energy and the environment, Jose Fernandez, accused Chinese mining giant CMOC of using "predatory" practices to intentionally flood the market with cobalt to suppress prices: “What we’re seeing now, I feel, is a variation of predatory pricing ...
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