Tag: batteries

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China Gets Second 0% Tariff Path to Chile EV Market via Indonesia" style="width: 100%; height: auto;" />

China Gets Second 0% Tariff Path to Chile EV Market via Indonesia

China now has two ways to sell electric cars in the Chile EV market without an import tax. Besides the China–Chile trade deal, Chile said EVs (electric vehicles) made in Indonesia can also enter at 0% under IC-CEPA (Indonesia–Chile ...

With Edwin Shri Bimo

Southeast Asia
The China-Global South Project

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BHP Books Rise in Profit on Back of Chinese Copper Demand" style="width: 100%; height: auto;" />

BHP Books Rise in Profit on Back of Chinese Copper Demand

Australian mining giant BHP on Tuesday reported a bump in yearly profits, as China's appetite for copper helped to counter slumping prices for iron ore and coal. Chief executive Mike Henry trumpeted a strong year "marked by record production", with annual ...
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Tracking China’s Dominance of the Transition Minerals Trade" style="width: 100%; height: auto;" />

Tracking China’s Dominance of the Transition Minerals Trade

U.S. and European leaders often talk about the importance of building China-free supply chains for transition minerals and other critical resources. While, for a lot of people, that may resonate among their constituents at home, the reality is that it's not ...
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China’s Role in the DR Congo Cobalt Supply Chain: Who’s Who?" style="width: 100%; height: auto;" />

China’s Role in the DR Congo Cobalt Supply Chain: Who’s Who?

This report serves as a companion piece to CGSP’s Interactive Cobalt Tracker. While the map provides detailed, up-to-date data on the cobalt industry in the Democratic Republic of the Congo, this report offers the broader context needed to understand that data.
Nickel Nexus: Indonesia’s China-Backed Nickel-to-Battery Ambition

Nickel Nexus: Indonesia’s China-Backed Nickel-to-Battery Ambition

This report serves as a companion piece to CGSP’s Nickel Tracking Map. While the map provides detailed, up-to-date data on Indonesia's nickel industry, this report offers the broader context needed to understand that data. It traces the evolution of the industry, examines China’s involvement, and analyzes ...

Analysis

3 Reasons China Will Ignore Donald Trump’s Demand to Contribute Forces to Re-Open Strait of Hormuz

3 Reasons China Will Ignore Donald Trump’s Demand to Contribute Forces to Re-Open Strait of Hormuz
U.S. President Donald Trump speaks to reporters aboard Air Force One on a flight back to Washington March 15, 2026. REUTERS/Kevin Lamarque
President Donald Trump on Sunday called on China and several European nations to join a U.S.-led military coalition aimed at forcing Iran to reopen the Strait of Hormuz, the strategic waterway that carries roughly a fifth of the world’s oil supply. The demand, which appeared ...
by
Eric Olander
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China Gets Second 0% Tariff Path to Chile EV Market via Indonesia

China now has two ways to sell electric cars in the Chile EV market without an import tax. Besides the China–Chile trade deal, Chile said EVs (electric vehicles) made in Indonesia can also enter at 0% under IC-CEPA (Indonesia–Chile ...

BHP Books Rise in Profit on Back of Chinese Copper Demand

Australian mining giant BHP on Tuesday reported a bump in yearly profits, as China's appetite for copper helped to counter slumping prices for iron ore and coal. Chief executive Mike Henry trumpeted a strong year "marked by record production", with annual ...

Tracking China’s Dominance of the Transition Minerals Trade

U.S. and European leaders often talk about the importance of building China-free supply chains for transition minerals and other critical resources. While, for a lot of people, that may resonate among their constituents at home, the reality is that it's not ...

China’s Role in the DR Congo Cobalt Supply Chain: Who’s Who?

This report serves as a companion piece to CGSP’s Interactive Cobalt Tracker. While the map provides detailed, up-to-date data on the cobalt industry in the Democratic Republic of the Congo, this report offers the broader context needed to understand that data.

Nickel Nexus: Indonesia’s China-Backed Nickel-to-Battery Ambition

This report serves as a companion piece to CGSP’s Nickel Tracking Map. While the map provides detailed, up-to-date data on Indonesia's nickel industry, this report offers the broader context needed to understand that data. It traces the evolution of the industry, examines China’s involvement, and analyzes ...

China Issues Draft Guidelines to Rein in Lithium Battery Industry

China has released draft guidelines aimed at reining in the country's lithium battery industry, which has been in Western crosshairs over fears subsidized overproduction could flood global markets with cut-price exports. Lithium-ion batteries are a form of rechargeable energy storage used ...

Can “Strongman” Prabowo Subianto Take Indonesia’s Nickel Dream Away From China’s Orbit?

Prabowo Subianto, an ex-military commander and former son-in-law of Indonesian dictator Suharto, is finally on his way to the presidency. During the campaign season, Prabowo drummed up the promise that he would continue Indonesian President Joko “Jokowi” Widodo’s policies, including the promise of nickel-for-battery developments. Lo ...

Q&A: Indonesia’s EV Success Now Hinges on U.S. & EU. Will Indonesia Be Forced to Pull Away From China?

In November last year, Indonesian President Joko “Jokowi” Widodo met with United States President Joe Biden to talk trade and investment. At the very top of Jokowi’s agenda was to find a way to expand markets for Indonesian nickel-based EV batteries. Jokowi had hoped to secure ...

Indonesia 2024 Election: VP Candidate Bizarrely Frames “Anti-Nickel” as Supporting China

In Indonesia’s second vice presidential debate, Gibran Rakabuming — the eldest son of President Joko “Jokowi” Widodo and running mate of Prabowo Subianto — tried to trap his rival Muhaimin Iskandar by asking the latter’s team’s campaign about lithium iron phosphate batteries (LFP), a nickel-free electric vehicle ...

COVID Lockdowns Scrambling Strategic Metals Sector

Disruptions caused by COVID-19 lockdowns in China, the Ukraine war and the ongoing crisis at the South African port of Durban are roiling the strategic battery sector, used for e-vehicles. While prices are falling in the short term due to pandemic restrictions, stocks for battery companies show that in the ...

China, Africa and the Global Race to Source EV Battery Metals

Chinese automakers smashed another monthly record for production and sales of electric vehicles in October. Car companies produced just under 400,000 vehicles last month, up 133% from the same time last year and almost 10% from September, according to new data from the Chinese ...

Forget Cobalt, China Wants More of the Lithium Market To Power Electric Vehicles

The Chinese copper and gold mining giant Zijin Mining Group Co. took investors by surprise last week when it bought the Canadian company Neo Lithium Corp.'s South American lithium mining assets for $770 million. The deal highlights the growing importance that Chinese mining companies and electric vehicle battery ...
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