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China Electric Heavy Trucks Surge as Diesel and LNG Demand Slide

China’s shift to electric heavy trucks is moving faster than expected, with diesel demand slipping and hopes for a long LNG trucking boom fading. Electric trucks made up 22% of new heavy-duty sales in the first half of 2025, up ...
Southeast Asia
The China-Global South Project

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BYD Tops Southeast Asia EV Sales, Tesla Drops in Hong Kong

BYD overtakes Tesla in Hong Kong and dominates Indonesia’s EV market in the first half of 2025. With tariffs rising in the West, China’s electric vehicle giants are rapidly expanding across Southeast Asia. In the first half of 2025, ...

Chinese EV Battery Giant CATL Shares Surge in Hong Kong IPO

Contemporary Amperex Technology Co. Ltd. (CATL), the world’s largest EV battery manufacturer, saw its shares surge more than 16% during its debut on the Hong Kong Stock Exchange on Tuesday, following a $4.6 billion initial public offering (IPO). The listing ...

Chinese EV BYD Surges in Indonesia With Record EV Imports and Soaring Sales

Chinese EV electric vehicle (EV) makers, led by BYD, are accelerating their presence in Indonesia with an import-heavy strategy, challenging legacy brands in the country’s rapidly expanding EV segment. While Japan still dominates the overall market, China’s entry, particularly through fully ...

Pakistan is the New Frontier for Chinese EV Expansion

Chinese electric vehicle (EV) makers are shaking up Pakistan’s automotive sector, challenging the long-standing dominance of Japanese and local players. In the face of economic challenges and climate concerns, the country’s pivot to EVs marks both an important industrial shift and a strategic political move.
Pakistan Positions Itself as Peacemaker, With China as a Cautious Partner
Security personnel stand guard at a security checkpost along a road temporarily closed near the Serena Hotel at the Red Zone area in Islamabad on April 20, 2026, ahead of anticipated US-Iran peace talks. Photo by AAMIR QURESHI / AFP
Embroiled in a war of its own, Pakistan’s emergence as a mediator in the war between United States-Israel and Iran is perhaps not something that could have been predicted, but equally, is a testament to the growing unpredictability in the current disruption. Along its 2600-km-long ...

China Electric Heavy Trucks Surge as Diesel and LNG Demand Slide

China’s shift to electric heavy trucks is moving faster than expected, with diesel demand slipping and hopes for a long LNG trucking boom fading. Electric trucks made up 22% of new heavy-duty sales in the first half of 2025, up ...

BYD Tops Southeast Asia EV Sales, Tesla Drops in Hong Kong

BYD overtakes Tesla in Hong Kong and dominates Indonesia’s EV market in the first half of 2025. With tariffs rising in the West, China’s electric vehicle giants are rapidly expanding across Southeast Asia. In the first half of 2025, ...

Chinese EV Battery Giant CATL Shares Surge in Hong Kong IPO

Contemporary Amperex Technology Co. Ltd. (CATL), the world’s largest EV battery manufacturer, saw its shares surge more than 16% during its debut on the Hong Kong Stock Exchange on Tuesday, following a $4.6 billion initial public offering (IPO). The listing ...

Chinese EV BYD Surges in Indonesia With Record EV Imports and Soaring Sales

Chinese EV electric vehicle (EV) makers, led by BYD, are accelerating their presence in Indonesia with an import-heavy strategy, challenging legacy brands in the country’s rapidly expanding EV segment. While Japan still dominates the overall market, China’s entry, particularly through fully ...

Pakistan is the New Frontier for Chinese EV Expansion

Chinese electric vehicle (EV) makers are shaking up Pakistan’s automotive sector, challenging the long-standing dominance of Japanese and local players. In the face of economic challenges and climate concerns, the country’s pivot to EVs marks both an important industrial shift and a strategic political move.

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. ...

Vietnam’s VinFast Takes on China in Indonesia EV Market with Plant and 100,000 Charging Stations

Vietnamese automaker VinFast is making a major push into Indonesia’s electric vehicle EV sector with a planned $1.2 billion investment, including a $200 million EV manufacturing plant in West Java and an EV charging network worth up to $1 billion.

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 EV Maker XPeng Eyes Doubling Global Presence by Year’s End

One of China's leading electric vehicle makers XPeng plans to double the number of countries in which the company operates by the end of this year, its CEO said Saturday. Founded in 2014, XPeng is one of the Chinese firms in ...

China Battery Giant CATL Starts Hong Kong Listing Process

Chinese battery giant CATL started the application process on Tuesday to be listed in Hong Kong and named seven banks as overall coordinators, according to stock exchange filings. CATL, which produces more than a third of the EV batteries sold worldwide, ...

Q&A: ‘Tariffs Could Kill Chinese Investments in EVs in Mexico’

By Alejandra Cuéllar Since his election victory in November, United States president-elect Donald Trump has repeatedly vowed to slap tariffs on the country’s top trade partners, pledging to make this one of his first acts upon taking office on 20 January. 

Brazil’s Unions See Potential and Pressures From Chinese Carmakers

By André Duchiade The rapid expansion of the market for electric vehicles in Brazil, particularly Chinese cars, is transforming the country’s automotive industry and could have an impact on workers and production chains, say Brazilian trade unionists in the sector.
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