Tag: EV Supply Chain

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China Demand Slowdown Clouds Thailand’s 2026 Export Outlook

Thailand’s export outlook for 2026 is deteriorating as weaker demand from China collides with tighter U.S. trade conditions, raising the risk of stagnation or outright contraction, government forecasts show. Thailand's Trade Policy and Strategy Office (TPSO) projects exports next year ...

India Launches $815 Million Plan to Cut Reliance on China for Rare Earth Magnets

India has approved a more than $800 million plan to boost production of rare earth magnets in an effort to secure supplies and cut its dependence on imports from countries like China. Rare earth permanent magnets (REPMs), some of the strongest ...

Alleged Abuses at Chinese-Invested Nickel Plant Expose Indonesia’s Weak Labor Oversight

Last month, LBH Makassar, a legal-aid organization in eastern Indonesia that represents workers and low-income communities, delivered an open letter to the Chinese Embassy in Jakarta. The letter describes serious labor violations at PT Huadi Nickel Alloy Indonesia, a Chinese-invested nickel smelter operating in Bantaeng, a ...

Beijing Starts Reining In Non-Ferrous Producers, Puts Quality First

China on Sunday announced a two-year plan to tighten control of its non-ferrous metals industry. The policy aims to curb cut-throat competition and shift growth toward higher-value, cleaner production. The plan, issued by the Ministry of Industry and Information Technology, ...

China Starts Pitching Car Factory System to Set ASEAN Standards

China’s auto manufacturers are moving from exporting vehicles to exporting manufacturing systems, technology platforms, and standards into ASEAN, using localized rollouts (right-hand models, local partners) to anchor market entry. SAIC-GM-Wuling (SGMW) used the 22nd ASEAN Expo to shift its ...

Analysis from Cobus van Staden

Confusing Developments in “Development”

This week I’m in Brussels, where I took part in a workshop on how the EU should shape its development strategy in response to China’s global influence.
I have joked in the past that it feels like I’ve attended this same ‘EU, Africa, and External Development Partners’ conference for ten years straight. 

Get a daily email packed with the latest news and analysis from Africa, Asia, and across ...

CAEXPO Wrap: China Pitches an Operating System for ASEAN Trade

China wrapped CAEXPO in Nanning with a pitch that goes beyond product sales. The expo presented AI-ready factory “cells,” a low-speed autonomous shuttle, and a Beibu Gulf satellite. It also showcases vocational pipelines and an ACFTA 3.0 upgrade. The offer ...

China $210 billion Clean Tech Pivot: ASEAN Leads, MENA Surges

China's clean tech manufacturers are shifting in 2025 to lighter models: licensing, contract production, and OEM tie-ups, after more than $210 billion in overseas factories since 2022. The Middle East and North Africa surges, but Southeast Asian countries remain the top destination.

China’s Battery Supremacy Tests Southeast Asia’s EV Ambitions

At a recent auto show in Jakarta, a curious pattern emerged. The most common questions from potential buyers of products from the EV industry were simple: How far will it go? Will it last? How is the safety? The answers to all three lie deep within the ...

In Zimbabwe, China’s EV Mineral Hunt Sparks Both Hope and Unease

When Chinese battery materials giant Zhejiang Huayou Cobalt acquired the Arcadia Lithium Mine for $422 million in 2021, Zimbabwe saw an opportunity to claim its share in the global electric vehicle supply chain table. Located 38 kilometers east of Harare, the project was billed as a ...

Indonesia Nickel Glut Triggers Mining, Smelter Moratorium Calls

China’s Tsingshan Holding Group, which produces nearly one-third of the world’s stainless steel, has suspended major production lines at its Indonesian nickel smelter, the clearest sign yet that the global nickel market is buckling under glut, collapsing prices, and demand, fueling urgent calls for a moratorium on ...

Critical Minerals Weekly: China’s Rare Earth Curbs, EV Delays, and Global Supply Chain Scramble

This is a free preview edition of the new Critical Minerals Weekly Digest that will be available to subscribers of the new CGSP Intelligence service that will launch during the Summer of 2025. Topline Insight

Troubled Chinese EV Maker Casts Shadow Over Africa’s Affordable Electric Car Market

Chinese electric vehicle (EV) manufacturers are increasingly shipping their products to African countries, where first-time car owners are turning to more affordable models from lesser-known Chinese manufacturers, such as Neta and Xiaohu. While the small manufacturers have struck a ...
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