Tag: supply chain

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China Pauses U.S.-Targeted Curbs on Gallium & Germanium" style="width: 100%; height: auto;" />

China Pauses U.S.-Targeted Curbs on Gallium & Germanium

China’s Commerce Ministry MOFCOM said Sunday that it pauses, or suspending U.S.-targeted export curbs on gallium, germanium and antimony. The suspension runs through November 27 next year and is reversible. Beijing will require exporters to obtain licenses and pass ...

With Edwin Shri Bimo

Southeast Asia
The China-Global South Project

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U.S., Japan Sign Agreement on ‘Securing’ Rare Earths Supply" style="width: 100%; height: auto;" />

U.S., Japan Sign Agreement on ‘Securing’ Rare Earths Supply

The United States and Japan signed an agreement on Tuesday for "securing" supplies of critical minerals and rare earths, the White House said, as President Donald Trump visited Tokyo. The deal comes as the United States tries to boost access to ...
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EU, China to Hold ‘Urgent’ Talks on Rare Earth Curbs" style="width: 100%; height: auto;" />

EU, China to Hold ‘Urgent’ Talks on Rare Earth Curbs

EU and Chinese officials have agreed to meet in Brussels for "urgent" talks on China's export controls on rare earths, EU trade chief Maros Sefcovic said after speaking to his Chinese counterpart Tuesday. The world's leading producer of the minerals used ...
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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 ...
Vietnam’s Growth Surges. But Is It Still a Bargain for Global Manufacturing?

Vietnam’s Growth Surges. But Is It Still a Bargain for Global Manufacturing?

Chinese companies are pouring into Vietnam, but rising costs and fragile foundations raise questions about how long the boom can last. Vietnam’s GDP grew 7.52% in the first half of 2025, recording its fastest first-half growth in 15 years. A record ...

Analysis

How China Is Wooing Paraguay’s Political Class Away From Longtime Ally Taiwan

How China Is Wooing Paraguay’s Political Class Away From Longtime Ally Taiwan
An electric bus donated by the Taiwanese government drives through a neighbourhood in Asuncion, Paraguay, March 3, 2026. REUTERS/Cesar Olmedo
By Daniela Desantis and Lucinda Elliott When Paraguayan opposition lawmaker Leidy Galeano returned from an all-expenses-paid tour of six Chinese cities late last year, she was convinced Paraguay risked missing out on major economic gains by sticking with longtime ally Taiwan over Beijing - a message participants on ...
by
Reuters
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China Pauses U.S.-Targeted Curbs on Gallium & Germanium

China’s Commerce Ministry MOFCOM said Sunday that it pauses, or suspending U.S.-targeted export curbs on gallium, germanium and antimony. The suspension runs through November 27 next year and is reversible. Beijing will require exporters to obtain licenses and pass ...

U.S., Japan Sign Agreement on ‘Securing’ Rare Earths Supply

The United States and Japan signed an agreement on Tuesday for "securing" supplies of critical minerals and rare earths, the White House said, as President Donald Trump visited Tokyo. The deal comes as the United States tries to boost access to ...

EU, China to Hold ‘Urgent’ Talks on Rare Earth Curbs

EU and Chinese officials have agreed to meet in Brussels for "urgent" talks on China's export controls on rare earths, EU trade chief Maros Sefcovic said after speaking to his Chinese counterpart Tuesday. The world's leading producer of the minerals used ...

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 ...

Vietnam’s Growth Surges. But Is It Still a Bargain for Global Manufacturing?

Chinese companies are pouring into Vietnam, but rising costs and fragile foundations raise questions about how long the boom can last. Vietnam’s GDP grew 7.52% in the first half of 2025, recording its fastest first-half growth in 15 years. A record ...

China’s Big Bet on Indonesian Nickel Faces a Harsh Reckoning

For years, China raced to secure the critical minerals needed to fuel its economy and the global clean energy transition. Nickel was supposed to be one of the surest bets. Now, one of China’s largest investments in Indonesia’s nickel industry is unraveling—and with it, some of the ...

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 ...

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 Warns Chinese Firms: Don’t Use Us to Dodge U.S. Tariffs

Malaysia urged Chinese companies to avoid using the country as a base to evade U.S. tariffs. “Over the past year or so... I have been advising many businesses from China not to invest in Malaysia if they were merely thinking ...

Southeast Asia’s Trade at Risk: How Trump’s Tariffs and Chinese Imports Threaten Regional Economies

U.S. President-elect Donald Trump’s proposal to introduce sweeping tariffs poses significant economic challenges for economies in Southeast Asia. The region could become a battleground for redirected Chinese exports, flooding local markets and disrupting industries. At the same time, trade imbalances, protectionist measures, and deficits add to the ...

Bolivia Announces $1 Billion Deal With CATL Unit to Build Lithium Plants

Bolivia said Tuesday it had signed a $1 billion deal with China's CBC, a subsidiary of the world's largest lithium battery producer CATL, to build two lithium carbonate production plants in the country's southwest. Bolivia's state-owned Bolivia Lithium Deposits (YLB) said ...

China, Indonesia and the Great Power Competition for Transition Minerals

U.S. President-elect Donald Trump is not a fan of the Biden administration's climate legislation known as the Inflation Reduction Act (IRA), describing it as a "green scam." Trump has promised to repeal it, which will undoubtedly be welcome news in Indonesia. ...
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