Tag: supply chain
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Peter Pham Wants the U.S. to Break Its Dependence on the Chinese Cobalt Supply Chain
Former Trump administration diplomat Peter Pham is no longer in government yet he remains one of Washington's most influential voices on African affairs and, notably, one of the Beltway's most outspoken critics of China's engagement on the continent. He's particularly concerned ...
Detection of Omicron in Chinese Port Cities Sparks Fears of Supply Chain Disruptions in Africa
The recent detections of the highly contagious Omicron variant in several of China's largest port cities is prompting renewed concerns among African traders of potentially painful supply chain disruptions. Although only a few people have been ...
UN Warns Supply Chain Disruptions Will Hit Consumers Hard Next Year, Especially in Developing Countries
With shipping containers in critically short supply, the cost of sending goods from China to South Africa has surged from $1,000 a container to $8,000. It's a similar story in Southeast Asia, where container prices have tripled to $3,000 each.
Why the Era of Low-Cost Imports From China May be Coming to an End in Africa (At Least For Now)
The ongoing supply chain disruptions are having a profound impact on the types of goods that consumers in Africa and other Global South countries can access. It used to cost just $1,000 per container to ship low-cost socks, shoes, electronics, and other ...
COVID Flare-Ups in China Threaten to Disrupt What’s Otherwise Been a Strong Year For China-Africa Trade
While global trade experiences unprecedented disruptions of major supply chain networks, that turbulence does not appear to have had much effect on the volume of Chinese trade with African countries, at least so far. Chinese ...
In What Could be An Ominous Sign For Other Developing Countries, Vietnam Reports Severe Supply Shortages From China
Electronics retailers in Ho Chi Minh City, Vietnam's southern commercial hub, are reporting acute shortages of laptops, mobile phones, and other electronic devices imported from China. Logistics experts there say the disruptions are due to what's described as a "perfect storm" of supply chain disruption that could ...
Guinea Coup Leader Calls For Mines to Continue Operating, Chalco and Other Chinese Mining Firms Report No Disruptions
London metal traders will be keeping a close eye on the price of aluminum today after it moved higher on Monday following this weekend's coup in Guinea, one of the world's largest producers of bauxite -- a key aluminum ingredient. Soon ...
Record EV Sales in China Pushes Up the Price of Cobalt and Other Battery Materials
Chinese car buyers are snapping up electric-powered vehicles in record numbers. In the first half of the year alone, automakers sold 1.2 million new energy vehicles and almost a quarter of a million in June alone.
White House Issues Report On How to Disentangle Critical Materials Supply Chains From China, Just as Apple is Reportedly in Talks With Chinese Battery Makers
Securing reliable supplies of cobalt and other strategic materials from places like the Democratic Republic of the Congo featured prominently in a new White House report that aims to counter China's dominance in this area. The timing of the report, however, comes just as Apple is reported ...
In What Could Be Bad News From the DR Congo, the Cobalt-Free EV Battery May Happen Much Sooner Than We Thought
The world's leading automakers are making much faster progress than anticipated in moving away from electric vehicle batteries that contain cobalt. VW, Tesla, and the Chinese EV giant BYD (the world's second-largest EV maker) have all either developed new cobalt-free batteries or are in late-stage development.
Electric Vehicles’ Politically Charged Global Supply Chain
As EVs become more popular, the politics to secure the resources necessary to power these vehicles are going to become a lot more complex. This is because of how globally dispersed the supply chains are for the key minerals and metals.
Almost a Third of the World’s Cobalt, Mostly From the DRC, Went to China Last Year
32% of the world's cobalt output went to China, according to the latest annual report published by The Cobalt Institute, an industry-financed organization. In addition to being the largest consumer of cobalt, China is also the dominant producer of refined cobalt that is used ...