Latest posts
-
The Nickel Bottleneck: How Indonesia’s HPAL Boom Is Reshaping Asia’s Battery Supply Chain
Executive Summary Indonesia’s rise as a global nickel powerhouse is one of the most significant supply-chain shifts of the past decade. The country holds the world’s largest nickel reserves and now accounts for more than 60 percent of global nickel mine supply — a position built not on luck, but on a deliberate industrial policy…
-
The Upstream Glass Ceiling: Why Vietnam’s Electronics Clusters Remain Tethered to China’s Sub-Tier Supply Chains
Executive Summary Vietnam’s ascent as a global electronics manufacturing powerhouse is real. The country now ranks among the world’s top ten electronics exporters, hosts Samsung’s largest overseas manufacturing complex, and has captured a significant and growing share of global smartphone shipments. Electronics account for more than a third of Vietnam’s total export value. Foreign direct…