Latest posts
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The Nickel Bottleneck: How Indonesia’s HPAL Boom Is Reshaping Asia’s Battery Supply Chain
Indonesia is central to the EV battery supply chain. But the real bottleneck is not nickel ore. It is the processing layer. HPAL plants can turn Indonesia’s low-grade laterite nickel into battery-grade materials, but much of that capacity depends on Chinese technology, capital, and industrial know-how.
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The Upstream Glass Ceiling: Why Vietnam’s Electronics Clusters Remain Tethered to China’s Sub-Tier Supply Chains
Vietnam has become one of Asia’s most important electronics manufacturing hubs. But many products assembled in Vietnam still rely on components sourced from China. That means China+1 has often moved final assembly, not the upstream supply chain.