Asia

In the global rush toward electrification, China has positioned itself as a leader—touting breakthrough innovation, soaring EV exports, and world-class manufacturing capacity. Yet beneath this polished narrative lies a growing unease. Over recent months, a troubling pattern has emerged: mounting cases of mechanical failures, safety hazards, and consumer dissatisfaction surrounding Chinese-manufactured electric vehicles. These incidents not only challenge the supposed quality of China’s EV industry but expose deeper systemic problems rooted in design, regulation, and market pressures. Chinese electric vehicles, often showcased as cutting-edge alternatives to their Western counterparts, are increasingly falling short of their promises. In one viral incident from March 2025, a Beijing...

Indonesia’s flagship electric vehicle (EV) battery consortium has come under the spotlight of the global community following the removal of South Korea’s LG Energy Solution and the potential entry of Beijing-backed Zhejiang Huayou Cobalt. The development has intensified geopolitical and economic concerns about Beijing’s growing dominance in the global EV supply chain. In fact, Huayou had already expressed its interest in the Titan project as early as last year, and it already had “the technology.” The intention was clear: China has been increasing its influence in neighbouring Indonesia’s burgeoning EV supply chain. The $9.8 billion electric vehicle (EV) battery project, also known as the Titan Project, is part of Indonesia’s plan to climb the value chain in battery manufacturing. ...

China’s EV expansion in Brazil is facing mounting challenges as domestic automakers push for higher tariffs to counter the influx of low-cost Chinese vehicles. BYD, which has captured 47% of Brazil’s EV market, has stockpiled over 70,000 unsold vehicles in ports, anticipating tariff hikes. Brazil reinstated import duties in January 2024, starting at 10% and rising to 35% by mid-2026. Despite BYD’s dominance, local manufacturers, including Volkswagen and Toyota, are ramping up EV production. With Chinese automakers controlling 90% of Brazil’s EV market, policymakers face pressure to accelerate tariff increases. The outcome could reshape global trade policies. BYD has rapidly expanded its presence in Brazil since entering the market in 2021, leveraging aggressive pricing strategies t...