RealFin Capital Partners (Pty) Ltd’s Post

https://lnkd.in/gr5Ys43u. #Mexico "wants U.S. #automobile and #semiconductor firms as well as global giants in the #aerospace and #electronics sectors to substitute some goods and components produced in #China, #Malaysia, #Vietnam and #Taiwan." manufacturing a wrench to throw in the #FDi plans of some? #economicdevelopment #economicindependence #supplychainresilience #industrialpolicy #USChinarelations #economicnationalism #protectionism #USMCA #tariffs #NAFTA The Wall Street Journal #hightech #electricvehicles #tradedeficit #jointventures China Chamber Mexico #supplychainresilience #geopolitics #infrastructure #industrialparks #powergrid #powershortages #importsubstitution Jorge Gonzalez Henrichsen #maquiladoras #derisking #decoupling #diversification #riskmanagement #politicalrisk

Asia House Fellow Yaxin Guo explores how China can sustain and enhance its global competitiveness in the EV industry, with a focus on case studies from the European and Gulf markets. This is despite significant challenges, such as tariff barriers, along with limited customer awareness and negative reputation of Chinese EV brands. Key findings of the report include ⬇️ China has established itself as a leading force in the emerging electric vehicle (EV) industry, however, its competitiveness is facing growing challenges. Localising production in key markets – a strategy adopted by Japanese automakers in the 1980s – may provide valuable insights into addressing the challenges currently faced by EV exports from China. In Europe, EVs made in China face hefty tariffs, which serve as a means for Europe to protect its domestic industries. In the European market, Chinese EV manufacturers could consider setting up factories to create local value. In the Gulf region, the establishment of local factories by Chinese EV brands could help diversify geopolitical alliances and strengthen trade relations between the Gulf and China. There are several other pathways for mutually beneficial cooperation in the EV industry between the Gulf and China. These include strategic investments by Gulf countries in Chinese EV companies, many of which face capital shortages, and replicating the “Belt and Road Initiative” model in the EV industry. Read the full report here: https://lnkd.in/giRdzvP2 #asiashouse #electricvehicles #fellow #china

China produces as many machines as the next four countries combined. Chinese technology is now so advanced that it has surpassed Germany in exports of machinery. According to a recent VDMA analysis, Chinese exports in machinery have grown their market share from around 3% in 2001 to 18% in 2022 globally, overtaking Germany as the world’s largest machinery exporter in 2020. Subsidized Chinese exports are increasingly threatening the viability of Germany’s top exporters in the global markets, putting the two countries on a collision course. This is an area that requires expertise, precision and quality. Kind of an ultimate test for an industrial nation. And more noteworthy China  = 2x USA #China #machine Export #Germany

China to defend electric cars in WTO. Beijing has filed a lawsuit in the World Trade Organization against EU import duties on Chinese electric cars. China has decided to defend its interests in the World Trade Organization by filing a lawsuit against EU import duties on its electric cars, Platts writes. The day before, the EC decision to introduce protective duties on electric vehicles manufactured in China was published in the Official Journal of the EU, duties are being introduced for 5 years in the amount of 17-35.3% on the import of various types of electric cars from China as part of an anti-dumping investigation. The new ones will be added to the current rates of 10%, as a result, the duties will reach 45%. For Tesla, in particular, a duty of 7.8% will apply, since the company asked to calculate a personal tariff for it based on subsidies. Well, and in general, Tesla is an American company, it “just” has production in China. Chinese BYD, for example, was not so lucky - the rate for its products will be the highest. Content Author: https://lnkd.in/e_h9wrp6 Source: https://lnkd.in/ekYrDx2r #butov #oilgasmarket #oilgasworld #innovation #management #humanresources #technology #digitalmarketing #entrepreneurship #careers #socialmedia #socialnetworking #futurism #startups #branding #advertisingandmarketing #creativity #marketing #sales #motivation #energy #money #sustainability #productivity #gettingthingsdone #leadership #education #strategy #business #europe #mindfulness #inspiration #engineering #africa #india #europeanunion #china #smallbusiness #success #production #oilandgas #collaboration #contentmarketing #research #globaltrade #onlineadvertising #dubai #kenya #abudhabi #socialmediamarketing #manufacturing #climatechange #oilandgas #work #oilgas #science #logistics #hydrocarbons #shipping #growth #uae #marketresearch #oil #oilindustry #oilandgasindustry #agriculture #designer #oilfield #oilindustry #petroleum #trading #gas #chemistry #chemical #petrochemical #agro #refinery #import #export #industrial #agribusiness #quality 

Let’s put an end to this madness. We cannot have free and fair trade as long as China is part of the WTO. In the meantime, we should focus on regional trade agreements with high barriers for Chinese entry, especially among developing countries, which are the most displaced by China’s exports. The challenge will be distinguishing between exports of manufactured overcapacity—those in which China has no competitive advantage, other than subsidized prices— such as petrochemicals, synthetic fibers, glass, iron, cement, etc., and exports of superior technological goods, in which barriers deprive consumers of a superior product (EVs, drones, autonomous vehicles, batteries, etc). Lately most of the policy oxygen has been sucked by the latter (perhaps because they threaten Western companies more directly) while Chinese exports of the former keep threatening emerging economies with deindustrialization. Bottom line: Every country should have a continuously updated policy to deal with the evolving challenge of Chinese exports.

Top 5 Exporter Countries in 2024! Discover the top global exporters in this insightful breakdown of the world's leading economies by export value! Germany stands tall at fifth with $1.6 trillion, specializing in vehicles, machinery, and chemicals. Japan isn't far ahead at fourth with $1.8 trillion, excelling in vehicles, machinery, and electronics. The USA claims second place with $2.5 trillion, dominating in aircraft, machinery, and vehicles. Topping the list is China with an astounding $3.7 trillion in exports, leading in electronics, machinery, and textiles. Hit like and share if you found this information valuable! #GlobalEconomy #TopExporters #GermanyExports #JapanExports #USAExports #ChinaExports #EconomicTrends #InternationalTrade Follow our channel for more insightful information on International Trade.

In the past 24 hours, the global business landscape witnessed a spectrum of pivotal developments, from Volkswagen's strategic plant closure in China to Germany's mounting economic struggles, Kenya's complex power line negotiations, Vietnam's trade aspirations with Mercosur, and the increased scrutiny of Russian media in Western markets: - Asia: Volkswagen and its Chinese partner SAIC plan to close at least one plant in China due to slow demand for combustion engine cars, affecting the production of VW Passat and Skoda cars. - Europe: Germany, once a global economic powerhouse, is now the worst-performing major developed economy, facing challenges such as high energy costs, government inaction, and a lack of digital technology adoption. - Africa: Kenya Electricity Transmission Co. is still negotiating with Adani Energy Solutions Ltd. for the construction of three power lines, despite earlier claims of a finalized deal, highlighting Kenya's $5 billion financing gap for power lines. - South America: Vietnam is interested in a trade deal with Mercosur, according to Brazil's President Lula, which could enhance trade relations between Vietnam and the South American bloc. - Australia/Oceania: No significant global business news from this region in the provided sources. - Middle East: No specific story from this region in the provided sources, but general Middle East market analysis is available. - Russia/Eastern Europe: Russian state media outlets have come under increased scrutiny in Western countries, leading to bans by Facebook's owner. #GlobalBusiness #EconomicTrends #Volkswagen #GermanyEconomy #KenyaPower #VietnamTrade #Mercosur #RussianMedia #BusinessNews #MarketInsights

As US-China trade tensions rise, Mexico emerges as a significant beneficiary, attracting substantial foreign investment due to its strategic location and competitive manufacturing costs. This shift not only boosts Mexico's economy but also reshapes global supply chains, offering a more stable and accessible option for companies looking to serve the US market. https://lnkd.in/gDy-3S-r #EVNews #EV #MexicoEconomy #USChinaTrade #ElectricVehicles #Nearshoring #ManufacturingBoom #ForeignInvestment #GlobalSupplyChain #EconomicGrowth #TradeWars #BusinessStrategy #InvestInMexico #AutomotiveIndustry #EVTariffs #NorthAmericanTrade #EconomicOpportunity #ManufacturingShift #StrategicLocation #IndustrialBoom

🚗🌍 China’s Push to Produce Cars in Europe: A Call for Investment Rules? 📜🤔China's growing interest in producing cars within Europe highlights a pivotal moment for the global automotive industry. 🚘📦 This shift not only underscores China's strategic ambitions but also raises important questions about investment regulations and fair competition. 🌐📜 For logistics and supply chain professionals, this development brings opportunities to optimize European production networks while navigating new trade dynamics. 📊⚙️ Balancing local production benefits with supply chain complexity will be critical in this evolving scenario. Will Europe adapt its investment rules to maintain competitiveness and safeguard its industries? Let’s dive into this timely discussion—what are your thoughts? 👇 🔗Full read here: https://lnkd.in/d7d5ngNh #logistics #supplychain #automotiveindustry #china #europe #investment #trade

The Role of Batteries and EVs in EU-China Trade Dynamics Batteries and electric vehicles (EVs) have emerged as pivotal sectors in the growing trade relationship between Europe and China. These two categories alone accounted for over a third of the increase in China’s share of EU imports, highlighting not only China's rising competitiveness but also its dominance in the global EV supply chain. While China's share of battery imports has risen in markets like the US and Japan, Europe has seen a much larger absolute and relative growth in the value of these imports. Several factors explain this trend. First, Europe’s proactive stance on the green transition—being one of the early adopters of policies aimed at decarbonizing the economy—has amplified its reliance on imported clean technologies. However, unlike Japan or South Korea, which have robust domestic players in the battery and EV sectors, Europe has faced a notable gap in local competitiveness. The absence of a targeted industrial policy to attract significant battery production onshore has left the EU more dependent on imports. Additionally, the openness of Europe’s trade environment has allowed Chinese clean tech manufacturers to establish a stronger foothold in the market. This contrasts sharply with the US approach under the Inflation Reduction Act (IRA), which introduced tariffs and stringent provisions to limit Chinese exports, making them less cost-competitive in American markets. This dynamic underscores the interconnected nature of EU-China trade in the context of the green transition. While this reliance brings clear benefits in terms of access to advanced technologies at scale, it also points to a strategic opportunity for Europe to strengthen its domestic industrial base, particularly in critical sectors like batteries and EVs, to complement its ambitious sustainability goals. #GlobalTrade #GreenTransition #Batteries #ElectricVehicles #CleanEnergy #Sustainability #China #EuropeanUnion #IndustrialPolicy #GlobalEconomy