Category: Auto
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Renewables Reshape Industrial Demand and the Coming Decarbonisation Shock
Renewables Overtake Coal For the first time in modern energy history, global renewable electricity generation has surpassed coal. This single statistical milestone signals a deeper structural shift in the world economy—one where industrial demand is no longer anchored to fossil-fuel cost cycles but to technologies that enable electrification, efficiency, and…
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The New Geography of Electric Mobility: What Foxconn’s Bet Signals for the Future of AI-EV Supply Chains
The global electric vehicle (EV) and artificial intelligence (AI) industrial landscape is entering a new transition phase—one marked not just by technology, but by geography, strategy, and structural shifts in global demand.Foxconn’s recent announcement to invest US $2–3 billion annually in AI and EV-linked supply chains is not merely a…
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Can the Chinese C919 Break the Airbus–Boeing Duopoly? A Historical, Critical & Futuristic Perspective
For nearly five decades, the global commercial aviation industry has functioned under a stable but highly concentrated power structure — the duopoly of Airbus and Boeing. From the 1980s onward, every serious challenger either faded (McDonnell Douglas), merged (Lockheed), or pivoted to niche markets (Bombardier, Embraer). The scale, certification barriers,…
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Europe’s Semiconductor Shock: A Historic Warning and a Futuristic Call for Supply-Chain Rewiring
The deepening semiconductor shortage facing Europe’s automotive sector is more than a temporary industrial disturbance — it is a historic reminder of how fragile modern manufacturing systems remain, even after decades of globalisation, automation, and digital sophistication. As wafer shipments linked to the Nexperia–China conflict risk drying up by mid-December,…
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China’s EV Policy : From Subsidy-Fueled Growth to Market Maturity
The End of an Era for State-Supported Expansion China’s decision to omit electric vehicles (EVs) from its 2026–2030 strategic industries plan marks a watershed moment in the evolution of global mobility. For nearly two decades, Beijing’s policy stance—heavy subsidies, industrial clustering, and technology localization—propelled China to the forefront of the…
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Japan’s Export Slump and Its Ripple Effect on India
Japan’s latest trade numbers carry a warning not just for Tokyo, but for Asia’s broader economic landscape—including India. For the fourth consecutive month, Japanese exports contracted. The headline numbers are stark: automobile exports plunged 28.4%, while shipments of chipmaking equipment to the U.S. collapsed by 38.9%. Overall exports dipped only…
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Manufacturing & Industrial Expansion: India’s New Growth Story
India is rapidly carving a place for itself as a global hub of manufacturing and industrial expansion. Recent announcements in agriculture machinery, textiles, and electronics reveal a striking pattern: multinational corporations and state governments alike are betting on India not only as a consumption market but also as a production…
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Massive Investment Surge in India’s Auto Sector
India’s automobile sector has once again found itself in the global spotlight. In the first half of 2025, the country ranked among the top destinations for auto sector investments, standing shoulder to shoulder with Mexico—another emerging manufacturing hub. Despite a global slowdown in funding, India attracted 22 new investment projects,…
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Chip Shockwaves: How Semiconductor Tariffs Threaten India’s Manufacturing Ecosystem and Consumer Economy
The recent announcement of a proposed 100% tariff on imported semiconductors by former U.S. President Donald Trump has triggered alarm bells across the global supply chain—and India is no exception. Although aimed primarily at curbing dependency on foreign chipmakers and bringing manufacturing back to the U.S., the ripple effects of…
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