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March 07, 2025
 

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SUPPLY CHAINS

U.S. President Donald Trump is exempting automakers from newly imposed tariffs on Mexico and Canada for one month, the White House said Wednesday, as a temporary reprieve following pleas from industry leaders.
BUSINESS / Economy
Mar 6, 2025
Trump’s tariff pause cheered globally and watched closely in Tokyo
The U.S. president is delaying 25% tariffs on cars from Mexico and Canada and might consider carve-outs for agricultural imports from those countries.
Many Japanese companies are exporting more to the United States to get ahead of U.S. President Donald Trump's tariff threats.
BUSINESS / Companies
Mar 5, 2025
Japanese firms boost exports to U.S. to get ahead of tariffs
Overall, Japanese exports to the U.S. jumped 8.1% in January to ¥1.5 trillion ($10 billion), the highest for the month in at least 19 years.
John Bozzella, president of the International Organisation of Motor Vehicle Manufacturers (OICA), president and CEO of the United States-based Alliance for Automotive Innovation (Auto Innovators), speaks at the Paris Automotive Summit during the 2024 Paris Auto Show on Oct. 15, 2024.
BUSINESS / Markets
Mar 5, 2025
Automakers warn that Trump tariffs will hike vehicle prices as much as 25%
Many in the industry warn that the tariffs will disrupt the integrated supply chain across North America that has been in place for more than 25 years.
Visitors take pictures of wafer samples at the Intel booth during Computex 2024 in Taipei on June 4, 2024. U.S. President Donald Trump's threat of tariffs on semiconductor chips has complicated Taiwan's bid to remain a global powerhouse in the critical sector and stay onside with key backer Washington, analysts said.
BUSINESS / Tech
Feb 25, 2025
Trump's chip tariff threats raise stakes for Taiwan
Taiwan produces more than half of the world's chips and nearly all of the most advanced ones, making the island essential to global supply chains.
Singapore is positioning itself as a key player in the effort to diversify supply chains away from China, leveraging its proximity to Malaysia’s Johor state.
COMMENTARY
Feb 7, 2025
Singapore finds its seat at the China+1 table
Singapore is positioning itself as a key player in the effort to diversify supply chains away from China.
People line up outside an Apple store in Beijing.
BUSINESS / Companies
Feb 7, 2025
Apple’s China focus thrusts it into center of geopolitical fight
It counts China as its biggest manufacturing hub and the U.S. as its largest market, putting it at the center of an escalating geopolitical fight.
U.S. President Donald Trump's imposed and since paused tariffs on Canada and Mexico, coupled with his broad levies on China — and possibly others soon — pose risks of economic retaliation, supply chain disruptions and long-term damage to U.S. influence.
COMMENTARY / World
Feb 5, 2025
The tariff man is making a risky bet
The optimal tariff argument ignores the substantial risks that Trump is taking. A generalized trade war will make everyone worse off.
China, under President Xi Jinping, is resisting Donald Trump’s trade tariffs, but may need to respond with major fiscal stimulus, currency devaluation or allowing TikTok’s sale to navigate economic challenges.
COMMENTARY / World
Feb 5, 2025
China’s Mr. Big Won’t Cave in to Trump for Nothing
Does Xi Jinping have a trade war game plan? He’ll need to make hard choices.
Southeast Asian economies, once seen as beneficiaries of the U.S.-China trade war, now face challenges as escalating tariffs and trade tensions threaten their growth and regional stability.
COMMENTARY / World
Feb 5, 2025
Winners of the first trade war may not be so victorious
Stuck between the U.S. and China, Southeast Asia’s challenges this time around are much greater.
During his first term, U.S. President Donald Trump took a hard line against China. As Trump takes office again, this confrontation is likely to continue and potentially escalate over issues such as Taiwan and economic security interests.
COMMENTARY / World / Geoeconomic Briefing
Jan 20, 2025
Politics and the economy: Bedfellows of U.S.-China relations
Since Trump's first term, China has shown its willingness to use aggressive economic measures in its confrontation with the U.S., setting the stage for a potential escalation.
A Panasonic Energy factory in the city of Kinokawa, Wakayama prefecture
BUSINESS / Companies
Jan 7, 2025
Panasonic Energy says cutting China supply for U.S. business a 'No.1 objective'
Incoming U.S. President Donald Trump's pledge to raise tariffs on imported Chinese goods has forced companies around the world to reassess their manufacturing processes.
The Internet Society of China has urged domestic companies to think carefully before procuring chips from the U.S.
WORLD / Politics
Dec 4, 2024
U.S. chips 'no longer safe,' Chinese industry bodies say in latest salvo
Their advice could affect U.S. chipmaking giants like Nvidia, AMD and Intel, which have managed to keep selling products in China despite export controls.
Rail trucks loaded with rocks containing uranium ore wait for transportation. Russia controls almost half the world’s capacity to separate the uranium isotopes needed for nuclear reactors
WORLD / Politics
Nov 17, 2024
Russia takes aim at U.S. nuclear power by throttling uranium
Moscow controls almost half the world’s capacity to separate the uranium isotopes needed in reactors.
An automated truck is seen at Anglo American's Quellaveco copper mine in Peru in April.
JAPAN
Nov 9, 2024
Japan and Peru to agree on mineral mining technology tie-up, report says
Resource-poor Japan has been actively reinforcing global supply chains for critical minerals — essential components for decarbonization technology.
The European Commission's executive vice president, Valdis Dombrovskis, and Chinese Vice Premier He Lifeng finish a joint news conference following the 10th China-EU High-Level Economic and Trade Dialogue in Beijing in September 2023.
COMMENTARY / World
Nov 6, 2024
It's not just U.S. trade hawks. Europe fears China, too.
As China’s economic policies take hold, Europe's economic concerns may be just beginning.
Robyn Qiu (left) and her father Qiu Zhirong in their metal parts factory in Nantong, in eastern China's Jiangsu province, on Sept. 27
BUSINESS / Tech
Oct 28, 2024
China's second-generation factory owners go digital to combat challenges
Flagging domestic demand in recent years has weighed on the manufacturing sector.
Flames leap out of an oven where rare-earth-based chemicals are roasted for more than 20 hours, in Changshu, China.
BUSINESS / Tech
Oct 27, 2024
China tightens its hold on minerals needed to make computer chips
The country already produces nearly all the world’s supply of these materials. The new restrictions solidify that market dominance.
Many of today’s cars — both gas and electric — are equipped with devices connecting them to the internet or cloud services, making them potential targets for hacking.
BUSINESS
Sep 22, 2024
Biden administration to prepare ban on Chinese car software
The U.S. Commerce Department has been meeting with industry experts as it looks to address security concerns raised by a new generation of so-called smart cars.
Japanese radio equipment maker Icom director Yoshiki Enomoto shows its model IC-V82 device, which the company said they stopped production in 2014, during an interview at its headquarters in Osaka on Thursday.
BUSINESS / ANALYSIS
Sep 21, 2024
Hack of Hezbollah devices exposes dark corners of Asia supply chains
Counterfeiting, surplus inventories and complex contract manufacturing deals can sometimes make it impossible to identify the source of a product.
A man holds a walkie-talkie device after he removed the battery during a funeral for those killed after hundreds of paging devices exploded in a deadly wave across Lebanon the previous day, in Beirut's southern suburbs on Wednesday.
WORLD
Sep 20, 2024
Exploding pagers attack shakes global trust in supply-chain security
While booby-trapped devices have been used in spycraft for years, the scale and violence of the attacks in Lebanon alarmed even some seasoned officials.
Trump to order U.S. Education Department abolished, WSJ reports
People walk past the Department of Education building in Washington on Feb. 4.
Trump, claiming Japan guiding yen lower, hints at fresh tariffs
U.S. President Donald Trump said Monday that if Japan and China try to weaken their currencies and put the United States "at a very unfair disadvantage," he could impose fresh tariffs on them.
U.S. Steel seen as key to Nippon Steel's global strategy
Nippon Steel is trying to build its business globally with U.S. Steel as a key component.
Not even Japan is safe from counterfeit luxury goods
While Japan's luxury goods market remains strong, its seconhand resale market is proving just as much a draw for tourists searching for great bargains — as long as they can manage to get their hands on the real deal.
Prince Hisahito's coming-of-age ceremony set for Sept. 6
Prince Hisahito in the city of Maizuru, Kyoto Prefecture, on Feb. 12
‘Granny hobbies’ are the new self-care
Yarn shortages are a sign that hobbies like knitting and crochet are gaining in popularity.
Can Shiori Ito’s documentary open Japan’s black box?
Shiori Ito is the first Japanese director to have been nominated for an Academy Award for best documentary feature film. "Black Box Diaries," which tells the story of her quest for justice following her rape in 2015, hasn't been released in Japan.
Japanese stocks stalled at 1989 levels as investors weigh tariffs and rates
An electronic sign displays the benchmark Nikkei stock average on a street in Tokyo. The stock average has been range-bound between about 38,000 and 40,000 since hitting a new all-time high in July last year.
Redevelopment and resistance in historic Nishiogikubo
Tsuyoshi Mizukoshi, owner of a pub in Nishiogi’s commercial area, is a community organizer who is rallying local residents against the road development plan.
Why the latest Iwate wildfire is so difficult to extinguish
Firefighters work to extinguish the forest fire in the city of Ofunato, Iwate Prefecture, in this screenshot of a video footage from the Fire and Disaster Management Agency on Friday.

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