GLOBEALERT

Feed

Open sources, classified and cross-checked. 505+ stories.

BUSINESSSep 18Volkswagen slashes profit guidance as China, restructuring charges, BEV adoption weighsVolkswagen has lowered its profit guidance due to factors such as challenges in China, restructuring charges, and the adoption of battery electric vehicles. This indicates significant financial pressures and strategic shifts for the automotive giant.Seeking Alpha Tech
BUSINESSSep 18Zimbabwe farmers seek funds to cash in on China blueberry boomThe southern African country dispatched its first shipment of blueberries to China in July after a phytosanitary agreement signed a year ago and Beijing's scrapping of tariffs on imports from 53 African countries in MayAfricanews [en]
BUSINESSSep 18AM Markets Need to Know: F-35 sale, China tariffs, and moreThis article covers key morning market insights, including topics such as F-35 sales and China tariffs. These issues indicate significant geopolitical and economic factors impacting global markets.Seeking Alpha Tech
BUSINESSSep 18China’s Fuel Exports Surge as Global Diesel Shortage DeepensChina's fuel exports are increasing significantly amidst a worsening global diesel shortage. This impacts international energy markets and supply chains, highlighting China's role in addressing or influencing global energy deficits.Yahoo Finance
BUSINESSSep 18From US Fed rates to China’s global export share: 4 figures shaping marketsThe US Federal Reserve raised its benchmark interest rate by a quarter of a percentage point this week, followed by the Hong Kong Monetary Authority and the Bank of Japan, while the 10-year US Treasury yield fell back below 5 per cent. Here are some of the figures that have drawn the most market attention this week. Fed raises interest rates for first time since 2023 The US Federal Open Market Committee voted unanimously on Thursday to raise rates by 25 basis points to a target range of 3.75 to...South China Morning Post
BUSINESSSep 18Is China Loosening It's Grip On LFP Technology Controls?CATL, the world's biggest battery maker is betting big on sodium-ion. China is taxing lithium-ion at home. Neither of those things means China is about to allow the hand over its most valuable battery know-how just yet. China's export controls on lithium iron phosphate (LFP) technology come with an expiry date, but don't expect that dater to arrive anytime soon. CATL itself expects sodium-ion batteries to eventually claim 30-40% of the market it currently serves with LFP, and multiple industry forecasts now put sodium-ion's share of new stationary storage and entry-level EV cells above 60% by 2028. Solid-state cells are creeping toward small-scale vehicle production around 2027. If LFP is a maturing, soon-to-be-secondary chemistry, why would Beijing keep guarding manufacturing know-how for it as tightly as it guards its genuine frontier technology? The reporting on what China has actually done with these controls over the past year suggests the opposite conclusion: Beijing is managing LFP's decline on its own terms, not giving up on it. What actually got relaxed — and why The controls are not one policy but a layered stack, and it matters which layer moved. In July 2023 and again in July 2025, China required export licenses for LFP cathode preparation technology, tightening the July 2025 round to cover fourth-generation LFP cathode know-how specifically — the newest, most cost-competitive version of the chemistry. On October 9, 2025, Beijing added a far broader dual-use package: licenses for lithium-ion batteries above 300 Wh/kg, high-density LFP cathode materials, nickel-cobalt precursor materials, and the equipment used to manufacture all of it. Three weeks later, at the Trump-Xi summit in Busan, the third-generation LFP restriction was dropped as part of the broader trade truce. In November 2025, China went further and suspended the entire October 9 package — batteries, materials, equipment — through November 10, 2026. On the surface, that looks like exactly the relaxation the sodium-ion logic would predict. Look closer, though, and the fourth-generation LFP cathode technology license, arguably the piece that matters most, since it determines whether CATL's own European gigafactories can run best-in-class chemistry or stay capped on third-generation output was not part of that suspension. As of the most recent tracking, it remains in force. What eased was the newer, broader package tied to an active trade negotiation; what stayed was the older, narrower control tied to who gets to build competitive LFP capacity outside China. A tax policy that tells the real story The clearer signal of Beijing's actual thinking arrived in July 2026, and it has nothing to do with export licenses. China's finance ministry announced a domestic consumption tax on lithium-ion batteries — 2% from September 1, 2026, rising to 4% from September 2027, while explicitly exempting sodium-ion batteries, solid-state batteries and fuel cells through the end of 2028. Next generation PV cells got a parallel treatment: perovskite, tandem and gallium arsenide cells exempted, conventional silicon cells taxed from 2027. If China genuinely viewed LFP as a depreciating strategic asset, easing its export controls would be the coherent move to pair with that tax. Instead, Beijing is doing the opposite in each direction at once: discouraging lithium-ion production at home through price signals, while keeping its most advanced LFP manufacturing technology licensed and therefore controllable, for export. It clearly wants to milk LFP for all it's worth for now, on its own schedule, while quietly redirecting domestic capital toward the chemistries it wants to dominate next. What it means for India For India, on the LFP side, projects like the Tata-owned Agratas's cell manufacturing build-out in Gujarat remain dependent, directly or indirectly, on technology and equipment where China's fourth-generation licensing regime still applies — meaning Indian LFP capacity is likely to stay at least one generation behind China's own production for as long as that control holds, trade-truce headlines notwithstanding. On the sodium-ion side, the tax exemption is arguably the more consequential fact for India's own bets, including Reliance's Faradion. It signals Chinese capital and manufacturing capacity rotating toward sodium-ion faster than the export-control conversation alone would suggest, not because Beijing is loosening its hold on battery technology, but because it has already decided where the next hold needs to be built. India's storage sector should plan for Chinese competition in sodium-ion arriving on a shorter timeline than LFP's own history would suggest, not a longer one. That is, if we get there in due course at all.saurenergy · india
BUSINESSSep 18Can the new Pinglu Canal become China’s ‘Yangtze of the southwest’?The opening of China’s first new river-to-sea canal since 1949 – which will boost trade links with Southeast Asia – could transform the economy of the country’s landlocked southwestern interior in ways comparable to the Yangtze’s role in Shanghai’s rise, according to its operator. The 134.2km (83.4 mile) Pinglu Canal, which opened on Wednesday, links a major tributary of the Pearl River in the southern Guangxi Zhuang autonomous region with the Gulf of Tonkin, known as the Beibu Gulf in China,...South China Morning Post
BUSINESSSep 18China publicly names officials in ‘unprecedented’ hidden-debt crackdown. Can it work?A recently issued official circular has put China’s long-running problem with hidden local government debt back in the spotlight. Earlier this month, the Ministry of Finance (MoF) and the Central Commission for Discipline Inspection (CCDI) jointly outlined six typical cases spanning six provinces where local authorities had fallen short of targets to resolve unrecorded liabilities. “For hidden-debt penalty announcements, it is unprecedented to have the CCDI alongside the MoF,” said Qiao Yide,...South China Morning Post
BUSINESSSep 17US trade chief pressed Brazil to review Anglo American nickel sale to ChinaUS Trade Representative (USTR) Jamieson Greer asked Brazil to review the sale of Anglo American’s nickel mines to a Chinese state-controlled miner in exchange for tariff relief, two people familiar with the negotiations told the South China Morning Post. Washington made the request during talks to lift the 50 per cent tariffs US President Donald Trump imposed on Brazilian goods last year. First reported by Brazilian newspaper O Estado de S. Paulo and CNN Brazil on Thursday, the proposal would...South China Morning Post
BUSINESSSep 17Why have China’s oil prices reached a record high?Why have China's oil prices reached a record high?Al Jazeera [en]
BUSINESSSep 17What's up with the tariff dispute between the US and China before the Trump-Xi summit?Trump and Xi will meet in Washington to address the tariff dispute that has strained trade relations between their countries since 2018. China seeks to reduce mutual tariffs while Trump tries to secure agricultural purchases before the US midterm elections.Clarín
BUSINESSSep 17China faces oil challenge as prices soar and supply options narrowBeijing is drawing on vast reserves and seeking alternative crude as shipping disruption continues.Al Jazeera [en]
BUSINESSSep 17US tariffs against Russian oil buyers pass: What it means for China, IndiaUS sanctions aim to weaken Russian oil exports, heavily targeting China and India as Moscow's largest energy buyers.Al Jazeera [en]
BUSINESSSep 17China Is Building a Global Infrastructure for Its Cultural IndustriesWhen a cultural industry expands overseas, that usually means exporting content. China is increasingly exporting the infrastructure behind entertainment products.The Diplomat
BUSINESSSep 17India and Vietnam aim to turn ‘China plus one’ rivalry into trade gainsIndia and Vietnam could turn their competition for “China plus one” investments into a complementary partnership, analysts say, combining New Delhi’s scale and technology capabilities with Hanoi’s manufacturing agility and links to East Asian supply chains. Such a shift could deepen both nations’ roles in global production networks across high-value industries – from electronics and pharmaceuticals to renewable energy – while giving companies reliable alternatives as they diversify supply chains...South China Morning Post
BUSINESSSep 17EU asks China to restrict hybrid car exports - reportThe EU has reportedly requested China to limit its exports of hybrid cars. This indicates potential trade tensions or protectionist measures concerning the automotive industry.Seeking Alpha Tech
BUSINESSSep 17China, India could face up to 100% U.S. tariffs for buying Russian oilChina and India may face tariffs of up to 100% from the U.S. if they continue to purchase Russian oil. This suggests potential economic repercussions and geopolitical tensions related to energy trade.Seeking Alpha Tech
BUSINESSSep 17Record influx of university graduates pushes China’s youth unemployment rate to 18.9%China’s urban youth unemployment rose last month, as a record influx of university graduates struggles to find work in a job market weighed down by weak domestic demand and the growing adoption of artificial intelligence. The jobless rate for those aged 16 to 24, excluding students, rose to 18.9 per cent in August from 17.9 per cent in July, according to data released by the National Bureau of Statistics on Thursday. This figure, as well as the identical number from August last year, represents...South China Morning Post
BUSINESSSep 17China cuts US Treasury holdings to lowest level since 2008Gradual unwinding comes as rift deepens between world’s two largest economiesFinancial Times
BUSINESSSep 17EU asks China to voluntarily limit car exportsMove comes as cheaper Chinese vehicles flood European marketFinancial Times
BUSINESSSep 17China airports climb global-connectivity ranking as international routes rise: OAG reportAmong the world’s most connected airports, Guangzhou’s hub has posted the fastest rise through the latest rankings, according to an annual list compiled by aviation data firm OAG. And overall, Chinese hubs stood out as carriers expanded their international networks with added flights. Guangzhou Baiyun International Airport in southern China jumped to 19th place, from 36th last year, in OAG’s Megahubs 2026 report, released on Wednesday. An OAG spokeswoman called its jump the biggest of any...South China Morning Post
BUSINESSSep 16China weighs BYD CEO for business delegation at Xi-Trump summitChina is considering including the BYD CEO in a business delegation for a summit between President Xi and former President Trump. This suggests potential high-level business and political discussions between the two nations.Seeking Alpha Tech
BUSINESSSep 16China’s Free-Trade Offer to Africa Won’t Solve the Trade ImbalanceBeijing has opened its enormous market to African exports. Whether that helps the continent move up global value chains is another question.The Diplomat
BUSINESSSep 16China’s Z.ai raises revenue target 25% after US$5 billion cash injectionChinese artificial intelligence developer Z.ai has raised its year-end annual recurring revenue (ARR) outlook by 25 per cent to US$3 billion, as the firm indicated its fresh US$5 billion war chest had helped clear its computing capacity bottlenecks for the time being. The updated ARR projection, up from a previous estimate of about US$2.4 billion, was disclosed during an investor call on Wednesday, according to a transcript seen by the South China Morning Post. The revised guidance comes days...South China Morning Post