Lit market quality analysis 4 years later: no change.

In the wake of renewed trade tensions between the US and China, rare earths and other critical materials are again in the headlines. https://lnkd.in/epCWzUrT Across Europe, many talk about “European supply chains” and “strategic sovereignty.” Yet when you look closer, much of the hardware, key components, and even core IP still depend on non-European sources. At Vydar, we decided early on that European autonomy cannot be achieved through press releases, only through engineering, procurement, and design choices. Our systems are not only built entirely with European partners, they are cheaper, more compact, more efficient, lighter, and scalable to industrial quantities. While others discuss “strategic autonomy,” we’re already implementing it. #StrategicAutonomy #EuropeanIndustry #Resilience #Sovereignty #SupplyChain

From my own country, the United States, Vietnam is seen through two very different lenses. For some policymakers it is a loophole, “just a pathway of China.” For others it represents the archetype of China+1, a rapidly expanding industrial base reshaping supply chains across the Pacific. Both views contain truth, and it is the collision between them that drives Washington’s unease. The new 40 percent tariff on suspected transshipments makes that unease concrete. Cosmetic relabeling and minor touch-ups likely won't withstand those costs. But firms investing in actual capacity in Vietnam (i.e. embedding suppliers, building out production, creating value that can be traced/verified) are positioned differently. They will weather scrutiny and, as weaker actors fall away, may consolidate their hold on the market. That is clearly a paradox. A policy framed as punishment risks acting as reinforcement. By raising the price of fakery, Washington strengthens the case for deeper industrial investment in Vietnam. Check out Hanh Vu's piece in Vietnam Briefing, which cuts through the transshipment vagueness with technical specifics on tariffs, rules of origin, certificates of origin, and sector case studies. Link in comments

Chinese EV makers expanding globally to counter domestic competition - https://lnkd.in/eC8gKndJ Via China Sourcing News https://lnkd.in/ev5rr6Yk #China #ChinaSourcing #trade #ChinaTrade #PRC #tariffs #Procurement #SupplyChain #Procurement #Beijing #Shanghai

Chinese products in the global market are no longer competing through low prices, but by gaining a competitive advantage with innovative technology. A recent article in The Financial Times by Tej Parikh, citing data from the Australian Strategic Policy Institute, showed that between 2019 and 2023, China produced "the highest number of high-impact research publications" across a wide range of technological fields. Meanwhile, according to the WIPO Statistics Database, since 2013 China has been focusing on expanding its patents in force, reaching the world’s highest total in 2024. These trends highlight a obvious shift: China’s technological products are no longer competing on price, but leading through innovation. As a manufacturer of preventive maintenance solutions, Hertzinno is proud to be part of this ongoing technological transformation. We, together with our leading acoustic research team in China, are developing high-performance and precise detection tools that make power inspection, gas leak detection, and mechanical anomaly monitoring simpler and more efficient. #PreventiveMaintenance #Acousticcamera #ThermalImaging #GasLeakDetection #MechanicalAnomalyDetection #PowerInspection #Partialdischarge #Innovation

China’s industrial profits soared in August as Beijing pressed ahead with efforts to rein in excess supply and curtail cut-throat price wars, with analysts saying that rationalizing production will spill into the country’s next five-year plan. Click here to read more: https://cnb.cx/42URJUd

Good read on rare-earth materials 👇 China’s dominance in rare-earths isn’t an overnight story, it’s the result of a 3-decade-long maneuver Control over processing, pricing, and policy built an edge that’s now near-impossible to replicate Disc: No reco

Amidst China's waning glow and Industry Ripples, L’Oréal SA saw its shares tumble nearly 7% in Paris trading on Wednesday, marking the steepest single-day decline since February 2024. Read: https://lnkd.in/ghw6zFSh

Amidst China's waning glow and Industry Ripples, L’Oréal SA saw its shares tumble nearly 7% in Paris trading on Wednesday, marking the steepest single-day decline since February 2024. Read: https://lnkd.in/gMRpupJS

China's rare-earth export curbs are a reminder that tech can be as delicate as a supply chain made of glass. $RAC $NEM #SupplyChain #TechNews #MarketUpdates #RareEarths Read full analysis 👉 https://lnkd.in/gfR3uN7T