INDIA’S SOLAR MANUFACTURING PIVOT: WHY GLOBAL PLAYERS MUST ACT NOW India is entering a once-in-two-decades solar manufacturing supercycle. Installed capacity has expanded from 2.8 GW in 2014 to nearly 130 GW by 2025, supported by ambitious national targets and strong policy commitments. While the solar demand outlook is robust, the manufacturing landscape remains uneven with significant capability gaps in upstream segments and next-generation cell technologies. This creates a strategic window for global players to shape India’s next phase of solar industrialization.India’s Solar Growth Story: From Scale to Manufacturing Sovereignty India is now the world’s fourth largest renewable energy market and …
EAC China Hosts Roundtable Series at Automechanika 2025
EAC China Hosts Roundtable Series at Automechanika 2025 Managing Consultant Guan Cui Moderates Expert Discussions on ICE, Hybrid, and Electric Vehicle Technologies. China’s automotive industry is at a fascinating crossroads. Internal combustion engines are getting cleaner and more efficient. Hybrids are becoming increasingly sophisticated. Pure electric vehicles are gaining momentum. But here’s the question everyone’s asking: which pathway wins?The answer, as our recent roundtable series revealed, might be more nuanced than we think. Last week, EAC China brought together industry experts for the roundtable discussion that went beyond the usual debates. Managing Consultant Guan Cui moderated sessions exploring how these …
India’s CBG Boom: A Strategic Opportunity for Equipment Suppliers
India’s CBG Boom: A Strategic Opportunity for Equipment Suppliers Biofuels particularly Compressed Biogas (CBG), Ethanol, and Biodiesel positioned as strategic pillars in its transition towards cleaner energy by India. Currently, India has 170 CBG plants in operation and ~250 plants under development against the ambitious target of 5,000 under SATAT initiative, indicating that more than 85-90% of the targeted market is still upcoming, which presents a vast untapped growth landscape. In parallel, India’s strong push for ethanol blending (20% E20 by 2025-26) and biodiesel expansion through UCO-based feedstock procurement is also growing at an accelerating pace.Why India’s CBG Sector Is Emerging …
China’s October 2025 Export Controls: Strategic Implications for Global Industries
China’s October 2025 Export Controls: Strategic Implications for Global Industries China’s export-control framework has entered a new phase of regulatory refinement and systematization. On October 9, 2025, the General Administration of Customs announced comprehensive measures that mark a fundamental shift from reactive quota management to proactive governance of critical materials and technologies. These regulations carry profound implications for global supply chains spanning advanced manufacturing, clean energy, and strategic technology sectors.The announcement encompasses five interconnected circulars that collectively represent China’s most comprehensive approach to critical materials governance. These measures span the entire value chain from raw materials and processing equipment through …
India’s Manufacturing Moment: Why Assembly Is Not a Weak Start
India’s Manufacturing Moment: Why Assembly Is Not a Weak Start There has been a lot of debate lately on whether India’s recent manufacturing inflows are “real” or simply limited to assembly. The assumption is that unless a country builds deep manufacturing capability, it cannot truly move up the value chain. But that view misses an important truth about how industrial ecosystems actually evolve.Even if India’s current wave of investment is assembly-led, it sets in motion something much larger. When global companies begin to assemble products locally, they inevitably bring suppliers, logistics partners, testing facilities, and component makers along with them. …
The Johor-Singapore Special Economic Zone: Where Strategic Vision Meets Market Reality
The Johor-Singapore Special Economic Zone: Where Strategic Vision Meets Market Reality JS-SEZ represents more than just another economic initiative, it’s a paradigm shift that’s reshaping how multinational corporations approach Southeast Asian market expansion. With 93% of Singaporean firms already eyeing Johor for strategic investments, this cross-border collaboration has emerged as the region’s most compelling value proposition for forward-thinking executives.While conventional special economic zones focus on isolated benefits, the JS-SEZ pioneers an integrated ecosystem that leverages the complementary strengths of two dynamic economies. This isn’t merely about cost arbitrage – it’s about creating sustainable competitive advantages through strategic geographic positioning, regulatory …
EAC at WAIC 2025: AI & Robotics Innovation on the Rise
EAC at WAIC 2025: AI & Robotics Innovation on the Rise Addie’s recent post from the World Artificial Intelligence Conference (WAIC) 2025 offers a crucial look into the dynamism of China’s AI and robotics sectors. As a Munich-headquartered firm with a long-standing presence in international markets, EAC is uniquely positioned to analyze these developments and their impact on global business.What we’re seeing in China goes beyond a simple tech showcase. As Addie points out, this is a “productivity revolution” driven by a strategic, government-backed roadmap. The sheer scale of WAIC 2025 with its 70,000+ sqm footprint and 800+ exhibitors underscores …
Is 𝗖𝗵𝗶𝗻𝗮 𝘁𝗵𝗲 𝗡𝗲𝘄 𝗚𝗹𝗼𝗯𝗮𝗹 𝗕𝗮𝘁𝘁𝗹𝗲𝗴𝗿𝗼𝘂𝗻𝗱 𝗳𝗼𝗿 𝗔𝘂𝘁𝗼𝘀?
Why China is the New Global Battleground for Autos? Reflections from Chongqing Auto Forum 2025Last week, for the third year running, EAC International Consulting Business Strategy Director Addie Wei had the privilege of attending the Chongqing Auto Forum – widely regarded as China’s most candid and influential automotive event. This year’s theme was fitting: “𝘚𝘩𝘢𝘱𝘪𝘯𝘨 𝘵𝘩𝘦 𝘍𝘶𝘵𝘶𝘳𝘦 𝘪𝘯 𝘢𝘯 𝘌𝘳𝘢 𝘰𝘧 𝘛𝘳𝘢𝘯𝘴𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯.” Key takeaways: 1️⃣ 𝗣𝘂𝘀𝗵𝗯𝗮𝗰𝗸 𝗔𝗴𝗮𝗶𝗻𝘀𝘁 𝘁𝗵𝗲 “𝗣𝗥𝗜𝗖𝗘 𝗪𝗔𝗥” This year, Chinese OEMs made their stance clear: unsustainable competition must stop. – Li Shufu (Geely) called out “unacceptable” price wars. – Chery and Changan warned of long-term damage to …
Insights from Hosting EAC International Consulting’s Cutting-Edge Industry Seminars
Insights from Hosting EAC’s Cutting-Edge Industry Seminars EAC International Consulting recently hosted 2 high-impact in-house seminars in partnership with EVTrend, bringing together over 20 executives from leading international and Chinese OEMs and Tier 1 suppliers. Expertly moderated by Addie Wei, Managing Consultant at EAC China, these sessions provided a platform for open dialogue on the most pressing topics shaping the automotive and mobility sectors.For the third year in a row, Addie had the privilege of delivering the keynote speech at the CADA Annual Event, and it was truly the highlight of the year! This time, she spoke about “Global Expansion …
The Low-Altitude Economy (LAE): China’s Emerging Technological Frontier
The Low-Altitude Economy (LAE): China’s Emerging Technological Frontier The Low-Altitude Economy is rapidly emerging as a transformative economic paradigm, centered around low-altitude flight activities involving manned and unmanned aerial vehicles. This innovative model represents a groundbreaking approach to transportation and technological innovation, spanning the airspace within 1,000 meters of ground level.China’s LAE market has demonstrated remarkable growth, with a consistent annual expansion exceeding 20% since 2021. In 2023, the market reached 506 bln RMB, with projections indicating a potential market size of 3.5 trn CNY by 2035, according to the Civil Aviation Administration of China. The technological landscape is characterized …
Karnataka’s Investment Summit: A Strategic Economic Dialogue in Munich
Karnataka’s Investment Summit: A Strategic Economic Dialogue in Munich On Thursday, 5th December 2024, Munich transformed into a crucible of international economic collaboration as the Government of Karnataka, alongside the Consulate General of India and EAC International Consulting, orchestrated an unprecedented “Investment Summit Business Roundtable” that promised to redefine bilateral economic engagement between India and Germany.The event was distinguished by two pivotal presentations that wove a comprehensive narrative of investment potential, delivered by Mrs. Daniela Bartscher-Herold, Partner and Mr. Rituraj Shailendra, Principal at EAC International Consulting. Mrs. Bartscher-Herold’s “India Macroeconomic Update” provided a panoramic view of India’s investment landscape. Her …
Navigating Southeast Asia’s Economic Renaissance: A Strategic Guide
Navigating Southeast Asia’s Economic Renaissance: A Strategic Guide In an era of unprecedented economic reconfiguration, Southeast Asia emerges as a transformative landscape for global business. At the intersection of strategic innovation and regional economic potential, EAC International Consulting offers critical insights for companies seeking to tap into the extraordinary opportunities within the ASEAN region.Choosing the right location in Southeast Asia is a nuanced art that requires deep understanding of multiple critical factors. Our refined Location Index provides a sophisticated framework for businesses navigating this complex landscape. This framework goes beyond traditional market analysis, offering a comprehensive approach to strategic site …