India’s EV Growth Story Is Real. Its Constraints Are Structural. India is among the fastest growing electric vehicle markets globally, driven by policy momentum, OEM participation, and rising demand for sustainable mobility. India’s EV market is also scaling rapidly in absolute terms, with retail sales reaching ~2.5 mio units in FY2026, reflecting ~25% year-on-year growth, led primarily by e-2W and e-3W. However, growth is uneven. High utilisation segments are scaling faster than supporting infrastructure. Charging networks remain insufficient, and long charging cycles continue to limit vehicle uptime. At the same time, the domestic battery ecosystem is still evolving, with dependence …
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 …