China Extends Its Dominance in Global Shipbuilding as Output Surges in 2026
Even as global ship orders declined in 2025, early-2026 data shows a rapid rebound, with China securing the vast majority of new contracts.
Even as global ship orders declined in 2025, early-2026 data shows a rapid rebound, with China securing the vast majority of new contracts.
Production growth remains steady, but trade is increasingly concentrated and price-driven, heightening exposure to energy shocks and critical chokepoints.
Global lithium output is expanding in Australia and Chile, but China dominates processing and battery exports, capturing most of the downstream value.
Sustained growth in R&D alongside declining filings suggests tighter standards and a reorientation toward higher-quality innovation.
Australia and Brazil dominate supply while China anchors demand, with rising exports reshaping how iron ore flows through global markets.
Singapore is a critical gateway for high-value investment and regional operations across Asia.
Digital consumption across Southeast Asia is expanding rapidly across e-commerce, payments and platforms.
Diverging energy import dependence across Asia is enabling more targeted investment across the region.
Traffic through the Strait of Hormuz has collapsed, the Red Sea corridors remain structurally impaired and trade has been rerouted via the Cape of Good Hope.
Manufacturing scale, strong export growth and deepening services trade are repositioning Türkiye as a cost-competitive supply base for Europe.