Southeast Asia Has Become a Major Global Minerals Supplier, Led by Indonesia
Southeast Asia now supplies 70% of world nickel, 29% of tin and 14% of cobalt output, with Indonesia driving much of the growth
Southeast Asia now supplies 70% of world nickel, 29% of tin and 14% of cobalt output, with Indonesia driving much of the growth
Rising freight rates and severe regional disruption are increasing lead-time, landed-cost and delivery risks for global procurement teams
Revenue and profits have returned to growth while investment remains positive, although performance varies significantly across segments
Industrial profits rose 17.6% so far in 2026, nearly three times faster than revenue, while PMI readings remained below 50
ASEAN exports jumped 22.5% in 2025, with Asia accounting for the majority of regional growth
The EU and China lead across major industrial value chains in 2025, while Asian economies feature prominently in electronics, textiles and automotive
H1 2026 export growth was driven increasingly by Asia, Africa and fast-growing markets including Singapore, China and South Africa
India leads despite slowing in 2026; Thailand is gaining momentum; China is stabilising and Indonesia is slipping back into contraction
Manufacturing wages have risen almost tenfold since 2000, but remain well below advanced manufacturing economies
China's export engine is expanding across a wider geography without abandoning its traditional markets