Export Growth And Concentration

Vietnam’s exports to the US rose 42% in the first eight months of 2026, making it the largest US goods-surplus partner. Samsung’s roughly $25 billion investment and production footprint illustrate both supply-chain value and concentration exposure.

Critical Minerals Supply Partnerships

India sees South Africa and SACU as sources of platinum, manganese, and copper, minerals sought for clean energy, electronics, and defence supply chains. Deeper ties could attract investment and broaden sourcing options, although no specific projects are reported.

Cross-Channel Trade Frictions

Businesses report extra paperwork, border checks and delays under current arrangements, with medical-technology components, food and agricultural products particularly exposed. A proposed food-and-farming agreement, targeted for mid-2027, could reduce checks and logistics costs if negotiations succeed.

Oil Costs Threaten Economic Stability

Thailand's economic planners warn that Middle East and Russia-Ukraine conflicts may keep oil elevated, raising inflation and import costs while pressuring the current account and baht. Energy-intensive firms should budget for volatility despite possible price relief.

Tariffs Threaten Export Competitiveness

US tariffs of 25% on vehicles and 50% on steel and aluminum weigh on key export sectors. Mexican light-vehicle production fell 15.3% year-on-year and exports 11.85% in September, increasing pressure for relief and contingency planning.

Maritime Dispute Clouds Resource Investment

Thailand and Cambodia have made limited progress on maritime conciliation over overlapping Gulf of Thailand claims covering about 26,000 square kilometres, with estimated oil and gas reserves of US$300 billion. Boundary uncertainty and border tensions complicate future resource investment.