Ask the expert: China in focus

China remains central to Asia’s project cargo market as a manufacturing base, exporter, investor and source of vessel capacity. However, production and module fabrication are expanding in Southeast Asia, tariffs and geopolitical tensions are complicating established trade flows, and limited visibility over Chinese carriers’ fleet and market strategies is creating new questions about capacity and competition. 

A project logistics expert joins an experienced industry journalist to test some of the industry's biggest assumptions about China's role in Asian project cargo. Where are Vietnam, Thailand and Batam building credible alternatives to Chinese production, and where do they remain part of a China-centred supply chain? How are Chinese investment, carrier strategies and Middle East disruption affecting sourcing, routing and risk? The discussion will provide a clearer view of the commercial and operational decisions ahead.