European auto suppliers may benefit from Chinese EV makers' expansion into the EU, driven by demand and local protectionist measures. Vulcan Energy Resources highlights opportunities for local inputs like batteries and lithium, despite EU restrictions on foreign investment.
India is significantly boosting defence spending and prioritizing domestic production, aiming for self-reliance and export growth. New policies like 'Make in India' and DAP 2020 are reshaping procurement, encouraging local manufacturing and foreign collaboration. Despite global supply chain challenges, indigenous production and exports are rising, signaling a strategic shift towards greater defence capability and autonomy.
India's government will adopt a structured tender approach for manufacturing specialized vessels including gas and oil tankers and fertilizer carriers, with some built overseas and others mandatorily in India. The strategy aims to build resilience amid global supply chain disruptions and facilitate technology transfer. Demand has been aggregated for 437 vessels, with SCI requiring 216, BCSL 51, and oil and gas PSUs around 59 vessels.
