Global electric vehicle (EV) adoption continues to accelerate, with approximately 20.7 million units sold worldwide in 2025, marking more than 20% year-on-year growth. China remains the center of gravity, accounting for close to 60% of global demand, and reaching roughly half of new vehicle sales domestically. These figures suggest strong momentum, yet they do not fully answer the question often asked in boardrooms and policy circles: will EVs truly dominate? The more useful

Global Supply Chains Have Simply Been Pretending To Be Surprised For decades, globalization has been built on a simple assumption: goods will always be able to move across oceans at relatively stable costs. But the logistics disruptions of recent years suggest otherwise. The global trading system may be extraordinarily efficient—but it is far less resilient to geopolitical shocks than many once assumed. A narrow maritime passage in the Middle East, less than 50 kilometers wid

Circularity is often framed as a technology problem. In practice, it is increasingly a data problem. Across emerging markets, recycling systems already operate at scale. Materials are collected, sorted, and processed every day. Yet much of the economic value remains unrealized. The constraint is not the absence of infrastructure. It is the absence of connectivity. A Structural Pattern Across Emerging Markets Vietnam offers a clear example - but not an isolated one. In many ec

Across China, hundreds of factories now run in near darkness - operating 24 hours a day with minimal human intervention. The image is striking, but it risks misframing the shift underway. This is not a story about robots replacing workers. It is a story about how automation is quietly rewriting the rules of global supply chains - who sets them, who meets them, and who gets excluded. For countries like Vietnam, the question is no longer whether automation will arrive. It alrea

Vietnam’s manufacturing sector is entering a more mature phase of digital transformation. Technology is no longer confined to pilot projects or isolated functions. Instead, it is increasingly embedded in  day-to-day factory operations and supply-chain coordination . This shift is unfolding as global supply chains are being reconfigured. International manufacturers are no longer selecting production locations based on cost alone. Operational reliability, digital readiness, sys

Global e-commerce has erased many consumer borders — yet physical, digital, and regulatory borders still shape how goods move. Cross-border logistics now stands at the intersection of two imperatives: accelerating trade and ensuring that growth remains inclusive. The Scale of the Shift Cross-border e-commerce already exceeds  USD 550 billion  and could surpass  USD 2 trillion by 2034 , according to multiple forecasts. In Vietnam, e-commerce volume has reached  USD 25–30 billi

Global supply chains are entering a decisive decade. Leaders now face a stark reality:  linear efficiency will not carry us to 2030....

The era of smooth globalization is over. Supply chains today operate in a world of fragmented blocs, sticky inflation, regulatory...

CEL, together with Vietnam Supply Chain and international partners, convened diplomats, business leaders, and innovators in Ho Chi Minh...

Celebrating 50 Years of Transformation – Vietnam’s Rise as a Strategic Supply Chain Powerhouse April 30, 1975 marked the end of war in...