Saturday, August 29, 2026

East Asia Brief

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Tariffs tracker

Every Tariffs development in Korean, Chinese and Japanese industry that East Asia Brief has logged — with dates, the companies exposed, and a link to the primary document where one exists.

6 entries · 1 with a linked primary document · Cross-border, South Korea, China · updated August 29, 2026

DateDevelopmentWhereCompanies exposedConfidenceSource
Corporate Clean Power Purchase Grid Fees Diverge Across East Asian Tech Hubs Disparate wheeling rates, capacity charges, and statutory levies in South Korea, Japan, and Taiwan alter delivered electricity… Global Korea Electric Power Corporation, Taiwan Power Company, Tokyo Electric Power Company Holdings, Samsung Electronics high egc.meti.go.jp
Korean cathode makers retool production lines for LMFP chemistry as price war spreads LG Chem, EcoPro BM, and POSCO Future M accelerate manganese-doped phosphate materials to defend mid-tier electric vehicle supply… Korea LG Chem, EcoPro BM, POSCO Future M, Contemporary Amperex Technology
BYD and Geely expand Southeast Asian assembly lines to build regional export hubs Chinese electric vehicle manufacturers scale localized parts procurement across Thailand and Indonesia to meet ASEAN tariff… China BYD Company, Zhejiang Geely Holding Group, SAIC Motor, Great Wall Motor
LG Energy Solution converts EV lines to accelerate ESS LFP pouch cell output The South Korean battery maker is ramping dedicated stationary storage capacity in China and the United States to secure… Korea LG Energy Solution, Contemporary Amperex Technology, BYD, Tesla
Asian Shipyard Heavy Plate Costs Diverge as Mills and Builders Clash Over Contract Pricing Structural gaps in domestic steel contracts and Chinese export plate inflows across South Korea, China, and Japan are shifting… Global POSCO Holdings, Nippon Steel, Baoshan Iron & Steel, HD Hyundai Heavy Industries
Hyundai accelerates Ulsan EV conversion to balance export lines with global demand The 2-trillion-won dedicated facility introduces flexible cell manufacturing to balance domestic output against overseas plant… Korea Hyundai Motor Company, Hyundai Mobis, Kia Corporation, LG Energy Solution

Companies appearing in this tracker

This tracker is built from East Asia Brief briefings and updates as we publish. Where a briefing rests on a document we can link, the source column points at that document, not at our coverage of it. Confidence grades are explained on our methodology page. Something missing? Tell us.