Analysis Archives - Proliance - Automotive Data Analytics Solutions

A container ship transporting Chinese EVs (BYD, Geely, Chery) across international waters with a map background showing China and Russia trade routes.

China’s Zero-Mileage Car Exports: Risks for Thailand?

In the ever-shifting landscape of international trade, recent developments in the Russia-China automotive sector are turning heads across the globe. A booming export of brand-new “zero-mileage” Chinese vehicles into a…..

24 June 2025

Banner showing Neta electric vehicles in a showroom with the Neta and Hozon logos, overlaid with the headline “Neta Auto Thailand: Navigating Uncertainty After Hozon Bankruptcy” and a backdrop of the Thai flag.

Analysis

Neta Auto Thailand: Situation Analysis After Hozon Bankruptcy Declaration

The official bankruptcy proceedings of Hozon New Energy Automobile, parent company of Neta Auto, mark a critical juncture for Neta Auto Thailand. Here’s a comprehensive analysis of the current situation…..

23 June 2025

Silhouette of a woman representing Thailand's Prime Minister set against a waving Thai flag background, with bold white text reading 'Thai Politics in Turmoil – Instability of the Current PM and Automotive Industry

Analysis

Thai Politics in Turmoil: Paetongtarn’s Government on Shaky Ground

Thailand’s political landscape is once again on edge. Prime Minister Paetongtarn Shinawatra, in office since August 2024, is facing a crisis that threatens her young administration. The spark? On…..

20 June 2025

Electric vehicles from BYD and GAC displayed at a modern automotive exhibition hall, with visitors viewing the cars under bright overhead lighting

Analysis

Thailand Adjusts EV Promotions to Address Market Glut

Thailand’s National EV Policy Committee has taken decisive action to recalibrate its electric vehicle (EV) strategy, shifting gears from aggressive import-led incentives to policies aimed at fostering long-term domestic production.…..

16 June 2025

Line chart showing monthly NETA vehicle registrations in Thailand from January 2023 to April 2025, with notable peaks in mid-2023 and early 2024 followed by a sharp decline.

Analysis

NETA Thailand: From EV Contender to Crisis—What the Data Reveals

By Proliance Automotive Insights Team Once seen as a promising force in Thailand’s electric vehicle (EV) revolution, NETA Thailand is now in turmoil. The brand’s recent fire sale of the…..

11 June 2025

Analysis

Thailand’s National EV Brand: Strategic Partnership with Chery to Drive ASEAN’s Electric Future

Thailand’s National Electric Vehicle Brand: Strategic Collaborations and Market Ambitions Thailand is poised to launch its first national electric vehicle (EV) brand in late 2025, marking a transformative step in…..

20 May 2025

Deepal's Super Integrated E Drive electric powertrain unit displayed on a blue stand at Bangkok International Motor Show 2025, with 'TOUCH THE FUTURE' backdrop

Analysis

REEVs in Thailand: Strategic Synergy of Electric Innovation and Combustion Assurance

REEV Technology: Long-Range Electric Solutions for the Thai Market Range-Extended Electric Vehicles (REEVs) are emerging as a compelling alternative in Thailand’s evolving automotive landscape, blending the benefits of electric propulsion…..

20 May 2025

Analysis

NETA Auto Thailand’s Resilience Tested

NETA Auto Thailand continues to expand its operations while its Chinese parent company, Hozon New Energy Automobile, faces potential bankruptcy proceedings. This contrast highlights the Thai subsidiary's unique position as…..

20 May 2025

As the 2024 U.S. presidential election approaches, the potential race between former President Donald Trump and Vice President Kamala Harris is drawing significant attention. While much of the focus is on domestic policies, the outcome of this election could also have profound implications for the automotive industry in Southeast Asia. Trade Policies and Tariffs One of the most immediate impacts of a Trump vs. Harris election on Southeast Asia's automotive industry would stem from trade policies and tariffs. During his presidency, Trump imposed a series of tariffs that affected global trade, including the automotive sector. These tariffs increased the cost of imported automotive parts and vehicles, disrupting supply chains and raising prices for consumers. If Trump were to return to the White House, there is a strong possibility that he would reinstate or even expand these tariffs, potentially leading to higher costs for Southeast Asian automakers that rely on exporting vehicles and parts to the U.S. market. This could force companies to rethink their supply chain strategies and possibly shift production to avoid tariffs, impacting the regional automotive landscape. Conversely, Kamala Harris is expected to continue the Biden administration's approach, which has been more focused on targeted tariffs and fostering international trade relations. Harris has criticized blanket tariffs and has shown a preference for trade policies that support both American workers and international partners. This could mean a more stable and predictable trade environment for Southeast Asian automakers, allowing them to plan and invest with greater confidence. Electric Vehicle (EV) Transition Another critical area of impact is the transition to electric vehicles (EVs). The Biden administration, with Harris as Vice President, has strongly supported the shift towards EVs through various incentives and regulatory measures. Harris is likely to continue these policies, pushing for more stringent emissions standards and greater support for EV infrastructure. For Southeast Asian countries, which are increasingly becoming hubs for EV manufacturing, a Harris presidency could be beneficial. It would likely mean continued U.S. support for global EV initiatives, potentially leading to increased investment in Southeast Asia's EV sector. Countries like Thailand and Indonesia, which are positioning themselves as key players in the EV market, could see accelerated growth and more opportunities for collaboration with U.S. companies. On the other hand, a Trump presidency could slow down the global EV transition. Trump has historically supported fossil fuels and rolled back environmental regulations, which could reduce the momentum for EV adoption. This might lead to a more fragmented global market, with Southeast Asian automakers needing to navigate varying regulatory environments. Investment and Economic Stability The broader economic policies of Trump and Harris could also influence investment flows into Southeast Asia. Harris's policies are expected to be more aligned with the current administration's focus on economic stability, green energy, and international cooperation. This could create a favorable environment for foreign direct investment (FDI) in Southeast Asia's automotive sector, particularly in green technologies and sustainable manufacturing practices. In contrast, Trump's economic policies, characterized by protectionism and unilateral trade actions, could introduce more volatility and uncertainty. This might deter investors and complicate long-term planning for Southeast Asian automotive companies. Conclusion The outcome of the Trump vs. Harris election will undoubtedly have significant implications for the automotive industry in Southeast Asia. Harris's potential presidency promises a continuation of supportive trade policies, a strong push towards EVs, and a stable investment climate. In contrast, a Trump presidency could reintroduce trade barriers, slow the EV transition, and create economic uncertainties. Southeast Asian automakers and policymakers will need to closely monitor the developments in the U.S. election, as the resulting policies will shape the region's automotive industry's future trajectory.

Analysis

US Election Impact on Southeast Asian Automotive Industry

Potential US Election Outcome Could Reshape Trade Policies and EV Adoption in Southeast Asian Auto Sector As the 2024 U.S. presidential election approaches, the potential race between former President Donald…..

24 July 2024

Diplomatic handshake between Thai and Japanese leaders at official meeting with national flags in background

Analysis

Challenges for Japanese Carmakers Amid China’s EV Dominance

Challenges Faced by Japanese Carmakers Due to China's Rapid EV Advancements Japanese carmakers are facing several specific challenges due to the rapid advancements in electric vehicle (EV) technology by Chinese…..

22 July 2024