China or Japan: which will lead Asia?
Related centers and programs
Discover our other research centers and programsFind out more
Discover all our analysesThe G7 Leaders’ Summit in France: An Unexpected Success
Overall, it was a successful summit for President Macron. However, caution is warranted regarding the 2026 G7’s lasting legacy, as the unpredictability of the U.S. president could affect the durability of commitments made.
China’s EV Rise and the Strategic Challenge for Japan’s Automotive Industry
China’s rapid expansion in electric vehicle production is reshaping global automotive competition for both European and Japanese automakers. Japan —a pioneer in hybrid vehicles— is struggling to translate this leadership into battery electric vehicles (BEVs), as Chinese manufacturers rapidly scale production and exports. At the same time, China’s dominance in battery manufacturing and critical mineral processing exposes upstream vulnerabilities for Japan’s automotive industry. Together, these developments create a dual challenge: intensifying downstream competition in electric vehicle (EV) markets and continued dependence on Chinese-controlled supply chains.
Crisis in the Strait of Hormuz. A Stress Test for Taiwan with Global Implications
The large-scale military operation carried out by the United States (US) and Israel against Iran triggered an Iranian retaliation that resulted in the partial destruction of natural gas liquefaction infrastructure and severe disruption of maritime traffic in the Strait of Hormuz. The economies of East Asia—South Korea, Japan, and Taiwan in particular—are highly exposed to this crisis due to their reliance on liquefied natural gas (LNG) imports for electricity generation.
Emmanuel Macron in Japan and South Korea: A Historic Opportunity for Euro-Asian Rapprochement
President Emmanuel Macron is touring Japan and South Korea at a time when the interests of these three countries have never been more aligned, and more broadly between Europe and East Asian democracies.