News – KCS Group Asia Ltd

Is the EU at war with the US or with itself?

Articles / Due Diligence, Europe, European Union, Geopolitics, global energy security, Global trade, Industrial, International Security, NATO, political instability, risks, Russia, USA / 12/2025

The claim that the EU is “at war” with the US sounds hyperbolic at first glance. Washington remains Europe’s principal security guarantor, its largest external trading partner and (through NATO) the backbone of continental defence. Yet, beneath the formal architecture of alliance, a more corrosive dynamic has emerged. Policy choices taken in Brussels and several [...]

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ARC and the powers determined to stop it

Articles / China, Due Diligence, energy markets, Europe, exports, Geopolitics, Global trade, NATO, risks, Russia, Sanctions, tariffs, Technology, trade relations, United Kingdom, USA / 12/2025

For the first time since the end of the Cold War, the world’s three largest powers (the US, Russia and China) are showing signs of drifting into a pragmatic triangular balance. It is not an alliance, and it is not ideological. It is, instead, the product of converging interests. Quiet US-Russia communications on energy and

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The end of the Global South? A fragmenting bloc with no common interests

Articles / Africa, Asia, Due Diligence, Economy, Geopolitics, global governance, Global South, Latin America, manufacturing, Middle East, political instability, risks, supply chains, trade relations / 12/2025

The term Global South has served as diplomatic shorthand for a loose coalition of developing states seeking greater voice in a world dominated by Western institutions and norms. The label implied shared grievances and converging interests, suggesting that formerly marginalised regions could act collectively to reshape global governance. Today, however, this narrative is increasingly hard

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The Birth of a Tri-polarity: ARC (America-Russia-China)

Articles / China, Due Diligence, energy markets, exports, Geopolitics, risks, Russia, Sanctions, tariffs, Technology, trade relations, United States of America, US-China trade / 11/2025

Over several months, a subtle but potentially significant geopolitical realignment has been unfolding. Less and less is being discussed publicly about BRICS, while quiet discussions are getting a little louder about the possibility of a de facto tripolar system among the US, Russia and China. This emergent formation (some geopolitics analysts are now calling it ARC) is not

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Europe’s push for rare earth magnet production: can it wean off China?

Articles / Canada, China, Due Diligence, Estonia, Europe, Geopolitics, minerals, rare earth magnet, risks, supply chains / 11/2025

Europe’s debut into large-scale rare-earth magnet manufacturing via the newly opened plant in Narva, Estonia, is a bold signal. Backed by EU funds and Canadian Export Credit Agency loans, this facility represents a strategic effort to break China’s long-standing stranglehold on critical magnet supply chains. But as promising as that may seem, the road to

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Poland’s call to end Russian oil by 2026: cascade effects in the EU

Articles / Due Diligence, Economy, energy supply, European Union, global governance, Infrastructure, Oil, Poland, Politics, risks, Russia / 11/2025

Poland’s call for the EU to end all imports of Russian oil by the end of 2026 represents one of the most assertive energy policy positions to emerge from within the bloc since the invasion of Ukraine. Warsaw’s call is rooted in a conviction that economic links to Moscow continue to undermine Europe’s geopolitical security

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Japan, US: a golden age?

Articles / Due Diligence, economic growth, Economy, Foreign investment, Global trade, Japan, manufacturing, risks, security, Takaichi, Technology, USA / 11/2025

When Sanae Takaichi was elected as Japan’s first female prime minister on 21 October, many observers were quick to raise scepticism and criticism. But taking a step back from the usual negative-narrative lens reveals a number of real indicators that Japan might be entering a much more dynamic era; one in which strong leadership, a

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AI’s Energy Appetite: can the world’s grids keep up?

Articles / affordable energy, AI, digital age, Due Diligence, energy markets, energy supply, Geopolitics, Infrastructure, renewal energy, risks, Technology / 10/2025

The rapid ascent of artificial intelligence has been nothing short of revolutionary. AI systems are reshaping everything from healthcare to finance, promising to accelerate productivity and innovation at an unprecedented scale. Yet, this digital transformation is built on an increasingly fragile physical foundation: the availability of reliable and affordable energy. As machine learning models expand

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UK’s Manufacturing Crisis: JLR cyberattack, supply chains and industrial fragility

Articles / cyber awareness, Cyber Security, Cyber-attacks, Due Diligence, European Union, Industrial, manufacturing, risks, security risks, supply chains, United Kingdom / 10/2025

When a cyberattack hit Jaguar Land Rover (JLR) - owned by India’s Tata group - at the end of August 2025, production paused across key UK sites and thousands of factory staff were told to stay home while systems were rebuilt. JLR moved to a phased restart in early October beginning with Wolverhampton, then Solihull

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Supply Chains and Sovereignty: the rising trend of localisation vs globalisation

Articles / Asia Pacific, China, Due Diligence, European Union, Geopolitics, Global trade, manufacturing, risks, supply chains, USA / 10/2025

In the past, the logic behind global supply chains was deceptively simple: source components where they were cheapest, assemble products where production was most efficient/ economical, and sell where demand was strongest. This model, refined over decades, essentially prioritised cost and scale above nearly all other considerations. Yet, in recent years, geopolitical pressures, technological competition

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