Manufacturing Shift Back to China Amid Energy Crisis in Southeast Asia
Eric Yeung reports that several factories that had relocated to Southeast Asia are now shifting production back to China due to energy shortages and high costs in Southeast Asia. China’s energy capacity is enabling factories to operate more efficiently. This trend is particularly noted among factories with existing ties to China.
Coverage
- First reported: @CIG_telegram
- Most detailed: @CIG_telegram
- Total sources: 1
- Created: 2026-04-10 18:46:16 CEST
- Updated: 2026-04-10 18:46:35 CEST
Timeline
- @CIG_telegram · 1 messages 📷 2026-04-10T16:45:49+00:00
Media
Source Messages
🏭 🇨🇳 🌏 Eric Yeung: I was speaking with one of my mainland China factory contacts today.
Apparently, a number of factories that relocated to Southeast Asia in recent years are now rapidly moving large parts of their production back to China. The main reason is that China has the energy capacity to keep factories running, whereas Southeast Asia is struggling with power shortages and skyrocketing energy costs.
This is happening especially among factories that maintained some production in China or still have good contacts there who can take on the manufacturing.
📎 Eric Yeung
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Apparently, a number of factories that relocated to Southeast Asia in recent years are now rapidly moving large parts of their production back to China. The main reason is that China has the energy capacity to keep factories running, whereas Southeast Asia is struggling with power shortages and skyrocketing energy costs.
This is happening especially among factories that maintained some production in China or still have good contacts there who can take on the manufacturing.
📎 Eric Yeung