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The Supplier Base, Not the Border: What Thailand Is Actually Deciding About Japan

The Supplier Base, Not the Border: What Thailand Is Actually Deciding About Japan

Japan has asked Thailand to review car tariffs under JTEPA, and the Prime Minister has ordered a tax review to retain Japanese production. Meanwhile Mitsubishi, Isuzu and Mazda have committed fresh billions. On what the money is actually telling us.

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Thailand EV Policy 2026: Oil Shock, Chinese Dominance, and the Road Ahead
Policy & Regulation, Energy Transition Maverick Consulting Group Policy & Regulation, Energy Transition Maverick Consulting Group

Thailand EV Policy 2026: Oil Shock, Chinese Dominance, and the Road Ahead

Thailand's EV market grew 80% in 2025 — but an oil shock from the Middle East, structural dependence on Chinese manufacturers, and a grid still 85% fossil-powered are testing whether the government's 30@30 policy can survive contact with political and economic reality. MCG Partner Gift Tammapibanudom analyses the fault lines, the investment opportunities, and what the government must do in the next 18 months.

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