Tunnelling through: On China’s export control list, tunnel-boring machines

China has placed export controls on tunnel-boring machines (TBMs), citing national security concerns, which impacts India's infrastructure projects. The move highlights India's reliance on Chinese manufacturing and the complexities of diversifying supply chains for specialized heavy machinery.
Why it matters
This restriction threatens the timeline of critical infrastructure projects in India and underscores the geopolitical risks inherent in global industrial supply chains.
Tunnelling through: On China’s export control list, tunnel-boring machines Domestic manufacturing and foreign partnerships must go hand-in-hand The Chinese Ministry of Commerce and the General Administration of Customs decision to place tunnel-boring machines (TBMs) on an export control list reveals a blind spot in India’s supply chain diversification. The curbs include TBMs, walking excavators, and high-altitude wet shotcrete machines. From November 18, if a shipment is intended for countries or regions deemed sensitive due to ongoing disputes with China, exporters will need an export licence from commerce authorities. For other countries/regions, exporters will need to be registered, obtain an export certificate, and submit end-use declarations stating that the equipment will not be re-routed to sensitive locations. While China has cornered around 70% of the global TBM market, prominent manufacturers in the West also maintain substantial component supply chains in the country to cut manufacturing overhead.
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