India’s Chance for Chips
India wants to capitalize on over concentrated supply chains and the Washington-Beijing chip war to burst onto the global semiconductor stage. Its great hope? Vedanta...
The Biodiesel Defect
Twenty years ago, biofuel was seen as something of a silver bullet — a way to "green" our engines and support our farmers all at...
BYD’s Big Moment
BYD’s blink-and-you-miss-it expansion in the last three years has blindsided just about everyone. Today it is the world’s largest producer of electric vehicles, the second...
Cable Cutters
On February 2, a Chinese fishing vessel cut one of the two subsea internet cables connecting the Matsu islands to Taiwan. Six days later, an...
Aluminum Foiled
In 2000, the U.S. was the world’s top producer of aluminum. Today, it’s the ninth-largest. The toppling, of course, is due to China, which came...
Commerce at the Center
On Thursday, Commerce Secretary Gina Raimondo met with Wang Wentao, the Chinese Commerce Minister, in Washington. It marked the first cabinet-level meeting in Washington between...
The Consultant Crackdown
At first glance, the recent raid on Capvision, a Shanghai consultancy, looks similar to the raids on foreign firms Mintz Group and Bain & Company....
The Japan Model
Japan is two decades ahead of its American and European allies when it comes to 'de-risking' from China. Now, with the 'economic security pioneer' hosting...
The Nickel Pickle
Xiang Guangda invested in Indonesia when no one else would. Now, his firm, stainless steel giant Tsingshan Group, is both a leader and something of...
Shaky Signal
Qualcomm got its big break by navigating the tense relationship between the U.S. and China, and it has felt the squeeze of geopolitics numerous times...
Rare Earth Reshore
The EU desperately wants to 'de-risk' its reliance on China, especially for rare earths — the critical minerals that are essential for today's technologies. But...
Buying the Heartland
Does the U.S. need to worry about China encroaching on its territory? Many states used to court Chinese investors, but in recent months, more than...