How a Battery Metals Supply Glut is Deepening China’s Dominance
Crashing metals prices are making it hard for Western miners to justify new investments in the minerals needed for clean energy.
Articles
Can Alibaba Deliver?
Eclipsed overseas by younger e-commerce rivals, Alibaba is relying on a little-known part of its business for its comeback. Cainiao, which focuses on the nitty-gritty of getting packages to customers, is the world’s largest cross-border delivery firm, surpassing both DHL and FedEx by freight volume....
Beijing Plays A Dangerous Game With the Markets
China’s backtracking on its new video gaming regulations show how ‘shock and awe’ regulation has gone out of style.
Washington’s Xinjiang Fix
The Uyghur Forced Labor Prevention Act, which is now two years old, is one of the most ambitious pieces of human rights legislation ever passed in the United States. But, by banning the import of goods made in Xinjiang, it is also a signifiant trade...
Foreign Law Firms Feel the Chill in China
A dealmaking slowdown is making it harder for international firms to justify their presence in a once vital market.
Gregory Allen on the U.S.-China Tech Rivalry
The analyst explains why the U.S.'s chip export controls represent a turning point in its relationship with China and the prospects for future multilateral co-operation.
Failure to List
It’s getting tougher for Chinese companies to enter the country’s stock markets as state scrutiny rises.
Shibani Mahtani & Tim McLaughlin on the Evolution of Hong Kong’s Identity
The journalists discuss their new book, the evolution of U.S. foreign policy on Hong Kong, and how reporting on the city has changed since 2020.
Beijing Hits Pause on Data Decoupling
The Chinese government has relaxed some of its rules on transferring data overseas, but international companies still face uncertainty.
What Huawei’s New Phone Means for U.S. Efforts to Crimp China
Chinese tech capacity appears to be improving, calling into question the effectiveness of American export controls.
Italy’s BRI Detour
As the Belt and Road Initiative gets ready to celebrate its 10th anniversary, Italy is looking for the off-ramp. Beijing's response, plus Italy's ability to negotiate a new deal for itself, will speak volumes about both China's standing in Europe and what the BRI, once...
The Chips Education Challenge
One U.S. university's efforts to improve knowledge of semiconductors could end up helping the country's economic rivals.