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China’s Graphite Grip

Critical minerals have become a geopolitical flashpoint, but two battery material startups in the U.S. and China are looking for ways to work together.

Zombie Supply Chains

For years, environmental advocates in the West made real progress cutting off supply chains in Southeast Asia that violated ESG standards. But thanks to the...

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...

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...