The Solar Flood
Chinese companies dominate the global solar industry, yet rising capacity has sent prices plummeting.
The Rare Earth Rumble
A corporate drama in Australia has high stakes for the West’s quest to build a critical minerals supply chain independent of China.
The Tariff Toll
Tariffs have become a staple of the U.S.’s China policy, but a failure to enforce them properly is creating problems for American companies.
Old Chips, New Opportunities
As the U.S. powers ahead in advanced chipmaking, China is reminding the world that older technology still matters.
The Great EV Glut
The new U.S. tariffs on Chinese-made EVs are both unprecedented and largely performative since Chinese EVs haven't yet penetrated the U.S. market. The European Union,...
The High Costs of Tariffs without End
The Biden administration’s new measures against Chinese imports risks creating a doom-loop of declining American competitiveness.
What Happened At America’s Own Military-Civil Fusion Fair
The hot topic at a major D.C. conference this week was how the government and companies can cooperate in areas like AI to counter China’s...
Mining’s Malaise
Washington’s $370 billion Inflation Reduction Act was seen as a generational opportunity for miners in the U.S. as well as mineral rich trading partners. But...
Who’s Who in the EV Battery Supply Chain
More than any other country, China finds itself at the epicenter of the lithium-ion battery revolution.
The Fentanyl Fix
The U.S. and China agreed to cooperate on fentanyl, but progress is proving hard to come by.
Printer Problems
Shanghai Micro Electronics Equipment (SMEE) wants to be 'China's ASML' and produce the engineering marvels that help 'print' semiconductor chips. But it seems to be...
Who’s Who in the Semiconductor Supply Chain
A detailed analysis of the companies involved in chip manufacturing globally shows a big role for both U.S. and Chinese firms.