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.
Automakers at Sea
As China becomes the world’s biggest auto exporter, BYD and its peers are moving into shipping.
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.
Ernest Scheyder on the Tough Choices around Critical Minerals
The journalist discusses the trade-offs involved in sourcing the minerals needed to power the clean energy transition, and how the U.S. fell behind China in...
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...