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Nathan Picarsic

  • Ford CATL
  • youngkin china youngkin china

All Hat No CATL: Are State Leaders Wising up to China’s Industrial Threat?

By Emily de La Bruyere and Nathan Picarsic
March 2, 2023

Ford has announced that it will collaborate with a Chinese State-backed supplier in establishing a battery plant for electric vehicles in Michigan. This despite the fact that an EV battery plant dependent on Chinese technology runs contrary to ambitions to shore up dependence on Chinese players and increase sustainable American industrial capacity.

2023-03-04T16:10:26-05:00#China #EVs #US manufacturing |
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  • Dell China
  • Dell semiconductors Dell semiconductors

Why Dell Ditching Chinese Chips Is Great, but Not Enough

By Emily de La Bruyere and Nathan Picarsic
January 18, 2023

For decades, US companies have been swayed by the siren song of cheap production and rapid market growth in China. Dell, which announced at the start of this year that it intends to stop using semiconductors made in China by 2024, could be at the vanguard of reversing this trend. Or it could be putting a band-aid on a bullet hole.

2023-01-19T15:18:47-05:00
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