What the Market Hasn’t Realized about Global Soybean SupplyMarch 20, 2023
Argentina is the world’s fourth largest producer of soybeans and largest exporter of soybean products. But historic drought in the country is devastating its production, with serious consequences for global supply. And those consequences are not currently being priced into markets, exacerbating the problem.
This Is the Blueprint for China’s Industrial StrategyMarch 17, 2023
China's "single champions" and "little giants" programs fuel an industrial ambition that entails not merely acquiring dominant industrial capacity, but also establishing positions of leverage in key global supply chains.
Toward Racial Equity in Industry: How the CHIPS and Science Act Can Fuel Inclusive InvestmentMarch 13, 2023
In the first Modern Manufacturer column, the Urban Manufacturing Alliance talked with Michelle Burris, Fellow at The Century Foundation about portions of the CHIPS and Science Act designed to provide support to Historically Black Colleges and Universities.
All Hat No CATL: Are State Leaders Wising up to China’s Industrial Threat?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.
The US is Vulnerable in Critical Minerals. But There Is a Solution.February 26, 2023
The US is at least 50 percent import dependent for 26 out of the 32 minerals that the 2022 US Geological Survey publishes data on, or 81.25 percent. Of those, China is the top source of US imports for 11, or 42.3 percent. Gallium underscores how severe this dynamic is.
Can the Modern Agricultural Industry Increase the Carrying Capacity of the Planet?February 1, 2023
Trends point to real risk of global protein shortage. But the good news: There is potential to increase the carrying capacity of the planet. The potential boons of doing so just have to be made clear. Takeaways from the Archer Daniels Midland's earnings call.