Reshoring Rides the EV Battery Wave, Taking Aim for Another All-Time High
May 24, 2023The latest report from the Reshoring Initiative shows reshoring and FDI manufacturing job announcements continuing to outpace recent records, adding 101,500 jobs in Q1 2023, driven in large part by geopolitical tension and efforts to shore up dependence on an unreliable China.
Battlefield Cyber: America’s Software Meltdown — and What Must Be Done to Fix It
May 3, 2023America’s software is profoundly vulnerable, which is one reason China and Russia have been able to penetrate US computer systems so deeply. This essay, adapted from the forthcoming “Battlefield Cyber: How China and Russia Are Undermining Our Democracy and National Security" outlines a solution.
How America’s Aerospace Industry Built China’s and a Market-Based Solution
April 18, 2023China is positioning to squeeze international incumbents out of their markets – by leveraging their technology. Corporate leadership should be held accountable for a business model of self-destruction; footprints in and partnerships with China in strategic sectors should be treated as a liability.
The US Aluminum Production Challenge and How to Fix It
March 30, 2023Without action to stabilize the aluminum industry, the United States is at risk of increasing its reliance on China, Russia and the UAE for critical infrastructures, military needs, and clean technologies. And without a robust energy supply, the US will not be able to stabilize the aluminum sector.
What the Market Hasn’t Realized about Global Soybean Supply
March 20, 2023Argentina 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 Strategy
March 17, 2023China'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.
