A Secure Industrial Strategy Starts at the Upstream
July 26, 2022In everything from batteries to solar panels, the energy sources of tomorrow depend on inputs from China. The good news is that it it's not too late. The US, its allies, and its partners can still compete. But they will have to start with the upstream.
With the Supply Crisis Accelerating, Industry Needs to Step Up Not Hunker Down
July 20, 2022For decades, bad habits have become entrenched. The country has allowed itself to auction off long-term economic prosperity in exchange for short-term profits. Now, the US must break its habits, not take false shelter in them.
Strategic Capitalism: The New Economic Strategy for Winning the Capitalist Cold War
July 11, 2022China’s ability to manage its economy and undermine the American capitalist model is still strong. This excerpt from Richard D'Aveni's prescient "Strategic Capitalism: The New Economic Strategy for Winning the Capitalist Cold War" outlines what to do to improve the American model.
China’s COVID Antiviral Pill Shows That the US Is Running the Wrong Race
July 10, 2022If the US is to have any hope of a productive economic future – and if the US is to compete effectively with China – it needs to shift from a focus on R&D to a focus on application and industrialization.
Fireworks, the Fourth, and an Industrial Future
July 4, 2022It’s the Fourth of July, a day to celebrate the United States of America. The US was able to secure that independence, against all odds, in large part because it was able to support itself militarily and economically; because during the Revolutionary War, Washington and Congress doubled down on developing American manufacturing.
Getting in the Semiconductor Fight
July 2, 2022A global semiconductor strategy, if it could be established, might set the template for how the techno-democracies can compete in today’s industrial era. Emerging industries cannot be pursued by a go-it-alone America. But nor can any be developed without guardrails and a competitive orientation. Welcome to the new globalization.
