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Geopolitics

  • single champions
  • little giants little giants

This Is the Blueprint for China’s Industrial Strategy

By Mary Hui
March 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.

2023-03-16T04:55:22-04:00#China #industrial policy #little giants #report #single champions |
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  • 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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  • Benedict Rogers
  • The China Nexus The China Nexus

The China Nexus: Thirty Years in and around the Chinese Communist Party’s Tyranny

By Benedict Rogers
November 17, 2022

The challenges facing US industrial dynamism extend are in part a product of the Chinese Communist Party’s market distortions: Rebuilding domestic industry will demand equal protection as well as promotion. This excerpt from Benedict Rogers’s The China Nexus details a new US resolve to protect.

2022-11-17T09:42:04-05:00#Book excerpt #human rights #US-China competition |
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  • global gateways initiative

Global Gateway Can Succeed – If It Focuses on Trusted Production

By Reinhard Bütikofer
November 15, 2022

The best prospect for getting Global Gateway going strong would be to understand that it must be turned into a tool that finances the external dimension of a European industrial policy cognizant of the need to diversify, to cut dependencies vis-à-vis authoritarian countries, and to find new ways of partnering with the Global South towards sustainable development.

2022-11-15T15:31:27-05:00#China #connectivity #EU #Global Gateway |
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  • Pelosi's Taiwan visit
  • CATL pausing US production CATL pausing US production

The Lesson of Pelosi’s Taiwan Visit: Win The Production Battle, Win the War

By Emily de La Bruyere and Nate Picarsic
August 23, 2022

Positioning for the industrial competition at hand will require the US national security community to recognize that today's geopolitical contest may not be fought with missiles. Except, that is, as it applies to where those missiles are made. This is a war to be won on the factory floor. And it started long before Pelosi’s Taiwan visit.

2022-08-25T14:34:25-04:00#CATL #economic coercion #Pelosi #Taiwan |
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  • Italian economic policy

An Economic Policy to Save Italy, and Europe

By Dr. Gustavo Piga
August 18, 2022

How to craft an economic policy capable of saving Italy, and with it Europe? We have a few alternatives, summarized by the so-called "austerity trilemma" that affects the euro-area: You cannot have austerity (the loss of the possibility of using fiscal policy with increased public demand to counter adverse shocks and help the weakest), democracy, and a common euro currency simultaneously. We have to choose two of the three.

2022-08-19T18:59:36-04:00#austerity #economic policy #EU #Italy |
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  • Global Energy Crisis
  • Global Energy Crisis Global Energy Crisis

Security-Centric and Climate-Inclusive: Energy Policy for an Era of Great Power Politics

By David Gattie and Rear Admiral (Ret.) Michael Hewitt
August 7, 2022

The world is witnessing the first great power military challenge to the US-led liberal international order—an order that Russia and China have long sought to discredit and dismantle. This moment be seized upon to reorient Western thinking from its climate-centric mindset to one that’s security-centric and climate-inclusive

2022-08-25T14:08:36-04:00#Energy #environment #great power competition |
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  • Richard d'Aveni Strategic Capitalism
  • Richard d'Aveni Strategic Capitalism Richard d'Aveni Strategic Capitalism

Strategic Capitalism: The New Economic Strategy for Winning the Capitalist Cold War

By Richard A. D'Aveni
July 11, 2022

China’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.

2022-09-26T12:33:48-04:00#Book excerpt #Richard D'Aveni #Strategic capitalism |
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The Era of One Grand Bargain Is Over: Today’s Competition Demands Thousands of Bargains

By Staff
May 29, 2022

The United States needs to reclaim control over international industry. Doing so requires working with its allies and partners. But the United States will have to do so from the ground up, through countless compromises, and skirmishes, with the private sector. This is not an efficient method. But it is the only way to be effective.  

2022-08-02T14:31:51-04:00#Asia #competition #public-private partnership |
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China’s COVID-19 Lockdown Should Bring Production Back to America

By Staff
April 8, 2022

China’s COVID-19 debacle could be precisely the impetus the US needs to get serious about rebuilding supply chains. These should provide markets a prod to start pricing in the real costs of offshoring – and Washington justification for dedicated, emergency investments in domestic industry.

2022-08-02T14:50:18-04:00#China #COVID-19 #DPA #supply chains |
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