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.
Deglobalization Round-Up: December 30
December 30, 2022Is the automotive industry the canary in the coal mine: Major auto makers turn away from China, Tesla shuts down production in Shanghai, BMW and Volkswagen grapple with soaring COVID-19 cases in China. Plus: Customs and Border Production detains goods made with North Korean labor and tensions between Serbia and Kosovo escalate.
Deglobalization Round-Up: December 23
December 23, 2022Stellantis and Apple scale back from China, the Australian sovereign wealth fund projects continuing deglobalization, and Robert Lighthizer calls for strategic decoupling. Plus China increases oversight over cross-border data transfers.
The Week That’s Done: July 3
July 3, 2022The good news: It's a long weekend. The bad: California can't figure out supply and demand, US manufacturing is slowing, and the G7's price cap scheme doesn't mean much. Plus: Things look even worse in Europe, copper's drop might just be a blip, will the chemical industry move to China?
Markets Briefing: Week of April 4
April 8, 2022Canada wakes up -- kind of, and slowly -- to the risks of foreign investment in strategic areas; elsewhere, it's EVs, EVs, and EVs, but without commensurate attention to the upstream
