The Week That’s Done: China’s battery glut, US steelmaking
August 19, 2023A slowing Chinese economy could worsen its battery overcapacity problem and derail battery projects abroad. Meanwhile, Russia steps up its grains war, consolidation looms for US steelmaking, and Japan’s GDP booms. Plus: Texas grid troubles.
Deglobalization Round-Up: July 28
July 28, 2023Beijing wants its law firms to downplay China-related business risks. Volkswagen and Xpeng’s bombshell partnership, and the Nissan-Renault alliance gets a reboot to compete with China. Plus: China realigns its outbound foreign direct investments.
Deglobalization Round-Up: February 10
February 10, 2023Redwood Materials receives a 2 billion USD loan to produce battery materials in the US and the EU doubles down on cutting dependence on foreign energy sources. Plus spy balloon fall-out, aluminum detentions, and outbound investment screening.
The Week That’s Done: February 5
February 5, 2023The EU goes head to head with the US on industrial policy, right when cooperation is most necessary. Plus, BP says that fossil fuels are out but US oil production surges and the world can't kick coal, China's pending export restrictions on solar and rare earth technology, and General Motors pushes ahead with investments in vertical integration. Plus: spy balloon.
Deglobalization Round-Up: December 16
December 16, 2022Redwood Materials announces a 3.5 billion USD recycling and manufacturing campus in South Carolina, while both McKinsey and Bank of America suggest that deglobalization is here to stay. Plus: China takes the US to court.
The Week That’s Done: December 4
December 4, 2022Dampening inflation spurs enthusiasm, but where is the attention to contraction in the US manufacturing index? Plus: A roller coaster week for the growing US-EU trade spat, relaxation in China's COVID Zero restrictions, and a nascent EV industry shift to sodium-ion batteries.
