How Canada Can Take Back Manufacturing
July 11, 2023Canada's manufacturing trade deficit has ballooned in the past four decades. It has an ailing resource sector and a hollowed-out manufacturing base. This essay, adapted from Nigel Southway's new book, "Take Back Manufacturing," proposes a road map for rebuilding Canada's manufacturing sector.
Deglobalization Round-Up: March 11
March 11, 2023Canada moves to review mineral investments, Germany to review telecommunications networks, and the US to review technologies emanating from adversary countries. Plus US companies are rethinking Chinese supply chains, reshoring solar energy production promises to accelerate decarbonization, and Silicon Valley Bank's China tie.
Deglobalization Round-Up: December 2
December 2, 2022Australia prepares to tighten regulations on foreign investment in it critical minerals industry and Canada warns of dependence on unreliable trade partners. Plus former Cisco CEO predicts deglobalization in the tech sector - while Apple's China dilemma and MacroFab's profits prove his point.
Deglobalization Round-Up: November 4
November 4, 2022A week in deglobalization: Apple adds new production in India, Canada orders Chinese companies to divest, Bright Machines raises $132 million, Maersk warns of continued price pressures on supply chains, and Deloitte sees reshoring picking up steam.
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
Factors Briefing: Week of March 28
April 1, 2022The Biden Administration's SPR release fails to address supply gaps -- but invocation of the Defense Production Act for critical minerals maybe does; Canada's abundant resource supply pushes it to the big stage in a new geopolitical environment
