Deglobalization Round-Up: July 8

Chinese state media rebukes Goldman Sachs, US inspectors check in on Chinese firms' Hong Kong audits, and the Japanese manufacturer Nidec Corp. builds a new cutting-tools factory in India. Plus, China sounds an upstream warning with germanium and gallium export curbs.

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Little Giants, Single Champions: China’s Blueprint for Asymmetric Industrial Advantage

Chinese government programs to promote “single champions” and “little giants” have been under way since at least 2011. But they have received little international attention. This report seeks to resolve that deficit. The list of “single champions” and “little giants” constitutes a detailed operative blueprint of China’s industrial standing, ambitions, and strategy. 

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The Week That’s Done: February 5

The 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.

The Week That’s Done: August 28

Moscow toys with global energy markets and LNG prices surge – with second-order consequences for Beijing’s international influence, global food supply, US inflation. Plus: Drought compounds agricultural crisis, the SPR sits at its lowest level since 1985, Japan eyes nuclear, and China launches a new wave of stimulus. And, of course, Powell says tighten your seatbelts.

The Week That’s Done: August 14

The CHIPS Act is a carrot and Manchin's EV sourcing requirements a stick: US industrial competition could be ready for a comeback - if the private sector is on board. Plus: The energy scramble continues while Turkey plays metals middleman; US inflation relaxes, but so does productivity; and China flexes its delisting muscles

The Week That’s Done: June 26

With the energy crisis here to stay, the White House is throwing Econ 100 to the winds; Europe on a quest for new supply; and China sitting pretty atop cheap Russian imports that promise new energy influence, and leverage over the West. Meanwhile we round out the week with economic collapse in Sri Lanka, a COVID pill in China, and a looming critical mineral shortage.

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The Week That’s Done: June 5

The EU promises that it will block most Russian oil imports maybe – all while production continues to stall and Australia offers worrying indicators of shortage ahead; plus we have European inflation, car companies as space companies, and a pyrrhic victory for the US.

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