The Week That’s Done: EU economic security, US EVs head to China
June 27, 2023Europe tries a difficult economic security balancing act—while simultaneously deepening ties with China in strategic sectors. Meanwhile, CATL goes upstream into lithium, Middle Eastern state firms go downstream into EVs, and foreign carmakers head to China. Plus: can spin-offs brush off geopolitical risk?
The Week That’s Done: Updating America’s Industrial Strategy
April 30, 2023Washington and its allies are questioning the orthodoxy of globalization. Meanwhile, Russia ropes Turkey into its nuclear orbit, China continues its attack on foreign businesses, and the global aluminum market hinges on rains in Yunnan. Plus: Risk of a Marburg epidemic and improving global health security with small vaccine stockpiles.
