Deglobalization Round-Up: November 4, 2023
November 4, 2023China plays good cop, bad cop on US semiconductor company Micron. Vanguard quits China. US senators oppose a limited free trade agreement with Indonesia. And CCP officials are banned from private equity investments.
The Week That’s Done: Mega sites for mega factories
April 16, 2023US manufacturing is booming—but companies need factory space. Meanwhile, Tesla doubles down on China, Indonesia wants to join the US EV tax credit party, and a wheat blast disease pandemic could threaten global food security.
The Week That’s Done: November 20
November 20, 2022In the Indonesian new energy industry, the west risks financing China’s profit, and control. Plus, in factors: Enel builds a US solar panel plant; lithium stays hot; and the price cap on Russian oil nears. In markets: LNG prices resist demand, Japan’s economy shrinks, the UK does austerity – while stray missiles threaten to disrupt it all.
The Week That’s Done: October 30
October 30, 2022US critical mineral capacity remains critically inadequate, China buys up Indonesia’s cobalt, and what are the prospects for made in USA uranium? Plus, US GDP grows, but pain under the surface, tech players crumble, and manufacturing stalls.
Factors Briefing: Week of April 18
April 24, 2022Indonesia works to climb the nickel value chain while Mexico nationalizes its lithium reserves; fertilizer shortage injects new, cross-cutting threats into the global food market; and nuclear energy comes back into favor -- but how to source the uranium?
