Deglobalization Round-Up: May 20
May 20, 2023Senator Coons sees new opportunity for reshoring and Levi Strauss sees value in nearshoring. Plus: G-7 derisking communiqué, Wall Street's growing concerns about China, and The Economist asks, “is Chinese power about to peak?”
The Week That’s Done: A Mega Lithium Merger
May 14, 2023It’s not every week that the largest ever lithium deal gets inked–and more consolidation could be on the horizon. Meanwhile, Argentina wants to be a copper major, Australia wants to ride the hydrogen commodity boom, and Canada is struggling to monitor mining investments. Plus: A look at Rockwell Automation’s China footprint.
The Week That’s Done: China Battery Inc. Eyes the US
April 2, 2023Saudi Arabia and China strengthen their ties, and the world should pay attention. Plus, we dive into US efforts to bring allies under the Inflation Reduction Act umbrella – and China's efforts to crash the party (case in point: Chinese battery companies embedding themselves in the US automotive supply chain).