Deglobalization Round-Up: May 20May 20, 2023
Senator 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 MergerMay 14, 2023
It’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 USApril 2, 2023
Saudi 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).