The Week That’s Done: The Rare Earth ConundrumFebruary 26, 2023
Australian rare earth miner Lynas hits roadblocks in Malaysia, just as the red carpet is rolled out for its Chinese competitors. Meanwhile, battery giant CATL wants to lock in business with cut-rate prices—but only to select EV makers. Plus, natural gas prices tumble and a manufacturing slowdown in Japan.
The Week That’s Done: January 1January 1, 2023
Happy new year – it’s still the same chaotic world: With COVID-19 ravaging China, testing controversy brews and Paxlovid becomes a luxury good. Plus the US job market holds on tight, Russia retaliates over the oil price cap, Japan snaps up global LNG supply, and plastics prices plummet.
In the Global Semiconductor Race, the US Should Remember to Tie Its ShoesMay 9, 2022
Washington needs to invest not only in next-generation technological advance, but also into semiconductor production itself, and the materials necessary for it. Such investments are critical for a robust industrial base. They would also be diplomatically advantageous.