a/symmetric: How China’s crane champions conquer global markets
February 24, 2024Will Beijing run laps around Washington's attempts to root out China-built cargo cranes from US ports? Without a full view of major Chinese crane manufacturers, their competitive positions, and and how Beijing supports them to corner markets worldwide, that stands to be a real risk.
The Week That’s Done: The logistics of critical minerals, ship hijack threatens supply chains
November 25, 2023The business of moving critical minerals around the world can be as important as digging them out of the ground—and Chinese logistics firms are making investments in ports and roads around key mines. Meanwhile, Petrobras’s ambitions, Indonesia’s dream minerals deal and Europe’s stress signals. Plus: a Red Sea hijacking could disrupt Asia supply chains.
The Week That’s Done: Alibaba’s logistics and industrial internet strategy
October 7, 2023A closer look at Alibaba logistics arm Cainiao’s prospectus—and its strategy for the industrial internet. Meanwhile, LNG developments abound: US exports surge, Asia wants to diversify its portfolio, and the Middle East has big natural gas ambitions. Plus: the state of global manufacturing, and rising rice risks.
Deglobalization Round-Up: September 1
September 1, 2023Vietnam and India emerge as major components of Apple’s supply chain. An engineer shortage could hamper Vietnam’s chip ambitions. Nvidia and AMD face new US export restrictions to some Middle Eastern countries. Plus: global logistics groups ramp up Asia investments.
