The Week That’s Done: The Smartphone Space RaceMarch 5, 2023
The satellite space race is heating up—and China sees it as the next battlefield in the mobile communications contest. Plus: markets overreact to Tesla’s ex-rare earths announcement, Beijing's lithium crackdown, and Britain’s salad crisis. And banger factory activity in China contrasts with contraction in the US.
A Four-Step Plan for Re-IndustrializationJanuary 11, 2023
The US needs to create the conditions in which companies see the advantage of investing in the United States. This piece outlines four steps to do so; a four-step, feasible, and immediate path toward American re-industrialization.
Warning Signs for Global ManufacturingJanuary 7, 2023
The Producer Manufacturing Index is flashing red, globally, showing contraction across the US, China, Japan, Singapore, France, and Germany.
The Week That’s Done: December 4December 4, 2022
Dampening inflation spurs enthusiasm, but where is the attention to contraction in the US manufacturing index? Plus: A roller coaster week for the growing US-EU trade spat, relaxation in China's COVID Zero restrictions, and a nascent EV industry shift to sodium-ion batteries.
US Manufacturing Is at a Tipping Point: It’s Time To Realize Making MattersSeptember 23, 2022
Before US manufacturing crosses the Rubicon, the country needs a broad-based consensus that manufacturing matters; with it the foundation for a national manufacturing strategy that both government and the private sector buy into.
The Week That’s Done: August 7August 7, 2022
Across wheat, gas, steel, the shortage crisis has calmed - but (largely) because of dropping demand, not rising supply. With manufacturing slumping, future food production threatened, buffer eroded, what happens next? Plus: Storm clouds gather in the UK and China throws a temper tantrum.
The Week That’s Done: July 3July 3, 2022
The good news: It's a long weekend. The bad: California can't figure out supply and demand, US manufacturing is slowing, and the G7's price cap scheme doesn't mean much. Plus: Things look even worse in Europe, copper's drop might just be a blip, will the chemical industry move to China?