Deglobalization Round-Up: January 7January 7, 2023
Dell, Panasonic, Denso all rethink dependence on China, while The New York Times covers a turn to Mexico, China threatens retaliation for COVID-19 travel restrictions, and Moscow and Beijing join forces on propaganda.
Deglobalization Round-Up: November 25November 25, 2022
Bill Ackman calls deglobalization a long-term structural tend, The Financial Times investigates it as a necessity for future prosperity, and growing contradiction between the US and Chinese business environments underscore its inevitability. Plus: Violence at Apple's main Chinese iPhone-making plant, continued supply chain disruption, and an opportunity for Mexico.
Deglobalization Round-Up: October 28October 28, 2022
A week in deglobalization: Japanese companies seek ex-China production, Motion Control Robotics breaks ground in Ohio, Mexican industrial real estate prepares to boom, GE faces supply chain snarls, and Bloomberg opinion calls for friendshoring.
Factors Briefing: Week of April 18April 24, 2022
Indonesia works to climb the nickel value chain while Mexico nationalizes its lithium reserves; fertilizer shortage injects new, cross-cutting threats into the global food market; and nuclear energy comes back into favor -- but how to source the uranium?