Deglobalization Round-Up: October 28
October 28, 2023EV and battery makers ponder implications of China’s graphite export restrictions. Brazilian planemaker Embraer plans to expand in China as ties between Brasilia and Beijing deepen. And Sino-Russia ties are getting ever warmer, with a raft of business deals inked this week.
The Week That’s Done: Persistent loopholes in US chip curbs
October 21, 2023Major semiconductor companies largely brush off Washington’s updated export restrictions. Russia wants to sell more gas to China, but Beijing plays hard to get. A major lithium takeover deal [...]
The Week That’s Done: Beijing woos CEOs, snubs US defense chief
June 4, 2023China gives global CEOs a warm welcome, but the US defense secretary the cold shoulder. At the same tie, follow the money: Global investors are cooling on China. Plus: Saudi Arabia and Russia, Japan and wind, cathodes and anodes.
The Week That’s Done: Taiwan’s drought threatens semiconductor supply
March 26, 2023Is biotech the new semiconductor industry? Big Pharma hopes the answer is yes. Plus: Russia's path to become a Chinese “resource colony,” resurgence in offshore oil and gas, drought in Taiwan threatens semiconductor production, and what's actually up with China's domestic Covid vaccine?
The Week That’s Done: September 11
September 11, 2022A deep dive into Europe’s energy crisis shows faltering industry and political fault-lines, no end in sight for Moscow’s economic warfare, and Beijing as the real winner – plus Europe intent on doubling down on its own mistakes. In markets, a weak currency could strengthen China’s hand, elsewhere it’s hikes hikes hikes, and will India join a major global bond index?
