Deglobalization Round-Up: March 11March 11, 2023
Canada moves to review mineral investments, Germany to review telecommunications networks, and the US to review technologies emanating from adversary countries. Plus US companies are rethinking Chinese supply chains, reshoring solar energy production promises to accelerate decarbonization, and Silicon Valley Bank's China tie.
Deglobalization Round-Up: February 17February 17, 2023
China bets sink Tiger Global and the Singapore sovereign wealth fund balks at Beijing. Plus semiconductor companies moving out of China, Europe's push for solar, and the "critical-minerals club."
Deglobalization Round-Up: February 10February 10, 2023
Redwood Materials receives a 2 billion USD loan to produce battery materials in the US and the EU doubles down on cutting dependence on foreign energy sources. Plus spy balloon fall-out, aluminum detentions, and outbound investment screening.
The Week That’s Done: September 25September 25, 2022
Beijing plays both sides of today’s energy war, while expanding its influence over tomorrow’s markets. Meanwhile, European industry falters and the UK falters, generally; the Fed ups the ante but Beijing and Tokyo continue to sit this round out; and is copper the bargain of the moment?