The Week That’s Done: Hidden exposure to China, cyberattack hits Aussie ports
November 11, 2023Measuring US supply chains’ exposure to China—and why a secure industrial strategy requires investments in both upstream and downstream nodes. Meanwhile, US LNG dominance rises, China’s imports of semiconductor making equipment from the Netherlands soars, and Australia shuts four key ports following a cyber breach.
Deglobalization Round-Up: August 11
August 11, 2023Global law firm Dentons splits off its China unit, Russia freezes Goldman Sachs's assets, and supply chain costs are dropping—but they likely won't return to pre-Covid, pre-war levels. Plus: TSMC will build factory in Germany.
America’s Military Readiness Depends on Reshoring Rare Earth Metals
January 26, 2023This is the time for the United States to reshore its critical manufacturing. Thanks to American innovation, we have new, cost-effective manufacturing and processing methods that are environmentally sustainable and safe for workers. I am proud to be part of this solution as a co-founder of Phoenix Tailings, a Massachusetts-based mineral processing startup.
Deglobalization Round-Up: November 11
November 11, 2022A week in deglobalization: A milestone for US-based foundry Skywater, the American Chamber of Commerce in Shanghai sees US companies turning away from China, Apple's reality shows why, and Kellog and Aalberts report continuing supply chain challenges.
The Baby Formula Shortage Could Have Been Avoided. Let’s Make Sure the Next One Is
May 17, 2022The baby formula shortages shows the US entering an era of industrial dislocation, and competition, not seen in decades. The way for America to win in an era of shortage and a competition for supply chains is to recognize the hot spots – and then open the floodgates for industry to do its thing.
China’s COVID-19 Lockdown Should Bring Production Back to America
April 8, 2022China’s COVID-19 debacle could be precisely the impetus the US needs to get serious about rebuilding supply chains. These should provide markets a prod to start pricing in the real costs of offshoring – and Washington justification for dedicated, emergency investments in domestic industry.
