All Hat No CATL: Are State Leaders Wising up to China’s Industrial Threat?
March 2, 2023Ford has announced that it will collaborate with a Chinese State-backed supplier in establishing a battery plant for electric vehicles in Michigan. This despite the fact that an EV battery plant dependent on Chinese technology runs contrary to ambitions to shore up dependence on Chinese players and increase sustainable American industrial capacity.
Deglobalization Round-Up: November 18
November 18, 2022A Congressional commission calls for revoking China's normal trade status, investors balk on China, friendshoring goes mainstream, and Ford champions a return to in-house production – while MAC Automation Concepts and Code Corporation in the US; Brandauer and In-Comm Training in the UK take action.
A US Policy Roadmap for a Reshored Reality
November 9, 2022Reshoring, especially from China, is essential to American resilience. Here, Harry Moser proposes a framework and set of policy measures to level the industrial playing field. These could bring the total reshored US jobs to 5 million, a 40 percent increase in manufacturing, and full American resilience.
The Week That’s Done: October 30
October 30, 2022US critical mineral capacity remains critically inadequate, China buys up Indonesia’s cobalt, and what are the prospects for made in USA uranium? Plus, US GDP grows, but pain under the surface, tech players crumble, and manufacturing stalls.
