The Week That’s Done: Europe battles the Chinese EV deluge
September 16, 2023Can EU tariffs blunt the threat of China’s EV dominance? Unlikely. Meanwhile, Russia sells pipeline gas to China for cheap, the US and Saudi Arabia mull a minerals partnership, gasoline prices drive US inflation, and China’s urea export curbs threatens more food inflation. Plus: US auto workers strike.
Deglobalization Round-Up: September 1
September 1, 2023Vietnam and India emerge as major components of Apple’s supply chain. An engineer shortage could hamper Vietnam’s chip ambitions. Nvidia and AMD face new US export restrictions to some Middle Eastern countries. Plus: global logistics groups ramp up Asia investments.
