Katherine Tai Talks Reshoring, Decoupling, and China Tariffs
Katherine Tai spoke to CSIS this week about China. Some takeaways were better than others.
Katherine Tai spoke to CSIS this week about China. Some takeaways were better than others.
US Trade Representative Katherine Tai says Trump-era tariffs are effective against China. We expect fervent corporate pushback in the months ahead as Phase One trade deal expires, as well as other tariffs next spring.
CPA member Doug Berger started Industry Reimagined 2030 this year. Here is how he imagines it. Hint: he doesn’t think the government can fully protect us, or throw money our way forever. Something else has to be done.
The Mexican & Guatemalan governments are working against their own peoples’ interests. Rather than weakening our rules of origin, North American leaders should be united in recapturing market share lost to China.
Whether China’s energy crunch is Beijing climate policy shooting some provinces in the foot or not, blackouts and factory closures will pressure U.S. supply chains that remain overly reliant on China. It’s time to move out of there.
What appears to be a coordinated strategy between China and importers of their solar panels is taking place at the moment, trying to convince Washington to let tariffs expire next year and stop any potential dumping investigation into Southeast Asia’s newfound love for solar panel manufacturing.
What are VIE’s? Here’s a primer on the China Enron-like strategy to rope in American investors, both small and large, to help fund their companies and take on the big financial and regulatory risks of doing so.
Long-term economic growth is the single most important objective for any nation. As growth economist and Nobel laureate Paul Romer has said: “For a nation,
Florida Rep. Michael Waltz went after China and its Olympic sponsors. He won some battles, lost others. But what came to light was the fact that some leaders believe decoupling from China is unwise.
A Deloitte survey of CFOs says that nearly half are facing serious supply chain disruptions. They all want to move away from a China-centric model. But will their new “supply chain resilience” push mean nothing for U.S. manufacturing, everything from Southeas Asia and Mexico?