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 Says China Tariffs “Effective”
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.
Mexico and Guatemala Governments are Working Against Their Own Peoples’ Interests
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.
China Blackouts Should Serve as Another Reason to Vacate the Premises
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.
How China Will Use K Street, Climate Change, to Get its Solar Market Back
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.
Variable Interest Entities: China’s Backdoor Access to U.S. Capital
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.
Tense Exchange In House Armed Services Over China Olympics
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.
Executives Finally Admit Their Supply Chains Are Broken
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?
Defense Authorization: House Armed Services Committee ‘Buy American’ Debate Shows Some Still Believe Americans Make Things
The recent and ongoing National Defense Authorization Act was an emotional debate over Buy America provisions. Where do our Congressional leaders come down on this issue? Do local manufacturers have any allies in Washington?
China Commission Wonders: Do Congress, Investors, Really Know What’s at Stake in China?
The U.S. China Economic and Security Review Commission discusses market sanctions, and the growing geopolitical risks associated with conducting business in China.
