With Tariffs in Place, America’s Solar Industry Keeps Expanding
Domestic solar manufacturers are staging a comeback. Here’s a look at what tariffs have meant for investment in this space, and a looming threat ahead that could undermine all of it.
Matthew Pottinger: China’s Biggest U.S. Ally on Wall Street, in Silicon Valley
The former Deputy National Security Advisior says in a long Foreign Affairs magazine essay that our relationship with China has to move beyond price tags and the bottom line salivations of a few big corporations, investment firms and venture capitalists.
SEC Looking More Serious About China Investments
The Securities and Exchange Commission is telling Chinese companies listed on the NYSE and Nasdaq to reveal more of their ownership structure. Meanwhile, SEC Commissioner is giving them three additional years to allow for third-party audits. That’s too long.
Global Labor Watchdog Kicked Out of China
A labor auditor in Shenzhen called Verite was raided and shut down in April. It’s another mark against those companies like Nike that believe auditing their factory floors in China won’t be that difficult. In many cases, it might not be allowed.
China Solar Moves to SE Asia to Beat Anti-Dumping/Countervailing Duties
Thanks to currencies worth peanuts, and weak environmental rules, China has turned three SE Asian nations into their solar-making vassal states. The 20% tariff against them is not enough. Here’s what Washington needs to do if it wants a domestic solar industry.
Customs and Border Protection Seizes China Solar Tied to Xinjiang
Customs makes good on its promise to root out imported solar cells and panels believed to have been made from polysilicon produced by Hoshine Silicon Industry, banned from the U.S. solar supply chain this summer.
Senate’s ‘Clean School Bus Program’ Smaller Than Desired, But Still Positive for Manufacturing
School bus manufacturers are domestic. The Senate infrastructure bill gives them $5 billion to build non-diesel buses, but it falls far short of what the industry wanted in order to crank up the volume and reduce subsidy dependence.
CCP Takes Board Seat at ByteDance; Time to Ban TikTok?
The Chinese Communist Party is now one of three members of the board of directors at ByteDance, owners of the TikTok app. Why do we keep allowing this company to operate here, when Facebook, YouTube, and Twitter cannot operate there.
Senate Infrastructure Gets Serious About EV Battery and Rare Earth Supply Chain
Another positive in the Senate’s recently passed $550 billion infrastructure bill: finding, and producing, more of the minerals that will power a post-fossil fuel economy. If not done fast, the U.S. will be wholly dependent on foreign sources of energy materials.
Senate Infrastructure: The ‘Build America, Buy America Act’ Stresses “Commonsense” Preference for US Products, Companies and Workers
We looked closer at the new Senate infrastructure bill. Title IX Build America, Buy America would be a big win for President Biden. And, potentially, for U.S. manufacturing and reshoring.
