The report finds that China has consolidated global dominance in the midstream stages of battery supply chains—refining and chemical conversion—giving the Chinese Communist Party significant influence over pricing, supply availability, and industrial investment.
As highlighted in the Oval Office at the White House this week, Clarios played a part in the launch of ‘Project Vault,’ a major initiative to strengthen U.S. critical minerals security and safeguard American battery supply chains from global disruptions.
This year, GM swapped positions with Ford. GM is the most exposed to China while Ford has declined to No. 5.
CPA’s chief economist emeritus, Jeff Ferry, has gone back to school in his semi-retirement years. This time, though, it was a speaking gig at the University of Florida’s new Semiconductor Institute in Gainesville.
Data centers powering AI need copper wiring and transformers. EVs use nearly four times more copper than gas-powered cars. Wind turbines, solar farms and the modern electric grid all depend on it. As such, copper is a building block of tomorrow’s economy and the backbone of America’s national security.
Ruling Clears the Way for Retroactive Tariffs on Billions in Illegally Imported Chinese Solar Equipment
The domestic polysilicon supply remains a national security imperative for the United States for many reasons including: China’s link to forced labor and human rights abuses; a globalized Chinese Communist Party-subsidized solar industry leading to overcapacity and export dumping; and the limitations of U.S. trade remedies to help, deep into the solar supply chain.
Investigation follows formal petitions filed last month by The Alliance for American Solar Manufacturing and Trade, in response to market manipulation driven by predominantly Chinese-owned manufacturing companies operating in Indonesia, and Laos, as well as those headquartered in India.
In response to market manipulation driven by companies in Indonesia, Laos, and India, the petitions were filed by The Alliance for American Solar Manufacturing and Trade.
An economist with the San Francisco Federal Reserve wrote in their “Economic Letter” from July 14 that tariffs are going to lead to much higher inflation in the weeks ahead. There’s just one caveat, and senior economist Mauricio Ulate admits it up front.
