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.
India Flexes ‘Tariff Water’ Against Tesla; US Meekly Watches
By Charles Benoit, CPA Trade Counsel All nations with a domestic car industry want to come out ahead in the transition to electric vehicles (EVs). But the truth is there will be winners and losers. Some are playing to win, and others aren’t. In this article, we’re going to take a look at India, a…
Kick Hong Kong Out of the WTO? Easier Said Than Done.
The U.S. China Economic and Security Commission held a three part hearing on U.S. China relations in 2021. In Part 1, treating Hong Kong like it is no different than Shanghai is now up for debate.
July Trade Deficit Falls, But Year-Ender Will See Record Breakers With EU, Canada, & Vietnam
The July goods trade deficit shrunk somewhat but that is not going to stop a $1 trillion goods deficit in 2021. Plus, Vietnam surpasses Germany as major U.S.-bound exporter as China moves offshore to avoid tariffs.
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.
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.
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.
House Committee Meeting on Climate: Lots of Incentives, But Less on Manufacturing
A House Select Committee on Climate hearing looked at climate change policies and economic growth. They focused mostly on tax incentives and federal loans. But big OEMs like Ford may still ‘go green’ elsewhere. Here’s why.