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    War, AI, and Grid Stress: Why This Is Solar Power’s Moment

    War, AI, and Grid Stress: Why This Is Solar Power’s Moment

    April 22, 2026

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    War, AI, and Grid Stress: Why This Is Solar Power’s Moment

    Tariffs as Budget Pay-Fors: Three Revenue Options for Congress

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Senate Amendment in Defense Act Puts Restrictions on Outbound Investment into China Tech

Archive, Capital Markets, China, Commentary Featured, Featured Home Page, Issues, NewsroomBy Kenneth RapozaAugust 7, 2023Leave a comment

This summer saw a host of amendments in defense bills to restrict investment in China. Will the rhetoric be met with action?

Latest China Company on Uyghur Law’s Banned List Counts USAA As Investor

Archive, Capital Markets, China, commentary, Commentary Featured, Featured Home Page, Issues, NewsroomBy Kenneth RapozaAugust 3, 2023Leave a comment

China companies are put on Entity Lists for being in breach of certain laws. In this case, allegations of forced labor. That doesn’t stop U.S. investors from buying their stocks.

Inflation Reduction Act Brings Solar Investments to the US. WSJ Unimpressed.

Archive, commentary, Commentary Featured, Featured Home Page, Issues, Manufacturing, Newsroom, Renewable EnergyBy Kenneth RapozaAugust 2, 2023Leave a comment

Companies continue to invest in domestic solar thanks to all the new renewable energy tax credits. Without them, and tariffs, US solar would be China owned.

Senate Takes Turn to End China Profiting Off of U.S. Federal Pensions

Archive, Capital Markets, China, commentary, Commentary Featured, Featured Home Page, Issues, NewsroomBy Kenneth RapozaJuly 24, 2023Leave a comment

Should federal government employees, including military commanders, be investing their retirement money in China? Some say no, and will try to stop it this week.

Government Pension Fund Managers Invested In China Fail To Preserve Retirement Savings

Archive, Capital Markets, commentary, Commentary Featured, Featured Home Page, Issues, NewsroomBy Kenneth RapozaJuly 17, 2023Leave a comment

Some in the Senate want to ban China from government retirement funds. Wall Street thinks it’s their fiduciary duty to be in China, despite losing money.

Government Incentives for Niche Sectors of Economy Leads to “Manufacturing Boom”

Archive, Commentary Featured, Featured Home Page, Issues, Newsroom, Trade and TariffsBy Kenneth RapozaJuly 10, 2023Leave a comment

The recent spending on manufacturing facilities is almost entirely due to two pieces of legislation. That won’t be enough for a real, manufacturing boom.

Are Americans Investing in Chinese Forced Labor Companies?

Archive, Capital Markets, China, commentary, Commentary Featured, Customs, Featured Home Page, Issues, NewsroomBy Kenneth RapozaJune 23, 2023Leave a comment

The House Select Committee on the CCP published a preliminary report on the use of forced labor in Shein and Temu supply chains. Many Americans are investors.

Taiwan Agreement Risks Treasury Rewriting Customs Law Globally

Featured Home Page, commentary, Commentary Featured, Newsroom, Trade and TariffsBy Charles BenoitJune 21, 2023Leave a comment

On June 1, 2023, the United States and Taiwan signed “the first agreement under the U.S.-Taiwan Initiative on 21st Century Trade.” “Initiative”? “21st Century Trade”?

FDA Allows Uninspected China Lab to Sell Cancer Drugs in the US

Archive, commentary, Commentary Featured, CPA News, Featured Home Page, Healthcare, Issues, Manufacturing, Newsroom, Supply ChainBy Kenneth RapozaJune 9, 2023Leave a comment

A Chinese cancer drug maker that has not been inspected by the FDA since 2018 is selling chemotherapy drugs to the U.S. due to shortages. When will the U.S. meet its critical medication needs?

To Fight Drug Shortages FDA Has an Idea: Import More Inspection-Free Drugs

Archive, Commentary Featured, Featured Home Page, Healthcare, Issues, NewsroomBy Kenneth RapozaJune 2, 2023Leave a comment

The balance between scarcity and supply favors supply, even if that means importing drugs from labs the FDA has not inspected.

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