The Waxing and Waning of the American Semiconductor Industry
By Kenneth Rapoza, CPA Industry Analyst US chip makers have a commanding lead when it comes to sales worldwide of the chips in our X
In Latest Rare Earths Threat, China Shows Its Not A Trustworthy Supplier
By Kenneth Rapoza, CPA Industry Analyst China threatens to withhold some key rare earths used in navigational equipment on American fighter planes. But that’s not
Biden’s Xi Talk: ‘America First’, And ‘Allies’
By Kenneth Rapoza, CPA Industry Analyst President Biden makes first call to Xi Jinping since winning the White House. By the looks of things, we
At USTR, Mark Wu Takes On The WTO and “Working With Allies”
By Kenneth Rapoza, CPA Industry Analyst USTR Senior Advisor Mark Wu shares our view on the World Trade Organization. He warns that the Biden Administration
New USTR Appointees Leaning Our Way On Tax, Currency, and China
By Kenneth Rapoza, CPA Industry Analyst New hires inside the USTR bode well for CPA view on trade, currency. Joe Biden is filling new roles
December Trade Deficit Falls As China Imports Move To Mexico, Europe
By Kenneth Rapoza, CPA Industry Analyst The December trade deficit in goods and services fell 3.5% to $66.6 billion in December after a big boom
National Security Council Gets New China Hawk
By Kenneth Rapoza, CPA Industry Analyst President Biden’s National Security Council looks tough on China. How will they act on it? President Biden, initially criticized
Transoceanic Shipping: Navigating ‘Global Pollution Chains’
By Kenneth Rapoza, CPA Industry Analyst Why reshoring and near-shoring are better for the environment in the near-term. Globalization is an environmental headwind. If
Industry Analysis: The Future of the US Car Industry May Depend on 3 EVs You’ve Probably Never Heard Of
Electric vehicles are said to be the next big thing, and the next sure thing in automotive. How will the US fare? Nissan leads the
FDA Releases Massive List of Essential Medicines That Should Be Made In USA
By Kenneth Rapoza, CPA Industry Analyst Score one for the local pharmaceutical industry. FDA’s essential medicine and critical inputs list gives domestic producers a a
