November 09, 2022
What the Foxconn Exodus in Zhengzhou Means for China’s Supply Chains
By Marina Yue Zhang
China’s “zero-COVID” policy has driven home the risks of overconcentrating supply chains. But can any countries realistically replace China?
August 17, 2022
Potential Logistical and Operational Costs of a China-Taiwan Conflict
By Sara Hsu
Half of the global container fleet passed through the Taiwan Strait this year, making it a critical waterway for global supply chains.
July 01, 2022
Biden’s Uphill Battle to Restructure the Global Semiconductor Sector
By Tian He and Anton Malkin
Is it possible – or advisable – to remake global value chains in order to boost U.S. national security?
April 25, 2022
China’s Zero COVID Policy to Renew US West Coast Port Congestion
By Sara Hsu
Lockdowns in Shanghai and elsewhere are resulting in shortages, as there’s a backlog of goods waiting to be moved within China and around the world.
April 18, 2022
How Does the Russia-Ukraine War Affect Asia’s Political Economy?
By Kavoossi Masoud and Dingding Chen
Multinational companies must find new solutions in an era of accelerating deglobalization.
February 08, 2022
South Korea-US Economic Ties Are Changing
By Tom Byrne
Amid supply chain worries and high-tech competition, there has been a distinct shift in the tenor of the business relationship between Seoul and Washington.
January 19, 2022
Will South Korea Join the US Effort to Insulate Supply Chains From China?
By Jin Kai
Pressure from Washington to align with the U.S. decoupling effort is growing, but it's a tall order for South Korea.
January 08, 2022
Rare Earths: Fighting for the Fuel of the Future
By Brendan P. Dziama, Juan Manuel Chomón Pérez, and Andreas Ganser
Rare earths are as critical to the modern economy as oil – and China has quietly secured a near-monopoly.
November 02, 2021
China’s Supply Chain Bottlenecks: Winners and Losers
By Sara Hsu
While manufacturers are losing out, logistics companies are making record profits.
July 30, 2021
Japan, the US, and the Quest for Secure Supply Chains
By Akihiro Furusho
Japan-U.S. cooperation is crucial for ensuring supply chain resilience and thus economic security.
February 25, 2021
Biden to Order a Review of US Supply Chains for Vital Goods
By Associated Press
Over the past year, the fragility of vital supply chains has been revealed repeatedly.
December 10, 2020
Taiwan, Chips, and Geopolitics: Part 1
By John Lee
Taiwan’s TSMC is a critical part of the global semiconductor supply chain. What does that mean for the U.S. and China’s Taiwan policies?