Tag
global supply chains

The Green Great Game Is This Century’s Space Race
By Chietigj Bajpaee
The rivalry for access to raw materials to facilitate the energy transition will turn the “Green Great Game” into one of the defining geopolitical features of the 21st century.

US and Taiwan: Semiconductor Supply Chain Partnership
By Mercy A. Kuo
Insights from Lotta Danielsson.

Indo-Pacific Economic Framework for Prosperity Reaches Supply Chain Agreement
By Rajeswari Pillai Rajagopalan
That IPEF member countries have come so far since the group's establishment a year ago suggests that there is a near unanimous view about supply chain vulnerabilities.

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?

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.

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?

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.

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.

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.

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.

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.

China’s Supply Chain Bottlenecks: Winners and Losers
By Sara Hsu
While manufacturers are losing out, logistics companies are making record profits.
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