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A warped hall of mirrors: US-China competition and industrial policy
China doubled down on industrial policy and advanced manufacturing in its latest Third Plenum. As US-China competition heats up, both countries are…
Jul 25
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Kyle Chan
13
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A warped hall of mirrors: US-China competition and industrial policy
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June 2024
"Managed competition" in China's state firms
China's state-owned enterprises are not the rigid, top-down organizations of the past. In many industries today, they try to combine the benefits of…
Jun 21
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Kyle Chan
52
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"Managed competition" in China's state firms
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India needs a national bullet train system
Thinking big about infrastructure, climate, and economic development with some data and lessons from China's high-speed rail system.
Jun 7
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Kyle Chan
46
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India needs a national bullet train system
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May 2024
Will Biden's Chinese EV tariffs work?
Will tariffs give the US auto industry time to catch up to Chinese EVs? Or will the US become the Galapagos of the car world?
May 16
•
Kyle Chan
35
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Will Biden's Chinese EV tariffs work?
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How the global solar boom is powered by Chinese exports
There's a strong relationship between a country's solar power capacity and its openness to Chinese solar imports. Look at solar superpowers like the…
May 10
•
Kyle Chan
21
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How the global solar boom is powered by Chinese exports
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How China is moving up Apple's supply chain
Apple is trying to move some of its production out of China. Yet, Chinese firms are taking over an increasingly high-tech share of Apple's…
May 3
•
Kyle Chan
32
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How China is moving up Apple's supply chain
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April 2024
How China's carbon-intensive heavy industry powers its clean tech industry
China's heavy industries like steel and aluminum are a huge emissions problem. Yet, they also provide key inputs into China's clean tech sector, like…
Apr 26
•
Kyle Chan
17
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How China's carbon-intensive heavy industry powers its clean tech industry
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Chinese solar and the German paradox
Germany seemed poised to dominate solar. Yet it was Chinese solar firms who used German equipment to make solar cells and modules to sell back to…
Apr 20
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Kyle Chan
23
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Chinese solar and the German paradox
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Why Chinese EVs will not take over the world
Other automakers can leverage the same Chinese supply chain as well as manufacturing innovations like gigacasting. Plus, image and brand matter as much…
Apr 12
•
Kyle Chan
21
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Why Chinese EVs will not take over the world
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China's "overcapacity" reveals two different visions of the world
One vision is about competing to make things better and cheaper, which seems like a good thing for everyone. The other is about jobs and a growing sense…
Apr 5
•
Kyle Chan
38
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China's "overcapacity" reveals two different visions of the world
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March 2024
How China uses foreign firms to turbocharge its industry
China uses global industry leaders like Apple and Tesla to get technology and upgrade its industrial ecosystem.
Mar 29
•
Kyle Chan
37
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How China uses foreign firms to turbocharge its industry
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Why the U.S. CHIPS Act matters to the world
More semiconductor plants will help the US. But how will it help the rest of the world?
Mar 20
•
Kyle Chan
5
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Why the U.S. CHIPS Act matters to the world
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