Understanding US-China Decoupling: Macro Trends and Industry Impacts

Rhodium Group and the U.S. Chamber of Commerce will be launching a new report on February 17th entitled “Understanding US-China Decoupling: Macro Trends and Industry Impacts”.  The report examines the potential costs of US-China decoupling from two perspectives: the aggregate costs to the U.S. economy; and the industry-level costs in four industries important to the national interest (aviation, semiconductors, chemicals, and capital-intensive medical equipment).

A new administration under President Joe Biden faces a difficult challenge in defining the next stage of economic engagement with China. Continuing to shut down areas of bilateral interaction will be costly. Deciding which areas do not pose a threat to national security—and can therefore be left open—is a complex task.  With this study, Rhodium and the U.S. Chamber of Commerce China Center seeks to illuminate the costs of decoupling for the United States and thereby help to inform policymakers, businesses, and other stakeholders to make informed decisions about serious challenges with  difficult tradeoffs.

This report release event will provide interested stakeholders an opportunity to hear directly from the report’s authors on its contents and findings, as well as from industry representatives on the topic of decoupling.

Agenda

All times are listed in Eastern Standard Time (EST)

10:30-11:00 am | Report Introduction and Overview

• Charles Freeman, Senior Vice President, Asia, U.S. Chamber of Commerce
• Daniel Rosen, Founding Partner, Rhodium Group
• Lauren Gloudeman, Associate Director for China, Rhodium Group

11:00-12:00 am | Industry Views on the Costs of Decoupling

• Moderator: Jeremie Waterman, President, U.S. Chamber of Commerce China Center
• Chris Jahn, President, American Chemistry Council
• Scott Kennedy, Senior Adviser and Trustee Chair in Chinese Business and Economics, CSIS
• Daniel Rosen, Founding Partner, Rhodium Group