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Who Loses from China’s Export Gains?
If China's exports kept rising at the same rate they are today, large trading economies with export profiles similar to China like the United States, Germany, Indonesia, and France stand to lose the most.
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Showing 1 – 10 of 351 total results
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The Banks Behind the China Shock
Beijing has not delivered on its promised reforms to its banking system, but has instead tightened control over banks and molded them into policy tools, imposing consequences on both China's economy and its trading partners.
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Critical Mineral Chokepoints Could Threaten the US Nuclear Energy Renaissance
We provide a granular, product-specific assessment of critical minerals needed for a US nuclear power plant build-out through the mid-2030s and associated key supply chain vulnerabilities.
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Manufacturing Growth and Grid Modernization: Impacts of Expanding 45X
For all its success, the Advanced Manufacturing Production Credit (45X) is limited in scope, omitting technologies that have become increasingly important. This analysis models the economic impacts of expanding 45X.
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Can India Finally Realize Its Manufacturing Ambitions?
Trade deals with the EU and potentially the US, alongside other countries’ rising barriers to Chinese goods, offer India an opportunity to capture global export share, even as its manufacturing ecosystem remains less competitive.
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How Chinese Cars Took Over Thailand
In just a few years, Chinese OEMs have gone from zero to almost 30% market share, and a whopping 90% of EV sales. The question now is how much more market share Chinese OEMs can gain in the country.
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Assessing Data Center Power Options with the Transition Acceleration Framework
We assess which options for powering data centers genuinely accelerate the energy transition, which undermine progress, and which merely participate in trends that are taking place anyway, using the new Transition Acceleration Framework.
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Solar Manufacturing in Asia at a Crossroads
We dig into what’s been happening in Southeast Asia and India—regions that have absorbed the most solar manufacturing investment outside of the US, Europe, and China since 2018—and explore what these trends mean for broader diversification.
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Resource Nationalism and Inflation
As China and other countries engage in new forms of resource nationalism—attempting to control key industrial inputs at home—the results are strained global supply chains and new constraints on China’s growth.
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From Pledges to Plants? Rightsizing China’s Global Clean Tech Investment
Chinese overseas clean tech investment is growing but not as large as some headlines suggest, according to new data on FDI by Chinese companies abroad across the EV, solar PV, and wind turbine value chains.