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#supply-chain

27 articles

Industry & Sovereignty

Europe's Trade Trap

On November 14, 2024, Chinese President Xi Jinping and Peruvian President Dina Boluarte inaugurated the Chancay Port—a $3.5 billion megaport in which COSCO Shipping holds a 60% stake.

13 Jan 2026

Money & Markets

World Defies Turbulence

Despite a historic surge in tariffs this year, the global economy has demonstrated an unexpected strength, confounding predictions of a sharp slowdown.

23 Jul 2025

Industry & Sovereignty

Tariff Truce Fails to Halt Collapse in China-U.S. Trade

Newly released trade figures from Beijing show shipments to the U.S. tumbled 35% year over year in May, the steepest decline since the pandemic’s early months in 2020.

10 Jun 2025

Industry & Sovereignty

China's Rare Earth Export Freeze

Since early April, China has effectively shut off the global supply of several heavy rare earth elements and magnets critical to sectors ranging from auto manufacturing to aerospace defense.

05 Jun 2025

Industry & Sovereignty

Decoupling Today

At the heart of this tectonic shift is the rise of China, a civilization-state that has transformed itself into a peer competitor of the United States in just a few decades.

18 Apr 2025

Industry & Sovereignty

Tariffs, Tariffs, Tariffs

The trade war between the U.S. and China has reached new heights, with President Trump implementing a sweeping set of tariffs that now total 104% on Chinese goods.

09 Apr 2025

Industry & Sovereignty

Anything But China?

A new trend is emerging among Western tech companies: "Anything But China" (ABC). What began as a cautious diversification strategy has now become a full-blown shift, as businesses scramble to reduce their dependence on Chinese suppliers.

18 Feb 2025

Industry & Sovereignty

China's Routes

Chinese automakers are shifting their focus to global markets outside the U.S. following the Biden administration's decision to impose 100% tariffs on Chinese electric vehicles (EVs).

23 May 2024

Industry & Sovereignty

Nearshoring With A Global Impact

Major technology companies from the United States are shifting their focus towards Mexico for the production of artificial intelligence (AI) equipment, moving away from their previous reliance on China.

14 Apr 2024

Industry & Sovereignty

Investing For The Next 10 Years

The narrative surrounding the end of globalization in the wake of COVID-19, particularly concerning China, seems to be more of a misconception than a reality.

24 Jan 2024

Industry & Sovereignty

It Is Hard To Avoid China

American companies, under significant pressure to minimize their reliance on China, are progressively shifting towards alternative manufacturing hubs such as Vietnam, Indonesia, and Mexico.

24 Dec 2023

Money & Markets

Deflation Is Coming Back

Following a notable surge in inflation, Americans are now witnessing a phenomenon absent for the past three years: deflation.

13 Dec 2023

Companies & Capital

A Chinese IPO? Shein Files To Go Public

Shein, the global online fashion company originating from China, has confidentially submitted documents for a U.S. initial public offering (IPO), potentially one of the most significant in recent years.

01 Dec 2023

Industry & Sovereignty

Beijing Unveils Measures to Regulate Key Metal Exports

In a move aimed at safeguarding national security and preserving its interests, China's Ministry of Commerce declared on Monday that it would enforce export controls on certain metals extensively utilized in the semiconductor sector.

06 Jul 2023

Industry & Sovereignty

India's Bright Spot

India's economic growth is shining brightly as its outsourcing sector thrives and an increasing number of tech companies move their manufacturing operations to the country.

20 Jun 2023

Industry & Sovereignty

The Great Reshoring

With the outbreak of the COVID-19 pandemic, supply chain disruptions became prevalent, prompting several Western countries to initiate campaigns focused on reshoring and nearshoring.

29 May 2023

Industry & Sovereignty

Apple Bets Big On India

Apple CEO Tim Cook has been optimistic about India for years, and now the tech giant is expanding its footprint in the country while reducing its reliance on China.

28 Apr 2023

Companies & Capital

Tyson Foods And The Meat Big Four

Tyson Foods is one of the world’s largest food companies with annual sales of over $54 billion as of October 1, 2022. Founded in 1935 by John Tyson and grown under three generations of family leadership, the company has a broad portfolio of products and brands.

27 Dec 2022

Industry & Sovereignty

Apple Is Moving Out Of China

Apple is speeding up plans to move a portion of its production outside of China, which has long had a dominant position in the supply chain that helped create the most valuable corporation in the world.

21 Dec 2022

Industry & Sovereignty

Manufacturers Gradually Moving Out Of China

In order to diversify and increase manufacturing, Apple supplier Foxconn has inked a $300 million memorandum of understanding with Vietnamese developer Kinh Bac City.

23 Aug 2022

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