Industry & Sovereignty
Manufacturing, supply chains, defense, trade, reshoring, industrial competitiveness, and state capacity.
42 articles
From Plus To Minus
Germany’s trade deficit with China is on a trajectory to hit a record high in 2025, driven by a sharp contraction in demand for German goods that analysts warn is unlikely to reverse in the near term.
23 Dec 2025
The EU's Broken Model
The European Commission sharply reduced its growth outlook on Monday, warning that trade tensions and geopolitical uncertainty risk further weakening the bloc’s fragile economy.
17 Sept 2025
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
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
Made In China 2025
Rolled out a decade ago, the plan was aimed squarely at transforming China from a low-cost assembly hub into a high-tech industrial powerhouse.
01 Jun 2025
Europe's Economic Hope
Spurred by the war in Ukraine, rising geopolitical tensions, and decades of underinvestment, the continent is entering a new era of state-led defense spending.
08 May 2025
Europe's Illusion of Progress?
In recent months, a wave of cautious optimism has swept across European circles. Some claim that Europe is "back on track" — buoyed by a perceived slowdown in the United States.
24 Apr 2025
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
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
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
Dealing With China
Beijing is preparing an initial proposal aimed at preventing further tariff hikes and technology restrictions from the Trump administration.
04 Feb 2025
China Floods The World
A deluge of cheap Chinese goods sweeping across the developing world is straining relationships between China and the Global South, complicating Beijing's efforts to build alliances amidst escalating trade tensions with the U.S.
04 Dec 2024
Is Germany's Model Broken?
Germany’s economy is facing an unprecedented crisis that has shaken its core industrial sectors and threatened its political stability.
07 Nov 2024
Trade War 2.0
China’s strategy to revive its struggling economy by supercharging its manufacturing sector is putting pressure on industries worldwide, stoking fears of a looming global trade war.
23 Aug 2024
Exporting Deflation Might Not Work
China's factories unexpectedly contracted in May, ending a two-month period of growth and casting doubt on the country's export-driven strategy to rejuvenate its struggling economy.
01 Jun 2024
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
China Shock 2.0
In an effort to boots its economic prospects, China is inundating global markets with inexpensive goods, marking a multitrillion-dollar continuation of the China shock that reverberated through global manufacturing over twenty years ago.
04 May 2024
China Surprises In Q1
China announced an uptick in its economic performance for the initial quarter of the year, primarily fueled by the government's intensified focus on boosting manufacturing activities.
27 Apr 2024
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