What's behind the rise of U.S. manufacturers “nearshoring” to Mexico? In this report, fellow David A. Gantz explores the historical drivers fueling this trend and the reasons why Mexico may struggle to attract foreign investment in the near future.
As China appears ever closer to attempting a coercive annexation of Taiwan, this report explores how such a move could trigger a chain of nuclear proliferation — potentially adding thousands more warheads to stockpiles globally.
Gabriel Collins, Andrew S. EricksonOctober 25, 2023
Fellow Gabriel Collins and Andrew S. Erickson explore the possibility of China taking control of Taiwan’s world-leading chip industry without ever invading — and lay out a strategy to prevent such a conquest by Beijing.
Gabriel Collins, Andrew EricksonSeptember 27, 2023
This report explains Europe's failure to secure long-term liquefied natural gas supplies, the likely implications, and provides ideas for better ensuring energy security moving forward.
Gabriel Collins, Steven R. MilesSeptember 13, 2023
Under President Andrés Manuel López Obrador, Mexico is squandering a once-in-a-generation opportunity to encourage significant new foreign investment. His successor will need to reverse course, writes David A. Gantz, the Will Clayton Fellow in Trade and International Economics.
As the U.S. doubles down on trade protectionism, it risks weakening the global trade system and harming the American businesses, workers and consumers it aims to protect.
LOGINK offers Beijing a means to monitor and shape the international logistics market, increase foreign strategic dependency on China, and exploit the vulnerabilities of LOGINK users for economic and geostrategic purposes.
By refusing to go along with an increased consumer subsidy fully available only for EVs and batteries produced in the U.S. with union labor, Sen. Manchin (perhaps with the assistance of Canada's government) has saved the U.S. government from what could have been a mortal blow to an integrated North American industry.
With conflict on two fronts, and natural gas squarely in the crosshairs, the US LNG industry will be needed to support our allies in both Europe and Asia this winter, write the authors.
Steven R. Miles, Gabriel Collins, Anna B. MikulskaAugust 18, 2022
President Andrés Manuel López Obrador’s investment policies, which aim to return Mexico to the protectionist, state-led policies of the 1960s and 1970s, seem almost certain to stagnate the country’s economy.