Robuta

The US is forging ahead with new measures to bar Chinese-made vehicles as well as certain software and hardware from the US market. Global automakers and their...

In the second quarter of 2025, clean energy and transportation investment in the United States totaled $68 billion, a 0.3% decrease from the previous quarter,...

In 2022, when China was still paralyzed by zero-COVID lockdowns, we published a note entitled “The Chosen Few,” which highlighted the growing concentration...

We support leaders in the public, corporate, and financial sectors with data-driven analysis of China’s economy, policy dynamics, and commercial ties....

Executive summary The first seven months of the second Trump administration and 119th Congress have seen the most abrupt shift in energy and climate policy in...

The last time the US imposed sweeping global tariffs, manufacturing supply chains adapted to soften the blow. Transshipment was part of the story, but more...

The last few years have seen foreign carmakers’ China operations shift from cash cows to drags on profits. Their responses to that sea change vary, with...

A global media and thought leadership platform that elevates voices in the news cycle. Online since 1998.

China's policy plans will compound the growing imbalance between domestic supply and demand, setting China on course for a trade confrontation with the...

EU duties on Chinese EV imports are unlikely to be high enough to slow market share gains for Chinese automakers, forcing Brussels to consider other tools to...