Podcasts about rhodium group

Chinese investment in the United States has become an increasingly contentious issue that is much more complicated than headlines suggest. In this episode, we reflect on recent debates in Michigan's democratic primary and use it as a jumping-off point to examine more than 25 years of Chinese investment in the US and subnational relationships with Chinese business. We're joined by Emily Conrad, whose research examines Chinese manufacturing investment in the US. We discuss where investment is concentrated and how local governments interact with investments, with attitudes ranging from facilitation to passivity to obstruction. We also discuss how Chinese companies navigate the present environment and varied contexts across the US. As federal scrutiny has intensified and states have introduced new restrictions on foreign land ownership and investment, Chinese firms face mounting political and regulatory headwinds. Yet, investments have not disappeared, and companies are adapting, raising questions about how geopolitics is reshaping investment, manufacturing and subnational policies and politics in the US. Sign up for Emily's Substack Emily's book The Faithless?: The Untold Story of the Electoral College Analysis of State Attitudes towards Chinese investments over time from Conrad's research here Other resources from the episode: Rhodium Group's China cross-border monitor YouTube podcast with Abdul al-Sayed that mentions some about China: here Wall Street Journal article about the State Armor organization: here NPR podcast with one of the best overviews on Gotion:here More on Gotion: ‘No CCP in USA!': Inside a Michigan town's unhinged war over a Chinese battery plant A Chinese battery company bet on a small Michigan town for its U.S. expansion Michigan Democratic U.S. Senate primary debate audio used in this episode Tweet on the CCP by Sen. Elissa Slotkin Financial Times article, China's assault on Europe's car market has barely begun Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Chinese investment in the United States has become an increasingly contentious issue that is much more complicated than headlines suggest. In this episode, we reflect on recent debates in Michigan's democratic primary and use it as a jumping-off point to examine more than 25 years of Chinese investment in the US and subnational relationships with Chinese business. We're joined by Emily Conrad, whose research examines Chinese manufacturing investment in the US. We discuss where investment is concentrated and how local governments interact with investments, with attitudes ranging from facilitation to passivity to obstruction. We also discuss how Chinese companies navigate the present environment and varied contexts across the US. As federal scrutiny has intensified and states have introduced new restrictions on foreign land ownership and investment, Chinese firms face mounting political and regulatory headwinds. Yet, investments have not disappeared, and companies are adapting, raising questions about how geopolitics is reshaping investment, manufacturing and subnational policies and politics in the US. Sign up for Emily's Substack Emily's book The Faithless?: The Untold Story of the Electoral College Analysis of State Attitudes towards Chinese investments over time from Conrad's research here Other resources from the episode: Rhodium Group's China cross-border monitor YouTube podcast with Abdul al-Sayed that mentions some about China: here Wall Street Journal article about the State Armor organization: here NPR podcast with one of the best overviews on Gotion:here More on Gotion: ‘No CCP in USA!': Inside a Michigan town's unhinged war over a Chinese battery plant A Chinese battery company bet on a small Michigan town for its U.S. expansion Michigan Democratic U.S. Senate primary debate audio used in this episode Tweet on the CCP by Sen. Elissa Slotkin Financial Times article, China's assault on Europe's car market has barely begun Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/chinese-studies

Chinese investment in the United States has become an increasingly contentious issue that is much more complicated than headlines suggest. In this episode, we reflect on recent debates in Michigan's democratic primary and use it as a jumping-off point to examine more than 25 years of Chinese investment in the US and subnational relationships with Chinese business. We're joined by Emily Conrad, whose research examines Chinese manufacturing investment in the US. We discuss where investment is concentrated and how local governments interact with investments, with attitudes ranging from facilitation to passivity to obstruction. We also discuss how Chinese companies navigate the present environment and varied contexts across the US. As federal scrutiny has intensified and states have introduced new restrictions on foreign land ownership and investment, Chinese firms face mounting political and regulatory headwinds. Yet, investments have not disappeared, and companies are adapting, raising questions about how geopolitics is reshaping investment, manufacturing and subnational policies and politics in the US. Sign up for Emily's Substack Emily's book The Faithless?: The Untold Story of the Electoral College Analysis of State Attitudes towards Chinese investments over time from Conrad's research here Other resources from the episode: Rhodium Group's China cross-border monitor YouTube podcast with Abdul al-Sayed that mentions some about China: here Wall Street Journal article about the State Armor organization: here NPR podcast with one of the best overviews on Gotion:here More on Gotion: ‘No CCP in USA!': Inside a Michigan town's unhinged war over a Chinese battery plant A Chinese battery company bet on a small Michigan town for its U.S. expansion Michigan Democratic U.S. Senate primary debate audio used in this episode Tweet on the CCP by Sen. Elissa Slotkin Financial Times article, China's assault on Europe's car market has barely begun Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chinese investment in the United States has become an increasingly contentious issue that is much more complicated than headlines suggest. In this episode, we reflect on recent debates in Michigan's democratic primary and use it as a jumping-off point to examine more than 25 years of Chinese investment in the US and subnational relationships with Chinese business. We're joined by Emily Conrad, whose research examines Chinese manufacturing investment in the US. We discuss where investment is concentrated and how local governments interact with investments, with attitudes ranging from facilitation to passivity to obstruction. We also discuss how Chinese companies navigate the present environment and varied contexts across the US. As federal scrutiny has intensified and states have introduced new restrictions on foreign land ownership and investment, Chinese firms face mounting political and regulatory headwinds. Yet, investments have not disappeared, and companies are adapting, raising questions about how geopolitics is reshaping investment, manufacturing and subnational policies and politics in the US. Sign up for Emily's Substack Emily's book The Faithless?: The Untold Story of the Electoral College Analysis of State Attitudes towards Chinese investments over time from Conrad's research here Other resources from the episode: Rhodium Group's China cross-border monitor YouTube podcast with Abdul al-Sayed that mentions some about China: here Wall Street Journal article about the State Armor organization: here NPR podcast with one of the best overviews on Gotion:here More on Gotion: ‘No CCP in USA!': Inside a Michigan town's unhinged war over a Chinese battery plant A Chinese battery company bet on a small Michigan town for its U.S. expansion Michigan Democratic U.S. Senate primary debate audio used in this episode Tweet on the CCP by Sen. Elissa Slotkin Financial Times article, China's assault on Europe's car market has barely begun Learn more about your ad choices. Visit megaphone.fm/adchoices

Chinese investment in the United States has become an increasingly contentious issue that is much more complicated than headlines suggest. In this episode, we reflect on recent debates in Michigan's democratic primary and use it as a jumping-off point to examine more than 25 years of Chinese investment in the US and subnational relationships with Chinese business. We're joined by Emily Conrad, whose research examines Chinese manufacturing investment in the US. We discuss where investment is concentrated and how local governments interact with investments, with attitudes ranging from facilitation to passivity to obstruction. We also discuss how Chinese companies navigate the present environment and varied contexts across the US. As federal scrutiny has intensified and states have introduced new restrictions on foreign land ownership and investment, Chinese firms face mounting political and regulatory headwinds. Yet, investments have not disappeared, and companies are adapting, raising questions about how geopolitics is reshaping investment, manufacturing and subnational policies and politics in the US. Sign up for Emily's Substack Emily's book The Faithless?: The Untold Story of the Electoral College Analysis of State Attitudes towards Chinese investments over time from Conrad's research here Other resources from the episode: Rhodium Group's China cross-border monitor YouTube podcast with Abdul al-Sayed that mentions some about China: here Wall Street Journal article about the State Armor organization: here NPR podcast with one of the best overviews on Gotion:here More on Gotion: ‘No CCP in USA!': Inside a Michigan town's unhinged war over a Chinese battery plant A Chinese battery company bet on a small Michigan town for its U.S. expansion Michigan Democratic U.S. Senate primary debate audio used in this episode Tweet on the CCP by Sen. Elissa Slotkin Financial Times article, China's assault on Europe's car market has barely begun Learn more about your ad choices. Visit megaphone.fm/adchoices

Mercedes-Benz gerät in den USA wegen seiner chinesischen Anteilseigner unter Druck. Ein neuer Gesetzentwurf sieht ein Verkaufsverbot für Autohersteller vor, an denen Investoren aus sogenannten „Foreign Adversary“-Staaten beteiligt sind. BAIC und der Geely-Gründer Li Shufu halten zusammen fast ein Fünftel an Mercedes - für einige US-Senatoren ist das offenbar zu viel.

Mercedes-Benz gerät in den USA wegen seiner chinesischen Anteilseigner unter Druck. Ein neuer Gesetzentwurf sieht ein Verkaufsverbot für Autohersteller vor, an denen Investoren aus sogenannten „Foreign Adversary“-Staaten beteiligt sind. BAIC und der Geely-Gründer Li Shufu halten zusammen fast ein Fünftel an Mercedes - für einige US-Senatoren ist das offenbar zu viel.

The gap between Beijing's stated growth rates and actual economic performance is widening considerably, says expert Synopsis: Every third Friday of the month, The Straits Times gets its US Bureau Chief to analyse the hottest political and trending talking points. In this episode, US Bureau Chief Bhagyashree Garekar chats with Dr Logan Wright, an expert on the Chinese economy. He is based in Washington, DC, after living and working in Beijing and Hong Kong for over two decades. Wright is a partner at Rhodium Group, a US research and advisory group. He leads the firm’s China markets research work. He is also a senior associate of the trustee chair in Chinese Business and Economics at the Center for Strategic and International Studies (CSIS). His book Broken China: How the Economic Miracle Shattered and What it Means for the World hits the stores in September 2026. In this episode, he points out that most analysts treat the Chinese economy differently from other economies. “They tend to look at the Chinese system and say this is a different political system, it produces outputs that are long-term plans. Therefore, we filter incoming data in terms of how China is doing based on its long-term plans and its declared goals. From a financial system perspective, it looks entirely different,” he says. He also sketches out what strikes him as the most troubling aspect of the Chinese economy today. Highlights (click/tap above): 1:20 Analysis of China's actual growth vs. official reports 2:50 Is that a minority opinion? 5:00 The most troubling aspects of the Chinese economy 9:10 Evaluating the quality of Chinese economic data 13:00 AI's impact on returns in the Chinese economy 17:00 When will the property sector rebound? 22:00 Will policy efforts to boost domestic consumption succeed? 25:00 Will China’s low birth rates, high death rates have a large impact on growth? 27:00 The worsening problem of excess industrial capacity 29:10 Reasons South-east Asia must pay attention to China Read Bhagyashree Garekar’s articles: https://str.sg/whNo Bhagyashree Garekar’s LinkedIn: https://str.sg/gD6E Sign up for ST’s weekly Asian Insider newsletter: https://str.sg/sfpz Host: Bhagyashree Garekar (bhagya@sph.com.sg) Produced and edited by: Fa’izah Sani Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts Asian Insider YouTube: https://str.sg/rF3qR --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

The gap between Beijing's stated growth rates and actual economic performance is widening considerably, says expert Synopsis: Every third Friday of the month, The Straits Times gets its US Bureau Chief to analyse the hottest political and trending talking points. In this episode, US Bureau Chief Bhagyashree Garekar chats with Dr Logan Wright, an expert on the Chinese economy. He is based in Washington, DC, after living and working in Beijing and Hong Kong for over two decades. Wright is a partner at Rhodium Group, a US research and advisory group. He leads the firm’s China markets research work. He is also a senior associate of the trustee chair in Chinese Business and Economics at the Center for Strategic and International Studies (CSIS). His book Broken China: How the Economic Miracle Shattered and What it Means for the World hits the stores in September 2026. In this episode, he points out that most analysts treat the Chinese economy differently from other economies. “They tend to look at the Chinese system and say this is a different political system, it produces outputs that are long-term plans. Therefore, we filter incoming data in terms of how China is doing based on its long-term plans and its declared goals. From a financial system perspective, it looks entirely different,” he says. He also sketches out what strikes him as the most troubling aspect of the Chinese economy today. Highlights (click/tap above): 1:20 Analysis of China's actual growth vs. official reports 2:50 Is that a minority opinion? 5:00 The most troubling aspects of the Chinese economy 9:10 Evaluating the quality of Chinese economic data 13:00 AI's impact on returns in the Chinese economy 17:00 When will the property sector rebound? 22:00 Will policy efforts to boost domestic consumption succeed? 25:00 Will China’s low birth rates, high death rates have a large impact on growth? 27:00 The worsening problem of excess industrial capacity 29:10 Reasons South-east Asia must pay attention to China Read Bhagyashree Garekar’s articles: https://str.sg/whNo Bhagyashree Garekar’s LinkedIn: https://str.sg/gD6E Sign up for ST’s weekly Asian Insider newsletter: https://str.sg/sfpz Host: Bhagyashree Garekar (bhagya@sph.com.sg) Produced and edited by: Fa’izah Sani Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts Asian Insider YouTube: https://str.sg/rF3qR --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

In today's episode, we'll examine the state of Europe-China relations and the trajectory of the EU's policy toward China at a pivotal moment. The EU-China relationship has become increasingly complex and contentious. The growing trade imbalance is among the top priority issues: The EU had a record trade deficit in goods with China of 360 billion Euros last year. China's support for Russia's war in Ukraine also remains a major concern. At the same time, uncertainty in the transatlantic relationship has prompted debate across Europe about strategic autonomy, de-risking, and whether the EU should recalibrate its approach toward Beijing. We'll discuss the outcomes of the recent European Council meeting, debates taking place within Europe, and what we should expect in EU-China relations going forward. To make sense of where EU policy toward China is headed, we are joined by Noah Barkin, Visiting Senior Fellow at the German Marshall Fund, Senior Advisor at Rhodium Group, and author of the fantastic Watching China in Europe newsletter, which you can read on Substack. Timestamps: [00:00] Introduction  [01:38] Partner, Competitor, and Systemic Rival: Accurate or Obsolete?   [03:36] How Europe is Responding to Trade Imbalances  [06:26] European Council Meeting Outcomes  [09:53] EU-China Trade and Investment Consultation Mechanism [12:30] Germany's China Policy [19:57] EU's Top Concerns About China   [23:45] Transatlantic Tensions Influencing EU-China Relations [28:05] The Future of EU-China Relations

'China Shock 2.0' In this edition of IIEA Insights, three experts discuss the future direction of EU-China relations. Tensions between Brussels and Beijing are rising as EU exports to China fall, while the volume of Chinese goods entering the EU grows rapidly. Efforts by the EU to address these imbalances – often the result of subsidies given to Chinese firms and the absence of a level-playing field in the Chinese Market for European companies – are being met with aggressive pushback from Beijing. Speakers: Noah Barkin, Senior Advisor in Rhodium Group's China practice Alicia García Herrero, Adjunct Professor at the Hong Kong University of Science and Chief Economist for Asia Pacific at NATIXIS Declan Kelleher, former Ambassador of Ireland to the People's Republic of China

After several quieter years, 2025 saw a noticeable pickup in Chinese investment activity in the EU and UK, reaching levels last seen in 2018. To take a look at the trends and developments in Chinese investments in Europe, Johannes Heller-John is joined by Gregor Williams, Associate Director with Rhodium Group's China Corporate Advisory Team, and Andreas Mischer, Analyst in the Economy and Industry team at MERICS. Together with Agatha Katz and Armand Meyer from Rhodium Group they are the authors of our recent report “Chinese FDI in Europe, the 2025 update”.

Europe is stuck between the United States' market-driven dynamism and China's state-led industrial strategy. Rosa Balfour, Noah Barkin, and Anu Bradford debate whether Europe can leverage its rulemaking power and emerging industrial agenda into genuine competitiveness. Anu Bradford, Noah Barkin, May 27, 2026, “Can Europe Compete with the United States and China?,” Carnegie Europe. Noah Barkin, January 6, 2026, "Watching China in Europe—January 2026," German Marshall Fund. Noah Barkin, December 1, 2025, "As Europe Dithers, the Cost of Derisking from China Rises," Rhodium Group. Noah Barkin, January 16, 2025, "Trump and the Europe-US-China Triangle," Rhodium Group. Anu Bradford, 2023, "Digital Empires. The Global Battle to Regulate Technology," Oxford University Press. Anu Bradford, 2023, "Europe's Digital Constitution," Virginia Journal of International Law, Volume 64. Anu Bradford, 2019, "The Brussels Effect. How the European Union Rules the World," Oxford University Press. Rosa Balfour, February 8, 2026, "Dependence on the US is Deeply Rooted in the European Mindset," Le Monde. Rosa Balfour, January 24, 2026, "The EU Finally Used an Economic Threat Against Trump. But the Markets Forced His Climbdown," The Guardian. Rosa Balfour, April 30, 2025, "Europe Tried to Trump-Proof Itself. Now It's Crafting a Plan B.," Emissary, Carnegie Endowment for International Peace.

In dieser Folge unseres deutschsprachigen Podcasts „China in 26“ sprechen Bernhard Bartsch, Mikko Huotari und Claudia Wessling über die Ergebnisse der Treffen von Chinas Partei- und Staatschef Xi Jinping mit US-Präsident Donald Trump sowie dem russischen Präsidenten Wladimir Putin in Beijing. Sie werfen einen Blick auf Chinas Wirtschaftszahlen für den April und die Stimmung unter deutschen Unternehmen in der Volksrepublik. Und sie sprechen über chinesische Investitionen in Europa, die im vergangenen Jahr den höchsten Stand seit 2018 erreicht haben.Mehr über die Themen dieser Ausgabe:Gipfel in Beijing + Schwache Wirtschaftsdaten aus China + Hongkonger Dissidenten - MERICS China EssentialsChinese investment rises to 7-year high - Chinese FDI in Europe: 2025 Update - Studie von Rhodium Group und MERICS

Ngày 14/05/2026, tổng thống Mỹ Donald Trump bắt đầu chuyến thăm Bắc Kinh. Sau những màn đón tiếp long trọng, nguyên thủ Mỹ cùng đồng cấp Trung Quốc Tập Cận Bình bước vào những vòng đàm phán, được dự báo là căng thẳng, về nhiều chủ đề. Tuy nhiên, theo nhận định từ giới quan sát, hồ sơ thương mại chắc chắn là ưu tiên thảo luận hàng đầu giữa hai nguyên thủ. Liệu rằng đôi bên có hóa giải được những căng thẳng, hay lại tiếp tục leo thang đối đầu ? Điều đầu tiên được hầu hết giới chuyên gia chia sẻ là, khác với cuộc gặp thượng đỉnh năm 2017, ông Donald Trump đến Bắc Kinh lần này trong một vị thế yếu. Cuộc chiến chống Iran do Mỹ và Israel phát động rơi vào bế tắc, trong khi cuộc chiến thuế quan mà tổng thống Trump khởi xướng vào năm 2025 không đem lại kết quả như ông muốn. Hoa Kỳ không những không chặn được đà tăng trưởng xuất khẩu của Trung Quốc bất chấp các nỗ lực của chính quyền Trump, mà còn phải hứng chịu các đòn trả đũa thương mại, công nghệ nặng nề từ Bắc Kinh. Theo nhật báo kinh tế Pháp Les Echos ngày 13/05/2026, hàng Made in China xuất sang Mỹ đã giảm mạnh trong vòng hai năm, từ mức gần 109 tỷ đô la (trong quý I/2024) xuống còn trên 67 tỷ trong quý I/2026. Nếu tính riêng trong vòng 12 tháng qua, với mức thuế từ 25-30%, nhập khẩu hàng hóa Trung Quốc vào Mỹ đã giảm 38%, một con số to lớn. Tuy nhiên, những con số này làm lu mờ một hiện tượng khác. Khi nhìn kỹ các dòng chảy thương mại, người ta sẽ thấy rằng, trong năm 2025, tỷ trọng hàng nhập khẩu từ Đài Loan vào Mỹ tăng vọt đến 94%, từ Việt Nam là 50%. Trên báo kinh tế Les Echos, Maxime Darmet, chuyên gia kinh tế tại Allianz Trade, nhận định « điều đó có nghĩa là ngành xuất khẩu Trung Quốc đang sử dụng các kênh gián tiếp. Các nhà công nghiệp Trung Quốc xuất khẩu những bán thành phẩm của họ sang các nước thứ ba, đặc biệt là Đông Nam Á, những nước này sử dụng chúng trong các dây chuyền sản xuất của mình để rồi sau đó bán thành phẩm sang Hoa Kỳ. » Hiện tượng này phản ảnh rõ năng lực thích ứng với tốc độ kỷ lục của ngành xuất khẩu Trung Quốc. Bất chấp những rào cản thuế quan, hàng hóa của Trung Quốc vẫn đến được tay người tiêu dùng Mỹ. Các số liệu thống kê của Trung Quốc thể hiện rõ nét xu hướng này : Xuất khẩu của Trung Quốc sang Đông Nam Á tăng vọt, gần như tỷ lệ thuận với mức tăng xuất khẩu của Đài Loan hay Việt Nam sang Hoa Kỳ. Cán cân thương mại vẫn nghiêng về phía Trung Quốc khi mà mức thuế nhập khẩu áp đặt cho hàng hóa của Đài Loan chỉ ở mức 3% và Việt Nam là 12% vào cuối năm 2025, trước khi có phán quyết của Tòa án Tối cao Mỹ cấm các mức thuế quan « đối ứng » do tổng thống Trump ban hành. Hệ quả là trong quý I/2026, Hoa Kỳ ghi nhận mức thâm hụt thương mại là 251 tỷ đô la, so với 274 tỷ cùng kỳ vào năm 2024. Ba mục tiêu của Donald Trump Làm thế nào điều chỉnh cán cân thương mại Mỹ - Trung vào lúc lạm phát tại Mỹ tăng cao, uy tín của ông ngày càng suy giảm khi chỉ còn vài tháng nữa là diễn ra cuộc bầu cử giữa kỳ tại Mỹ ? Trong toàn cảnh này, tổng thống Mỹ Donald Trump đến Trung Quốc với ba mục tiêu chính, theo đánh giá từ nhà phân tích về chính sách kinh tế, Agatha Kratz, thuộc nhóm tư vấn độc lập Rhodium Group, trong chương trình Affaires Etrangères, đài phát thanh France Culture, ngày 09/05/2026. Đầu tiên hết, Donald Trump muốn chuyển hướng công luận về cuộc chiến ở Iran và mang về Mỹ một số thành công như các hứa hẹn mua thêm hàng hóa Mỹ như dầu khí, nông sản, máy bay Boeing, hay những tin tốt lành cho chip bán dẫn… từ Trung Quốc. Khía cạnh thứ hai có một vị trí quan trọng : Hoa Kỳ muốn bảo đảm nguồn cung ứng đất hiếm liên tục từ Trung Quốc. Trên đài France Culture, chuyên gia kinh tế giải thích : « Rõ ràng Bắc Kinh đang nắm giữ quyền kiểm soát chặt chẽ sản xuất cũng như chế biến đất hiếm và sản xuất nam châm vĩnh cửu, những thứ cực kỳ quan trọng trong tất cả các ngành công nghiệp như công nghiệp ô tô, công nghiệp điện tử, và đặc biệt quan trọng là công nghiệp quân sự, trong bối cảnh Hoa Kỳ đã sử dụng hết một phần lớn kho vũ khí của mình và cần phải xây dựng lại, nên cần các nguyên tố đất hiếm. Do đó, nếu họ muốn chế tạo tên lửa và phục hồi năng lực quân sự và nếu muốn tiếp tục cuộc chiến ở Iran, họ cần Bắc Kinh tiếp tục cung cấp các loại đất hiếm đó. Điều này vô cùng quan trọng, và tôi nghĩ nó sẽ là một phần của cuộc thảo luận. » Vẫn theo bà Agatha Kratz, điểm thứ ba có liên quan đến cuộc chiến thuế quan của Mỹ và hiện đang vấp phải hai trở ngại : « Đầu tiên là phán quyết của Tòa án Tối cao liên quan đến thuế quan IEEPA (Đạo luật Quyền lực Kinh tế Khẩn cấp Quốc tế), phán quyết hồi tháng 2/2026 tuyên bố các loại thuế quan "đối ứng" này là bất hợp pháp. Sau đó, Tòa án Thương mại Quốc tế Mỹ (Court of International Trade - CIT) hôm 07/05, lại tuyên bố các thuế quan mới 10% theo Điều 122, được áp dụng lại sau phán quyết của Tòa án Tối cao, là bất hợp pháp. Vì vậy, hiện tại thuế quan của Hoa Kỳ đối với Trung Quốc chỉ ở mức trung bình 11%. Mức thuế này cực kỳ hạn chế nếu so sánh với mức thuế 15% đối với Liên Hiệp Châu Âu theo thỏa thuận song phương, mức thuế 18% đối với Ấn Độ, mức thuế 19% đối với Indonesia, v.v. Trung Quốc rõ ràng đang ở một vị thế cực kỳ thuận lợi, và điều đó khiến Hoa Kỳ cảm thấy rất khó chịu bởi vì, mục tiêu sau cùng của họ là giảm thiểu rủi ro trong quan hệ kinh tế với Trung Quốc, cố gắng đưa một số chuỗi giá trị trở lại Hoa Kỳ nếu có thể, hoặc ít nhất là đến các quốc gia thân thiện hơn. Và trong bối cảnh này, nếu thuế quan đối với Trung Quốc quá thấp, điều đó là không thể. Tôi nghĩ rằng đã có những công tác chuẩn bị và đàm phán sơ bộ cho việc tăng thuế quan đối với Trung Quốc, điều mà Bắc Kinh rõ ràng đã cố gắng chống lại bằng mọi cách. Đặc biệt là với Jamieson Lee Greer, người đang dẫn đầu tất cả các cuộc đàm phán thương mại, Hoa Kỳ đang cố gắng đàm phán và thúc đẩy việc tăng thuế quan hàng hóa Trung Quốc với Bắc Kinh. Tôi không chắc Mỹ sẽ thành công hay không, nhưng dù sao đi nữa, đó cũng là một trong những mục tiêu. » Bốn đòi hỏi của Tập Cận Bình Theo báo Pháp Les Echos, thặng dư thương mại Trung Quốc trong năm 2025 đạt mức kỷ lục 1.200 tỷ đô la, tức chiếm 1% GDP của toàn cầu. Theo kinh tế gia Maxime Darmet, hiện tượng này cho thấy « Trung Quốc vẫn đang dư thừa hàng hóa do tiêu thụ chưa đủ, còn Mỹ vẫn thâm hụt do tiêu thụ quá mức. Vì vậy, thuế quan không tác động đến những mất cân bằng lớn trên toàn cầu. Chúng chỉ làm chuyển hướng dòng chảy thương mại. » Nhưng cuộc chiến tranh chống Iran do Mỹ và Israel tiến hành đang bắt đầu có những tác động đối với nền kinh tế Trung Quốc. Vốn đã trì trệ một phần do cuộc chiến thuế quan, căng thẳng xung quanh eo biển Hormuz khiến giá năng lượng tăng cao, gây khó khăn cho xuất khẩu của nền kinh tế thứ hai thế giới. Hơn nữa, việc Quốc Hội Mỹ siết chặt các luật lệ kiểm soát xuất khẩu linh kiện bán dẫn gây cản trở cho nhiều lĩnh vực công nghệ chủ chốt của Trung Quốc. Đối với chuyên gia Agatha Kratz, chủ tịch Trung Quốc Tập Cận Bình có bốn điều muốn đàm phán trong thượng đỉnh lần này : « Đầu tiên hết là ổn định tình hình Iran. Trong ngắn hạn, tình hình kinh tế Trung Quốc khá tích cực, bởi vì Bắc Kinh có nhiều nguồn lực để kiểm soát lạm phát do giá năng lượng cao. Bởi vì nước này ít phụ thuộc vào dầu mỏ hơn so với nhiều nước châu Á, thậm chí so với cả nhiều nước châu Âu. Vì vậy trong ngắn hạn, tình hình là khá dễ quản lý. Nhưng trong dài hạn, điều này là đáng lo, bởi vì tình trạng đó có nguy cơ đẩy châu Âu và Đông Nam Á rơi vào suy thoái. Đây là hai thị trường xuất khẩu quan trọng nhất, chiếm đến 50% kim ngạch xuất khẩu của Trung Quốc, mà xuất khẩu chiếm đến 50% tăng trưởng kinh tế. Để dễ hình dung, việc ổn định tình hình ở Iran là vô cùng cần thiết. Thứ hai là vấn đề thuế quan như tôi đã trình bày ở trên : Trung Quốc làm mọi cách để duy trì ở mức thuế 11% hay gần với 11% như hiện tại. Thứ ba là kiểm soát công nghệ. Trên thực tế, các chu kỳ leo thang căng thẳng khác nhau trong năm 2025 đã được kích hoạt bởi những biện pháp của Mỹ đặc biệt nhắm vào xuất khẩu linh kiện bán dẫn và nhất là các loại vật liệu và thiết bị dùng để sản xuất chất bán dẫn, và Trung Quốc thì áp đặt các hạn chế xuất khẩu đáng kể đối với đất hiếm vào ngày 09/10/2025 để trả đũa các biện pháp của Mỹ. Vì vậy, tôi nghĩ Bắc Kinh chắc chắn sẽ cố gắng bóp chết ngay từ "trong trứng nước"  mọi ý định của Quốc Hội Mỹ nhằm áp đặt các biện pháp xuất khẩu và đây sẽ là một trong số các thông điệp mạnh mẽ nhất. Và Trung Quốc cũng cố gắng vận động sao cho cả Quốc Hội lẫn chính quyền cũng như bộ Thương Mại, cơ quan thực thi kiểm soát xuất khẩu, sẽ không tăng cường kiểm soát đối với chất bán dẫn, vật liệu và thiết bị sản xuất linh kiện bán dẫn ». Nhiều bình luận trước ngày họp thượng đỉnh Mỹ-Trung cho rằng cả hai bên dường như sẵn sàng có những nhượng bộ. Tuy nhiên, chuyên gia Lizzi Lee, thuộc trung tâm tư vấn Asia Society Policy Institute, trụ sở tại Hoa Kỳ, trả lời phỏng vấn AFP, lưu ý : « Ngay cả khi cuộc họp thượng đỉnh này diễn ra tốt đẹp, điều đó sẽ không làm thay đổi quỹ đạo của Trung Quốc cũng như quyết tâm của nước này đưa nền kinh tế ít phụ thuộc hơn vào Hoa Kỳ ».

In this episode we host Ava Shen to unpack the dynamics of Taiwanese politics, the role of the DPP, KMT, and TPP, and how cross-strait tensions shape both domestic discourse and international perceptions. The conversation explores disinformation, shifting political priorities among younger voters, and key misunderstandings in the West about Taiwan and its strategic environment.Ava Shen covers Taiwan and Chinese foreign policy and domestic politics at Eurasia Group. Previously, she interned at Rhodium Group, conducting economic research on China and Taiwan. She also worked as a research assistant at the Stimson Center, focusing on Chinese foreign policy in Asia and China-West Africa cooperation on maritime environmental issues. The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter. The International Risk Podcast is sponsored by Conducttr, a realistic crisis exercise platform. Conducttr offers crisis exercising software for corporates, consultants, humanitarian, and defence & security clients. Visit Conducttr to learn more.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Dominic is the go-to business advisor for leaders navigating risk, crisis, and strategy; trusted for his clarity, calmness under pressure, and ability to turn volatility into competitive advantage. Dominic equips today's business leaders with the insight and confidence to lead through disruption and deliver sustained strategic advantage.The International Risk Podcast – Reducing risk by increasing knowledge.Subscribe for all our updates!Tell us what you liked!Tell us what you liked!

A new industrial reality is reshaping Europe's economic future. China's manufacturing juggernaut – once focused on low-cost consumer goods – has pivoted decisively toward the high-value sectors that have long defined European prosperity: automobiles, machinery, batteries, solar technology, steel, and chemicals.The numbers tell a stark story. By late 2025, Germany's annual trade deficit with China approached $100 billion. BYD plans 2'000 European stores by late 2026. China controls over 80% of global solar production and 75% of battery manufacturing. Meanwhile, European industries face a perfect storm: Chinese overcapacity meets slowing U.S. demand following the 2025 tariffs, with no clear path forward.Are European industries at risk of being hollowed out by China's state-backed expansion? Or is the European economy more resilient than these concerns suggest – capable of adapting, innovating, and maintaining its competitive edge? Does China's trajectory demand a fundamental shift in European industrial policy? Or should Europe trust in market forces and resist the siren call of protectionism?This episode of the podcast features a recording of an Oxford Debate, held live in Zurich, on March 9, 2026. Four experts take sides in favor of and opposed to the debate motion: "Europe's Economy is under Existential Threat from China."They are:Camille Boullenois, Associate Director at Rhodium Group, analyzing China's economic systemYanmei Xie, 2026 TOY Senior Fellow at Asia Society Switzerland and leading thinker on China's economic and foreign policiesMichael Laha, Senior Research Fellow focusing on China's technology policy at the German Council on Foreign RelationsJohn Lee, Director of East West Futures and researcher at the Leiden Asia CentreLearn more about the speakers on our website and watch the full debate on the Asia Society YouTube channel here.Stay up-to-date on all events and activities at Asia Society Switzerland: subscribe to the newsletter and support our work by becoming a member.-STATE OF ASIA is a podcast from Asia Society Switzerland.  Published: March 17, 2026Host/Editor: Remko Tanis, Asia Society Switzerland

Google poursuit sa course à l'énergie. Le géant américain vient de signer un accord de long terme avec Ormat Technologies pour alimenter ses installations du Nevada en électricité géothermique. À la clé : jusqu'à 150 mégawatts supplémentaires, fournis via NV Energy, l'opérateur local détenu par Berkshire Hathaway. Le contrat repose sur un mécanisme baptisé Clean Transition Tariff, ou CTT, mis en place en 2024 par Google et NV Energy pour accélérer le financement de nouvelles capacités d'énergie propre. L'accord doit encore être validé par la Commission des services publics du Nevada, une décision attendue d'ici fin 2026.La géothermie, rappelons-le, consiste à exploiter la chaleur naturelle du sous-sol. De l'eau est injectée en profondeur, chauffée au contact des roches chaudes, puis transformée en vapeur pour actionner des turbines produisant de l'électricité. Ormat prévoit plusieurs projets dans l'État, avec des mises en service progressives entre 2028 et 2030. Le contrat courra sur quinze ans après l'activation du dernier site. Cette montée en puissance graduelle permet de sécuriser l'approvisionnement tout en développant plusieurs installations en parallèle. Google connaît déjà le terrain. Depuis 2023, l'entreprise travaille avec Fervo Energy sur un site pilote au Nevada. Deux puits forés à environ 2 400 mètres y permettent de faire circuler de l'eau chauffée à plus de 190 degrés Celsius grâce à la fracturation contrôlée de la roche. Ce premier projet produisait 3,5 mégawatts, mais un nouvel accord signé en 2024 vise désormais 115 mégawatts. Avec Ormat, la capacité géothermique de Google dans la région bondit de plus de 130 %.Cette frénésie énergétique s'explique par l'explosion des besoins liés à l'intelligence artificielle. Les centres de données consomment toujours plus, et les futurs campus dédiés à l'IA dépasseront bientôt le gigawatt de puissance installée. Google multiplie donc les paris : fusion nucléaire avec Commonwealth Fusion Systems en Virginie, partenariat avec TotalEnergies, rachat d'un spécialiste des datacenters… et même réflexion sur des serveurs orbitaux. Selon le Rhodium Group, la géothermie pourrait couvrir jusqu'à 64 % de la croissance attendue des besoins électriques des datacenters au début des années 2030, à condition d'accepter un surcoût de 20 % et de maintenir les crédits d'impôt. Meta s'y intéresse aussi, avec 150 mégawatts signés auprès de Sage Geosystems. Atout majeur : une production continue, disponible à plus de 90 %, et la possibilité d'utiliser la chaleur résiduelle pour refroidir les serveurs, un poste qui représente jusqu'à 40 % de la consommation d'un centre de données. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

President Donald Trump has essentially killed all fuel economy rules on cars and trucks in the United States. By the end of the year, automakers will face virtually no limits on how many huge gas guzzlers they can sell to the public — or what those purchases will do to domestic oil prices. But is the thinking driving this change up to date?Rob is joined by Kenneth Gillingham, a professor of environmental and energy economics at Yale. They chat about how the economics profession changed its mind about fuel efficiency rules for cars and trucks — and then recently changed its mind again. They also debrief about what the Trump rollback gets right and wrong in its key economic assumptions and how that might affect its reception.Then Rob chats with Hannah Hess, an associate director from the Rhodium Group about new Clean Investment Monitor data that shows the U.S. clean energy economy was a “tale of two industries” in Q4 2025.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:From Heatmap: Trump's One Big Beautiful Blow to the EV Supply ChainClean Investment Monitor's U.S. Q4 2025 Update--This episode of Shift Key is sponsored by ...Accelerate your clean energy career with Yale's online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale's online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

Today's episode is the third in a series of three that examine the potential consequences for China if a military operation against Taiwan were to fail. In each of these episodes, we're speaking with authors of a recently published German Marshall Fund study of the possible costs that China would incur across four different, but interrelated areas: the Chinese economy, the military, Chinese social stability, and international costs. The report is titled, “If China Attacks Taiwan” and it is posted on GMFUS.org.  Our podcast today focuses on the potential costs for the Chinese economy.To recap, the study considered two scenarios that could take place in the next five years. In the first scenario, a minor skirmish escalates into a multi-week maritime blockade of Taiwan by China. Although several dozen members of the Chinese and Taiwanese military are killed, U.S. intervention eventually forces China to de-escalate.  In the second scenario, a conflict escalates into a full-fledged invasion, with Chinese strikes on not only Taiwan but also U.S. forces in Japan and Guam. After several months of heavy fighting, Chinese forces are degraded and eventually withdraw after suffering many tens of thousands of casualties.Our guests today are Charlie Vest and Logan Wright, who co-authored the chapter on the implications for the Chinese economy of a failed operation against Taiwan. Logan is a partner at Rhodium Group and leads the firm's work on China's economy and its global impact. Charlie is an associate director at Rhodium Group, where he manages corporate research and advisory work on China.Timestamps:[00:00] Introduction[02:34] Key Takeaways: China's Ambitions vs. Economic Realities [05:41] The Escalation Dilemma in China's Decisionmaking[09:56] Immediate Disruptions to Trade and FDI[13:52] Gray-Zone Military Engagement and Political Pressures[16:48] Could Beijing Underestimate the Costs of US Intervention? [24:12] Policy Tools and Limitations for Economic Stabilization and Recovery[27:19] Long-Term Economic Effects[29:24] Impact of Social Instability

America's estimated greenhouse gas emissions rose by 2.4% last year — which is a big deal since they had been steady or falling in 2023 and 2024. More ominously, U.S. emissions grew faster than our gross domestic product last year, suggesting that the economy got less efficient from a climate pollution perspective.Is this Trump's fault? The AI boom's? Or was it a weird fluke? In this week's Shift Key episode, Rob talks to Ben King, a climate and energy director at the Rhodium Group, about why U.S. emissions grew and what it says about the underlying structure of the American economy. They talk about the power grid, the natural gas system, and whether industry is going to overtake other emissions drivers as once thought. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.Mentioned:Rhodium Group: Preliminary US Greenhouse Gas Emissions Estimates for 2025Rob on Rhodium's 2023 emissions reportAnd here's Rhodium's 2024 emissions report--This episode of Shift Key is sponsored by …Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

The Inside Economics crew is joined by Logan Wright, partner and director of China market research at Rhodium Group. The team first unpacks December's consumer price index and discusses the state of U.S. inflation. Then, Logan shares his expertise on the Chinese economy. From a slumping property sector, dubious economic data, and evolving trade flows, there was no shortage of topics to dive deep into. Guest: Logan Wright, Partner at Rhodium Group and Director of China Markets ResearchHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lange waren die Deutschen stolz auf ihren Erfindergeist, die Stärke ihrer Industrie und darauf, dass made in Germany auf der ganzen Welt als Synonym für Wertarbeit und Verlässlichkeit galt. Doch das ändert sich gerade: Die Zölle der US-Regierung und die rasante Entwicklung der chinesischen Wirtschaft bedrohen den Kern der hiesigen Wirtschaft. Diese Krise führt nicht nur in die roten Zahlen – sie stellt das deutsche Selbstverständnis infrage. In der neuen Folge des Wahlkreis-Podcasts sprechen unsere Hosts Paul Middelhoff und Robert Pausch über die Gründe für den ökonomischen Abschwung, erklären, was es mit dem "Chinaschock" auf sich hat und wie der Stolz auf den Titel des "Exportweltmeisters" einst dabei half, die deutsche Demokratie zu stabilisieren. Weiterführende Links: "Financial Times": Can anything halt the decline of German economy? Jan-Otmar Hesse: "Exportweltmeister – Geschichte einer deutschen Obsession" Sander Tordoir und Brad Setser über den "Chinaschock" (PDF) Mark Schieritz über die "ökonomische Zeitenwende" Jürgen Habermas über die Bedeutung der Wirtschaft für die deutsche Demokratie Analyse der Rhodium Group zur Krise der deutschen Autoindustrie [ANZEIGE] Mehr über die Angebote unserer Werbepartnerinnen und -partner finden Sie HIER. [ANZEIGE] Falls Sie uns nicht nur hören, sondern auch lesen möchten, testen Sie jetzt 4 Wochen kostenlos DIE ZEIT. Hier geht's zum Angebot.

This week, Staś Kaleta is joined by Noah Barkin to discuss the EU's strategy for China – after Donald Trump's NATO ultimatum demanding China tariffs, as well as Foreign Minister Wang Yi's visit to Poland. Barkin is a Senior Advisor in Rhodium Group's China practice and a Visiting Senior Fellow in the Indo-Pacific Programme at the German Marshall Fund.This podcast was recorded in Warsaw on the sidelines of our Europe Future Forum, a platform to explore the Polish perspective on key European issues. It invites the participation of 200+ policymakers, directors of public policies and other influential stakeholders: https://europefuture.forum/

Max and Otto discuss President Trump's latest tariff threats and the timid European response. Max talks to Noah Barkin, Senior Advisor with Rhodium Group's China practice, to preview next week's EU-China summit. Learn more:  Russian Roulette | CSIS Podcasts  Watching China in Europe—July 2025 

Chinese outbound foreign direct investment in the EU and UK rose for the first time in 2024 after seven consecutive years of decline. In this episode we look at what has changed, where the money is going, and what is happening in the particularly important sector of electric vehicles.Armand Meyer, Senior Research Analyst with Rhodium Group's China Data Services team, and Andreas Mischer, Analyst with the Economics team at MERICS, are co-authors of a recent report on Chinese FDI in Europe, published by Rhodium Group and MERICS. They share its results with Johannes Heller-John.

China and the European Union are stepping up cooperation as the United States ramps up tariff pressure and global trade fragmentation deepens, signaling the shared commitment of China and the EU to openness, stability and mutual benefit in an increasingly uncertain world, experts said.专家指出，在美国持续加码关税压力与全球贸易碎片化加剧的背景下，中国与欧盟正持续深化合作，这一动向彰显了双方在日益动荡的国际环境中坚守开放、稳定、互利原则的共同承诺。Chinese investment in the EU surged 47 percent year-on-year to 10 billion euros ($11.4 billion) in 2024, marking its first significant rebound since 2016.2024年中国对欧盟投资额同比增长47%, 达到100亿欧元（约合114亿美元），实现自2016年以来首次显著回升。The growth, driven by record-high greenfield investment and a revival of mergers and acquisitions, reflects the enduring complementarities between the two sides, according to a joint report released on Wednesday by the New York-based Rhodium Group and German think tank Mercator Institute for China Studies. Greenfield investment is a type of foreign direct investment in which a parent company starts a business operation in a foreign country from scratch.根据纽约荣鼎集团与德国墨卡托中国研究中心周三联合发布的报告，这一由创纪录的绿地投资和并购复苏驱动的增长，印证了中欧经济结构的持久互补性。报告特别说明，绿地投资作为外商直接投资模式，特指母公司在外国从零开始新建业务的投资行为。Analysts said the momentum underscores the strategic importance of China-EU economic ties at a time when Washington's unilateral tariff hikes threaten to upend global supply chains. Strengthening cooperation in green energy, digital infrastructure and smart manufacturing will not only serve both sides' development interests, but also help safeguard the multilateral trading system, they added.分析师表示，当前美国单边加征关税政策正威胁全球供应链稳定之际，中欧经贸往来升温态势凸显了双方经济关系的战略重要性。他们还表示，加强在绿色能源、数字基础设施和智能制造等领域的合作，不仅契合双方发展利益，更有助于维护多边贸易体系。China's greenfield investment in Europe increased for the third year in a row and reached an all-time high of 5.9 billion euros, while merger and acquisition investment more than doubled in 2024 to 4.1 billion euro, according to the report.中国在欧洲的绿地投资连续第三年增长，2024年达59亿欧元创历史新高，并购投资额同比翻番至41亿欧元。Chinese battery giant Contemporary Amperex Technology, or CATL, emerged as the leading investor in 2024, accounting for 16 percent of total investment, mostly from the ongoing construction of its battery plant in Hungary, the report said.报告显示，中国电池巨头宁德时代（CATL）凭借匈牙利电池工厂的持续建设，以占总投资额16%的占比成为2024年主要投资方。Ding Chun, director of Shanghai-based Fudan University's Centre for European Studies, said, "China and the EU possess expansive common ground and enormous potential for cooperation in green energy, smart manufacturing and artificial intelligence."复旦大学欧洲研究中心主任丁纯表示：“中欧在绿色能源、智能制造和人工智能等领域拥有广阔合作空间与巨大发展潜力。”As of the end of 2024, EU enterprises had cumulatively invested more than $150 billion in China, data from the Ministry of Commerce showed.商务部数据显示，截至2024年底，欧盟企业累计对华投资超1500亿美元。China and Europe should work together to safeguard the stability of the multilateral trading system and global industrial chains, rather than allowing trade disputes to spiral into broader geopolitical conflicts, Ding said.丁纯指出，中欧应共同维护多边贸易体系和全球产业链稳定，避免让贸易争端升级为更广泛的地缘政治冲突。Last month, China and the EU floated the idea of lifting the tariffs on Chinese EVs through possible commitments to minimum prices, known as price undertakings for imported cars.上月，中欧双方就通过建立最低价格承诺机制（即进口汽车"价格承诺"制度）取消中国电动汽车关税展开可行性探讨。A further increase in China's investment in Europe is possible in 2025, the report said, noting that EU-China ties could improve amid the US' new trade war.报告认为，随着美国掀起新一轮贸易战，2025年中国对欧投资有望继续增长，中欧关系或将迎来改善契机。Simon Lichtenberg, the All China founding chairman of the Danish Chamber of Commerce in China, told China Daily that Europe has recognized the problems arising from being overly dependent on the US in the past and is now seeking to cultivate a more independent stance and perspective.中国丹麦商会创始全国主席李曦萌 (Simon Lichtenberg)向《中国日报》表示，欧洲已意识到过去过度依赖美国产生的问题，当前正着力培育更具独立性的立场与视角。This shifting mindset presents an opportunity for stronger China-EU cooperation, as both sides seek to navigate the complex geopolitical landscape, Lichtenberg said.他指出，这种思维转变为深化中欧合作提供机遇，双方可在复杂地缘政治格局中探寻共赢路径。"China's manufacturing capability is truly outstanding, perhaps the best in the world," he said. "If we do not leverage it, we would be sacrificing a crucial part of the global value."“中国制造业实力堪称卓越，或许堪称世界最佳。”他强调，“若不加以利用，我们将失去全球价值链中至关重要的一环。”"Now more than ever, we need to uphold global trade," Lichtenberg added. "Together we are stronger, and we can all stand to win if we work together."“当下比以往任何时候都更需维护全球贸易，”李曦萌强调，“团结使我们更加强大，通过合作，我们终将实现共赢。”Yao Ling, director of the European Institute at the Chinese Academy of International Trade and Economic Cooperation, said that with combined economic might accounting for over one-third of global GDP and trade volume exceeding one-fourth of global trade, China and the EU stand as important economic partners, presenting immense opportunities for each other's development.商务部国际贸易经济合作研究院欧洲研究所所长姚铃表示，中欧经济总量占全球GDP三分之一以上，贸易额超全球贸易四分之一，作为重要经济伙伴为彼此发展提供巨大机遇。In particular, the deepening of China-EU cooperation within the framework of the global trading system could help mitigate the disruptive impact of Washington's unilateral and erratic tariff policies, Yao added.姚铃补充指出，特别是在全球贸易体系框架下深化中欧合作，将有助于缓解美国单边、反复无常加征关税政策所造成的破坏性影响。price undertakings价格承诺greenfield investment绿地投资from scratch从零开始; 从头做起leverage/ˈli:vərɪdʒ/v.利用smart manufacturing智能制造

With new tariff threats from the Trump administration and rising tensions across key markets, companies and governments alike are scrambling to understand what decoupling—or de-risking—actually looks like in practice. From electronics and apparel to solar panels and electric vehicles, China's role in global production remains formidable. But is it unshakeable? In this special bonus episode, Eric is joined by Agatha Kratz, Juliana Bouchot, and Lauren Piper from the Rhodium Group, whose recent report "China and the Future of Global Supply Chains" offers one of the clearest pictures yet of what's happening on the ground. Together, they explore whether Southeast Asia, India, or Latin America can meaningfully absorb China's manufacturing output—and what the U.S. strategy of sweeping tariffs might mean for inflation, consumers, and the Global South. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  

With new tariff threats from the Trump administration and rising tensions across key markets, companies and governments alike are scrambling to understand what decoupling—or de-risking—actually looks like in practice. From electronics and apparel to solar panels and electric vehicles, China's role in global production remains formidable. But is it unshakeable? In this special bonus episode, Eric is joined by Agatha Kratz, Juliana Bouchot, and Lauren Piper from the Rhodium Group, whose recent report "China and the Future of Global Supply Chains" offers one of the clearest pictures yet of what's happening on the ground. Together, they explore whether Southeast Asia, India, or Latin America can meaningfully absorb China's manufacturing output—and what the U.S. strategy of sweeping tariffs might mean for inflation, consumers, and the Global South. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  

If anything has characterized 2025 it has been the influence of geopolitics on the markets. In this episode, Rich Excell, CFA, CMT is joined by Reva Goujon, a geopolitical strategist and the Director of Corporate Advisory at Rhodium Group. Reva has two decades of experience working with C-suites and government agencies on how to deconstruct risks, assess future scenarios, and make informed decisions.

Mar 13, 2025 – Cris Sheridan of Financial Sense sits down with Reva Goujon, Director at the Rhodium Group, to unpack a seismic shift in the AI landscape that's sending shockwaves through markets and rewriting the rules of global tech dominance...

March 13, 2025 – Cris Sheridan of Financial Sense sits down with Reva Goujon, Director at the Rhodium Group , to unpack a seismic shift in the AI landscape that's sending shockwaves through markets and rewriting the rules of global tech dominance. Picture this: January 13, 2025—the Biden administration drops its bold AI Diffusion Framework, a sweeping regulatory gambit dripping with hubris, aimed...

As we touched on in our last episode with John O'Donnell of Rondo Energy, industry is a major contributor to global CO2 emissions, and it is only forecasted to get worse. According to a recent report from Rhodium Group, by 2050, the industrial sector could emit as much CO2 as the power, transportation, and building sectors combined. A term worth highlighting in this month's episode is “Hard-to-abate”. This term refers to industrial sectors like cement, petrochemicals, and steel that people have continually categorized as too costly, slow, or lacking the necessary technology to decarbonize. For this episode, our focus is on steel. Carbon emissions, air, and water pollution from steel production can be largely attributed to their use of coal-fired blast furnaces, technology created in the 14th century. There are serious challenges to altering any centuries-long established production process, but as our guest today, Henrik Henriksson, CEO of Stegra (formerly H2 Green Steel) knows, when you replace coal with renewable energy, you can produce hydrogen, iron, and steel, with significantly lower emissions.SponsorsWatt It Takes is brought to you by Microsoft.The $1 Billion Microsoft Climate Innovation Fund is investing in innovative technologies that have the potential for meaningful, measurable climate impact by 2030. To date, Microsoft has allocated more than $800M into a global portfolio of over 50 investments including sustainable solutions in energy, industrial, and natural systems. Visit https://www.microsoft.com/en-us/corporate-responsibility/ to learn more about Microsoft's progress toward their impact commitments. About Powerhouse Innovation and Powerhouse Ventures Powerhouse Innovation partners with leading corporations and investors to help them find, partner with, invest in, and acquire the most innovative startups in climate. Powerhouse Ventures backs entrepreneurs building the digital infrastructure for rapid decarbonization. To hear more stories of founders building our climate positive future, hit the “subscribe” button and leave us a review.

On this week's episode of the Trade Guys, we check in on the EU's electric vehicle tariffs after a Chinese WTO challenge, opine on whether congressional action on trade should be expected before the new administration, and explore a recent study on U.S. diversification away from China by the Rhodium Group.   

durée : 00:58:40 - Cultures Monde - par : Julie Gacon, Mélanie Chalandon - Le 5 septembre 2023 s'ouvre à Munich le salon de l'automobile, considéré comme l'un des grands rendez-vous de la filière automobile mondiale, et la Chine affiche de grandes ambitions planétaires avec sa filière électrique. Comment la voiture électrique chinoise fait-elle bouger les lignes ? - invités : Jean-François Dufour Co-fondateur de Sinople, cabinet de conseil stratégique; Juliana Bouchaud Chercheuse au Rhodium Group, cabinet de recherche spécialiste de la Chine et des questions énergie-climat; Joseph Dellatte Expert Résident - Climat, énergie et environnement

South Africa this week joined a growing list of developing countries around the world to introduce tariffs on certain Chinese imports in a bid to protect local producers. Indonesia, Mexico, Chile, and Brazil, among others, also introduced similar duties on Chinese steel and other products. While low-cost Chinese goods are a boon for Global South consumers, they're extremely problematic for manufacturers in these countries because it's almost impossible to match the "China Price." Chinese factories can produce goods at a scale and cost that remains unrivaled, and now, according to a new report by the consultancy Rhodium Group, they're flooding markets in Africa and other developing regions. Camille Boullenois, a director of Rhodium Group's China projects team, and Austin Jordan, a senior analyst a Rhodium Group, join Eric & Cobus to discuss their new report and why this trend is potentially debilitating for many of the world's least developed countries. JOIN THE DISCUSSION: X: @ChinaGSProject | @christiangeraud | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth FOLLOW CAP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CAP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CAP Podcast mug! www.patreon.com/chinaglobalsouth

Chinese investment in Europe has hit a new low according to a new study by MERICS and Rhodium Group on China's Foreign Direct Overseas Investment in the 27 EU member states and the UK. It is the lowest level of investment since 2010. In Hungary, however, investments drastically increased and made up just under half of all FDI in Europe in 2023. Where does Chinese investment in Europe stand, what sectors and countries do Chinese investors focus on and where do we go from here? Johannes Heller-John is joined by two authors of the study, Alexander Brown, Analyst with MERICS focusing on China's industrial and foreign economic policy, and Gregor Sebastian, Senior Analyst with Rhodium Group's China Corporate Advisory team focusing on China's industrial policy and EV industry.

The Inside Economics team is joined by Moody's Analytics colleague Chris Lafakis along with Trevor Houser from the Energy & Climate practice at Rhodium Group for a discussion on how the Inflation Reduction Act promotes the U.S.'s transition to green energy. Podcast host Mark Zandi kicks things off with a quick overview of recent economic developments. The conversation then shifts to a discussion of the IRA's incentives and tax provisions. Following a brief statistics game, the group explores the potential impact of the upcoming election on the green energy transition.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

durée : 00:59:15 - Entendez-vous l'éco ? - par : Tiphaine de Rocquigny, Aliette Hovine - Après une discussion sur les conséquences du capitalisme sur les démocraties avec Anton Brender, nous parlerons de l'offensive chinoise sur le marché de l'automobile électrique européen. - invités : Anton Brender Economiste, professeur associé à l'université Paris-Dauphine; Bernard Jullien Maître de conférence en économie à l'Université de Bordeaux, spécialiste de l'industrie automobile ; Juliana Bouchaud Chercheuse au Rhodium Group, cabinet de recherche spécialiste de la Chine et des questions énergie-climat

Carbon removal is sometimes thought to be enjoying policy tailwinds. But is it anywhere close to what we need to avoid the worst of climate change? A new report from the Rhodium Group suggests the CDR industry is receiving about 1% of what it would need to reach a one CO2 gigatonne/year capacity! Our regular panelists, Drs. Holly Jean Buck & Wil Burns discuss the challenges of government budgeting, politics, eminent domain, profit-sharing Community Benefits Agreements, and so much else as this industry tries to scale. On This Episode ⁠⁠Wil Burns⁠⁠ ⁠⁠Holly Jean Buck⁠⁠ Asa Kamer Resources Rhodium Group's "The Landscape of Carbon Dioxide Removal and US Policies to Scale Solutions" report Connect with Nori ⁠⁠Nori⁠⁠ ⁠⁠Nori's X account⁠⁠ Nori's other podcast ⁠⁠Reversing Climate Change⁠⁠ Nori's CDR ⁠⁠meme X account --- Send in a voice message: https://podcasters.spotify.com/pod/show/carbonremovalnewsroom/message Support this podcast: https://podcasters.spotify.com/pod/show/carbonremovalnewsroom/support

Is the Inflation Reduction Act, passed nearly two years ago, doing what it set out to do? In this episode, Trevor Houser of the Rhodium Group compares the predictions of pre-IRA energy-sector models to the real-world data on clean-energy investment since its passage. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

This week, Trevor Houser, a partner at the Rhodium Group, joins Allegra Dawes (CSIS) to discuss highlights from the Clean Investment Monitor. The Clean Investment Monitor, a joint project of Rhodium Group and MIT's Center for Energy and Environmental Policy Research, tracks public and private climate investments since 2018. In the past year, clean energy investment in the United States totaled $213 billion, a 37 percent increase from the previous year, largely due to new legislation passed in the United States (the Inflation Reduction Act, the Bipartisan Infrastructure Bill, and the Chips and Science Act) and up 165 percent from five years ago. Further Reading: The Clean Investment Monitor: Tracking Decarbonization Technology in the United States The Clean Investment Monitor

The world is entering a new age of clean technology manufacturing, and global industrial strategies will pave the way for this evolution. Leading nations are retooling their industrial policies, reshaping supply chains to ensure national security while addressing a host of complex issues. In this episode of Power Plays, geopolitical strategist Reva Goujon of Rhodium Group explores how international policy changes could impact local rural economies. 

The industrial sector is set to overtake power generation and transportation as the biggest source of planet warming emissions in the US by 2035, according to The Rhodium Group. The sector's impact is even greater on the global scale. Industry around the world accounts for more carbon dioxide emissions than all forms of transportation combined – largely driven by steel, cement, and chemicals. There are a lot of ways to decarbonize industry, but the pathways are much less clear than for electricity or automobiles.  In this episode, we're joined by Jeff St. John, Maria Galluci, and Julian Spector, who've been exploring the varied paths for cleaning up the products that are foundational to the world around us. Stories we mention in this episode: Canary Media: Cleaning up steel, cement and chemicals is tough — and entirely doable Rhodium Group: Taking stock of US emissions Canary Media: ‘Electrowinning' could help win the race to clean up dirty steel Latitude Media: The electrolyzer market is caught in limbo Canary Media: To decarbonize cement, the industry needs a full transformation The Carbon Copy is supported by FischTank PR, a specialized climatetech PR firm dedicated to bringing meaningful results for companies in sectors spanning grid edge, solar, energy storage, battery, EVs, alternative fuels, VC and green building. FischTank helps clients stand out in an increasingly competitive and noisy space. Visit FischTank PR to learn more. The Carbon Copy is brought to you by Savant Power. Savant's end-to-end power systems provide energy generation, inverter and battery storage, generator control, flexible load management for every circuit, and level two EV charging. Learn more about the only company that can deliver an integrated smart home and energy solution controlled via a single award-winning app at Savant.com.

In climatetech circles, the Inflation Reduction Act (IRA) was a big deal. The expectation was that, combined with other parts of U.S. industrial policy like the CHIPS and Science Act and Bipartisan Infrastructure Law, the IRA would transform the American economy and ultimately slash U.S. carbon emissions.  We can't see the impact on carbon emissions yet, but we can measure the initial effects on the economy. So how's it going so far? In this episode, Shayle talks to Trevor Houser, partner at the Rhodium Group, about the organization's new Clean Investment Monitor, a database of climatetech investments developed with the MIT Center on Energy and Environmental Policy Research. Trevor highlights three different categories of policy impacts: Sectors where policy accelerated existing trends, like solar deployment and EV sales. Sectors where policy catalyzed new growth that probably would not have happened otherwise, like in manufacturing, hydrogen, carbon management, and sustainable aviation fuels. Sectors that are declining despite policy incentives, like the deployment of wind and heat pumps. They discuss the drivers behind these trends and cover topics like: The regional clustering of manufacturing investment and new geographic hubs, like the Southwest. The surprising growth in hydrogen made from steam methane reforming, also known as blue hydrogen. Recommended Resources: Rhodium Group: Clean Investment Monitor Canary: Made in the USA: Ramping up clean energy manufacturing Canary: US offshore wind pushes ahead despite industry turmoil Catalyst is a co-production of Post Script Media and Canary Media. Are you looking to understand how artificial intelligence will shape the business of energy? Come network with utilities, top energy firms, startups, and AI experts at Transition-AI: New York on October 19. Our listeners get a 10% discount with the code pspods10. Catalyst is brought to you by BayWa r.e., a leading global renewable energy developer, service supplier, and distributor. With over 22GW in their project pipeline, BayWa r.e. is rethinking energy every day and at every level. Committed to being a solid partner for the long run, BayWa r.e. wants to work with you to help shape the future of energy. Learn more at bay.wa-re.com. Catalyst is brought to you by Sungrow. Now in more than 150 countries, Sungrow's solutions include inverters for utility-scale, commercial and industrial solar, plus energy storage systems. Learn more at us.sungrowpower.com.

Investment is rising in America's clean energy sector. According to the Clean Investment Monitor, a joint project of the Rhodium Group and MIT, the sector received $213 billion in new investment over the past year, a 37% increase over the previous year.  This new investment brings new challenges, such as implementing the Inflation Reduction Act (IRA), translating money into infrastructure, sustaining support for the energy transition, and fending off economic competition from abroad.  How is the surge of clean energy investment changing the American economy? What sectors and regions are benefitting the most? And what is still needed to get the U.S.on track to meet its climate goals? This week host Jason Bordoff talks with Brian Deese about IRA implementation, green industrial strategy, and national security. Brian was the director of the White House's National Economic Council from 2021 to 2023. Prior to that, he served in the Office of Management and Budget and as a senior advisor to President Barack Obama, as well as global head of sustainable investing for BlackRock. Since leaving government, he has taken up a post as Institute Innovation Fellow at MIT, where he plays a key role in developing the Clean Investment Monitor.

In June, Zambia reached what's been described as a landmark debt restructuring deal that for the first time brought together the country's bilateral creditors including China, traditional Paris Club lenders and bondholders.While the deal is no doubt unprecedented, it also reveals that China was very effective in successful in getting the parties to agree to many of its demands.Matt Mingey, a senior analyst at the consultancy Rhodium Group, is among the world's foremost experts on Chinese lending and debt issues. He joins Eric & Cobus from Washington, D.C. to discuss whether China is, in fact, setting the agenda for debt restructurings in the Global South.JOIN THE DISCUSSION:Twitter: @ChinaGSProject| @stadenesque | @eric_olander |@mattmingeyFacebook: www.facebook.com/ChinaAfricaProjectYouTube: www.youtube.com/@ChinaGlobalSouthFOLLOW CAP IN FRENCH AND ARABIC:Français: www.projetafriquechine.com | @AfrikChineعربي: www.akhbaralsin-africia.com | @AkhbarAlSinAfrJOIN US ON PATREON!Become a CAP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CAP Podcast mug!www.patreon.com/chinaafricaprojectSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Are you a utility or climate tech startup looking to understand how artificial intelligence will shape your company? Come to our one-day event, Transition-AI: Boston on June 15. Our listeners get a 20% discount with the code PSPODS20. Last year, the Supreme Court struck down the EPA's first attempt to limit greenhouse gas emissions from existing power plants. But it also preserved the EPA's authority to regulate greenhouse gas emissions. The agency just needed to find the right approach. The question for the EPA was: What legal tools would pass the scrutiny of the court? Last week, Biden's EPA came out with its answer. The proposed plan requires new and existing power plants to meet emission standards. The agency estimates that the rule would reduce GHG emissions by a total 617 million tons through 2042, a small but meaningful fraction of the total. Right now the U.S. power sector emits about 1.5 billion tons per year.  It's an approach that dovetails with the Inflation Reduction Act (IRA), which is expected to dramatically reduce the cost of key emissions-reducing technologies, such as carbon capture and storage (CCS) and hydrogen. If the IRA was the Biden administration's carrot for reducing climate emissions, then the new rule is the stick.  In this episode, Shayle unpacks the proposal with John Larsen, who leads U.S. climate policy research at the Rhodium Group. In March, John's team modeled the impact of hypothetical power emissions standards on the U.S. power fleet, finding that many coal plants might shut down rather than install CCS. Shayle and John dig into specifics, like: The four main options available to power plant operators under the proposed rules: shut down, install carbon capture and storage (CCS), co-fire with hydrogen, or just run less The differences in rules for new and existing plants How the standards become more stringent with higher capacity factors The role of states in the rules and the “off-ramps” they could use to get around some of the rules The power plants that would be exempt from the rules, such as gas peaker plants with low capacity factors What the changing economics of CCS and hydrogen could mean for the effect of the regulations The legal gauntlet that the plan is sure to face, including lawsuits from Republican states  Recommended Resources: Rhodium Group: Pathways to Paris: Post-IRA Policy Action to Drive US Decarbonization Rhodium Group: Has the Supreme Court Blocked the Path to the 2030 Climate Target? Heatmap: What the EPA Can't Say About Its New Power Plant Rules Canary: The EPA has a controversial new plan to clean up power plants Catalyst is a co-production of Post Script Media and Canary Media. Support for Catalyst comes from Climate Positive, a podcast by HASI, that features candid conversations with the leaders, innovators, and changemakers who are at the forefront of the transition to a sustainable economy. Listen and subscribe wherever you get your podcasts. Catalyst is supported by Scale Microgrids, the distributed energy company dedicated to transforming the way modern energy infrastructure is designed, constructed, and financed. Distributed generation can be complex. Scale makes it easy. Learn more: scalemicrogrids.com.

Geopolitical tensions between the U.S. and China have been running high for some time, but are escalating as President Biden prepares to unveil further curbs on U.S. investment to China ahead of this month's G7 Summit. In this episode, which breaks down Goldman Sachs Research's recent Top of Mind report, “U.S.-China: more decoupling ahead,” Harvard's Graham Allison, who has extensively studied the relationship between the two countries, and Rhodium Group's Dan Rosen, who has analyzed investment and trade flows, explore the tensions between the two countries and how they're affecting the investing landscape for companies and investors. 

Mar 7, 2023 – In October of last year, the US took a huge step in escalating the ongoing trade war with China by targeting advanced semiconductor chips. Today, FS Insider speaks with Rhodium Group's Reva Goujon to discuss recent developments...