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7 articles tagged Industrial Policy.
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This analysis examines the strategic shift in rare earth element markets, highlighting China's long-term industrial planning versus Western short-termism. It outlines actionable frameworks for building vertically integrated supply chains, implementing strategic cross-subsidization, and coordinating transatlantic alliances. Leaders must treat critical mineral dependencies as national security imperatives to future-proof defense, automotive, and renewable energy sectors.
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Analysis of shifting global power dynamics, supply chain vulnerabilities, and the rise of network-centric strategies over state coercion. Experts discuss the 'Internet First' ideology, the necessity of allied coalitions, and data-driven industrial policy to counter production imbalances.
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Sham Sankar argues that America's national security risk is internal stagnation, not external threats. He outlines a strategy to reverse defense financialization, leverage AI for industrial renaissance, and restore founder-led innovation in both government and private sectors.
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An analysis of the economic fallout from US immigration enforcement on construction and agriculture, alongside the EU's push for capital market union and strategic industrial policy to counter US and Chinese dominance.
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Heidi Kriebo-Rediker argues the US cannot outspend China in traditional rare earth mining. Instead, the solution lies in leveraging domestic innovation, biotech extraction, and waste recycling to bypass supply chain chokeholds.
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An analysis of Germany's declining capital stock, missed investment targets, and the resulting erosion of productivity. The episode explores the gap between political rhetoric and fiscal reality, highlighting the urgent need for structural reform, digital infrastructure, and a shift from preservation to innovation-driven industrial policy.
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An analysis of Germany's structural job losses and the need for pro-competitive industrial policy. Expert insights on the gold bull market driven by central bank diversification, debt sustainability concerns, and the shift from the traditional 60/40 portfolio model.