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International supply chains pose green challenges

Location:

INTERNATIONAL

Trade-offs with other policy concerns such as domestic job creation pose political dilemmas. Both green technology products and their inputs are increasingly seen as strategic…

Seabed mining to advance despite climate risks

Location:

INT

Various countries will increasingly permit or conduct seabed mining within their jurisdiction, while demand for metals for the green energy transition and international tensions…

Indian pharma will struggle to meet COVID-19 demand

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INDIA

Impact of COVID-19 on Indian pharma.

China-US tensions risk unravelling tech value chains

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CHINA/US

The technology industry today is the child of unparalleled globalisation and transnational integration. However, Apple’s downgrade is one of many signs that these processes are…

'Reshoring' from China is slowly but surely underway

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CHINA

However, this is a partial and long-term process that for the rest of this decade is likely to leave China as an integral part of many transnational supply chains. Reshoring will…

EU tech controls on China will not toe US line

Location:

EU

This has led the EU to adopt tools and risk assessments for controlling China’s access to European ‘critical technologies’. These moves are driven by sectional European…

Russian pharma sector faces pandemic pressures

Location:

RUSSIA

Russia has a thriving pharmaceutical sector, but companies are struggling to meet the surge in demand for a range of essential drugs. The obstacles come from new supply-chain…

Ukraine war will damage South Korea's economic growth

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SOUTH KOREA

It threatens its energy security, creates cost-push inflation due to rising prices of imported commodities and disrupts exports and supply chains. This will slow South Korea's…

China’s exports will recover but trade sanctions loom

Location:

CHINA

Chinese exports grew by 7.1% year-on-year in US dollar terms, while imports expanded by 3.5%. The trade gap narrowed to USD39.7bn in February. Export growth was buoyed by rapid…

US chip controls on China will be an ongoing battle

Location:

CHINA/US

China has limited capacity to substitute for imports in this field over the next few years, so the critical factors will be US ability to enforce the controls and the extent to…