Tag: Investment
China’s Chips Manhattan Project And The Semiconductor Skills Race
China’s covert effort to build an extreme ultraviolet lithography (EUV) system, described as a Manhattan Project and leveraging Chinese nationals with experience from key Dutch EUV manufacturer ASML, is not interesting because it appeared suddenly or because it surprised intelligence agencies. It is interesting because it exposed how industrial capability … [continued]
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Auto belt anxiety: Lessons from past upheavals in Southwestern Ontario
From EV investment booms to painful plant closures, history offers cautions.
From Riverboats To Global Ports: CATL Is Winning The Shipping Electrification Race
CATL’s batteries and energy management systems are already operating in roughly 900 ships and vessels, a figure that on its own should reframe how maritime decarbonization is discussed. Shipping is conservative for structural reasons tied to safety, long asset lifetimes, and unforgiving certification regimes, so deployment at this scale signals … [continued]
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On Heat Pumps, Colorado Hits The Ground Running
Regardless of the sorry state of federal energy policy today, climate action continues apace among the many US states where public servants prioritize energy affordability alongside job creation, health, and safety. A case in point is Colorado, where the heat pump business is heating up as stakeholders race to capitalize … [continued]
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From Soviet Fields to US Committees: The Return of Institutionalized Untruth
On December 30, a little noticed federal vaccine advisory meeting took place in the United States. It was scheduled between Christmas and New Year’s, broken into four brief sessions for a specific reason, and focused on procedural matters within a committee most Americans have never heard of. There was no … [continued]
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