Tag: Tariffs
It Isn’t That Simple: Why “Free Trade” Needs A New Playbook
If you have been reading the recent takes on the “legacy EV retreat,” including at least one piece published here last week, you have likely seen the narrative that Detroit is just lazy, lobby-happy, and getting exactly what it deserves for dragging its feet. The argument generally goes that if … [continued]
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The End Game Economics of Maritime Fuels
In my recent article on America’s new maritime plan, I argued that it was competing for the wrong century by anchoring itself to legacy fuels and industrial logic that made sense when gasoline and diesel dominated global energy demand. A reader asked a question regarding the fuel cost variance for … [continued]
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China’s Carbon Market Expands Into Heavy Industry As USA Regresses
China’s national carbon market has reached another expansion point, and the signal is larger than it first appears. The Ministry of Ecology and Environment has extended mandatory carbon reporting beyond the original heavy sectors to include petrochemicals, chemicals, flat glass, copper smelting, papermaking, and civil aviation. That move does not … [continued]
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Geely & BYD Are Top Bidders For Nissan/Mercedes Aguascalientes Plant, Potentially Expanding Mexican EV Production
Recent reports out of Mexico indicate that Nissan and Mercedes are selling their joint venture factory in Aguascalientes, Mexico, and the top bidders have been narrowed down to BYD and Geely. Overall, this represents a dramatic shift for legacy automakers in Mexico. While Chinese vehicles have rapidly risen to take … [continued]
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America’s New Maritime Plan Is Competing for the Wrong Century
The new U.S. Maritime Action Plan, available from the White House Maritime Insights page, is serious policy work. It acknowledges that American commercial shipbuilding has withered to less than 1% of global output and that only a handful of domestic yards can build large oceangoing vessels. It recognizes workforce shortages, … [continued]
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