Another fantastic piece from colleagues Reva Goujon and JP Kleinhans on US' "Oct 17" follow-on controls on China's semiconductor sector rhg.com/research/all-i… via Rhodium Group

Had the absolute pleasure to sift through #US #export #controls on #AI #chips and #lithography with Reva Goujon. We're not the first, but hope to shed some new light onto this beast. Check it out here: rhg.com/research/all-i… and let us know what you think. 🤙 Cheers. ☕️

Ahead of Xi-Biden #APEC mtg, US goes all in with another hard-hitting package of chip controls targeting China. JP Kleinhans of @snv_berlin and I break down the most remarkable provisions and strategic implications in our latest Rhodium Group note rhg.com/research/all-i… 1/ 🧵

In a speech to the EU chamber in Beijing, Thierry Breton said the EU would "remain vigilant in other clean tech sectors and carefully assess allegations of unfair practices", after launching a probe into EV subsidies ec.europa.eu/commission/pre…

Some light weekend reading! Our take on what China's economic slowdown means for its ability to fund S&T rhg.com/research/sprea… via Rhodium Group

Faced with growing geopolitical headwinds, Beijing has doubled down on its ambition to become a more self-reliant global technological powerhouse. But slowing economic growth in China could rein in those ambitions. A short thread looking at how and why. (1/9)

A sign of our geoeconomics times: Hyundai sells one of its last China plants at half price while investing in an upgrade of one of its growing number of India factories koreatimes.co.kr/www/tech/2024/…

Come work with us! rhg.com/job/research-a… via Rhodium Group

Noah Barkin and I find that Germany may be nearing a tipping point in its economic relationship with China and what for years felt like a win-win economic relationship is trending in the direction of zero-sum. Read our Rhodium Group note here: rhg.com/research/tippi…

Chinese outbound EV investment surged in 2022 and 2023. Reva Goujon Armand Meyer and I analyze what this means and what we expect going forward in a new Rhodium Group study. Read here: rhg.com/research/pole-…

In our newest note, Reva Goujon breaks down the latest developments in US tech controls covering data security and connected vehicles. The new rules will force companies in a wide swath of industries to rethink their business operations. rhg.com/research/shut-…

In our latest note, we consider how China's policy plans will compound the growing issue of overcapacity in China, setting Beijing on a course for trade confrontation with the rest of the world. A quick thread: rhg.com/research/overc…

New Rhodium Group study written with Noah Barkin and Agatha Kratz on the EU’s probe into Chinese EVs. We expect duties around 15-30%, which will still leave enough room for many China-based exporters to earn high profits in the EU. rhg.com/research/aint-…

🧵 On EU EV duties and China's reaction: The EU is set to announce provisional duties on EV imports from China soon. In response, China has threatened to target EU exports like agriculture, cars, and aircraft. This back-and-forth is likely to continue in the coming months.

Chinese FDI in Europe is undergoing major shifts: greenfield investments are now more common than acquisitions, and Hungary has emerged as the biggest recipient, receiving 44% of total FDI.

Rhodium Group is doing world-class work quantifying the global economic importance #RegionalSecurity in the #IndoPacific. Great to spend time w/Charlie Vest drilling specifically into implications for #Canada alongside Trevor Kennedy & Sharon Sun.

In our latest report on diversification efforts, we evaluate the how attractive certain economies are as alternatives to China. See a fully interactive version and how we scored these countries on our website: rhg.com/research/a-div…

From electric cars to kimchi 🍲... When does too much become a problem? 🤷‍♀️ In Ep. 8 of our Trade-Off podcast, Tom Moylan speaks with DDG Maria Martin-Prat and Agatha Kratz, the Director at Rhodium Group, to break down overcapacity. Spoiler: it's about much more than EVs.