Our friends at Silverado Policy Accelerator published a new report, "Foundational Fabs: China's Use of Non-Market Policies to Expand Its Role in the Semiconductor Supply Chain." Congrats to NSI Advisory Board member Dmitri Alperovitch, Senior Fellow Sarah Stewart, Visiting Fellow

Reupping this Geopolitics Decanted by Silverado podcast I recorded in the White House with Ben Buchanan, President’s Special Advisor on AI If you are interested in AI policy, what WH sees as risks and benefits of AI, how the Executive Order was crafted, etc check it out! podcast.silverado.org/episodes/all-t…

$1.5 billion CHIPS act grant intention announcement for Global Foundries to expand investments in foundational node chips which are essential for every single modern technology nist.gov/news-events/ne…

This March, Silverado Policy Accelerator is joining SAFE and Electrification Coalition in DC a #SAFESummit2024 to exchange ideas and network with the global #transportation, #energy, and #supplychain community! Register today! safesummit.org/?utm_source=Si…

🚨New Report Launch🚨 Check out Silverado’s new report on state-level production and employment in the U.S. iron and steel industry. The report covers production, shipments, value added, employment, and exports by state and major industry segment. silverado.org/reports-and-pu…

🚨New Data Dashboard🚨 Silverado has released a new data dashboard to complement our ongoing work in support of policy discussions on a U.S. border pollution measure. Check out the full dashboard on Silverado’s website—silverado.org/data-dashboard…

🚨New Data Dashboard🚨 Silverado has released a new data dashboard on global raw steel production capacity to accompany our ongoing work related to policy discussions on a U.S. border pollution measure. Follow our border pollution measure work here: silverado.org/reports-and-pu…

🚨 New Dashboard Alert 🚨 With so much talk about tariffs and trade (deficits!) Silverado has launched a new data dashboard showing the U.S. trade balance by country in 2023 and the first three quarters of 2024.

🚨New Report Launch🚨 Check out Silverado’s new report on the aluminum industry in the United States—the third in a series of publications intended to support ongoing policy discussions regarding a U.S. border pollution measure (BPM). silverado.org/reports-and-pu…

🚨New Report Launch🚨 Check out Silverado’s new report on the geographic distribution of the aluminum industry in the United States: silverado.org/reports-and-pu…

Silverado has been sounding the alarm on China’s non market approach to its chips sector that threatens global supply chains and domestic competitiveness. Today USTR initiated a Section 301 investigation. Info here: ustr.gov/about-us/polic…

Great conversation this week at the 15th Annual China Business Conference hosted by U.S. Chamber in D.C. On behalf of FDD, I joined a panel on #tariff tit-for-tat moderated by the Financial Times' @Dimi alongside: James Mulvenon, from Pamir Consulting Sarah Stewart from

Chip Security Act (CSA) is a new bipartisan bill in Congress that requires advanced AI chips to have location verification to combat illicit diversion of exports of these chips to banned countries like China. A 🧵 on how this could work to enhance US export control enforcement

China has not exported rare earth compounds or metals in tariff lines fully covered by export controls to the United States since April 2025. While attention has focused on magnets, compounds and metals are also critical for U.S. industries. See Silverado’s new infographic 👇

Why The China Trade Truce Is Unlikely to Last New Geopolitics Decanted by Silverado where we discuss the Trump-Xi meeting: rare earth/export control truce, China’s record of delivering on past commitments, and no US concessions on AI chips youtu.be/sJnzpCR-B0M

🚨 Rep. John Moolenaar said it best: China has a loaded gun pointed at our economy. Today, the Select Committee released a new investigation revealing how the CCP uses predatory pricing and market manipulation to control the global supply of critical minerals. reuters.com/world/us/us-ho…

🚨 Supreme Court vs. Trump Tariffs: What happens if SCOTUS rules against the tariffs? Geopolitics Decanted by Silverado breaks down: ✓ Which tariff categories are impacted ✓ The refund situation (billions on the line) ✓ Alternative tariff paths for the administration youtu.be/ZlECLK1Gl9I

Enjoyed chatting with Jordan Schneider on ChinaTalk about the implications of the decision to allow H200 chips to be exported to China. P.S. The AI song at the end is spit your food out funny - well done Jordan!

China’s exports to the U.S. of rare earth compounds & metals subject to export controls remained below historic levels in December according to the latest data. China’s exports of rare earth magnets to the U.S. continued at the low end of historical levels silverado.org/data-dashboard…

🚨 This #EarthDay, USTR is digging up foreign trade practices that undercut American workers, contaminate global supply chains, and harm the environment and local communities. 1/10: Studies estimate that nearly 50% of the wood harvested in Brazil—and 90% of the timber from the