Executive Summary: Trade between the United States and the People’s Republic of China (PRC) is now defined by selective weaponization, not interdependence or decoupling. Both sides are learning to use high-value channels of exchange—technology, materials, and capital—as instruments to shape the other’s behavior. Neither seeks... MORE

Executive Summary: A humanoid robotics ecosystem is developing in the People’s Republic of China (PRC). A vertically integrated supply chain is improving global competitiveness and market share in core component technologies. In most segments, Western firms remain dominant. PRC firms note that they are constrained... MORE

Executive Summary: Beijing has shifted its rare earth management model to a “total volume control” system, in which annual production caps are set centrally and allocated directly to enterprises. This reflects tighter centralization and a new focus on controlling overall output rather than mandating production... MORE

Executive Summary: A new “flash ironmaking” technology invented in the People’s Republic of China (PRC) reduces reliance on imported high-grade iron ore, aligning with Xi Jinping’s push for industrial chain autonomy and supply chain resilience. The technology may mitigate geopolitical risks but is unlikely to... MORE