The Evolving Global Context

International Context

The West scrutinizes Chinese investmentTalk about a trade war between the United States and China may have overshadowed another major debate about the impact of Chinese investment, taking place on both sides of the Atlantic. While the US Congress considers reforming the Committee on Foreign Investment of the United States – CFIUS, an int

Of Chips and TradeA robust semiconductor supply chain without China is out of question, while complimentary China-U.S. cooperation would make the global supply chain both complete and resilient for years to come.

How the U.S. Lost Ground to China in the Contest for Clean Energy (Published 2021)Americans failed to safeguard decades of diplomatic and financial investments in Congo, where the world’s largest supply of cobalt is controlled by Chinese companies backed by Beijing.

China’s Electric Car Exports More Than Double, Mostly to EuropeEnergy Connects is a reliable News platform providing Renewable Energy News, Green Energy News, Wind Power News and the latest Energy Sector News. We also provide information about Energy Offshore today and UN Sustainability Goals. Check our website to know more.

US 2023 Foreign Investment into China – Data Analysis on Deals, Values, M&A and Investments - China Briefing NewsDespite Washington’s negative focus towards Beijing, numerous Chinese industrial sectors are attracting significant US investments. We analyze what’s going on, and where.

US-China Tech Race: Spies and Lies (Part Two)Is China’s rapid advancement in technology driven by theft of US trade secrets?

Exclusive: Chinese chip firms stockpile equipment ahead of US-Japan-Netherlands agreementSome of China’s largest chip makers have scrambled to buy equipment and materials this year in anticipation of an agreement expected to escalate export controls.

Sharing insights elevates their impact

Latin American Governments Are Caught in the Middle of the U.S.-China Tech WarSo far, policymakers have maintained strong ties with both nations. In 2021, they may face a point of no return.

Strengthening the Global Semiconductor Supply Chain in an Uncertain Era

Top 25 global and Chinese chip companies rankedMarket analyst Gartner Inc. has produced the ranking of the top 25 semiconductor manufacturers in the world and in mainland China by 2022 revenues.

Global Energy and Climate Model – Analysis - IEAGlobal Energy and Climate Model - Analysis and key findings. A report by the International Energy Agency.

With eye toward countering Chinese Belt and Road, Biden administration lays groundwork for infrastructure program in Latin AmericaMore than seven years after President of China Xi Jinping first announced the Belt and Road—the People’s Republic’s signature twenty-first century foreign policy agenda—the administration of U.S. President Joe Biden announced this week that the White House would send a delegation of officials to Latin America to scout opportunities for possible infrastructure development projects to counter those of China.

China’s Share of Global Chip Sales Now Surpasses Taiwan's, Closing in on Europe's and Japan'sGlobal chip sales from Chinese companies are on the rise, largely due to increasing U.S.-China tensions and a whole-of-nation effort to advance China’s chip s

Espionagem industrial: como a China conseguiu segredos tecnológicos dos EUA - BBC News BrasilA verdadeira extensão da espionagem comercial é desconhecida, mas especialistas dizem que ela é "amplamente difundida".

Asia-Pacific, Japan-Taiwan

TSMC's second Japan plant advances Tokyo ambitions on chip supplyBig subsidies, lower costs provide edge in race to reshape global supply chains

TSMC To Build Second Chip-Making Plant in Japan With Partners - BNN BloombergTaiwan Semiconductor Manufacturing Co. is expanding its output in Japan with plans to build a second chip fabrication plant, a major victory for Prime Minister Fumio Kishida as his government seeks to boost domestic chip production.

Samsung eyes chip facility in Japan amid thaw in Seoul-Tokyo relationsWorld’s top memory chip maker is revamping Japanese operations, taking advantage of chip materials and advanced packaging technology.

Critical Minerals

A Critical Minerals Policy for the United States - OurEnergyPolicyThe United States currently faces a rapidly shifting global environment that increasingly places strategic importance on responsible and resilient access to critical minerals. These minerals—which are essential inputs to a wide range of applications ranging from clean energy technologies to advanced defense systems—will continue to increase in importance over the coming decades. Global competition over these resources due to the rapidly accelerating energy transition, fragmentation of international supply chains, and rising geopolitical tensions with adversaries is of key importance to the climate, economic, and national security interests of the United States in the 21st century. There is an urgent need... [more]

Critical minerals: Harnessing data key to unlocking hidden treasuresClean energy systems are expected to raise copper demand from 23% to over 42% of total demand by 2050. Technology and data can help developing countries unlock their mineral resources treasure chest. UNCTAD has a solution for digitalizing and sharing data to facilitate the discovery of new natural resources. The global quest for a cleaner energy system has escalated the demand for critical energy transition minerals such as lithium, cobalt, nickel and copper.

The U.S. Military and NATO Face Serious Risks of Mineral ShortagesNATO militaries could face shortages of critical minerals, especially if U.S.-China tensions escalate. Stockpiling could prepare NATO for a crisis.

Latin America

Latin America and the Caribbean: Critical minerals drove foreign investment in 2023Foreign direct investment (FDI) in Latin America and the Caribbean remained stable in 2023, totalling $193 billion, according to the latest World Investment Report published on 20 June.

Critical Minerals in Latin America: a Bridge or a Bottleneck for the Energy Transition? - Center on Global Energy Policy at Columbia University SIPA | CGEPAs the world transitions from consuming fossil fuels-based energy into low-carbon energy sources, demand for...

Brazil’s Potential Role in Diversifying US Critical Mineral Supply - Center on Global Energy Policy at Columbia University SIPA | CGEPThe United States, one of the world’s two largest greenhouse gas emitters, will require reliable critical mineral supply for technologies associated with the energy transition.

Semiconductors and Hydrogen

China dominates semiconductor patent activityThere have been 69,190 global patents for semiconductors filed in year to September 30, 2022 and 55 percent were filed by Chinese entities, according to law firm.

China dominates semiconductor patent activityThere have been 69,190 global patents for semiconductors filed in year to September 30, 2022 and 55 percent were filed by Chinese entities, according to law firm.

Semiconductor patents rise by 59% in five years to reach to record high - Mathys & Squire LLPThere have been a record 69,190 global patents for semiconductors filed in the past year*, up 59% from 43,380 five years ago and 9% more than the 62,770 filed in 2020/21.

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