Keep pulling the thread on Dan Wang.
The Bipartisan Infrastructure Act and the Inflation Reduction Act have so far resulted in very little actual construction of infrastructure or clean technology projects.
Xi Jinping has appointed leaders from China's military-industrial complex, including those who ran space missions and weapons companies, to high-level government positions such as provincial party secretaries and governors.
China controls approximately 90% of the global solar industry supply chain, from polysilicon processing to module assembly.
Foreign companies operating in China are required to employ Chinese Communist Party members who report on internal company activities to the state.
Dan Wang predicts the geopolitical and economic competition between the U.S. and China will last for decades and will not be decided by a single technology, including artificial intelligence.
China accounts for approximately one-third of the world's total manufacturing value added.
In response to U.S. tariffs, China retaliated by suspending its exports of rare earth magnets, causing panic among Western automakers.
China has a dominant market position in the production of antibiotics, including ibuprofen and other active pharmaceutical ingredients (APIs).
Of the approximately 40 nuclear power plants currently under construction globally, 35 are located in China.
Analyst Ben Thompson assesses that a military conflict between Beijing and Taipei over Taiwan is neither imminent nor inevitable.
Dan Wang believes that Beijing has not set a firm 2027 deadline to invade Taiwan, although it may be aiming for military readiness by that date.
The California high-speed rail project, intended to connect San Francisco and Los Angeles, has been in development for over 15 years since voter approval and has not yet transported any passengers.