Supply chains
Business
The soldiers of the silicon supply chain are worried
Geopolitics risks distorting a miracle of modern technology
The Americas
Mexico and Brazil dither as chip supply chains are reforged
American efforts to reduce reliance on Asia for semiconductors present an opportunity
Graphic detail
Don’t be fooled by America’s “new” supply chains
Despite attempts to diversify, they still lead back to exactly where you would expect
Business
The fall of China’s “manganese king” may hit global EV supply chains
And leave a hole in Xi Jinping’s economic plans
Asia
A battery supply chain that excludes China looks impossible
Green industrial policy and hawkish security policies are clashing
Graphic detail
Supply chains are back to normal. Why is inflation still so high?
Covid disruptions and energy-price spikes may have led to persistent price pressures