On China

Geoeconomics and Trade

Photo: CN-STR / AFP via Getty Images

Photo: CN-STR / AFP via Getty Images

China’s Solar Industry Is in Upheaval—The Effects Will Be Global

Rather than opening space for rivals, China’s solar industry shakeout is forging a more resilient core — embedding deeper into global value chains, securing a technological lead, and reshaping the industry’s future trajectory to its own long-term advantage.

Brief by Michael Davidson and Sandy Qian — March 12, 2026

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Building a New Market to Counter Chinese Mineral Market Manipulation

China is manipulating global mineral markets by oversupplying and depressing prices. To counter China, the United States and allies should form an “anchor market” to harmonize tariffs, mandate sourcing quotas, and restrict Chinese acquisitions of strategic mineral assets.

Commentary by Gracelin Baskaran — June 12, 2025

Trade in Critical Supply Chains

The U.S. must act urgently to secure critical minerals vital to national security and economic competitiveness. This includes collaboration with allies, which will be key to competing with China’s dominance and building resilient supply chains.

Congressional Testimony by Gracelin Baskaran — May 14, 2025

The Trade Guys

Chinese Shipbuilding and a Trump Tariff Roundup

On this week's episode of the Trade Guys, we discuss USTR's Section 301 investigation of China's shipbuilding sector. We also go through several recent executive orders and directives related to tariffs and investment.

Podcast Episode by Scott Miller, William Alan Reinsch, and H. Andrew Schwartz — March 4, 2025

CSIS The Trade Guys