Supply chains

Business
Why it has never been better to be a big company
The upheaval brought by AI and Trump favours corporate giants—for now

Business
Huawei and other Chinese chip firms are catching up fast
But they still depend on America and its allies in a few vital areas

Drum Tower
The billionaire caught in the crossfire between America and China
Our weekly podcast on China. This week, what the fate of the Panama ports deal means for Chinese business and global maritime trade
34:04

Middle East & Africa
A new smash and grab for Red Sea ports
Outside powers are lining up for a piece of the action

China
To secure exports to Europe, China reconfigures its rail links
A new line will bypass its best friend, Russia

Asia
North Korea is remarkably entrenched in global supply chains
Considering the amount of sanctions plastered on the country

International
Xi Jinping swings his “assassin’s mace” of economic warfare
China is weaponising its supply chains, but risks blowback if it goes too far

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