Codels to China and Taiwan have dropped significantly. Isabella McCallum and Ryan Featherston analysed the decline in US congressional visits, the causes and potential impacts on US relations with China and Taiwan. Read their analysis here: csis.org/blogs/trustee-china…

Congressional travel to China has collapsed since the pandemic, and travel to Taiwan is now falling sharply as well. As the cohort of members with firsthand experience shrinks, fewer in Congress know China directly at precisely the moment it matters most. Ryan Featherston and Isabella McCallum examine the consequences of this decline: csis.org/blogs/trustee-china…

Overall effective US tariffs levels on trading partners. Read Scott Kennedy and Claire Reade's full commentary on the legal challenges for the new Section 301 tariffs, and the tariff's likely effectiveness. csis.org/analysis/section-30…

China's domestic demand weakened in July. As Scott Kennedy demonstrated, efforts to increase domestic consumption since the pandemic have had limited impact. Listen to Scott's full remarks: youtube.com/watch?v=FJKzkt46…

With energy prices rising due to the Iran war, Chinese solar companies are seeing a boost in sales abroad. This uptick is a hopeful trend for beleaguered firms struggling with low prices and intense competition. Michael Davidson and Sandy Qian found that the challenging industry environment was likely to make Chinese solar firms more resilient. Read their full analysis here: csis.org/analysis/chinas-sol…

EV sales in China dropped significantly this year after China ended consumption based subsidies, including a sales tax exemption on EV purchases. As Scott Kennedy showed in his past analysis of EV subsidies in China, sales tax exemptions grew into a significant portion of overall subsidies for the industry. csis.org/blogs/trustee-china…

Read @KennedyCSIS and Claire Reade's assessment of the latest Section 301 tariffs: csis.org/analysis/section-30…

There is a lot of debate on how China should boost domestic consumption. Most of this discussion centers on household consumption, but Ryan Featherston notes that past policies aimed to boost both household and business consumption: "This dual focus on consumers and firms is much more in line with a typical, supply-side oriented model of policy making..." csis.org/blogs/trustee-china…

China's Ministry of Commerce published a position paper rejecting international allegations of industrial overcapacity. As Scott Kennedy explains, China does have a similar domestic debate, with different terminology: ”内卷/involution“, referring to excessive competition. csis.org/blogs/trustee-china…

New solar installations in China are dropping as the sector grapples with supply-side imbalances. While China has seen record levels of solar installations the last 5 years, solar still accounts for less than 10% of the primary energy mix. Read more here: csis.org/analysis/new-carbon…

South Korea's relationship with its two biggest trading partners, China and the US, is changing. Markets for Korean exports are shrinking, and imports from China to Korea are rising. South Korea is adapting by shifting to a new growth model as an AI ecosystem power. Read Navin Girishankar's full report on this shift: csis.org/analysis/export-nat…

Starting Soon: Online round table discussion on China and the Section 301 Investigations: The Legal, Economic, and Diplomatic Issues. Join the conversation here: csis.org/events/china-and-se…

Despite a record breaking roll out of renewable energy, coal is still the dominate source of energy in China. Chinese industry could shift to renewable energy more quickly as firms adapt to the EU's newly in force Carbon Border Adjustment Mechanism (CBAM). Read more about this potential shift in Ilaria Mazzocco and Ray Cai's June report: csis.org/analysis/new-carbon…

As the EU's Carbon Border Adjustment Mechanism (CBAM) comes into effect, local governments in China are helping firms prepare for the new carbon accounting rules. See the chart of assistance programs in @Mazzocco_Ilaria and Ray Cai's report for details: csis.org/analysis/new-carbon…