Horizon Advisory supports leaders across sectors with understanding and responding to geopolitical, economic, and technological change. Reach us online at www.horizonadvisory.org, by email at info@horizonadvisory.org.
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Horizon Advisory reposted this
A recent surge in US investments by Chinese solar panel manufacturers could potentially strengthen Beijing’s hold over the industry, rather than reducing American reliance on Chinese supply chains, according to a report released by geopolitical consultancy Horizon Advisory. Read more: https://lnkd.in/ghKmarNF #CleanEnergy #SolarEnergy #ChineseInvestment #USCleanEnergyMarket
Horizon Advisory reposted this
NBR nonresident fellow Emily de la Bruyère and Nathan Picarsic of Horizon Advisory have published a white paper for the Hinrich Foundation on China’s quest for asymmetric dominance in data centers: https://lnkd.in/g24quhce
Horizon Advisory reposted this
PODCAST: NBR’s Doug Strub spoke with nonresident fellow Emily de La Bruyère (Horizon Advisory) about the nature of China’s digital ambitions and what’s driving China’s strategy to achieve these goals. https://lnkd.in/gHqs3bzg #china #digital
Follow along with Horizon Advisory's Chip Risk Monitor: https://lnkd.in/ezPdgWdu
Supply chains - spanning knowledge, people, and, of course, real economy goods and upstream inputs - are being impacted at an unprecedented rate by geopolitical competition and accompanying regulatory interventions. External stimuli generating supply chain shocks appear daily and range from sticks (e.g., export controls) to carrots (e.g., market & government inducements for supply chain resiliency and reshoring). Horizon Advisory's approach to monitoring the net impact of geopolitical competition on supply chains has allowed our partners to stay ahead of the curve. We don't simply document static supply data and post facto accounts of external impacts (e.g., vetting a network after a new Entity Listing has occurred). We combine contextualized and curated empirics (smart, rather than simply big, data) with an investigation-based logic that surfaces risks before they've become mandates. As integrated circuit supply chains remain front and center in global economic and geopolitical competition, we've launched the Chip Risk Monitor to share some of the surface level of how we monitor and identify risks in a space impacted by competitive and regulatory forces. China's State-led, Enterprise-driven approach to dominating the global semiconductor value chain presents obvious risks; by assessing the proximity of entities, individuals, and their networks to the central forces that propel China's approach, it's possible to anticipate surprise at a range of competitive levels (e.g., regulatory, technical). You can subscribe to Horizon's Chip Risk Monitor update to follow along with monthly notes, company and network profiles, and essays from the Horizon Advisory team here: https://lnkd.in/e4hum952 (and more substance to following in the comments: #supplychain #chipwar #techecosystem #uschina)
Latest commentary from Nate Picarsic Horizon Advisory underscores: --the need for new frameworks in strategic planning that account for today's geopolitical realities, and --the need for new due diligence approaches that screen for competitive risks to investments, government funding, and partners all along value chains in critical and emerging tech and industrial applications. #uschina #geopolitics #duediligence #corporateintelligence #industrialinnovation
"How Actually to Compete with China: Can America avoid the coming Solyndra hydra?" Thanks to The Spectator for the chance to dispel the big myth about the US-China tech and industrial competition with Solyndra as an instructive (but not unique) case: Solyndra was a failure of the US government, capital markets, and start-up leaders correctly to understand global industrial competition with China: That in today’s industrial competition, innovation isn’t what wins. Control over value chains and markets is. The US-China competition is not an innovation race. Production is the metric that matters. The US can generate the world’s most advanced [insert innovative IP-, design-, software-defined breakthrough]. But if that innovation depends on inputs from China and sales into the Chinese market, it will be at the mercy of the Chinese Communist Party. The CCP will use that leverage to undermine the US champion’s business model until such point that, like Solyndra, it shutters and is sold for parts. And, to make it worse, odds are those expensive, innovative, American parts will be sold to China, for pennies on the dollar. https://lnkd.in/eDADxdge