Electric Vehicles (EVs)

The electric transition, and how both are reshaping U.S.–China competition, especially around autonomous driving and AI-powered vehicles.

Inside China’s Industrial Policy: Trade-Offs Made Clear

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China’s approach is deliberate, multi-layered, and strategically coordinated over decades, combining long-term planning, financial direction, state involvement, and regional execution. Crucially, it operates with an explicit awareness that unchecked financialization is corrosive, even as structural constraints prevent its full elimination. What distinguishes China is not purity, but active governance of distortion. Planning Against the Pull … Read more

How China Became the Center of Gravity in the Global EV Era

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Introduction: From World Factory to Technology Exporter Over the last forty years, China’s position in the global automotive industry has experienced a profound transformation. Once primarily a recipient of foreign technology in exchange for market access, China has emerged as the world’s leading hub for new energy vehicle (NEV) innovation. Today, it exports not only … Read more

State-Led Capitalism in Action: China’s Mask Manufacturing

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I. How State-Led Capitalism Operates in Practice China’s system of state-led capitalism is best understood as a pragmatic hybrid rather than an ideological extreme. It does not resemble Soviet-style central planning, nor does it follow Western laissez-faire principles. Under normal conditions, production and allocation are largely market-driven, with firms competing, innovating, and responding to demand … Read more

U.S.-China Global Dynamic: How Rivalry Drives Mutual Gain

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I. The De Facto “G2” Economic Loop A. Mutual Benefit Through Asymmetric Global Roles For decades, the United States and China have functioned as a de facto “G2,” quietly orchestrating a global economic system that primarily serves their own interests. Their roles are complementary and asymmetric: the United States issues the world’s reserve currency, consumes … Read more

Evaluating China’s Global Price Revolution Strategy

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This study undertakes a critical examination of the logic behind the so-called “China global price revolution,” exploring how and why it has functioned, where it shows structural weaknesses, and under what conditions it might fail. By situating this analysis within a broader historical and economic context, the discussion considers how China’s impact on global prices … Read more

China’s Low-Cost Power Shift: From Divergence to Convergence

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I. Reframing the “Great Divergence”: Not Race or Values, but Cost-Efficient Violence and Industrial Power 1. The Foundations of the Great Divergence: Power, Production, and Coercion The historical “Great Divergence” between the Global North and the Global South was not enabled by racial superiority, cultural refinement, or the intrinsic legitimacy of Western values. Rather, it … Read more

How HarmonyOS Next Forces Developers to Adapt or Lose Users

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Huawei’s HarmonyOS, particularly HarmonyOS Next, is reshaping how overseas developers engage with its ecosystem—not through persuasion, but by making non-participation economically unviable in select regions. Rather than seeking Western approval, Huawei is focused on establishing a parallel ecosystem in which Chinese and regional apps become the default, especially across the Global South. Developers are compelled … Read more

The Big Idea Famine: How the U.S. Undermined Its Own Power

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Over the past several decades, the West—especially the United States—has drifted into what anthropologist David Graeber termed a “big idea famine,” marked by a decline in transformative innovation despite abundant capital and talent. Military and strategic technological progress has slowed as ethical hesitation, bureaucratic inertia, and weak prioritization constrain experimentation, while the civilian tech sector … Read more

How China’s Technological Rise Helps Everyday People

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China’s technological upgrading is good for ordinary Chinese people because income, dignity, and living standards are structurally determined by who controls high-end tools of production. By moving up the technological value chain, China enables surplus value that once leaked abroad to remain within the domestic economy, where it can be redistributed through higher wages, lower … Read more

How Huawei and Xiaomi Differ in Innovation and Market Role

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Xiaomi and Huawei differ fundamentally in their corporate positioning, value creation, and roles within the national and global technology ecosystem. Huawei is a technology-driven company, emphasizing strategic breakthroughs and the industrialization of cutting-edge technologies. In contrast, Xiaomi is a business-driven company, prioritizing supply chain integration, commercialization, and user-centric products. These distinctions extend across industrial cycles, … Read more