6+ hour, 35+ min ago   (662+ words) Policy attention has fixated on chips, the cloud, and models. But crafting a durable AI strategy will require a broader approach reconciling industrial capacity, geopolitical realities, and rapid evolution of the technology. Long before the arrival of Anthropic’s Mythos model,…...

6+ day, 18+ hour ago   (597+ words) We find that the US is on track to reduce GHG emissions by 27-41% below 2005 levels in 2040, considering all relevant federal and state policies on the books as of June 2026. Under the hood of these economy-wide findings, key sectoral shifts are…...

2+ mon, 3+ week ago   (1319+ words) China’s industrial strategy now touches almost every major sector in the economy and their underlying supply chains. These state interventions are accelerating China’s trade dominance and expanding foreign dependence on Chinese supply chains. A decade after Made in China 2025 (MIC25), China…...

4+ mon, 3+ day ago   (1090+ words) A year and a half after the EU's new duties on China-made EVs, imports are still accelerating. The proposed Industrial Accelerator Act is one possible fix, but even in its strongest form, it might not be enough to shield European…...

6+ mon, 3+ week ago   (139+ words) China’s “new” high-technology industries will not generate investment sufficient to power 5% GDP growth in the years ahead. New input-output tables released by the NBS show these industries remain too small relative to traditional sectors. Figure 2 below highlights the five largest…...

6+ mon, 3+ week ago   (309+ words) Based on preliminary economic and energy activity data, we estimate that in 2025, US greenhouse gas emissions increased by 2.4%, marking a change from the prior two years of decreases in emissions. We estimate that US GHG emissions grew faster than the…...