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…