This week on Sinica in a show taped live at China Crossroads, Shanghai's premier event series, I'm joined by my good friend Cameron Johnson, who is on the governing board of the American Chamber of Commerce in Shanghai, specializes professionally in supply chains in China, and teaches at NYU Shanghai.
4:20 – What makes up a supply chain ecosystem, and why it is difficult to build out
8:39 – A brief history of decoupling, the warning signs, and whether it matters “who shot first”
16:43 – Personal protective equipment (PPE) manufacturing in America, the lessons we (should have) learned, and Washington’s response
25:13 – EVs and batteries: manufacturing in America, and what it looks like on the ground in China
30:46 – The semiconductor industry
34:24 – “China Week” in Congress, and the different responses of GOP versus Democratic congressmen
38:36 – De-risking as globalization 2.0
42:21 – Cameron’s predictions on the effects of the [upcoming] U.S. elections
44:10 – Inside Chinese factories
47:44 – American shortfalls in manufacturing
50:21 – The importance of seeing China’s competitive markets and ecosystem clusters for oneself
53:09 – Cameron’s advice for the next U.S. administration
Recommendations:
Cameron: Gōngyìng liàn gōngfáng zhàn 《供应链攻防战》 (Supply Chain Offensive and Defense War) by Lin Xueping; No Trade is Free: Changing Course, Taking on China, and Helping America’s Workers by Robert Lighthizer
Kaiser: The Praise of Folly by Desiderius Erasmus
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