The Global Energy Crisis, Explained | Warren Pies
Forward Guidance
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The Rise of Onshoring in the World Supply Chain
I think that America, writ large is reconsidering whether we want to have China manufacture so many of our essential goods. And I think that you're starting to see this come up in politics. You see it in the Build Back Better plan, even there's tax credits for reshoring and onshoring of manufacturing. So to me, there's a very good chance that odds have increased substantially coming out of COVID.
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