Agatha Kratz

Agatha Kratz, a Partner at Rhodium Group specializing in corporate advisory and Chinese trade policy, and Juliana Bouchot, a Senior Analyst with expertise in Chinese supply chains, dive deep into the complexities of global supply chains amidst rising U.S.-China tensions. They discuss the impact of tariffs on inflation and consumer behavior while exploring whether countries like Vietnam and India can effectively absorb China's manufacturing output. The conversation reveals how traditional supply chains are evolving and the potential shifts in the international trade landscape.

Emmanuel Hache, économiste spécialiste des matériaux critiques, et Agatha Kratz, associée chez Rhodium Group et experte des relations Chine-UE, analysent la dépendance européenne aux terres rares face à l'embargo chinois de 2025. Ils discutent de l'impact géopolitique de cette situation, des difficultés d'une diversification des chaînes d'approvisionnement, et des opportunités de recyclage. Hache met en lumière le besoin urgent de financements et de stratégies pour rétablir l'autonomie de l'Europe, tandis que Kratz plaide pour des partenariats internationaux.

Agatha Kratz, a partner at Rhodium Group specializing in corporate advisory, and Juliana Bouchot, a senior analyst focused on supply chain policy, dive into the complexities of China’s role in global supply chains. They discuss escalating U.S.-China trade tensions and the potential impacts of new tariffs on inflation and consumers. The conversation reveals the challenges major companies, like Apple, face in reshoring their manufacturing. They also explore the prospects for emerging markets absorbing China’s manufacturing output amidst these shifts.