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The world is in the midst of a structural reset—one the place international capital can now not faux geopolitics, local weather, and industrial coverage are background noise. From liquefied gasoline to lithium, from superior chips to synthetic intelligence, the foundations of the worldwide economic system are actually strategic terrain. It’s on this second—when traders are attempting to type hype from threat, narrative from actuality—that Jefferies funding financial institution is internet hosting a lineup of consultants who carry unusually grounded perception into China’s position within the subsequent section of world competitors and decarbonization. The occasion is titled: US China Summit – Understanding Geopolitical Rivalry & Strategic Priorities. This isn’t a postmortem. It’s a map of the place the fractures are forming and the place alternative, resilience, or failure might observe. I’m honored to be among the many audio system.
Shaun Rein will open the occasion with a session titled “Will Sanctions and Tariffs on China Work?” and few are extra certified to handle that query. Because the founding father of the China Market Analysis Group and a longtime advisor to Western multinationals navigating China’s client and regulatory panorama from his residence base in Shanghai, Rein has argued persistently that U.S. financial strain campaigns are basically miscalibrated. In his e book The Battle for China’s Pocketsand in frequent interviews with Bloomberg, CNBC, and others, he’s emphasised the home power of Chinese language consumption, the Get together’s potential to soak up and redirect strain, and the counterproductive nature of Western sanctions. He’s not defending Beijing—he’s explaining why it isn’t folding. For traders, Rein’s perspective is an antidote to wishful considering. In the event you’re nonetheless hoping that tariffs will power provide chains out of China or set off political realignment, Rein is prone to provide a sobering however vital recalibration.
I lately contrasted Rein’s most up-to-date e book, The Cut up: Discovering the Alternatives in China’s Economic system within the New World Order with a Chinese language mainland senior economist’s lately, highlighting that China is not what the dominant western narrative, especially that in the USA, says it is.
Following Rein, Joanna Lewis will take the stage to debate “China’s Green Industrial Policy.” Her tutorial work has mapped this house for years. As a Provost’s Distinguished Affiliate Professor at Georgetown and a lead writer on the IPCC’s Fifth Evaluation Report, Lewis is among the most revered Western analysts of China’s renewable vitality technique. Her e book Inexperienced Innovation in China dissected the best way China constructed its wind energy sector—not simply technologically, however institutionally—and she or he’s continued to analysis how state-led industrial coordination has underpinned the nation’s cleantech dominance. She’s spoken on the Asia Society, suggested the Vitality Basis China, and repeatedly proven how China’s strategy blends scale, coverage certainty, and international ambition. What Lewis brings to this dialog isn’t just description however sample recognition. She helps traders perceive why Chinese language photo voltaic and EV corporations are exporting at margin-killing costs and the way that’s not a market failure—it’s a market technique.
Dr. Michal Meidan will prolong that logic in her session on “China’s Past and Future Energy System.” Because the Director of the China Vitality Analysis Programme on the Oxford Institute for Vitality Research, and a longtime analyst of China’s vitality safety posture, Meidan brings depth and nuance to what’s usually an oversimplified story. Her work spans Chinese language oil coverage, impartial refining dynamics, and most lately, the month-to-month evolution of China’s coal, gasoline, and renewables stability. In her previous roles at Eurasia Group and Vitality Elements, she persistently emphasised the duality of China’s vitality technique—speedy clear vitality deployment paired with cussed reliance on coal. In her current public commentary, she’s highlighted the strain between short-term reliability and long-term decarbonization, particularly as China prepares to lean on home fossil belongings for vitality safety whereas persevering with to dominate clear tech exports. For traders watching commodity markets or infrastructure funds, Meidan’s contribution will likely be important in understanding the place the danger curve lies.
Later within the morning, I’ll converse to the provision aspect of this technique: how China turned the world’s dominant refiner and processor of important minerals for each protection and clear expertise. From lithium and cobalt to uncommon earths and graphite, China controls 60% to 90% of world midstream mineral processing capability. This isn’t only a clear vitality story—it’s a geopolitical chokepoint, and one which’s proving troublesome to diversify round. In my very own writing and analysisI’ve laid out why Western efforts to rebuild mineral provide chains are working into primary constraints: allowing delays, capital shortage, refining know-how, and the brutal timeline mismatch between political cycles and industrial improvement. My discuss will lay out the place we’re, what’s real looking within the subsequent 5 years, and why China’s position in minerals isn’t going away anytime quickly.
Dr. John Helveston will observe with a presentation titled “Competition vs Collaboration Across Clean Tech: Is Reshoring Possible?” Helveston is uniquely certified to reply that. As an assistant professor at George Washington College specializing in EV adoption, clear tech coverage, and China-U.S. industrial comparisons, he brings knowledge, not dogma. His landmark comparative examine of electrical car preferences in China and the U.S. helped clarify why China’s EV market scaled so shortly—and why American consumers have been slower to shift. Extra lately, his analysis has centered on clear tech manufacturing dynamics and coverage suggestions loops. Helveston is skeptical of simplistic reshoring narratives. In previous op-eds and tutorial commentary, he’s argued that international clear tech success has relied on distributed provide chains, not nationwide self-sufficiency. He’s prone to body reshoring as expensive, incomplete, and—at greatest—selective. For traders betting on U.S. battery crops, photo voltaic gigafactories, or IRA-fueled manufacturing, his perception will present important floor reality.
After lunch, consideration will shift from vitality to expertise with Reva Goujon’s discuss on “Semiconductor and AI Competition.” At Rhodium Group, Goujon leads China company advisory and has lengthy been one of many clearest voices linking geopolitics with industrial and technological threat. Her time at Stratfor, the place she led international intelligence and strategic forecasting, sharpened her potential to mannequin how states behave when expertise turns into a nationwide safety asset. She’s been writing about China’s semiconductor ambitions for years, and in current Rhodium briefings, she’s parsed how export controls, funding screening, and AI governance battles are reshaping company technique. Goujon doesn’t deal with the chip battle as a one-off coverage spat—it’s a structural break with many years of world tech integration. Her discuss is prone to join semiconductors with AI techniques, mental property coverage, and the rising bifurcation of digital infrastructure. For traders in superior manufacturing, cloud infrastructure, or AI software program, understanding the implications of this divide will likely be important.
Closing the day is Michael Mehling with “Great Power Competition: Climate, Trade, and Geostrategic Rivalry in the US.” Mehling operates on the intersection of legislation, coverage, and local weather economics, with roles at MIT’s Middle for Vitality and Environmental Coverage Analysis and the College of Strathclyde Legislation Faculty. He’s been a key advisor on carbon pricing frameworks and has written extensively on the interplay between local weather coverage and worldwide commerce guidelines. Lately, Mehling has emphasised how industrial coverage instruments—carbon border changes, inexperienced subsidies, clear vitality credit—have gotten devices of strategic affect. He’s additionally warned that with out coordination, these instruments may spark a commerce battle amongst allies, complicating the already fragile international decarbonization effort. On this session, he’s prone to discover how U.S. and EU local weather commerce insurance policies affect international flows of metal, cement, batteries, and hydrogen—and whether or not a multipolar local weather regime can maintain collectively below rising strain.
This occasion comes at a second of inversion: when what was assumptions are actually dangers, and what was noise—mineral flows, carbon coverage, allowing timelines—are actually sign. For international traders, the message is evident. The long run isn’t simply formed by technological innovation. It’s formed by who controls the inputs, who writes the foundations, and who can execute coverage with coherence and scale. China is central to each a kind of levers, and understanding how and why is now not non-obligatory. It’s foundational. This occasion presents not only a prognosis however a framework for motion—and one which, if taken critically, may assist keep away from the most expensive misreads of the approaching decade.
This occasion is just open to Jefferies’ purchasers, so attain out to your shopper contact in the event you haven’t acquired an invitation already. I’ll share my slides, speaking factors and the questions that have been requested, simply as I did with my final Jefferies shopper presentation on the future of electrical generation.
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