The Fate of China’s Global Supply Chains in the New Tariff Era

With new tariff threats from the Trump administration and rising tensions across key markets, companies and governments alike are scrambling to understand what decoupling—or de-risking—actually looks like in practice. From electronics and apparel to solar panels and electric vehicles, China’s role in global production remains formidable. But is it unshakeable?

In this special bonus episode, Eric is joined by Agatha Kratz, Juliana Bouchot, and Lauren Piper from the Rhodium Group, whose recent report “China and the Future of Global Supply Chains“ offers one of the clearest pictures yet of what’s happening on the ground.

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by Eric Olander

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