Chinese climate and energy policy @triviumchina. Big on emerging tech. Always looking for new research and good sci-fi recs. Also at @coryjcombs@mastadon.energy
Joined August 2015
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Cory Combs retweeted
Following the Trump–Xi summit in Washington, we joined the @PennUSChina for a timely discussion on the challenges shaping U.S.–China relations.
We brought together perspectives on national security, trade, energy, human rights, and educational exchange. Beyond the diplomatic headlines, we remain particularly attentive to what the summit means for human rights, civil society, and the future of people-to-people exchange between the two countries.
Our thanks to Cory Combs, Aaron Glasserman, Bochen Han, and Yaqiu Wang @coryjcombs @AaronGlasserman @bochenhan @Yaqiu for sharing their insights, and to Neysun Mahboubi @NeysunM for moderating such a thoughtful discussion.
#JFSALON #TrumpXiSummit
Cory Combs retweeted
Many thanks to @Jifengbooks for hosting us in Washington, DC next week for a conversation featuring 4 of our current Project Fellows (@coryjcombs @AaronGlasserman @bochenhan @Yaqiu) in anticipation of the Trump-Xi summit. Full details below:
Cory Combs retweeted
We assembled our 4th cohort fellows on campus @perryworldhouse for 2 days of intensive discussions about their early stage policy papers at the start of their fellowship year. Many thanks to Sarah Beran for her keynote remarks, and all the great discussants who offered feedback!
@kyleichan glad you're flagging this. For a bit more color: Coherent produces its own InP. In principle, it should be more secure than most...but it is still dependent, as far as I can tell, on Chinese indium metal (in HS code terms, unwrought indium).
Why was Coherent’s CEO part of Trump’s delegation to China?
Because they’re a top supplier of optical components for AI data centers—and China has export controls on their supply of indium phosphide (not a rare earth but a critical mineral). reuters.com/business/aerospa…
The metal is, as noted, not under dual-use export controls. But Chinese exports of the metal tanked along with those of the controlled products, as demand for the latter (now largely cut off) was evidently driving production of metal for export.
Cory Combs retweeted
In our latest #IranConflictBrief, Daniel Sternoff sits down with @coryjcombs (@triviumchina) to break down the volatile triangular relationship between Washington, Beijing, and Tehran, and what it means for global energy security and the Strait of Hormuz.
🎧 Listen here: energypolicy.columbia.edu/ir…
Cory Combs retweeted
Sharing a new paper by David Zhang of @triviumchina and yours truly on China’s ongoing property market drag. Yes, it will likely bottom out this year. But yes, it is still a major, major drag on the macro. This year, property and its connected upstream + downstream industries will likely drag down nominal GDP by 2 percentage points. That is significant. Exports can bridge some of the gap, but there are two critical issues: Unlike property, exports-- especially high-value exports related to AI + energy demand, where China shows the clearest strength / resillience-- do not have the same pull on employment and consumption. And the sheer magnitude of the property sector cannot be written off... As Morgan Stanley report pointed out, to offset the 2 percentage point drag, nominal export growth would need to be around 15%... no easy feat!
cc @AsiaPolicy
Cory Combs retweeted
We are thrilled to announce the selection of our fourth fellowship cohort, sixteen truly outstanding next generation China scholars and analysts you can read more about here: global.upenn.edu/future-of-u…
Check out the full announcement at: global.upenn.edu/future-of-u…
Cory Combs retweeted
This week on the Trivium China Podcast from @triviumchina, @coryjcombs is back on the show to talk about what China did and didn't agree to in the talks in Busan when it comes to REE and other strategic minerals. @andrewpolk81 hosts as always! Link below.
Cory Combs retweeted
🌎 Who controls the minerals that power the future?
@annatashton (Ashton Analytics) and @coryjcombs (@triviumchina) join #PIPFellow @jessicamdicarlo (@UUtah) to unpack how China became a global leader in critical minerals.
Watch: bit.ly/4fsxaUa
3/5: Bismuth (including powders, blocks, and other forms) – an alloying agent, among its other niche industrial purposes
4/5: Molybdenum (including alloys) – used in various "superalloys"
5/5: Indium (including semiconductor material InP) – key to myriad electronics
Last week I spoke with Bloomberg @business about China's ban on select critical mineral exports to the US.
bloomberg.com/news/articles/…
Key takeaways:
2) The ban's extra-territorial application sets a new precedent and trajectory for export controls.
- Beijing aims to prevent domestic firms from seeking loopholes, incl. re-exports via third countries.
- But it also warns US trading partners not to circumvent China's controls.
Cory Combs retweeted
Beijing has made leading-edge, highly-efficient manufacturing capabilities a top policy priority. In this analysis, @triviumchina experts @kendraschaefer and @coryjcombs provide an in-depth overview of this emerging effort, dubbed “new industrialization.”
Cory Combs retweeted
Beijing has made leading-edge, highly-efficient manufacturing capabilities a top policy priority. In this analysis, @triviumchina experts @kendraschaefer and @coryjcombs provide an in-depth overview of this emerging effort, dubbed “new industrialization.”