Most recent
Gavekal Technologies: New Energy
China’s Nuclear Spring
Damien Ma, AJ Cortese
8 Jun 2026
Nuclear power is back in business, thanks to the AI datacenter boom and renewed worries about fossil-fuel security following the closure of the Strait of Hormuz. Despite brave talk in the US, China is at the forefront of that revival and will remain so for another decade.
Gavekal Technologies: Chips
China Refines Outbound Investment Rules
Laila Khawaja
4 Jun 2026
China upgrades outbound investment rules; loopholes remain with BIS new AI chip guidance.
Gavekal Technologies: Briefing
China’s Export-Control Calculus
Tom Hancock, Laila Khawaja
The Battery Design Battle
AJ Cortese
Webinar: US-China Tech Competition After The Beijing Summit
Arthur Kroeber, Laila Khawaja, AJ Cortese
Constructive Stability, Or Uneasy Stalemate?
Arthur Kroeber, AJ Cortese, Tom Hancock
Triumphant Technology, Murderous Market
Tom Hancock, Ernan Cui, AJ Cortese, Leonid Mironov
A Western Hemisphere Strategy For Rare Earths
Damien Ma, Tom Hancock, Laila Khawaja
Gavekal Technologies: Chips
China’s Export-Control Calculus
Tom Hancock, Laila Khawaja
Introducing Huawei’s ‘Tau (τ) Scaling Law’
Laila Khawaja
The Battery Design Battle
AJ Cortese
The AI Boom’s Critical Minerals Problems
Laila Khawaja
Webinar: US-China Tech Competition After The Beijing Summit
Arthur Kroeber, Laila Khawaja, AJ Cortese
Constructive Stability, Or Uneasy Stalemate?
Arthur Kroeber, AJ Cortese, Tom Hancock
Gavekal Technologies: New Energy
China’s Export-Control Calculus
Tom Hancock, Laila Khawaja
The Battery Design Battle
AJ Cortese
Webinar: US-China Tech Competition After The Beijing Summit
Arthur Kroeber, Laila Khawaja, AJ Cortese
Constructive Stability, Or Uneasy Stalemate?
Arthur Kroeber, AJ Cortese, Tom Hancock
Triumphant Technology, Murderous Market
Tom Hancock, Ernan Cui, AJ Cortese, Leonid Mironov
Looking For Battery Life After LFP
Damien Ma, Laila Khawaja, AJ Cortese