A bipartisan nonprofit organization dedicated to advancing American prosperity and global competitiveness in the 21st century. Podcast: @GeopolDecanted
Washington, D.C.
Joined February 2020
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Silverado is now on Substack.
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U.S. electricity-sector firms are being locked out of a growing $1.5T global market by subsidized Chinese pricing, overcapacity, localization requirements, and massive state-backed financing. Our new report examines these barriers and proposes policy solutions.
Thanks to all who joined our webinar, “Plugged In: China’s EV Export Boom.”
Our panel explored:
🔹China’s dominance in EV exports
🔹Impact of U.S. tariffs on U.S. imports from China
🔹Bolder actions needed to defend auto industries
▶️ View the recording: youtube.com/watch?v=vKE9ynLj…
China’s rare earth metals/compounds export restrictions are unwavering despite Trump/Xi September Summit; Silverado’s Report shows zero exports to Japan, near zero exports to the U.S., but increasing exports to South Korea in August 2026. silverado.org/publications/r…
China’s EV export boom is reshaping global auto markets.
Join Silverado on Oct. 8 at 2 PM for Plugged In: China’s EV Export Boom.
🔹 Surging EV & PHEV exports
🔹 Growing market share in key economies
🔹 Implications for industry & policymakers
Register: us06web.zoom.us/meeting/regi…
🌐What is the role of the WTO?
At the 2026 WTO Public Forum, Silverado Policy Accelerator convened a timely conversation on the role of the WTO more than thirty years after its creation and addressed reforms most needed to underpin a future role for the organization.
Japan still leads in global industrial robot exports, but China’s share just hit an all-time high in Q2 2026! The United States was the fifth largest exporter in Q2 2026 and the largest importer. silverado.org/data-dashboard…
Silverado Policy Accelerator retweeted
China's boom ran on credit equal to 1/3 of global GDP in 8 years.
That engine stopped in 2018.
@rhodium_group's Logan Wright on what's left: 1.5–2% real growth, chronic deflation, and a decade that looks like Japan's.
New @GeopolDecanted "The Miracle is Over" episode 👇
China’s export control policies continued to disrupt rare earth supply chains in July 2026. China’s global exports of export-controlled compounds and metals remained low, though China’s global rare earth magnet exports were around historical levels. silverado.org/data-dashboard…
Over the past decade, the U.S. has built a complex web of Restricted Party Lists to address evolving national security concerns, especially from China. But the Lists don't always align- creating confusion, uneven enforcement, and exploitable gaps. silveradopolicy.substack.com…
China continues to limit exports of yttrium, according to Silverado’s latest analysis. In 2026, exports to Japan fell sharply due to new export controls on shipments to Japan and exports to the United States were low in the second quarter of 2026. silveradopolicy.substack.com…
Silverado Policy Accelerator retweeted
Yesterday, we hosted the @SilveradoPolicy 2026 fellows for a discussion on today’s most pressing strategic #technology issues including IoT supply chains and #criticalminerals.
Some 📸:
China’s export control policies continue to restrict the export of rare earth compounds and metals to the U.S., which remained low in June 2026.
China’s exports of rare earth magnets to the U.S. also remained well below historical levels in June 2026.
silverado.org/data-dashboard…
China’s export control policies continue to disrupt rare earth supply chains. China’s exports of export-controlled compounds and metals remained low in June 2026. silverado.org/data-dashboard…
Silverado Policy Accelerator retweeted
Check out more from my @GeopolDecanted episode with @HoansSolo 👇
🎙️ Watch on YouTube: youtu.be/qmW89hhFqnI
🎧 Or listen: podcasts.apple.com/us/podcas…
Silverado Policy Accelerator retweeted
USISPF, in partnership with the @IndianEmbassyUS in Washington, D.C., and the
@SilveradoPolicy Accelerator, was proud to host a high-level roundtable on "Securing the Foundations of AI Together: U.S.–India Cooperation from Minerals to Microchips” in Washington, D.C.
China’s global exports of export-controlled rare earth compounds and metals remained low in May 2026, with exports to the U.S. falling to 0. China’s global exports of RE magnets were around historical levels, but exports to the U.S. were below 2024 levels silverado.org/data-dashboard…
In May 2026, China did not export any rare earth compounds/metals in tariff lines fully covered by export controls to the U.S., while China’s exports of rare earth magnets to the U.S. remained well below historical levels in May. See our latest dashboard silverado.org/data-dashboard…