Re <<China ... EV>>
Am not into the details of China EV but reasonably familiar w/ China industrial policy-making / implementation
In the recent (Dec) but ancient past (post-February 2020) Message 32460268 nickeled-&-dime-d TAN as a good-for-a-trade play to fidget with whilst waiting for what-I-did-not-know, and generally feel that Team China shall continue EV / electrification push by many ways.
This video gives a hint qz.com re future of EV, and would be risky to wager against Team China.
This is the sort of issues that the trade warriors are fretting about, industrial policy, because they know unless they play likewise or dirty or both, resistance would likely be futile, and yet at the same time they cannot tee-up a counter-strategy except to knee-jerk hobble free-trade, without realizing / or not caring that hobbling free-trade only hobbles Team USA as the rest of the world continues to trade.
Thus the fuss over Team Huawei, and and and other Teams DJI, etc etc
All of the data nodes are connected, and that is why I watch Huawei and Ericsson and Nokia and and and
Yes, there is a war on, Thucydides Trap or otherwise, but a war by any other name.
War means spending money, whether one has it or not, and spent money has to go somewhere, thus upon us to figure out where it goes before it gets there.
Kissinger seems to sense it even as his take is I suspect fatally flawed (I won’t bother to address the flaw until I pass suspicion point) ...
wsj.com
The Coronavirus Pandemic Will Forever Alter the World Order
The U.S. must protect its citizens from disease while starting the urgent work of planning for a new epoch.
By Henry A. Kissinger
April 3, 2020 6:30 pm ET
The USNS Comfort hospital ship travels under the Verrazzano-Narrows Bridge in New York, March 30.Photo: Dimitrios Kambouris/Getty Images
The surreal atmosphere of the Covid-19 pandemic calls to mind how I felt as a young man in the 84th Infantry Division during the Battle of the Bulge. Now, as in late 1944, there is a sense of inchoate danger, aimed not at any particular person, but striking randomly and with devastation. But there is an important difference between that faraway time and ours. American endurance then was fortified by an ultimate national purpose. Now, in a divided country, efficient and farsighted government is necessary to overcome obstacles unprecedented in magnitude and global scope. Sustaining the public trust is crucial to social solidarity, to the relation of societies with each other, and to international peace and stability.
Nations cohere and flourish on the belief that their institutions can foresee calamity, arrest its impact and restore stability. When the Covid-19 pandemic is over, many countries’ institutions will be perceived as having failed. Whether this judgment is objectively fair is irrelevant. The reality is the world will never be the same after the coronavirus. To argue now about the past only makes it harder to do what has to be done.
The coronavirus has struck with unprecedented scale and ferocity. Its spread is exponential: U.S. cases are doubling every fifth day. At this writing, there is no cure. Medical supplies are insufficient to cope with the widening waves of cases. Intensive-care units are on the verge, and beyond, of being overwhelmed. Testing is inadequate to the task of identifying the extent of infection, much less reversing its spread. A successful vaccine could be 12 to 18 months away.
The U.S. administration has done a solid job in avoiding immediate catastrophe. The ultimate test will be whether the virus’s spread can be arrested and then reversed in a manner and at a scale that maintains public confidence in Americans’ ability to govern themselves. The crisis effort, however vast and necessary, must not crowd out the urgent task of launching a parallel enterprise for the transition to the post-coronavirus order.
Leaders are dealing with the crisis on a largely national basis, but the virus’s society-dissolving effects do not recognize borders. While the assault on human health will—hopefully—be temporary, the political and economic upheaval it has unleashed could last for generations. No country, not even the U.S., can in a purely national effort overcome the virus. Addressing the necessities of the moment must ultimately be coupled with a global collaborative vision and program. If we cannot do both in tandem, we will face the worst of each.
Drawing lessons from the development of the Marshall Plan and the Manhattan Project, the U.S. is obliged to undertake a major effort in three domains. First, shore up global resilience to infectious disease. Triumphs of medical science like the polio vaccine and the eradication of smallpox, or the emerging statistical-technical marvel of medical diagnosis through artificial intelligence, have lulled us into a dangerous complacency. We need to develop new techniques and technologies for infection control and commensurate vaccines across large populations. Cities, states and regions must consistently prepare to protect their people from pandemics through stockpiling, cooperative planning and exploration at the frontiers of science.
Second, strive to heal the wounds to the world economy. Global leaders have learned important lessons from the 2008 financial crisis. The current economic crisis is more complex: The contraction unleashed by the coronavirus is, in its speed and global scale, unlike anything ever known in history. And necessary public-health measures such as social distancing and closing schools and businesses are contributing to the economic pain. Programs should also seek to ameliorate the effects of impending chaos on the world’s most vulnerable populations.
Third, safeguard the principles of the liberal world order. The founding legend of modern government is a walled city protected by powerful rulers, sometimes despotic, other times benevolent, yet always strong enough to protect the people from an external enemy. Enlightenment thinkers reframed this concept, arguing that the purpose of the legitimate state is to provide for the fundamental needs of the people: security, order, economic well-being, and justice. Individuals cannot secure these things on their own. The pandemic has prompted an anachronism, a revival of the walled city in an age when prosperity depends on global trade and movement of people.
The world’s democracies need to defend and sustain their Enlightenment values. A global retreat from balancing power with legitimacy will cause the social contract to disintegrate both domestically and internationally. Yet this millennial issue of legitimacy and power cannot be settled simultaneously with the effort to overcome the Covid-19 plague. Restraint is necessary on all sides—in both domestic politics and international diplomacy. Priorities must be established.
We went on from the Battle of the Bulge into a world of growing prosperity and enhanced human dignity. Now, we live an epochal period. The historic challenge for leaders is to manage the crisis while building the future. Failure could set the world on fire.
Mr. Kissinger served as secretary of state and national security adviser in the Nixon and Ford administrations.
Opinion: Politics Faces a Coronavirus Test
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 Opinion: Politics Faces a Coronavirus Test
Potomac Watch: Crises have a way of separating the leader like wheat from the opportunistic chaff. So who’s leading and who’s seeking political advantage? Images: My Perrin/Zuma Press/AFP/Getty Composite: Mark Kelly
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