Analysis.org

The announcement that the U.S. government has converted nearly $9 billion in CHIPS Act and Secure Enclave grants into a 9.9% equity stake in Intel is being marketed as a “historic agreement” to accelerate American technology leadership. In truth, it is neither historic nor visionary—it is a bailout in disguise, designed to stabilize a weakened national champion while offering … [Read more...] about The Intel–Trump Deal: A Subsidy Disguised as Ownership

When President Trump announced steep tariffs on India in the summer of 2025, the move was framed as a show of strength meant to force New Delhi into economic concessions and curtail its purchases of discounted Russian oil. Instead, the decision proved to be one of the most counterproductive episodes in recent U.S.–India relations, pushing the world’s largest democracy closer … [Read more...] about How Trump’s Tariffs Pushed India Toward Russia’s Camp

Donald Trump’s renewed promises to restore American manufacturing sound grand on the campaign trail, but they rest on hollow ground. The rhetoric of tariffs, subsidies, and "America First" plays well politically, yet it collides with the hard realities of economics, corporate strategy, and global supply chains. Manufacturing is not simply a matter of patriotic willpower or … [Read more...] about Why Trump’s Posturing Won’t Bring Manufacturing Back to America

Donald Trump’s latest declaration amounts to nothing less than a deliberate war on renewable energy. By framing clean energy development as an enemy of his administration, he has made it clear that this is not simply a debate over subsidies or fiscal responsibility, but an ideologically driven assault on a sector critical to America’s long-term competitiveness and energy … [Read more...] about Trump’s War on Renewable Energy Is Petty Politics Masquerading as Policy

What was Nvidia thinking? By agreeing to the 15% profit-sharing scheme demanded by Washington, the company shackled itself to an arrangement that reeked from the very beginning. It wasn’t a partnership, it was a tollbooth—an artificial surcharge imposed by Trump’s White House to flaunt control over America’s crown jewels in semiconductors. The H20 chip, a stripped-down … [Read more...] about Nvidia’s H20 Debacle: A Stinky Entanglement in Trump’s Semiconductor Games and Beijing Politics