China Inside America
Special Reports

Reports

Long-Form Research and Primary-Source Analysis

Extended research documents examining structural vulnerabilities in U.S. supply chains, critical infrastructure, and strategic industries — drawing on federal disclosures, congressional testimony, regulatory filings, and primary-source documentation.

Published Reports

Supply ChainPublished22 min read

Dependencies: How U.S. Supply Chains Became Structurally Reliant on Chinese Manufacturing

A sector-by-sector examination of U.S. structural dependence on Chinese manufacturing — pharmaceuticals and API production, critical minerals processing, solar panel supply chains, electronics and PCBs, EV battery materials, and the federal policy response.

80%
U.S. API production reliant on Chinese precursors
85%
Rare earth processing concentrated in China
80%
Global solar panel supply chain controlled by Chinese firms
$52B
CHIPS and Science Act investment in domestic semiconductor capacity

Sections

01Pharmaceuticals and Active Pharmaceutical Ingredients
02Critical Minerals and Rare Earth Processing
03Solar Energy and Xinjiang Supply Chain Exposure
04Electronics, PCBs, and Semiconductor Packaging
05EV and Battery Material Supply Chains
06Federal Policy Response: CHIPS Act, IRA, and Executive Action
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Critical MineralsPublished18 min read

China's Choke Point: Critical Mineral Dominance and U.S. Defense Supply Chain Exposure

China controls the processing of minerals essential to U.S. defense systems, clean energy infrastructure, and advanced manufacturing. This report documents the concentration of rare earth, gallium, germanium, and graphite supply chains — and the federal response to reduce strategic exposure.

60%
Global rare earth mining controlled by China
85%+
Rare earth processing and separation capacity in China
80%
Global gallium production concentrated in China
2023
Year China imposed export controls on gallium and germanium

Sections

01Rare Earth Elements: Mining, Processing, and Defense Applications
02Gallium and Germanium: Semiconductor and Defense Inputs
03Graphite and Battery Supply Chain Exposure
04Chinese Export Controls as Strategic Leverage
05U.S. and Allied Diversification Efforts
06Defense Industrial Base Vulnerability Assessment
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Methodology

Methodology and Sources

China Inside America reports are based on primary-source documentation: federal regulatory filings, congressional testimony, executive agency disclosures, FARA registration records, CFIUS annual reports, Commerce Department export control orders, and court records. Secondary sources are limited to peer-reviewed research, official government publications, and reporting from established news organizations with named sourcing.

Reports do not characterize legal commercial activity as misconduct. Where federal agencies have made formal determinations — sanctions designations, entity list additions, CFIUS-ordered divestitures, or congressional findings — those determinations are reported as the record. Where no formal determination exists, the report documents the factual record without editorial characterization.