He also hosts POLITICO's China Watcher newsletter. After four years working on international deals for top law firms in New York and Hong Kong, David co-founded Tea Leaf Nation, a website that tracked Chinese social media, later selling it to the Washington Post Company. David then served as Senior Editor for China at Foreign Policy magazine, where he launched the first Chinese-language articles in the publication's history. Thereafter, he was Entrepreneur in Residence at the Lenfest Institute for Journalism, which owns the Philadelphia Inquirer. In 2019, David joined Protocol's parent company and in 2020, launched POLITICO's widely-read China Watcher. David is a Senior Fellow at the Foreign Policy Research Institute, a Research Associate at the University of Pennsylvania's Center for the Study of Contemporary China, a Member of the National Committee on U.S.-China Relations, and a Truman National Security fellow. He lives in San Francisco with his wife Diane and his puppy, Luna. The Chinese Industrial Ministry called out hoarding, saying in a notice issued Wednesday that the practice is “strictly prohibited” and that there is an “urgent need to deepen industry management” in what is the world's largest solar manufacturing market. This appears to confirm the suspicions of the utility NextEra, whose chief financial officer Kirk Crews said on an earnings call in April that Chinese multinational companies in Southeast Asia were withholding shipments of both solar modules and the cells that comprise them. The reason: a Commerce Department probe into solar suppliers in the region that's ongoing. That probe, which has inspired the ire of both the public and the private sector, is examining whether solar companies operating out of Cambodia, Malaysia, Thailand and Vietnam are evading long-standing U.S. tariffs by building panels in Southeast Asia using Chinese materials. ![]() These four countries supply roughly 80% of the panels in the U.S., and the uncertainty has placed utilities in a bind. ![]() The hoarding may have had the desired effect. In June, the Biden administration agreed to wave tariffs on solar panels from the four countries caught up in the probe for two years, a major win for the Chinese industry.
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