Reports & Briefings

If the policy framework is right, AI infrastructure can strengthen the electricity grid rather than strain it, stabilize prices rather than inflate them, and transform heat and flexible demand into system assets.

Countries in the Global South are key markets for Chinese and U.S.-allied national power industries, which require scale economies to flourish. U.S. policymakers should stop viewing them as a “backyard” and recognize that they are a key battlefield in an industrial war.

Canada Post’s cost structure no longer scales in a low-volume world. Labour flexibility, automation, work sharing, retail consolidation, and parcel growth are necessary to reduce the cost of reaching every address while preserving universal service.

Boosting U.S. competitiveness in national power industries is necessary, but not sufficient to avoid losing to China. America also must take measures to slow the PRC’s progress toward global dominance. This report provides more than 100 actionable recommendations for the administration and Congress. Western allies should take many of the same steps.

Refashioning U.S. antitrust in the mold of the EU’s weaker probative burdens and categorical prohibitions would adversely impact U.S. global competitiveness and innovative dynamism, particularly in the tech ecosystem.

To win the techno-economic competition with China, America must be able to assess the factors impacting the global competitiveness of its advanced-technology industries. Using the auto industry as a template, U.S. competitiveness has faltered considerably.

Europe once led the world in biopharmaceutical innovation, but it lost ground after adopting policies that weakened incentives for R&D and innovation. America must learn from Europe’s experience to preserve its own biopharma leadership and the related economic benefits and access to the most innovative drugs.

Rural communities face structural barriers to diagnosing Alzheimer’s early, which increases burdens on patients and caregivers while raising health-care costs. Policymakers should address the problem by expanding provider training and accelerating scalable diagnostic technologies.

To protect individuals while preserving the open information ecosystem that supports innovation, policymakers should focus on outputs rather than training inputs, encourage transparency norms for autonomous AI agents, and create a safe harbor for responsible use of publicly available data.

A select group of advanced, globally traded industries serves as the bedrock of U.S. technological leadership, economic power, and national security. Policymakers need to closely monitor the relative strength and vulnerability of its production capabilities.