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At Davos, U.S. Commerce Chief Declares Globalization Has Failed the West

The remarks signal a turn toward reshoring critical industries with tighter alignment to trusted partners, without announcing new measures.

Overview

  • Speaking at the World Economic Forum in Davos, Howard Lutnick said decades of offshoring and cheap labor left U.S. industry hollowed and workers disadvantaged.
  • He promoted an America First approach and urged other countries to prioritize their own workers and domestic industry.
  • He called for pharmaceuticals, semiconductors, industrial manufacturing and batteries to be anchored at home or within trusted partner networks.
  • He warned that European net‑zero commitments without domestic battery production could deepen dependence on China.
  • Business leaders offered pushback that global trade endures, with EY CEO Janet Truncale saying globalization is not going away but is becoming more complex.