The Future of Manufacturing by Hogan Lovells

Emerson Holmes and Markus Burgstaller explore how companies can protect major cross‑border investments in an increasingly complex geopolitical and regulatory environment. Focusing on investor‑state treaties and arbitration, the discussion unpacks what these protections are, how they work in practice, and why they matter most for capital‑intensive, long‑term investments in sectors such as manufacturing. Along the way, the conversation touches on expropriation, regulatory change, national security, tariffs and real‑world case studies, offering practical insight for businesses investing hundreds of millions – or more – into new markets.

Emerson Holmes and Stephanie Sun provide invaluable insights into the vital importance of critical minerals such as rare earth elements, gallium, and graphite - key components driving today’s technology and national security. Their discussion sheds light on China’s dominant role in processing these minerals and the resulting geopolitical challenges, offering listeners a clear understanding of the risks and opportunities in this complex market. By exploring recent trade developments and global strategies to diversify supply chains, this podcast equips businesses with essential knowledge to navigate and prepare for the evolving landscape. Don’t miss this opportunity to stay ahead in a critical sector that impacts industries worldwide.

This episode of the "Future of Manufacturing" podcast, hosted by Emerson Holmes at Hogan Lovells, explores the evolving landscape of global manufacturing with a focus on the impact of U.S. tariffs and sanctions. Joined by partners Joshua E. Kurland and Mayur Patel, both experts in international trade and investment, the discussion delves into the policy drivers behind recent U.S. tariffs, their intended goals, and the practical effects on manufacturers both within the United States and globally.