Trading Tariffs
Measures and Countermeasures; Why setting global standards is important for state power; The global consequences of Xi Jinping’s drive for economic self-sufficiency; Trade war hits the tech sector; The China-related Implication of US cutbacks in Intelligence and Counterintelligence.
Our Research
Why the North Korean Remote IT Worker Threat Persists and Continues to Damage U.S. National Security
2430 Group Director, Glenn Chafetz writes in the April 25, Fletcher Forum of World Affairs that both the US government and private firms are now well aware of the infiltration of remote North Korean IT workers in the computer systems of thousands (if not tens of thousands) of US private sector computer systems. Yet, the response is nowhere near up to the task of solving the problem. The government lacks the resources to protect hundreds of thousands of US companies, and the companies themselves underestimate the risks of the problem to their operations, in part because of poor detection and reporting. Consequently, they take the path of least resistance and lowest immediate cost, which is doing nothing. Managers need to understand that this is not just a national security threat, which they should care about, but a business threat that can destroy revenue and value via ransomware, sabotage, and intellectual property theft.
America should embrace weaponized interdependence against China
2430 Group Fellow Michael Frank writes for the Project on Technology and National Security that US export controls on AI chips under the last two administrations have produced negative, unintended consequences. These include the acceleration of China’s native development of technology and a simultaneous loss of US leverage over China’s behavior. A more effective strategy would be to allow exports of some critical technology that would foster an instrumental dependence which could be exploited when useful to the United States.
A Cost/Benefit Analysis of the New US-Russian Relationship
In an article published in Modern Diplomacy, 2430 Group Director, Glenn Chafetz analyzes the US tilt toward Russia and finds that any benefits accruing to the United States from this policy would be small, dependent on the actions of unreliable partners, and in the future. The costs, by contrast, are significant and immediate.
The end of nonproliferation?
Glenn Chafetz, director of 2430 Group, and Zachary Davis, author and former intelligence analyst, warn in this Defense One that the Trump administration's shift towards unilateral foreign policy is undermining nuclear nonproliferation, prompting more countries to pursue nuclear weapons. This will increase global instability and conflict, offering no clear benefits for U.S. security.
The US dividing Russia from China? Forget about it
2430 Group’s Director, Glenn Chafetz explains in this article in The Strategist why splitting Russia and China is wishful thinking. Russia has many more key interests in common with China than it does with the United States.
China’s War Plans
2430 Group’s director Glenn Chafetz urges U.S. and allied leaders to recognize that Xi Jinping’s deep insecurity and need for absolute control are accelerating the pressure and timeline for him to use the PLA against Taiwan—and the time to prepare is limited.
Arming Our Adversaries: The Inadequacy of US Chip Controls
US and allied export controls are failing to stop critical microelectronics from reaching sanctioned adversaries like Russia and Iran. Weak supply chain oversight, inconsistent due diligence, and industry resistance to stricter controls have enabled a global gray market for these components, undermining national security and costing American lives.
This paper analyzes the widespread availability of US components used in Russian unmanned aerial vehicles (UAVs), and specifically:
documents the methodology used to track critical components and their
distribution channels;presents four detailed findings that reveal significant vulnerabilities in the semiconductor supply chain and distribution networks; and
offers five practical recommendations for government and industry to help disrupt the flow of US technology to adversary states.
Why Do We Tolerate Beijing’s Belligerence?
Tom Lyons, co-founder of 2430 Group, asserts in the Wall Street Journal that too many U.S. companies have meekly accepted a general subjugation to the Communist Party’s new order.
The U.S. Needs a More Accurate Estimate of China’s Commercial Espionage
2430 Group Director Glenn Chafetz contends that the true value of Chinese IP theft from the US private sector every year is not $225-$600 billion, but north of $5.7 trillion, because the lower numbers ignore undetected and unreported thefts. Furthermore, by incorrectly relying on the faulty lower numbers, US managers grossly misconceive their risk and thus fail to take action to secure market share, higher revenues, and profits. Taking these actions is not just good counterintelligence; it's smart business.
Mapping Iran’s Media Influence
2430 Group visualizes Iran’s centers of elite power and how different players utilize different media operations to further their own agendas.
How China is attempting to influence US elections
China is increasingly its espionage and infiltration techniques against the US in the lead up to the November 2024 election. 2430 Group summarizes some of the CCP’s most prominent techniques.
Chinese Cars as Military Threats? It’s Not Science Fiction
Glenn Chafetz, Director of 2430 Group, writes in The Cipher Brief about concerns over Chinese-manufactured vehicles and their software as national security threats, highlighting potential military applications of Chinese networked vehicles and Low Earth Orbit satellites.
The U.S. Can Provide an Alternative to China in Sub-Saharan Africa
Glenn Chafetz, Director of 2430 Group, and Ben Kallas, CEO and co-founder of Searchlight, write in World Politics Review about how China's influence in sub-Saharan Africa faces challenges exemplified by the situation in Zambia, where diverse local perceptions and the presence of autonomous Chinese operators present opportunities for Western engagement to counterbalance China's dominance in critical mineral resources.
How China’s Intelligence Law Backfired
Glenn Chafetz, Director of 2430 Group, writes in The Cipher Brief about how China's 2017 National Intelligence Law, requiring citizens and companies to cooperate with intelligence services, has led to increased international scrutiny and bans on Chinese companies over espionage concerns, despite China's denials and protestations.
Fox in the Henhouse: The Growing Harms of North Korea’s Remote IT Workforce
Glenn Chafetz, Director of 2430 Group, writes in The Diplomat about how Pyongyang has infiltrated its IT workers into contractors and subcontractors serving the United States’ largest and most profitable companies.
Business Intelligence Report: The Chinese Vaping Industry
This report provides an overview of the Chinese vaping industry, highlighting notable companies and their connections to the government of the People's Republic of China (PRC).
Russia and China are part of the same problem for the United States
According to 2430 Group’s director, Glenn Chafetz, Members of the US Congress who oppose further military aid for Ukraine often seek to justify their position by claiming that China rather than Russia presents a greater danger to the United States. They argue that the rise of China means it is in American interests to accommodate Russia, while it should be up to Europe to shoulder the burden of Ukrainian security.
Chinese Disinformation Targeting Japan
This study identifies three key narratives targeting Japan that the CCP has amplified and distorted to bolster CCP influence relative to Japan.
China’s aggressive fragility
Director Glenn Chafetz writes in The Hill about the nervousness that underlies much of China’s politicking on the global stage.
When is our 9/11 Moment with China?
Tom Lyons, co-founder of 2430 Group, argues in The Cipher Brief that 9/11 fundamentally shifted US foreign policy priorities towards the Middle East. When will we have a similar reckoning with China?