Professional Headshot of Andrew David

Andrew David

Senior Vice President, Research & Analysis

About

Andrew S. David is Vice President of Research and Analysis at Silverado Policy Accelerator. Mr. David has almost two decades of experience working on international trade and environmental issues. In his current role, Mr. David led Silverado’s research for publications on China’s semiconductor industry, Russia’s access to foreign technology, and critical minerals supply chains. His research is featured in national and international publications, including the New York Times, Washington Post, and Bloomberg.


Prior to joining Silverado, he worked on trade issues at the U.S. International Trade Commission, where he managed projects on trade, industry competitiveness, and environmental goods. He also authored or co-authored numerous papers and reports on advanced technology products, environmental goods, renewable energy equipment, and other topics while working at the USITC. Prior to joining the USITC, he was a Next Generation Fellow at the National Bureau of Asian Research. He also worked at the Cadmus Group and the Food Bank of Contra Costa and Solano. He earned his bachelor’s degree in history and political science from Duke University and holds master’s degrees from the LBJ School of Public Affairs and the Department of Asian Studies at The University of Texas at Austin.

Selected Work & Appearances

Where this member has authored, contributed, presented, or been featured — pulled from content that references them (posts, events, media).

AuthoredEmerging Chips Chokepoint: The Battle for Silicon Carbide Base WafersReport · 10/28/2026AuthoredRare Earth Trade Report (October 2026)Report · 10/26/2026AuthoredChina’s export controls continued to impact rare earth trade flows in September 2026Insights · 10/15/2026PresentedPlugged In: China’s EV Export BoomEvent · October 8, 2026PresentedWebinar Recap: Plugged In: China’s EV Export BoomEvent · October 8, 2026AuthoredTrump/Xi Meeting on Chinese Exports of Rare EarthsInsights · 09/23/2026ContributedFrom Minerals to Robots: Recent Research on China’s Role in Global Supply ChainsInsights · 08/12/2026AuthoredChina’s Yttrium Exports Remained Depressed in Q2 2026Insights · 07/28/2026AuthoredChina’s Underestimated Semiconductor Silicon Wafer IndustryInsights · 06/10/2026AuthoredChina’s Global Exports of Rare Earths: May 2026 UpdateInsights · 05/26/2026AuthoredChina’s Global Exports of Rare Earth Elements and Rare Earth Permanent MagnetsInsights · 03/23/2026AuthoredChina’s Export Controls on Bismuth: Assessing the Impact on Production and TradeInsights · 03/10/2026PresentedRare earth supply bottlenecks set to persist in 2026In the News · 01/27/2026PresentedData Drop Video: China Industrial Robot Industry ProfileInsights · 11/10/2025AuthoredAssessing U.S. Competitiveness in Durable Goods Manufacturing: Investment TrendsInsights · 08/21/2025PresentedWebinar: Elements of ControlEvent · July 10, 2025PresentedWebinar Recording: Market Watch - Chinese EV TradeEvent · March 7, 2024