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Bill Bishop is the author of Sinocism)
On today’s show Andrew and Bill take stock of the US-China trade framework in the wake of last week’s negotiations in London. Topics include: US escalations that brought the PRC side back to the table, PRC rare earth leverage that forced a compromise but no additional export control concessions, and variables to watch as trade tensions continue. From there: A survey of the various implications for the PRC as Israel attacks Iran and Wang Yi condemns the violations of Iran’s sovereignty. At the end: The FT reports on struggles in the PRC auto industry, the politics of factory closures, another compelling data point undermining Xi rumors, and a Wall Street Journal story about new chip workarounds for PRC firms.
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Xi in Kazakhstan; PRC condemns Israel's attack on Iran; Real estate not stabilized; rare earths; Working on the 15th Five-Year Plan — Sinocism)
Trump Has No China Trade Strategy — Wall Street Journal)
New China Trade ‘Deal’ Takes U.S. Back to Where It Started — New York Times)
G-7 Works to Secure Critical Minerals in Face of China Curbs — Bloomberg)
Exclusive: US-China trade truce leaves military-use rare earth issue unresolved, sources say — Reuters)
China demands sensitive information for rare earth exports, companies warn — Financial Times)
Chinese FM Wang Yi holds phone conversation with Iranian FM, says Israel’s attack on nuclear facilities ‘sets dangerous precedent’ — Global Times)
Iran Orders Material From China for Hundreds of Ballistic Missiles — Wall Street Journal)
China’s car industry runs on empty as supply chain bills go unpaid — Financial Times)
China’s Geely to stop building new car plants amid severe global overcapacity — SCMP)
China Forced to Keep Unprofitable Firms Alive to Save Jobs and Avoid Unrest — Bloomberg)
Chinese AI Companies Dodge U.S. Chip Curbs by Flying Suitcases of Hard Drives Abroad — Wall Street Journal)
