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U.S. automakers are struggling, EV sales are collapsing without federal credits, consumer sentiment is sliding, and housing delistings just hit a record. We also break down Fitch’s warning on circular AI financing, China’s escalating chip restrictions, global anti-dumping responses, and two promising tech breakthroughs that may change EVs and water access.
🎯 WHAT YOU’LL LEARN
• Why U.S. auto sales and EV demand are falling sharply
• How consumer sentiment and housing delistings signal deeper economic strain• Why Fitch warns AI financing has become dangerously circular•
How China is reshaping AI chip access, exports, and model deployment• Why global markets are pushing back on China’s export surge
• Two emerging technologies that could reshape EVs and clean water access
🔍 TIMESTAMPS
00:00 Intro — Autos, Economy, Housing, AI & Trade
01:00 Auto Decline — EV Sales Crash, Tesla -35%, Ford’s China Collapse
03:30 Housing Market — Delistings Hit Record High
04:00 FDA Talc Rule Rollback — Public Health Concerns
05:00 Fitch Warning — Circular AI Financing & Systemic Risk
07:00 China’s AI Strategy — Domestic Chips, Export Controls, SE Asia Workarounds
08:00 Forced-Labor Concerns — Italy Blocks China Tomato Paste
09:00 Global Anti-Dumping Push — EU, Australia, India, Japan, South Korea
10:00 U.S.–China Trade — Tariffs, Mexico Becomes Top U.S. Partner
10:40 Two Good News Stories — Sulfur EV Batteries & MIT Ultrasonic Water Capture
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📚 SOURCES & DATA
- U.S. auto sales drop 8% in November, Cox warns slowdown: https://www.coxautoinc.com/insights-hub/cox-automotive-forecast-nov-2025-u-s-auto-sales-forecast/
- Ford’s China arm made $900M but CEO calls EV fight brutal: https://www.reuters.com/business/autos-transportation/fords-china-business-made-900-million-last-year-2025-04-16/
- Italy’s rejection of Chinese tomato paste triggers supply shock: https://www.europeanbusinessmagazine.com/business/how-italys-rejection-of-chinese-tomato-paste-triggered-a-global-supply-shock/
- FDA proposal rolls back asbestos testing in talc cosmetics: https://www.fda.gov/cosmetics/cosmetics-news-events/fda-issues-proposed-rule-testing-methods-detecting-and-identifying-asbestos-talc-containing-cosmetic
- Cancer experts flag risks from talc and asbestos in cosmetics: https://www.cancer.org/cancer/risk-prevention/chemicals/talcum-powder-and-cancer.html
- Home sellers yank listings as housing market freezes up: https://www.redfin.com/news/delistings-jump-sellers-pull-homes-off-market/
- Consumer sentiment barely budges as shutdown, price fears linger: https://isr.umich.edu/news-events/news-releases/with-end-of-shutdown-and-worries-over-high-prices-consumer-sentiment-shows-minor-variation/
- China shifts AI model training overseas to tap Nvidia chips: https://www.ft.com/content/96fe9898-a3a4-4a33-be1d-da06bdb6cb2b
- China’s tech giants move AI training offshore to dodge U.S. curbs: https://www.reuters.com/world/china/chinas-tech-giants-move-ai-model-training-overseas-tap-nvidia-chips-ft-reports-2025-11-27/
- Beijing orders ByteDance, Alibaba to halt Nvidia chip buys: https://thein.fo/49Ha6jW
- China aims to triple AI chip output, cut dependence on Nvidia: https://www.reuters.com/world/china/china-aims-triple-ai-chip-output-reducing-nvidias-dependency-ft-says-2025-08-27/
- Regulators block ByteDance from using key foreign AI chips: https://finance.yahoo.com/news/chinese-regulators-block-bytedance-using-132621783.html
- Full list: https://youtu.be/2RJ9v-ZyZgE
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