On today’s show Andrew and Bill return from the holidays and begin with the PRC’s reaction to the arrest of Nicolás Maduro in Venezuela. Topics include: PRC outrage and embarrassment, the propaganda value of the U.S. disregard for international law, oil questions, why most of the Taiwan takes were misplaced, looming tension at the Panama Canal, and Iran as a wildcard. From there: A Ministry of Commerce directive on rare earths for Japan, and questions about how this standoff might end. At the end: A report that PRC companies have been asked to pause purchases of the H200 chips, thoughts on the Manus-Meta deal and a review in Beijing, and a recorded recruiting call offers a window into how CCP propaganda works in the modern era.
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On today’s show Andrew and Bill return from the holidays and begin with the PRC’s reaction to the arrest of Nicolás Maduro in Venezuela. Topics include: PRC outrage and embarrassment, the propaganda value of the U.S. disregard for international law, oil questions, why most of the Taiwan takes were misplaced, looming tension at the Panama Canal, and Iran as a wildcard. From there: A Ministry of Commerce directive on rare earths for Japan, and questions about how this standoff might end. At the end: A report that PRC companies have been asked to pause purchases of the H200 chips, thoughts on the Manus-Meta deal and a review in Beijing, and a recorded recruiting call offers a window into how CCP propaganda works in the modern era.
(Preview) Q&A on the Trade War: Rare Earths Anxiety, PRC Motivations, Mutual Risks, and the Capitulation or Escalation Era
Sharp China with Bill Bishop
15 minutes 52 seconds
3 months ago
(Preview) Q&A on the Trade War: Rare Earths Anxiety, PRC Motivations, Mutual Risks, and the Capitulation or Escalation Era
On today’s show Andrew and Bill react to the PRC’s announcement of expanded export controls on rare earths and related manufacturing equipment. Topics include: Why countries around the world were immediately concerned, clarifications offered from the PRC that may not allay those concerns, and why viewing these rules as a response to the recent BIS updates is overly simplistic. From there: The American response to the rare earth measures, including Trump's "Xi had a bad moment" comment, TACO predictions that may age poorly, why this move may have been a tactical error from Xi, and why capitulation or escalation may be a binary choice for the US. At the end: A supply chain wake-up call for the whole world, the Netherlands takes control of a Chinese-owned chipmaker, and lessons from the UK as the spy trial controversy continues to unspool.
Sharp China with Bill Bishop
On today’s show Andrew and Bill return from the holidays and begin with the PRC’s reaction to the arrest of Nicolás Maduro in Venezuela. Topics include: PRC outrage and embarrassment, the propaganda value of the U.S. disregard for international law, oil questions, why most of the Taiwan takes were misplaced, looming tension at the Panama Canal, and Iran as a wildcard. From there: A Ministry of Commerce directive on rare earths for Japan, and questions about how this standoff might end. At the end: A report that PRC companies have been asked to pause purchases of the H200 chips, thoughts on the Manus-Meta deal and a review in Beijing, and a recorded recruiting call offers a window into how CCP propaganda works in the modern era.
