About this episode
This episode of Sharp China is outside the paywall. Show Notes: On today’s show Andrew and Bill begin with a series of escalatory policies from the U.S. and talk of a call between Xi Jinping and Donald Trump later this week. Topics include: The rare earth frustration on the American side, the PRC’s use of leverage, the potential downsides for the PRC as the rest of the world grapples with shortages, and the maddening failures of the West to prepare for exactly this scenario. At the end: An update on TikTok, the death of Xu Qiliang and continued mystery at the top of the PLA, a week of rumors swirling around Xi, and two notes on the EV sector.You can listen to the podcast in the Substack app:Or click here for instructions to add the podcast to your preferred player. To subscribe to Sinocism, click here.To subscribe to Stratechery Plus, click here.And if you enjoy this podcast please share it far and wide:Related Readings:Xi meets Lukashenko; Xi-Trump call soon?; Rare earths; Bill O'Reilly and China — SinocismXi rumors; US-China tensions; Rare earths; Xu Qiliang — SinocismUS-China Messaging in Singapore; New Quality Productive Forces; Putin and a Natural Gas Impasse; 35 Years After Tiananmen Square — Sharp China (2024) US curbs chip design software, chemicals, other shipments to China -- ReutersU.S. Pauses Exports of Airplane and Semiconductor Technology to China — N.Y. Times‘The president is obsessed’: Trump fixates on Xi call amid faltering trade talks — PoliticoChina’s New Trade Negotiator Is Ready to Play Hardball — WSJ
