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The Point with AEC

Podcast by John Young

English

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About The Point with AEC

The Point is your source of news and helpful information in the Export Compliance field. Whether its reports on important international events, or breakdowns of new regulations in EAR and ITAR, it’s our aim to take the overwhelming amount of information and condense it down for you so you can be better informed and better prepared. Our motto is Research Done Right, Compliance Made Simple.

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17 episodes

episode AEC Podcast 15: Iran: Export Controls and Sanctions artwork

AEC Podcast 15: Iran: Export Controls and Sanctions

This episode was originally recorded on February 27, 2026.  Given the rising tensions, military movements, and ongoing negotiations around Nuclear disarmament I decided to provide another in-depth analysis of our current Sanctions and Export Control stance we have towards Iran. This episode focuses on our overall ITAR, EAR, and OFAC regulations as well as the government guidance for industry surrounding Iran's Ballistic Missile Procurement Advisory. With the United States now engaged in military strikes along with Israel against Iran, our country's security is more important than ever. Links: https://www.bis.gov/regulations/ear/746 [https://www.bis.gov/regulations/ear/746] https://www.bis.gov/licensing/country-guidance/iran-export-controls [https://www.bis.gov/licensing/country-guidance/iran-export-controls] https://ofac.treasury.gov/sanctions-programs-and-country-information/iran-sanctions [https://ofac.treasury.gov/sanctions-programs-and-country-information/iran-sanctions] https://ofac.treasury.gov/media/934236/download?inline [https://ofac.treasury.gov/media/934236/download?inline] https://ofac.treasury.gov/media/932206/download?inline [https://ofac.treasury.gov/media/932206/download?inline]

27 Feb 2026 - 15 min
episode AEC Podcast 14: New Semiconductor Rule and News artwork

AEC Podcast 14: New Semiconductor Rule and News

In this episode I take a critical look at the newly released BIS rule for selling NVIDIA H200 Chips to China. What does the rule actually lay out, and is this an effective policy that will protect American technology and interests? I break down why I think this rule falls short. Links: https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china [https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china] https://public-inspection.federalregister.gov/2026-00789.pdf?utm_campaign=pi+subscription+mailing+list&utm_medium=email&utm_source=federalregister.gov [https://public-inspection.federalregister.gov/2026-00789.pdf?utm_campaign=pi+subscription+mailing+list&utm_medium=email&utm_source=federalregister.gov] https://www.commerce.gov/news/fact-sheets/2026/01/fact-sheet-restoring-american-semiconductor-manufacturing-leadership [https://www.commerce.gov/news/fact-sheets/2026/01/fact-sheet-restoring-american-semiconductor-manufacturing-leadership] https://www.csis.org/podcasts/ai-policy-podcast/future-nvidias-h200-china-and-pentagons-new-ai-strategy [https://www.csis.org/podcasts/ai-policy-podcast/future-nvidias-h200-china-and-pentagons-new-ai-strategy] https://www.cfr.org/articles/consequences-exporting-nvidias-h200-chips-china [https://www.cfr.org/articles/consequences-exporting-nvidias-h200-chips-china] https://www.cnas.org/publications/commentary/cnas-insights-unpacking-the-h200-export-policy [https://www.cnas.org/publications/commentary/cnas-insights-unpacking-the-h200-export-policy] https://www.cfr.org/articles/new-ai-chip-export-policy-china-strategically-incoherent-and-unenforceable [https://www.cfr.org/articles/new-ai-chip-export-policy-china-strategically-incoherent-and-unenforceable]

31 Jan 2026 - 13 min
episode AEC Podcast 13: China, a Clear and Present Danger artwork

AEC Podcast 13: China, a Clear and Present Danger

In this episode I cover a topic that has been weighing on my mind in recent months. China has dominated the news cycle, and it seems to me that the United State's posture towards China is weakening. From the postponed Affiliates Rule to allowing the sale of NVIDIA H200 Chips, I cover what I view is a concerning trend of appeasement towards China, and how it negatively affects the U.S. and the broader status quo. Links: https://www.uscc.gov/research/chinas-facilitation-sanctions-and-export-control-evasion#_Toc213758808 [https://www.uscc.gov/research/chinas-facilitation-sanctions-and-export-control-evasion#_Toc213758808] https://www.justice.gov/opa/pr/us-citizens-and-chinese-nationals-arrested-exporting-artificial-intelligence-technology [https://www.justice.gov/opa/pr/us-citizens-and-chinese-nationals-arrested-exporting-artificial-intelligence-technology] https://www.foreign.senate.gov/hearings/countering-chinas-challenge-to-american-ai-leadership [https://www.foreign.senate.gov/hearings/countering-chinas-challenge-to-american-ai-leadership] https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-strikes-deal-on-economic-and-trade-relations-with-china/ [https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-strikes-deal-on-economic-and-trade-relations-with-china/] https://www.youtube.com/watch?v=Gdgs7g6jw1w [https://www.youtube.com/watch?v=Gdgs7g6jw1w] https://www.justice.gov/opa/pr/us-authorities-shut-down-major-china-linked-ai-tech-smuggling-network [https://www.justice.gov/opa/pr/us-authorities-shut-down-major-china-linked-ai-tech-smuggling-network]

31 Dec 2025 - 13 min
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