Sharp China with Bill Bishop

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus [https://stratechery.passport.online/member/plan/4ycW4SE71Cy6ryrijywbTG] for $15/month or $150/year. ---------------------------------------- Bill Bishop is the author of Sinocism [https://sinocism.com/] ---------------------------------------- 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. To email the show: email@sharpchina.fm [email@sharpchina.fm] ---------------------------------------- @SharpTechPodcast Channel — YouTube [https://www.youtube.com/@SharpTechPodcast] @Stratechery Channel — YouTube [https://www.youtube.com/@Stratechery] ---------------------------------------- To subscribe to Stratechery Plus, click here [https://stratechery.com/stratechery-plus/]. To subscribe to Sinocism, click here [https://sinocism.com/about]. ---------------------------------------- Xi meets Lukashenko; Xi-Trump call soon?; Rare earths; Bill O'Reilly and China — Sinocism [https://sinocism.com/p/xi-meets-lukashenko-xi-trump-call] Xi rumors; US-China tensions; Rare earths; Xu Qiliang — Sinocism [https://sinocism.com/p/xi-rumors-us-china-tensions-rare] US-China Messaging in Singapore; New Quality Productive Forces; Putin and a Natural Gas Impasse; 35 Years After Tiananmen Square — Sharp China [https://sharpchina.fm/member/episode/us-china-messaging-in-singapore-new-quality-productive-forces-putin-and-a-natural-gas-impasse-35-years-after-tiananmen-square] US curbs chip design software, chemicals, other shipments to China — Reuters [https://www.reuters.com/world/china/trump-tells-us-chip-designers-stop-selling-china-ft-reports-2025-05-28/] U.S. Pauses Exports of Airplane and Semiconductor Technology to China — New York Times [https://www.nytimes.com/2025/05/28/business/economy/jet-engine-chip-software-exports-to-china.html] ‘The president is obsessed’: Trump fixates on Xi call amid faltering trade talks — Politico [https://www.politico.com/news/2025/06/03/trump-xi-call-trade-talks-00381858] China’s New Trade Negotiator Is Ready to Play Hardball — Wall Street Journal [https://www.wsj.com/world/china/trade-negotiator-he-lifeng-hardball-1f27e4c3?mod=e2tw] Watching China in Europe—June 2025 — Noah Barkin [https://email.gmfus.org/rv/ff00eb09274317790f53ef401742928de8ad926b] China increases scrutiny over rare earth magnets with new tracking system — Reuters [https://www.reuters.com/world/china/china-increases-scrutiny-over-rare-earth-magnets-with-new-tracking-system-2025-06-04/] U.S. Dependence on China for Rare Earth Magnets Is Causing Shortages — New York Times [https://www.nytimes.com/2025/06/02/business/china-rare-earths-united-states-supplies.html?smid=tw-share] Trump poised to extend TikTok ban deadline – for third time – as US, China meet for trade talks: source — New York Post [https://nypost.com/2025/06/03/business/trump-poised-to-extend-tiktok-ban-deadline-for-third-time-as-us-china-meet-for-trade-talks-source/] Former senior Chinese military official Xu Qiliang passes away — Xinhua [https://english.news.cn/20250602/e1e4632005e4419d9473c55d1f490e76/c.html] Confronting China — Bill O'Reilly [https://www.billoreilly.com/b/Confronting-China/787286064425335417.html] New price wars among China carmakers mask hidden dangers, Beijing warns — SCMP [https://www.scmp.com/economy/china-economy/article/3312852/full-gunpowder-new-price-wars-among-china-carmakers-mask-hidden-dangers-beijing-warns] China car dealers urge automakers to stop dumping inventory on them — Reuters [https://www.reuters.com/business/autos-transportation/china-car-dealers-urge-automakers-stop-dumping-inventory-them-2025-06-03/]

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus [https://stratechery.passport.online/member/plan/4ycW4SE71Cy6ryrijywbTG] for $15/month or $150/year. ---------------------------------------- Bill Bishop is the author of Sinocism [https://sinocism.com/] ---------------------------------------- On today's show Andrew and Bill begin with reports that next year's five-year plan will double down on the Made in China 2025 strategy. Topics include: The legacy and successes of Made in China 2025, ferocious domestic competition in industries like electric vehicles, and an aspect of self-reliance that continues to elude modern leadership. From there: A report that the EU is ready to work with the US on China policies of its own, why the EU and PRC have struggled to form an alliance, and why the detente between the US and China is looking increasingly fragile. At the end: The MSS warns of espionage, Czechia accuses the MSS of hacking its Ministry of Foreign Affairs, and an emailer has questions about Xi and his political rivals. To email the show: email@sharpchina.fm [email@sharpchina.fm] ---------------------------------------- @SharpTechPodcast Channel — YouTube [https://www.youtube.com/@SharpTechPodcast] @Stratechery Channel — YouTube [https://www.youtube.com/@Stratechery] ---------------------------------------- Premier Li visits Indonesia and Malaysia; 15th Five-year plan and “Made in China 2025”; Improving the modern corporate system with Chinese characteristics; National Digital Identity System — Sinocism [https://sinocism.com/p/premier-li-visits-indonesia-and-malaysia] US-China Geneva "détente" may be breaking; US to start revoking PRC student visas; China-PIC meeting; EV sector bloodbath coming? — Sinocism [https://sinocism.com/p/us-china-genevadetente-may-be-breaking] Xi Mulls New Made-in-China Plan Despite US Call to Rebalance — Bloomberg [https://www.bloomberg.com/news/articles/2025-05-26/xi-plans-new-made-in-china-effort-even-as-trump-aims-to-boost-us-manufacturing?] The lessons from China’s dominance in manufacturing — Financial Times [https://www.ft.com/content/724431ad-26db-4f6d-acab-ccb3cad11daa] Was Made in China 2025 Successful? — Rhodium Group [https://rhg.com/research/was-made-in-china-2025-successful/] Chinese EV Stocks Tumble After BYD Slashes Prices as Much as 34% — Bloomberg [https://www.bloomberg.com/news/articles/2025-05-26/byd-leads-china-ev-stocks-lower-on-steeper-price-cuts] Why Trump Lashed Out at Europe Over Trade — Wall Street Journal [https://www.wsj.com/economy/trade/why-trump-eu-tariffs-d34b72ef] The problems with China’s efforts to patch things up with Europe: ‘there are limits’ — SCMP [https://www.scmp.com/news/china/diplomacy/article/3311804/there-are-limits-problems-chinas-efforts-patch-things-europe] US Warns Pirelli Risks Restrictions Due to Chinese Investor — Bloomberg [https://www.bloomberg.com/news/articles/2025-05-27/us-warns-pirelli-risks-restrictions-due-to-chinese-investor] U.S. Pauses Exports of Airplane and Semiconductor Technology to China — New York Times [https://www.nytimes.com/2025/05/28/business/economy/jet-engine-chip-software-exports-to-china.html] Post from Jan Lipavsky — X: @JanLipavsky [https://x.com/JanLipavsky/status/1927643661879197862] Belgium bugged Anderlecht football stadium to spy on Huawei MEP lobbying — Politico EU [https://www.politico.eu/article/belgium-bugged-anderlecht-football-stadium-to-spy-on-huawei-mep-lobbying/] The Conscience of the Party — Harvard University Press [https://www.hup.harvard.edu/books/9780674272804]

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus [https://stratechery.passport.online/member/plan/4ycW4SE71Cy6ryrijywbTG] for $15/month or $150/year. ---------------------------------------- Bill Bishop is the author of Sinocism [https://sinocism.com/] ---------------------------------------- On today's show Andrew and Bill begin with the Commerce Department's guidance on Ascend Chips, caustic responses to that policy on the PRC side, citations to the "Geneva Consensus," and the news the U.S. will be partnering with Saudi Arabia and the UAE on AI investments in a move that may limit PRC influence in the region. From there: Reactions to a New York Times op-ed about divergent policy trajectories for the US and China, comments from Ding Xuexiang on accelerating technological self-reliance, and questions about the US retaining and recruiting global talent. At the end: Rogue communication devices are reportedly found in Chinese solar power inverters, and a word about diamonds. To email the show: email@sharpchina.fm [email@sharpchina.fm] ---------------------------------------- @SharpTechPodcast Channel — YouTube [https://www.youtube.com/@SharpTechPodcast] @Stratechery Channel — YouTube [https://www.youtube.com/@Stratechery] ---------------------------------------- Lai's inauguration anniversary; Xi in Henan; Official belt tightening; Chip controls — Sinocism [https://sinocism.com/p/lais-inauguration-anniversary-xi] Premier Li on domestic circulation; Ding on tech self-reliance; AI chips; Rare earth magnets; CO2 emissions decline — Sinocism [https://sinocism.com/p/premier-li-on-domestic-circulation] US warns against using Huawei chips ‘anywhere in the world’ — Financial Times [https://www.ft.com/content/2033b5b3-974d-4d40-8498-1c46d3a8db79] Trump administration considers adding Chinese chipmakers to export blacklist — Financial Times [https://www.ft.com/content/be1b8bb2-364b-4f02-a952-93579f40c837] An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism — Stratechery [https://stratechery.com/2025/an-interview-with-nvidia-ceo-jensen-huang-about-chip-controls-ai-factories-and-enterprise-pragmatism/] Global supply chains threatened by lack of Chinese rare earths — Financial Times [https://www.ft.com/content/81ba803e-9cce-4752-8432-4dde4e77c691] In the Future, China Will Be Dominant. The U.S. Will Be Irrelevant. — New York Times [https://www.nytimes.com/2025/05/19/opinion/china-us-trade-tariffs.html] Remarks by Director Kratsios at the Endless Frontiers Retreat — The White House [https://www.whitehouse.gov/articles/2025/04/remarks-by-director-kratsios-at-the-endless-frontiers-retreat/] Remarks by Director Kratsios at the National Academy of Sciences — The White House [https://www.whitehouse.gov/briefings-statements/2025/05/remarks-by-director-kratsios-at-the-national-academy-of-sciences/] China is opening a new front in its supply chain war — Washington Post [https://www.washingtonpost.com/opinions/2025/05/19/us-china-rare-earth-magnets/] Rogue communication devices found in Chinese solar power inverters — Reuters [https://www.reuters.com/sustainability/climate-energy/ghost-machine-rogue-communication-devices-found-chinese-inverters-2025-05-14/]

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus [https://stratechery.passport.online/member/plan/4ycW4SE71Cy6ryrijywbTG] for $15/month or $150/year. ---------------------------------------- Bill Bishop is the author of Sinocism [https://sinocism.com/] ---------------------------------------- On today's show Andrew and Bill gather on short notice with reactions to Monday's news of a deal between the U.S. and China to significantly reduce tariffs for ninety days, while establishing a formal dialogue mechanism to discuss trade and economic issues. Topics include: Why a pause made sense for both sides, Trump's reference to the PRC and its "non-monetary barriers," the wins and opportunities that the PRC may see after the past several days, and the risks to the U.S. side as the rest of the world processes the past six weeks of policy choices. To email the show: email@sharpchina.fm [email@sharpchina.fm] ---------------------------------------- @SharpTechPodcast Channel — YouTube [https://www.youtube.com/@SharpTechPodcast] @Stratechery Channel — YouTube [https://www.youtube.com/@Stratechery] ---------------------------------------- Surprise US-China trade de-escalation; Rare earths; National security white paper; China-Latin America Forum in Beijing — Sinocism [https://sinocism.com/p/surprise-us-china-trade-de-escalation] Surprise U.S.-China Trade Deal Gives Global Economy Reprieve — Wall Street Journal [https://www.wsj.com/economy/trade/surprise-u-s-china-trade-deal-gives-global-economy-a-big-reprieve-b486da7b?st=gHVW7t] Trump Says China Agreed to Roll Back Non-Tariff Barriers — Bloomberg [https://www.bloomberg.com/news/articles/2025-05-12/trump-says-he-may-speak-to-xi-this-week-after-tariffs-lowered] Who blinked first? How the US and China broke their trade deadlock — Financial Times [https://www.ft.com/content/a541bd15-86b2-4e20-868b-c9ecca57ec09] US-UK trade deal squeezes China supply chains — Financial Times [https://www.ft.com/content/3eb31a1c-a19e-480b-a970-2629c714363c]

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus [https://stratechery.passport.online/member/plan/4ycW4SE71Cy6ryrijywbTG] for $15/month or $150/year. ---------------------------------------- Bill Bishop is the author of Sinocism [https://sinocism.com/] ---------------------------------------- On today’s show Andrew and Bill begin with the news that the US and PRC are sending representatives to Switzerland to discuss trade talks this weekend. Topics include: Why expectations should be set low, the week of signs that the PRC was willing to engage, questions about cooperating on fentanyl, and the latest measures to loosen monetary policy in Beijing. From there: An email about Chinese data spawns a conversation about increasing data opacity, and challenges for Westerners and the party alike. At the end: Thoughts on the PRC’s relationship to Russia as Xi Jinping heads to Moscow, the consequences (or lack thereof) for the PRC’s support for Russia’s war in Ukraine, and reactions to a pair of CIA videos recruiting disaffected party members. To email the show: email@sharpchina.fm [email@sharpchina.fm] ---------------------------------------- @SharpTechPodcast Channel — YouTube [https://www.youtube.com/@SharpTechPodcast] @Stratechery Channel — YouTube [https://www.youtube.com/@Stratechery] ---------------------------------------- To subscribe to Stratechery Plus, click here [https://stratechery.com/stratechery-plus/]. To subscribe to Sinocism, click here [https://sinocism.com/about]. ---------------------------------------- US-China trade talks; Xi arrives in Russia; Xi's history lesson; Rate cuts and moderately more supportive policies — Sinocism [https://sinocism.com/p/us-china-trade-talks-xi-arrives-in] Ministry of Commerce Spokesperson Answers Reporters’ Questions on China–U.S. High-Level Economic and Trade Talk — Sinocism [https://sinocism.com/p/ministry-of-commerce-spokesperson] US-China Trade Talks to Start This Week as Tariffs Start to Bite — Bloomberg [https://www.bloomberg.com/news/articles/2025-05-06/bessent-greer-to-meet-with-china-to-start-trade-talks-this-week?srnd=homepage-americas&sref=5KSwFgaY] US Treasury's Bessent says China 'negotiations' to start Saturday without Navarro — Reuters [https://www.reuters.com/world/us-treasurys-bessent-says-china-negotiations-start-saturday-without-navarro-2025-05-07/] As China Looks for Way Out of U.S. Trade Deadlock, Fentanyl Could Be Key — New York Times [https://www.nytimes.com/2025/05/03/world/asia/us-china-tariffs-fentanyl.html] How Bad Is China’s Economy? The Data Needed to Answer Is Vanishing — Wall Street Journal [https://www.wsj.com/world/china/china-economy-data-missing-096cac9a] Xi Jinping’s Moscow visit highlights China’s strategic vulnerabilities — Brookings [https://www.brookings.edu/articles/xi-jinpings-moscow-visit-highlights-chinas-strategic-vulnerabilities/] Full text of Xi's signed article in Russian media — State Council [https://english.www.gov.cn/news/202505/07/content_WS681b1a10c6d0868f4e8f251a.html] Exclusive — Rubio Details How Trump Going on Offense Against China’s Belt and Road Initiative: ‘Big Story of 21st Century U.S.-China Relations’ — Breitbart [https://www.breitbart.com/politics/2025/02/25/exclusive-rubio-details-trump-offense-china-belt-road-initiative/] CIA looks to recruit new Chinese spies with social media videos — Financial Times [https://www.ft.com/content/762025aa-52f1-42d0-828c-87ba17eb53bd] 选择合作的原因：成为命运的主宰者 — YouTube [https://www.youtube.com/watch?v=fU2T8RKAzDg]