Sharp China: The Trade War Becomes a Supply Chain War; A Global Rare Earth Emergency; Xu Qiliang and the Xi Rumor Mill
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…
The skinny
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