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Xi Wants the Strait of Hormuz Reopened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress
Listen now | Show Notes: On today's show Andrew and Bill return to discuss the PRC's posture amidst the ongoing war in Iran. Topics include: Xi's call…
 • Bill Bishop
1:05:43
Earth Day document on "Energy Conservation and Carbon Reduction Work"; Reactions to Takaichi's Yasukuni Shrine offering; BHP's deal with…
On Wednesday, Earth Day, the General Offices of the CCP Central Committee and State Council released a new energy conservation and carbon reduction…
 • Bill Bishop
More foreign visitors meet Xi; Service sector boost; Countering improper foreign conduct; Youth unemployment; AI chip shortage; More…
Caixin reports that AI chip shortages have forced leading AI firms to ration services. The big firms in the US seem to all have compute shortages as…
 • Bill Bishop
Xi wants Strait of Hormuz opened; NDRC head on security and development; Cake order leads to huge fines; Solar industry involution persists…
In a call Monday with the Saudi Crown Prince, Xi, according to the PRC readout said: China calls for an immediate and comprehensive ceasefire, supports…
 • Bill Bishop
Iran war; Q1 GDP growth; Qiushi; Foot and mouth disease
There is an outbreak of foot and mouth disease and so far it has officially appeared in two places, 2400 kilometers apart. The Dim Sums blog, which has…
 • Bill Bishop
Xi meets To Lam and Lavrov; Wang Yi calls for "restoring normal passage” through the Strait of Hormuz; Investment approval; Nvidia CEO on…
Wang Yi had another call with his Iranian counterpart and called for “restoring normal passage” through the Strait of Hormuz. According to the readout…
 • Bill Bishop
Xi’s four point proposal on safeguarding and promoting peace and stability in the Middle East; Xi meets Spanish PM; People's Leader Xi
The Foreign Ministry spokesperson on Tuesday promised “resolute countermeasures” if the Trump Administration added new tariffs on China for “military…
 • Bill Bishop
The People’s Leader 人民领袖 signal, restarted?
Three years after “people’s leader” was quietly cooled, the term is back across the provincial Party press — and in People’s Daily
 • Bill Bishop
Iran war; US-China; Xi meets KMT chair; Li on the economy; Countering unlawful extraterritorial jurisdiction measures
Premier Li signed a decree of the State Council to publish a new set of rules on countering foreign states’ unlawful extraterritorial jurisdiction…
 • Bill Bishop
No newsletter today
Apologies but need to take a personal day.
 • Bill Bishop
Sharp China: A Ceasefire and Reports of PRC Pressure; Another Politburo Investigation; Mythos, DeepSeek, and a Token Crunch
Show Notes:
 • Bill Bishop
46:16
Iran war; PLA rectification; Services Sector Conference; Mutating troll armies; AI token usage
There appears to be a ceasefire in the war, though already there have been violations. According to President Trump. China played a role in convincing…
 • Bill Bishop
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