This episode of Sharp China is outside the paywall.
Show Notes:
On today’s show Andrew and Bill return from the holidays and begin with the PRC’s reaction to the arrest of Nicolás Maduro in Venezuela. Topics include: PRC outrage and embarrassment, the propaganda value of the U.S. disregard for international law, oil questions, why most of the Taiwan takes were misplaced, looming tension at the Panama Canal, and Iran as a wildcard. From there: A Ministry of Commerce directive on rare earths for Japan, and questions about how this standoff might end. At the end: A report that PRC companies have been asked pause purchases of the H200 chips, thoughts on the Manus-Meta deal and a review in Beijing, and a recorded recruiting call offers a window into how CCP propaganda works in the modern era.
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Related Readings:
What Trump’s Ousting of Venezuela’s Maduro Means for China -- Bloomberg
US capture of Maduro tests limits of China’s diplomatic push -- Reuters
Trump demands Venezuela kick out China and Russia, partner only with US on oil: Exclusive -- ABC
‘China is not Cuba’s sugar daddy’: ties between communist nations weaken -- FT
The U.S. Venezuela Operation Will Harden China’s Security Calculation -- Carnegie Endowment
Trump’s Enormous C-Length Win over China -- Collapse Intelligence Agency
Chinese refiners expected to replace Venezuelan oil with Iranian crude, traders say -- Reuters
China’s Threat to Block Rare Earths Has Put Japan on High Alert -- NYT
Inside China’s Six-Decade Campaign to Dominate Rare Earths -- NYT
China Tells Tech Companies to Halt Nvidia H200 Chip Orders -- The Information
China reviews Meta’s $2bn purchase of AI start-up Manus -- FT
Breaking news: Another “#China shock” -- Chinese Embassy to the US
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