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 swirling around Xi, and two notes on the EV sector. You can listen to the podcast in the Substack app: Or click here for instructions to add the podcast to your preferred player. To subscribe to Sinocism, click here . To subscribe to Stratechery Plus, click here . And if you enjoy this podcast please share it far and wide: Related Readings: Xi meets Lukashenko; Xi-Trump call soon?; Rare earths; Bill O'Reilly and China — Sinocism Xi rumors; US-China tensions; Rare earths; Xu Qiliang — Sinocism US-China Messaging in Singapore; New Quality Productive Forces; Putin and a Natural Gas Impasse; 35 Years After Tiananmen Square — Sharp China (2024) US curbs chip design software, chemicals, other shipments to China -- Reuters U.S. Pauses Exports of Airplane and Semiconductor Technology to China — N.Y. Times ‘The president is obsessed’: Trump fixates on Xi call amid faltering trade talks — Politico China’s New Trade Negotiator Is Ready to Play Hardball — WSJ Watching China in Europe—June 2025 — Noah Barkin China increases scrutiny over rare earth magnets with new tracking system — Reuters U.S. Dependence on China for Rare Earth Magnets Is Causing Shortages — NYT Trump poised to extend TikTok ban deadline – for third time – as US, China meet for trade talks: source— NY Post Former senior Chinese military official Xu Qiliang passes away — Xinhua Confronting China — Bill O'Reilly New price wars among China carmakers mask hidden dangers, Beijing warns -- SCMP China car dealers urge automakers to stop dumping inventory on them -- Reuters To add the Sharp China feed to your preferred podcast player: Click on the "listen on" button and you will see a dropdown with several options. Make sure you are logged into your account when you do it so you get the correct private RSS feed for subscribers. If you have not logged in for a while you can enter your email and then we will send you a login link. The “email link” in the pulldown shown above will send you an email that also makes it easy to set it up in your preferred podcast app on your phone. If you use the Substack app it has a built- in podcast player. Thanks for listening. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit sinocism.com/subscribe
