On "woke" politics and the deterioration in Western-Chinese relations...
On the CAI and complaints over perceived US hijacking of the investment deal
"When the United States competes with China and Russia, it needs Europe to be its sidekick, so the Americans have mobilized their own network of relationships."
On strategic autonomy...
"They talk about strategic autonomy only when a non-white*-left president, Donald Trump, is in the White House"
This term white-left keeps popping up on translate, referring to "woke left liberals" it seems
On Tibet
"I have seen in Lhasa and other parts of Tibet that the Chinese government invests heavily in improving people's lives and preserving local traditional culture."
On whether Chinese and Western cultures need to "reconcile".
"I know that you are studying the theory of the great German jurist Karl Schmidt. In my opinion, studying his point of view will lead you to the correct conclusion"
The Chinese mission to the EU shared this interview on their weekly newsletter.
Would have to feel a little worried for whoever spelled Xi Jinping's name wrong in the same edition
• • •
Missing some Tweet in this thread? You can try to
force a refresh
Most interesting quote in Macron post China interview in Les Echos is on ASML
He proposes "mutual dismantling of our aggressive policies, such as restrictions on the export of semiconductor machinery on European side and... rare earths on Chinese side"
"Germany is moving & becoming aware of the imbalances that also affect it, but it's not yet totally on our side; many German groups still have a strong presence in China"
Macron: “I am trying to explain to the Chinese that their trade surplus is unsustainable because they are killing their own customers, notably by no longer importing much from us"
It is not unusual for Berlin to be cloaked in a blanket of grey on the brink of winter. What hangs over the city this year, however, feels heavier.
This new shade of gloom cuts through conversations about everything.
Germany’s coalition government is just six months old, but already some are wondering how long it can last. The economy is no larger now than it was five years ago and is being pummelled by a heady brew of structural problems and external threats.
Export controls may have been the economic weapon of choice in 2025, but the Dutch minister at the centre of the Nexperia crisis has admitted he was blindsided by Beijing blocking the company’s chips from leaving China.
His concession raises fresh questions over how much planning underpinned the decision to reach for a Cold War-era law to intervene in the Chinese-owned, Dutch-headquartered chipmaker in September, a move which triggered a supply chain shock in the global automotive industry.
Very good read @JohnDelury: What China wants from Europe
"First thing Europeans must keep in mind is that at the level of grand strategy Europe isn't a priority. US remains the unavoidable great power China confronts... Beijing in a funny way has an America First foreign policy"
@JohnDelury "Strategically speaking, Europe comes after pretty much the rest of the world. European security is a function of US power, and therefore Washington, not Brussels, is the place for Beijing to look in calculating implications for its own policy."
@JohnDelury "Here’s what is so important about Europe’s status as fourth tier: China does not prioritise relations with Europe... there is no sign of a grand plan to wrest Europe from the American orbit... Europe is treated as an extension of America."
If anything, Trump-Xi talks have emphasised the tight spot the EU is in going into tomorrow's talks on export controls with China.
In order to lift rare earth restrictions for a year, Trump lowered tariffs, seems to have opened the door to Chinese investments, and paused probes
If Brussels wants to get the same treatment, it will have to offer something in return. But as an entirely legalistic entity, it's not clear to me that the EU could do this.
What would China want? The most obvious thing is lifting controls on ASML EUV equipment sales to China
China's envoy in Paris Deng Li confirmed this to @xiaofeixu this week
"Purchases of hi-tech European products, such as lithography machines would be one way to help balance trade, Deng said"
In a pointed comparisons, he said, 6 ASML machines = the entire EU pork export to China
Breaking: EU ready to retaliate vs China's rare earth controls, VDL says in Berlin
EU is "ready to use all of the instruments in our toolbox to respond" she tells Berlin forum
Comes after Macron on Thursday called on the commission to activate the anti-coercion instrument
"The decisions announced by the Chinese government on 9 October pose a significant risk. In essence, these actions would severely hamper other countries from developing a rare earths industry...
"This threatens the stability of global supply chains and will have a direct impact on European companies. If you consider that over 90% of our consumption of rare earth magnets come from imports from China, you see the risks here for Europe"