China puts Export Controls on Nexperia. it has been banned by the Chinese Ministry of Commerce from exporting products made in China, including those produced by its subcontractors, this is a good first step, follow-on retaliation need to be applied...🧵
france24.com/en/live-news/2… 2. Next, with regards to the key individuals involved. They should be added to the Pompeo list of economically cancelled individuals where any company that has any deals with them or their family members are subject to secondary sanctions by China. Let me give you a proper...

Many Americans thinks that they can replicate China entire rare earth (RE) ecosystem, from mining to refining overnight, like in 5-10 years 🤭. In this 🧵 I will explain the three obstacles the US must overcome to build their own RE ecosystem. First one is EDUCATION, due to...🧵 2. Decades of mass industrial offshoring has led to the loss of entire categories of industrial skillsets. This includes RE. The US made first Samarium magnets decades ago. But it hasn't been making any for decades. How many people in the US even know what it will take to...

What a bunch of lies, let's learn from history exactly how it happened. After the Japanese semiconductor makers started out competing US. the US government kept changing the rules and kneecapped Japanese companies.
Then in the early 1980s the US made...🧵
foreignaffairs.com/japan/how-amer… 2. chip designs copyrightable where previously EVERYONE in the industry copied each other's designs.
Then intel sued NEC for its original 8086 compatible and much superior V20 processor claiming it copied their 8086 chips. The lawsuit, which Intel lost, was only over by the...

This actually reminds me of Carl von Clausewitz. He wrote that in warfare, the longer the attack is taking place, the weaker it is, such as the longer the offensive thrust into hostile territory, the longer it goes, the weaker it becomes. This exactly what happened. The US...🧵

https://twitter.com/RnaudBertrand/status/1970755200148480310

2. Under trump has been in full frontal attack mode against China since his first term. Despite everything the US thrown at China (including biowarfare in covid) China still effectively advancing on every front at the same time. Now the US running out of steam, running out of...

After this strike, I bet there are lots of sleepless nights not only in Qatar but also in the capitals of Saudi Arabia, UAE, etc. In fact South Korea, Japan and all of heavy users of US weapon systems will have come to the realization that have no...🧵

theguardian.com/world/2025/sep… 2. Actual military. the american equipment they paid for can easily be switched off remotely, at the whim of the US. This is not even joking, for example You literally need a digital access key that gets refreshed every morning before you can take an F-35 out for a spin...

It looks like just a matter of time before US launches military attack against Venezuela. Why though? Isn't China is America no 1 enemy? Then why waste time and resources for a country like Venezuela? The clock is ticking, the longer US wait the...🧵

aljazeera.com/amp/news/2025/… 2. Stronger China becomes. Or so they thought 🤭 but the reality is, its already too late, China has escaped terminal velocity. There are no longer any american delusions about being able to come to China’s backyard to start a fight with China, as the evidence is so overwhelming.

Another tariff extension 🤭 China should charge subscription fees for these 90 day extensions. US can have a small discount if they buy 90 day subscriptions for "keep TikTok running" and "Trade War ceasefire" together as a Super Taco package deal...🧵

theguardian.com/us-news/2025/a… 2. All this showed how important China's trade to the US than the other way around. They just can't admit and say it out loud. It's probably worse for the US for everyone to find out that China doesn't need the US as much as they lie about it.  That would confirm how China is...

As expected modi will visit Tianjin for SCO summit. As much as I want for CPC to kick India while it's down. CPC will not do that. One thing to remember about modern China is that it leaves emotions at the door when conducting diplomacy. China is not going to punish India...🧵

https://twitter.com/SpoxCHN_LinJian/status/1953833973110722791

2. in retaliation for earlier slights and backstabbing, no matter how tempting that may be.
So after India has just be rejected and humiliated by trump and the west, China might just give him a deal. Not because China forgives or forgets his earlier behaviour, but because the...

India predicament is a cautionary tale of all wannabe vassals of the US. India openly threw their lot in with the US at the expense of their relations with just about everyone else on earth, but arrogantly thought they were entering a partnership...🧵
theguardian.com/us-news/2025/a… 2. with America and the West instead of vassalage and servitude.
The cherry on top was that they tried to slap around their neighbours thinking they are part of the big boys gang now, but ended up being b***h-slapped by Pakistan in self defence. Which utterly disgusted trump...

Haha poor Euros 🤭 as if you have a choice, you are a vassal of America. You do as you are told, but if you look beyond the smokescreen, they are actually fine being harvested by the US like this. The Western empire consisted of the US as the head...🧵

theguardian.com/commentisfree/… 2. The EU as minor arm, and some small appendages like Canada, Australia, Japan SK etc. This empire is in dire threat of being defeated by China. The empire took decades to build and is a lasting relationship. Trump is fleeting, The power emitted by this alliance is what gives..

The US can keep practicing with its vassals as much as they like. But when it comes down to it, none of them are willing to risk their necks over Taiwan. South Korea will never be involved because of North Korea, The Europeans will still be too busy dealing with Russia...🧵

https://twitter.com/Reuters/status/1948703552127340582

2. That leaves you with Japan (which will also be dealing with NK ballistic missiles, if it decides to go to war with China) and Australia which is waiting patiently for decades to get their AUKUS nuclear submarines 🤭 I don't count the Philippines because they can barely feed...

You see, all signs pointing to the abandonment of Taiwan 🤭 the biggest questions that I believe everyone in the west is asking for is "for what we are going to fight for?" If its to stop China's rise, then that ship sailed long ago, if the issue is...🧵

ft.com/content/046267… 2. because "semiconductors" then may be over before it begin, the US is moving TSMC to US whatever is the hype of invasion or tariff TSMC is going to the US whatever they like it or not. And for Japan there is even less justification given that the rise of TSMC was a big reason..

Been quite busy lately, so haven't been able to post 🧵 but let's start, These kinds of article miss the point entirely. China is already a superpower about equal in strength to the US. Sure, its military doesn't have the same global reach, and it's...🧵

foreignpolicy.com/2025/07/04/chi… 2. diplomatic structure is very different. But China is also trying to achieve very different goals, so looking at it from a purely American lens is never going to work in real life. We can also tackle the main points:
1. The US attempt to contain China has not only not worked...

The US strike on Iran is not a sign of strength on the contrary, it is the unmistakable sign of imperial terminal decline. US gave Israel the planes and the bombs. The US did not want Israel to start a war with Iran. They did it anyways.
When you cannot control own vassal...🧵 2. something is clearly wrong. If your vassal believes you're weak and can be easily manipulated, that means you're weak. You're perceived as weak. A vassal probably knows you better than anyone else.
Strength controls or shapes events. The US now has events shape them...

Now it's increasingly likely than ever that the US will directly invade attacks Iran.
Iran's biggest move would be waiting for the best time (when as many forces are concentrated in the Gulf as possible) to close the Straits of Hormuz through mining...🧵
theguardian.com/world/live/202… 2. and striking all hostile naval ships and bases inside the constrained Gulf from short range with ASMs, attack boats, and mini-subs.
This would inflict immediate damage and provoke a ground war. A war that US and it's allies are unprepared for. It takes months to organize...

Tell me who is surprised by this? I have been saying this many times. Taiwan will not be the next conflict after Ukraine war, it will be Iran, and here we are. Now Israel and Iran is fighting a full blown war with no end in sight. Now the US war plan...

theguardian.com/world/2025/jun… 2. Against China that scheduled to take place around 2027 just went up in smoke thanks to Bibi 🤭. Now Israel is going to suck up even more US THAAD interceptors, missiles, JDAMs. With rare earth embargo, Every missile fired by Israeli or US militaries now becomes irreplaceable..

Like I said previously, Restrictions on rare earth export are national security based and are part of a framework established long before trump came to power, they're also global. The US also has nothing to exchange. China already solved the chip...

cnbc.com/2025/06/06/tru… 2. Problem. While the US still has no solution on how to process rare earth anytime soon. What the US is getting is 6 months licences, amount will be monitored or capped.
Dependent on how trump and his team gives concessions, the duration and amount can change. China from now...

Look at this, this just showed how unprepared the 🇺🇲 is 🤭
They really had no contingency at all after all these years,
China only agreed to suspend non-tariff countermeasures against the US, but rare earth export control was a global measure...🧵
wsj.com/world/china/u-… 2. Which means that the loopholes of buying through South Korea and Japan is finally closed. Now they are desperate, my guess is this export control has started taking their toll on the US and their stockpiles is critically low. It's actually amazing when you think about it...

Looks like the US has raised the white flag 🤭 what can I say? Like chairman Mao used to say, the americans are not reasonable, give them no choice then they will be reasonable. As long as I can remember, 🇨🇳 always did 3 things to undermine 🇺🇲 power...🧵

bloomberg.com/news/articles/… 2. • Direct intervention such as Korean War or lately trying to distance herself from the US Dollar hegemony.
• Try to split the american alliances.
• Hurt US politicians domestically by withholding big orders for stuff.
Since the trade war started this round with Trump short.

What can I say? 🤷‍♀️ One of the Avichina stocks listed in HK went up 6% in an hour after opening. I bet many middle Eastern countries are going to write blank cheques on Chinese military companies now 🤭...short 🧵

https://twitter.com/sentdefender/status/1919956236721619140

2. I remember this indian infographic from a year or two ago. this aged like fine wine 🤭 Can you imagine if actual J-20s are up against rafale? It would be like F-18 against Mitsubishi zero 🤣...

Now I understand why trump is so desperate for Xi to pick up that phone, hyperinflation will hit not only for consumer products but also food as well. China is supposed to have less arable land than the US but food isn't expensive in China...🧵
yahoo.com/news/spooked-t… 2. yet in the US, prices keep go up and up and up. How is it that in China food is cheap while in agriculturally bountiful US it's expensive? Most meat is expensive in the US. Why? With all the agricultural surplus in the US, feeding livestock shouldn't be a problem. The answer..