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@SariArhoHavren "One of Chinas largest turbine makers has announced plans to invest up to 1.5bn in a new factory in Scotland setting up a test of the UK governments appetite for investment from Chinese companies. (FT)"
X Link @SariArhoHavren 2025-10-13T05:33Z 59.8K followers, 8866 engagements

"Because mining and refining rare earths is not a good business. China controls the pricing and without heavy government involvement private businesses will look the other way"
X Link @SariArhoHavren 2025-10-14T13:12Z 59.8K followers, 7739 engagements

"Despite all the talk of de-risking no Western governments have done anything because the private sector is not interested. Rare earths are not a good business with a total market between X and X billion. Environmental regulations put Western competitors at a disadvantage and green technologies add costs compared to Chinese state-supported competitors. Today penetrating these markets is impossible because China controls the pricing. Nothing will happen without governments playing a substantial part as SOEs heavy subsidisers and/or investors. Thus private businesses wont solve the puzzle; this"
X Link @SariArhoHavren 2025-10-12T07:48Z 59.8K followers, 55.4K engagements

"I have low hopes that the EUs new regulatory measures under consideration will change much of anything and particularly its forthcoming Industrial Accelerator Act (expected in November 2025) that would require Chinese companies to share technology intellectual property (IP) and know-how as a precondition for investments or operations in strategic sectors like EVs batteries and digital manufacturing. And foremost because investments are not under the Commissions trade policies but under each member states control. We have often seen how the local enforcement waters down the good intentions. In"
X Link @SariArhoHavren 2025-10-15T05:06Z 59.8K followers, 4782 engagements

"I thought it was the Chinese Communist Party that lifted hundreds of millions of Chinese out of poverty. So if this narrative is correct does it mean that the Party blessed the exploitation of their citizens I don't forget other policies such as the one-child policy but let's also not underestimate the positive impact of FDIs on the Chinese economy. In fact Professor Michael J. Enright has done interesting work calculating the impact of FDI on China. By 2014 approximately one-third of China's GDP and over one-fourth of employment could be traced to the operations of foreign-invested"
X Link @SariArhoHavren 2025-10-11T09:04Z 59.8K followers, 17K engagements

"EU says UN resolution only switched China representation did not mention Taiwan: "United Nations Resolution 2758 is very short - only XXX words. And among those XXX words the word 'Taiwan' does not appear. The comments also come after the U.S. State Department said last week that China was intentionally mis-characterising and misusing the resolution as part of broader "coercive attempts to isolate Taiwan from the international community". 1/2"
X Link @SariArhoHavren 2025-10-07T05:21Z 59.8K followers, 31.3K engagements

"This is what rule of law looks like in Hong Kong today: a father dragged into court for buying life insurance for his daughter XX years ago all to intimidate a democracy activist across the world into silence"
X Link @SariArhoHavren 2025-10-09T02:43Z 59.8K followers, 7532 engagements

"Great question: who will achieve self-sufficiency first in the areas where they are currently behind The US will likely achieve full resilience by 2030 while Chinas chip quest faces steeper barriers. Mutual vulnerabilities will escalate tensions but neither will likely win without cooperation partners. For China partners in chips are not that easy to find"
X Link @SariArhoHavren 2025-10-14T13:24Z 59.8K followers, 13.6K engagements

"Amid last week's global export controls on rare earths thank you @niubi for this reminder of Xi Jinping's speech from 2020 (at the seventh meeting of the Central Financial and Economic Affairs Commission on XX April 2020): "We mustconsolidate and enhance the international leading positions of our advantageous industries forge some game-changing assassins mace technologies continuously strengthen whole-of-chain advantages in areas such as high-speed rail power equipment new energy and communications equipment improve industrial quality tighten the international industrial chains dependence on"
X Link @SariArhoHavren 2025-10-14T08:58Z 59.8K followers, 34K engagements

"As part of EUs Accelerator Act to be proposed on November Brussels is mulling to propose new rules forcing non-EU companies to hand over their tech know-how to local operators if they want to invest in the single market as it formulates a response to Beijings latest restrictions on rare earth exports. 2/"
X Link @SariArhoHavren 2025-10-15T04:39Z 59.8K followers, 6280 engagements

"Europe has a problem that it doesn't quite want to see how close the relationship between China and Russia is and how it also benefits China. My interview in the Finnish @Verkkouutiset by @kaisa_paastela @RUSI_org 1/"
X Link @SariArhoHavren 2025-05-29T17:21Z 59.8K followers, 34.4K engagements

"Deterring China starts in Ukraine"
X Link @SariArhoHavren 2025-10-15T19:56Z 59.8K followers, 9404 engagements

"Beijing kills two (or more) birds with one stone. For Europe this means seriously slowing down Europes rearmament by hitting hard at European defence industries. Beijing was never a fan of the X% GDP defence target"
X Link @SariArhoHavren 2025-10-10T11:16Z 59.8K followers, 27.2K engagements

"One would have imagined that Beijing knew Trump better than backing him into the corner. The APEC Summit just over two weeks away I am very doubtful that either side is willing to de-escalate simply to secure the meeting. Or perhaps Xi didnt want to meet Trump in the first place"
X Link @SariArhoHavren 2025-10-13T05:01Z 59.8K followers, 6437 engagements

"Interesting detail in @fbermingham s piece about Spains (unsurprising) position on China by Spanish commerce minister Maria Amparo Lpez Senovilla: We have to study all that Beijings actions because China could be a strategic ally (WHAT) but at the same time we have to preserve economic security. 3/"
X Link @SariArhoHavren 2025-10-15T04:39Z 59.8K followers, 3429 engagements

"Don't say that the US has no leverage on China. This move fits into a broader pattern of bipolarisation following the US efforts to safeguard its telecommunications ecosystem and strip Chinese-linked entities. HKT has a dominant position in fixed-line mobile IDD and broadband services in HK serving millions and supporting HK as a finance hub. Thisaccess to foreign capital marketsmakes HK important for Beijing. Everything else in the city is replaceable. When will Washington hit HK so that it really hurts in Beijing This move could well signal the pathway. @DesmondShum @Jkylebass"
X Link @SariArhoHavren 2025-10-16T05:39Z 59.8K followers, 14.4K engagements

"President Trump about Chinas recent export controls on Rees critical minerals etc: But the U.S. has Monopoly positions also much stronger and more far reaching than Chinas. I have just not chosen to use them there was never a reason for me to do so UNTIL NOW I was to meet President Xiin two weeks at APECin South Korea but now there seems to be no reason to do so"
X Link @SariArhoHavren 2025-10-10T15:51Z 59.8K followers, 5819 engagements

"White House has warned the UK that dropping the China spy case could threaten intelligence-sharing. This should work as a reminder to other allies: The US government exercises extreme caution in sharing information with foreign governments subject to adversarial coercion and influence"
X Link @SariArhoHavren 2025-10-12T06:36Z 59.8K followers, 18.6K engagements

"This could well become a larger and consequently a powerful #REE #CriticalMinerals alliance between allies and partners: Bloomberg/Reuters/Age: Australia is mulling the introduction of mandated floor prices for critical minerals and funding for new rare earth projects as part of a proposed resources deal with the United States. Government officials have initiated talks with miners about contributing to a A$1.2 billion ($776.28 million) "critical minerals strategic reserve" The Age reported citing a leaked brief from the department of Prime Minister Anthony Albanese. Reuters reported last"
X Link @SariArhoHavren 2025-10-12T08:58Z 59.8K followers, 7311 engagements

"As expected part of Chinas REE export controls is to gather data on the companies applying for licenses. SCMP by @fbermingham about the sentiments in Brussels: Companies filling out these applications tell us that they are often asked questions that even national authorities in EU member states would not need. Often they must provide very detailed photo documentation of production line processes as well as information on their entire supply chain. 1/"
X Link @SariArhoHavren 2025-10-15T04:39Z 59.8K followers, 19.2K engagements

"Have to agree with Shaun here"
X Link @SariArhoHavren 2025-10-13T19:20Z 59.8K followers, 10.3K engagements

"China is strengthening its leverage ahead of negotiations with the US by introducing new export controls on rare earth materials and related technologies. Restrictions cover the export of technologies related to rare earth mining smelting and separation magnetic material manufacturing and recycling of rare earth secondary resources. In addition: 📍Beijing will require any foreign entities exporting rare earth materials that are made in China to apply for a dual-use item export permit from the Ministry of Commerce effective immediately 📍 Rare earth products that are produced overseas but"
X Link @SariArhoHavren 2025-10-09T05:04Z 59.8K followers, 90K engagements

"I would be careful in generalising the bold actions of the Netherlands in seizing a Chinese-owned chipmaker as representing a European change of attitude towards China. Remember how hard it was for the EU members to stand by Lithuania when it needed pan-European support Some in Europe have indeed concluded the thought process and understand that China is a threat to Europe while others such as Spain have not even begun. Hungary has chosen to side with China. Then we have such wild cards as Malta with a close relationship with . And since we are talking about Europe China even has Serbia and"
X Link @SariArhoHavren 2025-10-14T05:21Z 59.8K followers, 16.5K engagements