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# ![@RnaudBertrand Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::43061739.png) @RnaudBertrand Arnaud Bertrand

Arnaud Bertrand's recent posts highlight the escalating tensions between the US, China, and Europe, particularly in the realms of trade, technology, and geopolitics. China has imposed rare earth export controls and other measures in response to US actions, effectively gaining a veto over advanced semiconductor development. This situation signals a significant shift in the global balance of power, with China standing firm against US attempts to restrict its growth.

### Engagements: XXXXXXXXX [#](/creator/twitter::43061739/interactions)
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### Mentions: XXX [#](/creator/twitter::43061739/posts_active)
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### Followers: XXXXXXX [#](/creator/twitter::43061739/followers)
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### CreatorRank: XXXXX [#](/creator/twitter::43061739/influencer_rank)
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### Social Influence [#](/creator/twitter::43061739/influence)
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**Social category influence**
[countries](/list/countries)  #416 [finance](/list/finance)  #114 [stocks](/list/stocks)  #2872 [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[china](/topic/china) #130, [all the](/topic/all-the) #1048, [russia](/topic/russia) #237, [bessent](/topic/bessent) #5, [over the](/topic/over-the) #100, [trade war](/topic/trade-war) #132, [india](/topic/india) #137, [$4732t](/topic/$4732t) #150, [israel](/topic/israel) #11, [countries](/topic/countries) #530

**Top accounts mentioned or mentioned by**
[@foundingleaderh](/creator/undefined) [@kavenmaitimborb](/creator/undefined) [@zhaixiang5](/creator/undefined) [@rinfidelsoul](/creator/undefined) [@aslan_lin23](/creator/undefined) [@arottenoldone](/creator/undefined) [@bobbrand_nl](/creator/undefined) [@gamedevphysics](/creator/undefined) [@doggydog1208](/creator/undefined) [@angelicaoung](/creator/undefined) [@girkehanjo](/creator/undefined) [@pangwm852](/creator/undefined) [@hsmith24993512](/creator/undefined) [@riciardo](/creator/undefined) [@dprabhata](/creator/undefined) [@tclaudiuscag](/creator/undefined) [@francetv](/creator/undefined) [@nofollo92476663](/creator/undefined) [@prpronto](/creator/undefined) [@babywhitemonkey](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts [#](/creator/twitter::43061739/posts)
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Top posts by engagements in the last XX hours

"Trump threatens destruction of iconic American company in response to China's export controls. This comes after he threatened to pay double for all products they import from China"  
[X Link](https://x.com/RnaudBertrand/status/1977201657051333068) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-12T02:36Z 360.4K followers, 55.3K engagements


"@ZhaiXiang5 It's true that's also special: rising against all currencies which shows loss of confidence in the fiat monetary system overall"  
[X Link](https://x.com/RnaudBertrand/status/1975423976928387142) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-07T04:52Z 360.9K followers, 109.1K engagements


"The funniest part of this is that Wan Hai is a Taiwanese shipping company which goes to show they're starting to understand that acknowledging that Taiwan is part of China does come with its advantages 😏"  
[X Link](https://x.com/RnaudBertrand/status/1937006266418901235) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-06-23T04:34Z 360.8K followers, 77.5K engagements


"Absolutely extraordinary exchange between Israel and China 👇 I've never seen such a heated exchange come out of top-level forum in China (this is from the 12th Beijing Xiangshan Forum that started yesterday) this normally never happens. The guy speaking is Yan Xuetong the dean of the Institute of International Relations at Tsinghua University the most prestigious university in China. Speaking for Israel is a military officer apparently called Elad Shoshan. Yan Xuetong truly doesn't hold back: - When the Israeli officer tries to bullshit him around how Israel supposedly protects civilians in"  
[X Link](https://x.com/RnaudBertrand/status/1968503762684919851) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-18T02:34Z 360.9K followers, 5.1M engagements


"😅 I actually wouldn't be surprised that if China takes leadership in age reversal you would see the rise of a "pro young death" movement in the West 😅 Expect coverage like: - "Opinion: Living Past XX is Authoritarian" - "Experts Say Early Death Builds Character and Resilience in Democratic Societies" - "Harvard Study: Societies That Accept Death Show Higher Freedom Index Scores" - "Senator Introduces 'FREEDOM to Expire Act' to Counter Beijing's Aging Agenda" 😅 Just as we saw anti-climate go mainstream when they started leading green tech"  
[X Link](https://x.com/RnaudBertrand/status/1974763508043858222) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-05T09:08Z 360.4K followers, 101.7K engagements


""The U.S.A. wants to help China not hurt it" 😅 Looks like the weekend presidential briefing included some pretty bleak charts 😅"  
[X Link](https://x.com/RnaudBertrand/status/1977526892099194897) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-13T00:08Z 360.9K followers, 102.7K engagements


"@kerd50659461 It's not bogus just read the study I refer to in the post: China used to be extremely dependent on the US for helium"  
[X Link](https://x.com/RnaudBertrand/status/1977288625198145587) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-12T08:21Z 360.8K followers, 14.3K engagements


"I've lived in Nepal during a few months a stunning country that's really dear to my heart. I was notably there during the 2015 earthquake a time when one of the main leaders of the current "Gen Z" protests (Sudan Gurung who founded Hami Nepal) lost a child which was the trigger for his activism. I've seen the corruption. In fact the truth is that formal government structures barely function in much of Nepal - outside major cities the state is more theoretical than real. It was crystal clear during the earthquake but also at other times. For instance I've seen with my own eyes that when a"  
[X Link](https://x.com/RnaudBertrand/status/1965663406729633903) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-10T06:27Z 360.9K followers, 1.2M engagements


"Haha good one. First of all if it was "trivial to do" and given that so many have warned for years that China's dominance of gallium was such a strategic liability why would they still have a XX% dominance of the material Secondly your ratio is wrong: XX million tons of alumina would give you approximately XXX tons of gallium not 1200. Lastly just think through the sheer absurdity of what you're proposing for your "trivial" solution: X. Get XXX countries to form an anti-China mineral coalition (knowing that out of the X largest alumina producers X are from BRICS) X. Convince them all to build"  
[X Link](https://x.com/RnaudBertrand/status/1979224354870431844) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-17T16:33Z 360.9K followers, XXX engagements


"@AIinPractice If it's the strongest why are they losing The Chinese can't compete on price on that one since these are free models 🤷"  
[X Link](https://x.com/RnaudBertrand/status/1978085475236655216) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-14T13:08Z 360.6K followers, 2908 engagements


"@foundingleaderh Wind & solar are different from oil though: the energy source is the sun (and wind). A solar panel lasts about XX years and in that timeframe you're completely independent: China cannot turn off the sun or the wind 😊"  
[X Link](https://x.com/RnaudBertrand/status/1976468813576130987) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-10T02:04Z 360.8K followers, 1863 engagements


"Looks like it's finally starting to get talked about more 👇 "Debasement trade""  
[X Link](https://x.com/RnaudBertrand/status/1975780777716851143) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-08T04:30Z 360.9K followers, 43.7K engagements


"This has nothing to do. SoftBank/Arm willingly sold XX% majority stake to Chinese investors. Chinese investors legally owned the majority of the company. After the CEO of the company went rogue and refused to be fired but he was working for a Chinese-majority-owned company. In this Nexperia case Wingtech legally purchased XXX% of Nexperia. But now the Dutch government is seizing it. Completely different situation"  
[X Link](https://x.com/RnaudBertrand/status/1977567386820804994) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-13T02:49Z 360.9K followers, 15.4K engagements


"This really goes to show the disconnect between the US and the world. They're trying to spin China's rare earth controls as some sort of unprovoked "attack on the world" when the truth is that the immense majority of the world is cheering China here: finally someone strong and daring enough to stand up to US bullying. The bigger timeless lesson here is the golden rule: "Don't do unto others what you don't want done unto you." The US could afford to ignore it during the unipolar moment as the power differential meant nothing meaningful could be done to them but the rules have obviously changed"  
[X Link](https://x.com/RnaudBertrand/status/1976847829273657434) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-11T03:10Z 360.9K followers, 249.6K engagements


"I wish all Europeans could watch this video to understand how pointless the sanctions against Russia have been. This is Eyck Freymann a Hoover Fellow at Stanford University specialized in international trade speaking a few days ago at Harvard university (full video here: He did the research and not only does it show in his words that the sanctions were "a failure" but that in many ways Russia is doing better than before the war. They're taking in more oil revenue and ordinary Russians are "doing great" with significantly higher incomes (after inflation) than before the war. Hard not to come"  
[X Link](https://x.com/RnaudBertrand/status/1974851639254434039) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-05T14:58Z 360.9K followers, 100.5K engagements


"Fascinating geopolitical analysis by Emmanuel Todd one of the very few great French intellectuals we have left. I added English subtitles for you. He believes - as I do - that fundamentally the US is accepting what he calls "defeat" against not only Russia but China as well and that Trump is effectively trying - clumsily - to manage this defeat and to adapt the US to multipolarity. He says that the US's defeat in Ukraine isn't like Afghanistan or Iraq but that it represents what he calls "America's first major strategic defeat of its history." In the war he says Russia has become "the shield"  
[X Link](https://x.com/RnaudBertrand/status/1973680121895866479) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-02T09:23Z 360.9K followers, 405.4K engagements


"Someone in China can be punished for "Picking quarrels and provoking trouble" or other infringements of Chinese law without this having anything to do with a "social credit score" which again doesn't exist. Xu Xiaodong or anyone in China doesn't have a "score" that evolves based on their actions"  
[X Link](https://x.com/RnaudBertrand/status/1977303594534912269) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-12T09:21Z 360.6K followers, 6337 engagements


"Do you realize how halfwitted you sound Your position is that because some Chinese companies allegedly did bad things all Chinese companies should be punished for this So by the same token China can seize BMW because Volkswagen had Dieselgate Or confiscate Apple because Enron committed fraud Collective punishment based on nationality literally violates the most elementary principles of justice"  
[X Link](https://x.com/RnaudBertrand/status/1977569532085686713) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-13T02:58Z 360.9K followers, 16.7K engagements


"@gamedevphysics No I don't think that's true the company wasn't on the verge of bankruptcy. But it did improve its metrics under Chinese management"  
[X Link](https://x.com/RnaudBertrand/status/1978322912827359551) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-15T04:51Z 360.6K followers, XXX engagements


"Update: we now know who Nepal's next PM is - a XX year old grandmother called Sushila Karki - and it further undermines the "color revolution" theory. In fact her profile couldn't possibly be more badass: - Former Chief Justice until she got impeached in 2017 for going head on against the system to fight corruption - Old school revolutionary: she participated in the 1990 People's Movement that overthrew Nepal's monarchy and was imprisoned for it - Zero Western connections: her entire education was in Nepal and India. No Harvard no Yale no Soros scholarships no Western NGO work. Nothing. - Her"  
[X Link](https://x.com/RnaudBertrand/status/1966719566043836864) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-13T04:24Z 360.9K followers, 1M engagements


"I don't want to be cynical but I somehow suspect that this "Peace in the Middle East" image will be Trump's equivalent to Bush's "Mission Accomplished" in 2003"  
[X Link](https://x.com/RnaudBertrand/status/1977877421425934589) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-13T23:21Z 360.9K followers, 84.1K engagements


"This is beyond parody. Von Der Leyen said "I want the future of AI to be made in Europe" while rolling out this "ambitious" $XXX billion plan. $XXX billion is literally XXXX% of what the the world is spending on AI in 2025 $XXX billion cannot even pay for a single major AI training data center at the current rates. This is basically like showing up with a butter knife to a bazooka fight"  
[X Link](https://x.com/RnaudBertrand/status/1977541838451200149) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-13T01:08Z 360.9K followers, 161K engagements


"This sounds like absolutely major changes in the Chinese model being announced by Xi. "Rectifying disorderly low-price competition among enterprises" is probably the most important one. It sounds like something of the order of "houses are for living not for speculation" the expression Xi used to announce the deflation of the real estate bubble. Xi is saying he wants an end to "involution" ("" Neijuan) a term he mentions several times in his text and which is very trendy in China right now. Probably the best translation for it is not actually "involution" but more something akin to "rat race""  
[X Link](https://x.com/RnaudBertrand/status/1967520398112878698) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-15T09:26Z 360.9K followers, 255.5K engagements


"Interestingly now that we have more information the best angle to understand what happened with Nexperia is as an economic proxy war between the U.S. and China with Europe - as is often the case these days - as the battleground (and therefore the main victim). As per confirmation from court filings it's now clear that the Dutch moved to seize Nexperia because they were told by the U.S. that if they didn't do so the company would end up on the Entity List and would therefore be basically killed by extraterritorial U.S. sanctions. Which would have been a heavy blow for the Dutch economy because"  
[X Link](https://x.com/RnaudBertrand/status/1978085002584662448) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-14T13:06Z 360.9K followers, 415.7K engagements


"That's the way the game is played now in the West 👇 Rule of law is but a memory"  
[X Link](https://x.com/RnaudBertrand/status/1977642424119017820) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-13T07:47Z 360.9K followers, 46.5K engagements


"Boom This means that Bessent's coalition against China is already dead before being born. He wanted to form it specifically with India at that very meeting. And India's finance minister says she won't attend over "unresolved differences over trade and Indias purchases of Russian oil." Which also goes to show it's not "China vs the world" as Bessent is trying to spin it"  
[X Link](https://x.com/RnaudBertrand/status/1978684053680242939) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-16T04:46Z 360.9K followers, 261.6K engagements


"I just read this WSJ article on why Europe's tech scene is so much smaller than the US's and China's. I'm afraid that like most articles on this topic it largely misses the mark. Which in itself illustrates a key reason why Europe is lagging behind: when you fail to understand the root causes of an issue you have zero chance to solve it. What makes me competent to speak on this topic Back in the late 2000s and early 2010s I founded and led HouseTrip which at the time was one of Europe's top startups. We were the first historical startup in which all top X VC investors in Europe invested. So I"  
[X Link](https://x.com/RnaudBertrand/status/1925029185052917791) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-05-21T03:21Z 360.6K followers, 830.7K engagements


"@glimmande It is insane"  
[X Link](https://x.com/RnaudBertrand/status/1975813773211672729) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-08T06:41Z 360.9K followers, 6112 engagements


"This is a fascinating analysis by CSIS on the use of ethane export controls by the U.S. as a retaliation tool again rare earths (as was just done by the Trump admin): More than anything it illustrates how few cards the U.S. has because as per the analysis it's clear than restricting ethane exports is a desperate measure that "inflict more damage on U.S. companies than Chinese competitors" (unlike rare earths in China's case that can bring complete chunks of the U.S. economy to a halt without hurting China much). In fact the analysis says that ethane controls "fail to clear even the lowest bar"  
[X Link](https://x.com/RnaudBertrand/status/1933127908866117967) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-06-12T11:43Z 360.9K followers, 76.4K engagements


"@riciardo Dozens of reports by leading genocide scholars and the UN have been writing to explain why it meets the legal definition of genocide. You just need to read one like this one 👇"  
[X Link](https://x.com/RnaudBertrand/status/1978812080779059406) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-16T13:15Z 360.9K followers, 44K engagements


"I think effectively it's China's version of US weaponization of the dollar and all the associated extraterritorial laws. It's a tool they have. This time I don't think it was in favor of Russia more linked to showing leverage in the "deal" that's being negotiated with Trump and as retaliation for the so-called XX% rule that the US unleashed with regards to the Entity List"  
[X Link](https://x.com/RnaudBertrand/status/1979117312750801289) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-17T09:28Z 360.9K followers, 2783 engagements


"This is legit hilarious: according to the US Secretary of Agriculture herself Trump's bailout of Argentina means that US taxpayers are now effectively subsidizing Argentinian soybean exports to China - the very market American farmers have been shut out of. All the funnier when you consider that one of the key objectives of the bailout is presumably to prevent Argentina - one of the US's only friendly governments left in South America - from moving closer to China. And instead it's effectively funding the exact opposite outcome. This is according to this leaked text 👇 that Scott Bessent is"  
[X Link](https://x.com/RnaudBertrand/status/1972848007575171087) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-30T02:16Z 360.9K followers, 2.8M engagements


"@Islaladrones I now live in Malaysia lived in China until X years ago and go back there several times a year (twice so far this year)"  
[X Link](https://x.com/RnaudBertrand/status/1978405496856940836) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-15T10:20Z 360.7K followers, XXX engagements


"Interesting background on what kicked off China's latest round of export controls by Paul who's typically very well informed"  
[X Link](https://x.com/RnaudBertrand/status/1976814100484440128) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-11T00:56Z 360.5K followers, 38.1K engagements


"I don't think I'm exaggerating by saying that this truly is the US's Suez moment: Saudi Arabia just entered into a NATO-like alliance with Pakistan whereby "any attack on either country is an attack on both." The symbolic is extraordinary: Saudi Arabia was in many ways THE poster child of US client states. If they no longer trusts American security guarantees why should anyone else And of course the fact this actually happened and wasn't prevented by the U.S. is immensely telling in and of itself. This has so many other consequences that it's almost too much to fathom: - First of all it means"  
[X Link](https://x.com/RnaudBertrand/status/1968541972790132829) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-18T05:05Z 360.9K followers, 2.4M engagements


"While everyone focuses on the Charlie Kirk story this deserves at least equal attention: the U.S. military in collusion with the South Korean government maintained during decades a system where tens of thousands of women were forced into sexual servitude for U.S. soldiers many of whom were minors. This isn't speculation: the South Korean supreme court ruled in 2022 that the government had illegally operated these brothels in a way where the women were subjected to debt bondage and unable to leave. In fact as per the New York Times "all the women in this system were held in debt bondage" so"  
[X Link](https://x.com/RnaudBertrand/status/1966047321734668686) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-11T07:53Z 360.9K followers, 1.8M engagements


"The most insane fact about the new Huajiang Canyon Bridge isn't that it cost less than $300m to build (less than what the US spends on its military in a single morning) but that it was built with tourism facilities that will welcome X million visitors a year They can pay for a whole range of experiences from a basic glass bridge observation (99 yuan) to extreme sports packages costing up to 2999 yuan (which includes bungee jumping off the bridge: Which means there are good chances that this bridge will pay for itself within just a few years with tourism alone"  
[X Link](https://x.com/RnaudBertrand/status/1974011170601509330) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-03T07:18Z 360.8K followers, 421.1K engagements


"This is actually fascinating in several respect. Pfizer's CEO says China is overtaking the U.S. in biotechnology and pharmaceuticals and that a key reason behind this is because "we spend more time trying to think about how to slow down China rather than think how we can become better." Here's the whole quote: They filed more patents this year than the U.S. Thats never happened in history. Five years ago the split was 90%-10%. The gap is closing but they probably will become better than us unless we get our act together. We spend more time trying to think about how to slow down China rather"  
[X Link](https://x.com/RnaudBertrand/status/1978653217664758118) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-16T02:44Z 360.9K followers, 361.4K engagements


"Exactly. This is not a small thing it's a major company"  
[X Link](https://x.com/RnaudBertrand/status/1977578829846905198) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-13T03:35Z 360.9K followers, 75.9K engagements


"@wjl1304 No because unlike China with chips the West cannot catch up on rare earths for - most likely - several decades if at all as it requires a complete reorganization of their socioeconomic system 👇"  
[X Link](https://x.com/RnaudBertrand/status/1979365261120803009) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-18T01:53Z 360.9K followers, 3936 engagements


"Yes we know"  
[X Link](https://x.com/RnaudBertrand/status/1978094547151315159) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-14T13:44Z 360.9K followers, 20K engagements


"@smpai @abcampbell I think it's realistically far longer than this"  
[X Link](https://x.com/RnaudBertrand/status/1979183461345955940) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-17T13:51Z 360.9K followers, 2940 engagements


"When you think about it probably no other product in history has seen such a dramatic upgrade: gutter oil went from something that was considered shameful to a hot commodity used as leverage in a trade war between superpowers"  
[X Link](https://x.com/RnaudBertrand/status/1978321038535442914) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-15T04:44Z 360.9K followers, 26.3K engagements


"Deng Xiaoping's comment on Gorbachev after meeting him in 1989 (according to Zhang Weiwei his interpreter: was: "This man may look smart but in fact is stupid.""  
[X Link](https://x.com/RnaudBertrand/status/1973616692556382649) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-02T05:11Z 360.5K followers, 163.2K engagements


"Ok I looked into this because sometimes claims that "China invents Y" can be somewhat exaggerated. But this is real and completely insane. This technology called "Bone 02" (inspired by the well-known "502 glue" in China) has been developed for the past X years by a team of orthopedic surgeons in Zhejiang province. The team leads are Professor Fan Shunwu ( Director of the Orthopedics Department at Zhejiang University) and Lin Xianfeng It's inspired by oysters because the researchers noticed their extraordinary ability to firmly attach themselves in harsh underwater environment by secreting a"  
[X Link](https://x.com/RnaudBertrand/status/1972481656536829995) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-29T02:00Z 360.9K followers, 13.1M engagements


"Yet another scientific discovery in China that sounds too incredible to be true yet I spent the past X days fact-checking it and it is in fact true: researchers from the Chinese Academy of Sciences (China's most prestigious research institute) have managed to reverse aging in primates using engineered human stem cells. The age reversal is across the board: it affected XX organ systems XX tissue types the brain the bones teeth reproductive system all the way down to cells and neurons. This is all the more groundbreaking because the primates they achieved this on - crab-eating macaques"  
[X Link](https://x.com/RnaudBertrand/status/1974748243121873021) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-05T08:07Z 360.9K followers, 1M engagements


"Always funny to compare this with the projections at the start of the year And in this case: - "Advanced economies" are doing worse than expected (1.6% now vs 1.9%) especially the US (2% now vs 2.7%) - China is doing better than expected: XXX% now vs XXX% projected in January"  
[X Link](https://x.com/RnaudBertrand/status/1978371148569325618) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-15T08:03Z 360.9K followers, 77.9K engagements


"This really isn't getting enough attention. China has truly gone all in on export controls today in a major way. Not only did they announce the unprecedented rare earths restrictions that I posted about earlier 👇 (targeted among others at the advanced semiconductors sector) but they issued X consecutive announcements in total with other export controls on: - The machines and expertise to process rare earths - not just the rare earths themselves but all the specialized equipment and technical know-how to turn rare earth into usable materials (obviously making it all the harder to try to move"  
[X Link](https://x.com/RnaudBertrand/status/1976275085158670813) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-09T13:14Z 360.9K followers, 413.9K engagements


"Someone asked an AI founder X months ago: "What is an example of a decision you've made that is best for the world but not best for winning" The founder's reply: "Well we haven't put a sex bot in our product yet" The name of that founder Sam Altman (in this interview: Which means that according to himself he just did something that is worse for the world (but best for "winning"). Which is largely the story of the human race: easy to have principles when things go your way much harder when it becomes costly. And ironically that's exactly how AI itself works: "reinforcement learning" optimizes"  
[X Link](https://x.com/RnaudBertrand/status/1978272244775464976) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-15T01:30Z 360.9K followers, 114.3K engagements


"This is all the more insulting to Malaysia that the primary mediator of the ceasefire between Cambodia and Thailand was their Prime Minister Anwar Ibrahim. The negotiations happened on Malaysian soil at a Malaysian-hosted summit back in July which Anwar was personally mediating. The extent of Trump's involvement was a phone call to both Thailand and Cambodia threatening trade consequences if fighting continued. Diplomatically speaking it could hardly get more insulting. He's literally conditioning his visit to a country on them giving him credit for one of the great diplomatic achievements of"  
[X Link](https://x.com/RnaudBertrand/status/1975381097136726259) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-07T02:02Z 360.9K followers, 84.7K engagements


"As predicted 👇 Src:"  
[X Link](https://x.com/RnaudBertrand/status/1942414270639268120) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-07-08T02:43Z 360.6K followers, 14K engagements


"You've got to laugh at Bessent's audacity (or maybe complete delusion). All the countries he says that he wants to enlist against China are first and foremost victims of the very same U.S. attack that China is responding to. As I type this: - India is suffering from XX% tariffs because they're trying to coerce it to stop buying Russian oil - South Korea's president is saying that paying the tribute demanded by the US would bankrupt his country - Japan is refusing to pay the tribute too - Europe by their own admittance had to agree to one of the most humiliating unequal treaties in its"  
[X Link](https://x.com/RnaudBertrand/status/1978673087416607003) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-16T04:03Z 360.9K followers, 216.2K engagements


"They're trying so hard to spin China's rare earth controls as some sort of unprovoked "attack on the world" 🤦♂ Which is pretty rich considering it's a reaction to Trump literally starting starting a trade war against the entire planet. The truth is that the immense majority of the world is cheering China here. From what I've been hearing that's even the case for the average European who wishes their leaders could respond the way China does instead of having to submit and be humiliated. China is actually doing the world a favor here by enforcing consequences that never existed before. Far"  
[X Link](https://x.com/RnaudBertrand/status/1978466517521228276) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-15T14:22Z 360.9K followers, 322.9K engagements


"Say what you want about Hungary but they're the only EU country that understood the multipolar era and successfully adapted their diplomacy accordingly - and as a result are in good terms with all the great powers (the U.S. China and Russia) which is quite the achievement. The only people they're NOT in good terms with - ironically - are Europeans. Not that dissimilar to the dynamic of a toxic cult where maintaining outside friendships is treated as betrayal (when it is actually a great asset for the EU)"  
[X Link](https://x.com/RnaudBertrand/status/1979381341012791772) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-18T02:57Z 360.9K followers, 40.1K engagements


"@prpronto It's not exactly mined but extracted from some types of natural gas deposits of which China has some"  
[X Link](https://x.com/RnaudBertrand/status/1977272854686449697) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-12T07:19Z 360.8K followers, 17.5K engagements


"Update on the below 👇: there are some reports in some media both in English and Chinese & that Australian mining giant BHP yielded and "accepted RMB settlement for iron ore spot transactions at Chinese ports starting in the fourth quarter of 2025." Not sure how accurate this is: there doesn't seem to be any confirmation of this from BHP despite these articles claiming this was an "official announcement" from them. And all those articles refer to each others as source which is often the sign that something is a rumor more than an actual news. Still sometimes when there's smoke it means"  
[X Link](https://x.com/RnaudBertrand/status/1977271508298088953) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-12T07:13Z 360.8K followers, 34.9K engagements


"Also it's completely false and easy to prove that's the case based on what was disclosed in the court documents. What kicked the whole thing off in **JUNE** was the US telling the Dutch officials about a forthcoming change in the Entity List and that the CEO would need to be replaced. It's only AFTER this that the Dutch government started to look for a legal strategy to oust Nexperia's CEO and effectively seize the company. So the whole "the CEO was fired due to mismanagement" is a completely bullshit process legitimacy argument: it's painfully obvious that this is a textbook political action"  
[X Link](https://x.com/RnaudBertrand/status/1978275839184978076) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-15T01:44Z 360.9K followers, 42.7K engagements


"I don't buy into most of the AI hype but I think a mass "Her" scenario is unfortunately a fairly high probability: it wouldn't surprise me if a very big proportion of my children's generation have AI companions maybe even embodied in humanoid robots at some point. In fact that might be one of the single biggest threats AI poses: not these far-fetched terminator-like nightmares but the irony of us getting extinct because we get "perfect" frictionless love honeytrapping ourselves"  
[X Link](https://x.com/RnaudBertrand/status/1978457381915767156) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-15T13:46Z 360.9K followers, 82.3K engagements


"That's actually an insanely irresponsible thing to say as a EU leader. This is a perfect situation to use the expression: "cutting off your nose to spite your face": celebrating a literal act of war against your own continent making a complete mockery of your own sovereignty and foundational principles like the sanctity of property just because you didn't like who was selling you the gas (and presumably to genuflect before those who blew up the pipeline). Think about the precedents this sets and the image this gives to anyone abroad and even EU citizens. You know Europe's degeneration is"  
[X Link](https://x.com/RnaudBertrand/status/1975973028745085015) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-08T17:14Z 360.9K followers, 143.4K engagements


"Singaporean statesman Kishore Mahbubani (@mahbubani_k) the former president of the UN Security Council is imho one of the most astute geopolitical observers out there. He too believes there has been "a big shift" recently in the US's approach to China: they've gone from seeking to subjugate China to "implicitly accepting China as its peer competitor" in effect resigning themselves to coexistence as equals. This is not done out of kindness or goodwill but - as Mahbubani explains - driven by structural forces: subjugation only works when there's asymmetry but once you know the other side can"  
[X Link](https://x.com/RnaudBertrand/status/1976108331501822115) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-09T02:11Z 360.9K followers, 123.3K engagements


"This is a fascinating example of how innovation and creativity beats regulation. I'm sure you've heard about China's infamous 'gutter oil' - waste cooking oil recovered from sewers that used to cause major food safety scandals. Well it has unexpectedly become one of China's most sought-after exports and incredibly it's now more expensive than brand new palm oil and soybean oil The reason Aviation biofuel. As it turns out used cooking oil can be transformed into Sustainable Aviation Fuel (SAF) which reduces carbon emissions by up to XX% compared to traditional jet fuel. This has made it"  
[X Link](https://x.com/RnaudBertrand/status/1867766651166576781) [@RnaudBertrand](/creator/x/RnaudBertrand) 2024-12-14T03:00Z 360.9K followers, 188.6K engagements


"@liflorescu That's pretty much my point 😅"  
[X Link](https://x.com/RnaudBertrand/status/1979382150257610790) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-18T03:00Z 360.9K followers, 1232 engagements


"This is an extraordinarily dumb thing for Europe to do: the Dutch government is quite literally stealing a leading Chinese semiconductors company at least its international operations. They're probably acting in coordination with Washington since it was simultaneous to Trump's new "50% rule" that added all subsidiaries of companies on the U.S. "Entity List" to the list (which is the case of Wingtech Technology Nexperia's Chinese parent company). I'm not even exaggerating on the "stealing" bit: they suspended the Chinese CEO from his position appointed a non-Chinese director on the board with"  
[X Link](https://x.com/RnaudBertrand/status/1977563638904021199) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-13T02:34Z 360.9K followers, 894.9K engagements


"The story around China issuing USD-denominated sovereign bonds in Saudi Arabia is generating an enormous amount of buzz in China and could potentially be immensely important. I strongly suspect it's a message to the upcoming Trump administration. Let me explain what seems to be going on. On the face of it it's not a major story: China issued $X billion in USD-denominated sovereign bonds in Saudi Arabia which means that investors lent USD to the Chinese government that they promised to pay back. That's what a bond is. So far relatively boring. The first somewhat interesting aspect of it is"  
[X Link](https://x.com/RnaudBertrand/status/1859446480198828360) [@RnaudBertrand](/creator/x/RnaudBertrand) 2024-11-21T03:59Z 360.9K followers, 1.7M engagements


"@normaljoe353 This is such destructive thinking. How does having good relations with everyone "damage the EU". It's not supposed to be a death cult"  
[X Link](https://x.com/RnaudBertrand/status/1979386545997254760) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-18T03:18Z 360.9K followers, 1526 engagements


"Wow game changer. Given that they seem to announce a new "alternative to the BRI" at just about all international summits 😅 So far we've had B3W ("Build Back Better World") the PGII (Partnership for Global Infrastructure and Investment) the AAGC ("Asia-Africa Growth Corridor") the Blue Dot Network the Global Gateway initiative etc. Has any of those gained any momentum 🤔"  
[X Link](https://x.com/RnaudBertrand/status/1700694182686544049) [@RnaudBertrand](/creator/x/RnaudBertrand) 2023-09-10T02:14Z 360.9K followers, 82.6K engagements


"@misfit_bro17 There's little discussion on this because it's not happening"  
[X Link](https://x.com/RnaudBertrand/status/1978461116733825083) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-15T14:01Z 360.8K followers, 1134 engagements


"Two interesting precisions on the rare earth ban that China made over the past XX hours: 1) The Chinese embassy in the US (src: said this was done in retaliation to the US violating the agreement made in Madrid in September by introducing "a string of new restrictive measures targeting China" such as the introduction of the so-called XX percent rule that results in thousands of new Chinese companies being sanctioned. 2) The Chinese Ministry of Commerce (src: precise that the export controls only target "usage of medium and heavy rare earths and related items in the military field" which was"  
[X Link](https://x.com/RnaudBertrand/status/1977287974502252577) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-12T08:19Z 360.9K followers, 176.1K engagements


"@MM70721333 @willibossman Have you heard of Libya Yugoslavia Afghanistan"  
[X Link](https://x.com/RnaudBertrand/status/1979127294225437014) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-17T10:08Z 360.9K followers, XXX engagements


"I was studying other times in history when gold prices more than doubled in the reserve currency of the time as they did in the past year: it's rare and almost always a sign of a profound loss of confidence in the existing monetary and political order going all the way back to the Roman empire (the so-called "Crisis of the Third Century"). And it often marked the transition from one era of power to the next: the fall of Rome Spain's decline from world power the French Revolution and Terror the end of Bretton Woods etc. Interestingly it's often actually as much a cause as a sign of these"  
[X Link](https://x.com/RnaudBertrand/status/1975414071374569528) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-07T04:13Z 360.9K followers, 4.7M engagements


"I don't think people are realizing what's happening with the Global Sumud Flotilla: it's potentially becoming extremely consequential. Fact is at this stage the flotilla is effectively escorted by multiple warships from X major countries: Spain Italy and Turkyie. The warships are all nominally there to "assist" and "rescue" the flotilla in case shit happens - that's the official story - BUT: - They obviously have a very strong deterrence effect so Israel will think twice before attacking - I frankly cannot believe they wouldn't act if the flotilla gets attacked as this would be a major PR"  
[X Link](https://x.com/RnaudBertrand/status/1972663867970077053) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-29T14:04Z 360.9K followers, 2.7M engagements


"This is actually big potentially huge notably because China's new rare earth export controls include a provision (point X here: whereby anyone using rare earths to develop advanced semiconductors (defined as 14nm-and-below) will require case-by-case approval. Which effectively gives China de-facto veto power over the entire advanced semi-conductor supply chain as rare earths are used at critical steps throughout - from ASML (who use rare earths for magnets in their lithography machines: to TSMC. The export controls are also extra-territorial: foreign entities must obtain Chinese export"  
[X Link](https://x.com/RnaudBertrand/status/1976143949216764234) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-09T04:33Z 360.9K followers, 785.3K engagements


"This is probably the most important geopolitical question in the world right now: for how long can China play the rare earths card Its now well established this gives China considerable leverage. For one thing the frantic state of panic of US Treasury Secretary Bessent over the past couple of days is a pretty big tell: he publicly insulted senior Chinese officials over the move lobbied for emergency powers said this was a Chinese attack on the world and that it would meet a fulsome group response from the U.S. and its allies If thats not Washington being rattled I dont know what is. What"  
[X Link](https://x.com/RnaudBertrand/status/1979098297521360986) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-17T08:12Z 360.9K followers, 252.9K engagements


"@SirJaredofHowe It stands for nothing as it's not an acronym used in China only the West speaks of "CCP". The official acronym is "CPC" and if you think that Chinese communists are "woke" or liberal maybe you should document yourself a bit on the country"  
[X Link](https://x.com/RnaudBertrand/status/1975392066340560935) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-07T02:45Z 360.6K followers, 4675 engagements


"Frankly the only shocking thing here is that these EU lawmakers would be "shocked" to see that their Chinese counterparts believe the Ukraine war was caused by NATO expansion. This really speaks to the insulated narrative bubble that Europe is today. It's not a "shocking" belief nor is it a "Russian talking point" it's the mainstream view outside Europe - even in the US since the president himself said NATO expansion "was the thing that caused the start of the war" and that he "could understand Russia's feelings about that." What IS shocking is the EU's belief that it is an unprovoked act of"  
[X Link](https://x.com/RnaudBertrand/status/1978984969793122753) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-17T00:42Z 360.9K followers, 146.3K engagements


"There you go the concrete manifestation of why the Dutch government's theft of Nexperia (pressured by the US) was such a profoundly dumb move: they're literally bringing the entire European auto industry to a halt. A reminder of what happened here: - Back in June the US told the Dutch that they would roll out a new anti-China extraterritorial legislation whereby any subsidiary company of a Chinese company sanctioned by them would automatically be sanctioned too. They said that this rule would apply to Nexperia a semiconductor manufacturer headquartered in Holland acquired in 2018 for $3.6"  
[X Link](https://x.com/RnaudBertrand/status/1979198132195070290) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-17T14:49Z 360.9K followers, 392.2K engagements


"I just spent the last hour on flightradar24 and I couldn't find a single flight from China to the US that transits through Russian airspace. So Trump is asking here for something that's already the case 🤷"  
[X Link](https://x.com/RnaudBertrand/status/1976509805511704949) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-10T04:47Z 360.8K followers, 62.1K engagements


"Your regular reminder that Vietnam occupies and has militarized far more disputed territory in the South China Sea and started doing so way earlier but we never hear of it because it's inconvenient to the narrative that this is all a China issue. Src:"  
[X Link](https://x.com/RnaudBertrand/status/1959892468784132203) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-08-25T08:15Z 360.6K followers, 33.6K engagements


"And what a surprise turns out that this "Russia shadow fleet" tanker seized by French special forces was just a normal tanker that's now been allowed to continue its course after an investigation"  
[X Link](https://x.com/RnaudBertrand/status/1974033025093849583) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-03T08:45Z 360.4K followers, 186.9K engagements


"@jenzhuscott @Climate__Clock @gave_vincent @GlennLuk @ruima @liqian_ren @rohanpaul_ai Thank you 🙏🙏🙏"  
[X Link](https://x.com/RnaudBertrand/status/1978328954055401474) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-15T05:15Z 360.6K followers, XXX engagements


"I feel like I'm taking crazy pills: Nvidia's CEO says China is "way ahead on energy" but that he's "so happy that president Trump leaned into pro-energy growth." But Trump's approach when it comes to energy is driven by ideology calling green energy "a scam" and calling renewables "a joke" when China's energy growth was driven in large part by green energy - it's a key reason why they're "way ahead" and leapfrogged the U.S. I actually studied the numbers and they're fascinating. China overtook U.S. electricity production in 2010: before that date the US was always ahead. Since then"  
[X Link](https://x.com/RnaudBertrand/status/1976466095729959022) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-10T01:53Z 360.9K followers, 107.4K engagements


"There might however be one downside to this discovery 😅"  
[X Link](https://x.com/RnaudBertrand/status/1974750330098475178) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-05T08:15Z 360.4K followers, 124.9K engagements


"Its gone largely unnoticed but there is currently an epic battle between Australian mining giants and China over who sets pricing for iron ore (one of the world's most strategic commodities) and in which currency. The latest move just a week ago is that China banned dollar-denominated trade of iron ore from Australias mining giant BHP (interestingly RMB trade is still allowed). Odd coincidence within less than XX hours after the ban three people died in a gigantic Chinese iron-ore mining project that was key to Chinas leverage in this battle forcing the projects shutdown. China and Australia"  
[X Link](https://x.com/RnaudBertrand/status/1975797476721631497) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-08T05:36Z 360.9K followers, 292.3K engagements


"How on earth is saying that Trump started the trade war someone "CCP propaganda" What is "the party line" is to do exactly what you're doing which is support the Trump administration's attempt to spin reality. You're supposed to be a journalist I think not a US publicist. Even though I know that working for Politico/Axel Springer your mission is literally to "advocate the alliance between the United States of America and Europe" (I'm quoting directly from the "what defines us" page of your company here: As for me unlike you I'm not getting paid by anyone to have any specific line. Lastly in"  
[X Link](https://x.com/RnaudBertrand/status/1978631491098697901) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-16T01:18Z 360.9K followers, 9211 engagements


"I'm not saying there was no aggression/invasion I'm saying it didn't happen in a vacuum and was in fact provoked. It's pretty insane to position the largest and most aggressive military alliance on the planet moving step by step towards your border as something "peaceful" and benign that Russia should have ignored. Only the most brainwashed would believe this"  
[X Link](https://x.com/RnaudBertrand/status/1978993086928949446) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-17T01:14Z 360.9K followers, 3856 engagements


"Couldn't be more obvious who's following a "party line" here Arguing that Trump's actions are a "free market response" and about "protecting the system from corrosive effects of a trade war" when the guy started the trade war is. pretty insane"  
[X Link](https://x.com/RnaudBertrand/status/1978636133287297405) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-16T01:36Z 360.9K followers, 18.3K engagements


"Always relevant"  
[X Link](https://x.com/RnaudBertrand/status/1979121442122838388) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-17T09:44Z 360.9K followers, 36.2K engagements


""If enforced aggressively this policy could mean "lights out" for the US AI boom""  
[X Link](https://x.com/RnaudBertrand/status/1976314009742868893) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-09T15:49Z 360.5K followers, 28.6K engagements


"Yup The ratio as I calculated in the article is 1:47000 for gallium to aluminum meaning you need to first produce XX kilos of aluminum for a single gram of gallium. And yes producing gallium is insanely energy-intensive. Producing a single gram requires the amount of energy needed to power an average American home for a whole month"  
[X Link](https://x.com/RnaudBertrand/status/1979103744852676945) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-17T08:34Z 360.9K followers, 47.9K engagements


"Perfect illustration of how broken X's "community notes" system is. Complete fake news like this one 👇 on China's social credit score routinely amass millions of views with zero notes appearing. Which is crazy when you think about it. Anyone who spends more than X minutes in China can verify that this "social credit score" narrative is a complete myth. No-one in China has a "score" and even less so one that makes people homeless. And homelessness is incredibly rare in China: you can travel weeks throughout the country without seeing a single homeless person. Most tourists who've visited the"  
[X Link](https://x.com/RnaudBertrand/status/1977300275422441861) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-12T09:08Z 360.9K followers, 317.2K engagements


"This isn't just any report by a fringe organization: this is the United Nations - which lest you forget under the Charter signed by the entire world is supposed to represent the ultimate international legal authority - now officially saying that Israel is committing genocide. And not in a small way: while the Genocide Convention requires proof of just ONE "prohibited act with genocidal intent" to establish genocide they found Israel guilty of FOUR separate categories: - killing Palestinians - causing them serious bodily and mental harm - deliberately inflicting conditions calculated to"  
[X Link](https://x.com/RnaudBertrand/status/1967915423917392094) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-16T11:36Z 360.9K followers, 637.3K engagements


"First of all you live in Liechtenstein one of the world's most privileged countries. So spare me the "we're oppressed" shtick. Also it's not because you don't like the current government that you should support a foreign country doing a coup and installing a puppet. That makes no sense"  
[X Link](https://x.com/RnaudBertrand/status/1976652637337719202) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-10T14:14Z 360.8K followers, XXX engagements


"@NXT4EU What an idiotic post all the more given that a good proportion of the brands on your map are Chinese: - BYD - CATL - Envision AESC - Farasis - SVOLT And you have Tesla on there too. And this is not a map of battery manufacturing but of gigafactories"  
[X Link](https://x.com/RnaudBertrand/status/1975398100236988426) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-07T03:09Z 360.8K followers, 6694 engagements


"Absolutely. When all you have are ad-hominem attacks you've lost the argument"  
[X Link](https://x.com/RnaudBertrand/status/1978634594783002976) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-16T01:30Z 360.9K followers, 19.7K engagements


"Incredible graph. In just one year China completely overtook the U.S. in free AI models. Not a single U.S. model in the top X today when last year the top X were all American"  
[X Link](https://x.com/RnaudBertrand/status/1978076576462860579) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-14T12:33Z 360.9K followers, 102.8K engagements


"Europe really lives in complete delusion. The European Central Bank is now saying they want the Euro to become the global reserve currency 👇 They funnily acknowledge that this will necessitate "bold reforms" which is the understatement of the century 😅 A global reserve currency is ultimately backed by hard power. Do European leaders even understand how they're perceived in the world right now They're almost universally seen as weak fools who can't even protect their own interests volunteered their continent as a proxy battlefield sabotaged their own economy and are forced to pay"  
[X Link](https://x.com/RnaudBertrand/status/1975481190514561315) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-07T08:39Z 360.9K followers, 188.3K engagements


"One interesting difference I've noticed between the West and China that few speak about is the difference in approach when it comes to narrative management. To a large extent the West's approach is to change the narrative in order to change reality whereas China's approach is almost the opposite: change reality in order to change the narrative. It's basically materialism vs idealism. Take two concrete examples. On the West's side a fantastic illustration is presidential campaign slogans like Obama's "yes we can" or Trump's "make America great again." Pure narrative stuff extremely"  
[X Link](https://x.com/RnaudBertrand/status/1971824173686378626) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-27T06:28Z 360.9K followers, 323.6K engagements


"Boom This confirms what I've been saying for months: the US is in fact withdrawing from Asia. The Pentagon's latest National Defense Strategy - which draft just landed on the Defense Secretary's desk - is de-prioritizing "deterring China" in favor of focusing on the US homeland and the Western hemisphere This is all the more striking given that the drafting of the National Defense Strategy was led by Eldridge Colby who literally wrote a book on deterring China called "the strategy of denial" (and with whom long-time followers will know I had many heated exchanges here on X). Now that he is in"  
[X Link](https://x.com/RnaudBertrand/status/1964203310313066911) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-06T05:45Z 360.9K followers, 1.2M engagements


"For people who say it'll be "easy" to break China's dominance of rare earths a reminder that they monopolized silk production for about 3000 years until two Byzantine monks finally managed to smuggle out silkworm eggs in bamboo canes. These things can last a while"  
[X Link](https://x.com/RnaudBertrand/status/1977532256299397328) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-13T00:30Z 360.9K followers, 142K engagements


"She supports the U.S. waging war against her own country for regime change The Nobel "Peace" Prize being its usual mockery of itself. Basically a reward for the most rabid defendents of a western liberal order "peace" being a distant afterthought"  
[X Link](https://x.com/RnaudBertrand/status/1976588209032503787) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-10T09:58Z 360.9K followers, 441.4K engagements


"We're back to 100%+ tariffs against China alongside "export controls on any and all critical software." Something that: 1) won't surprise China at all: higher tariffs (and blocking software) is probably the most predictable thing Trump could have done in retaliation to their export controls 2) they showed in April/May they could weather Deploying the exact weapon you were expected to - one your opponent isn't even afraid of - is hard to read as anything other than China controlling the tempo here. Or as the US being out of moves"  
[X Link](https://x.com/RnaudBertrand/status/1976784648140394742) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-10T22:59Z 360.9K followers, 264.9K engagements


"😅 They could also do: - "Yes China's bone glue works but at what cost" (a classic) - "China's bone glue is part of its biological warfare on the West" - "Congress demands investigation into 'Dual-Use' nature of Chinese oyster technology" - "Did China just weaponize oysters" - "Oysters are a Western mollusk: experts say China's bone glue violates the Convention on the Law of the Sea" - "Oysters evolved in Europe XX million years ago -here's how China stole their essence""  
[X Link](https://x.com/RnaudBertrand/status/1972491506432069702) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-29T02:39Z 360.6K followers, 1.1M engagements


"It's exceptionally rare for former Chinese officials to reveal the inner workings of the system all the more so when it involves detailing the mechanics of China's famous 5-year plans. Dong Yu interviewed by the SCMP (link: helped draft China's 11th 12th and 13th five-year plans and he's now VP of the China Institute for Development Planning at Tsinghua University. In other words the guy knows China's planning process in and out both in theory and in practice. I'll let you read the interview in full for yourself but here were the parts that stood out for me: 1) What I hadn't realized but"  
[X Link](https://x.com/RnaudBertrand/status/1969953467138748565) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-09-22T02:34Z 360.9K followers, 489.3K engagements


"👇👇👇 Says it all about how successful that coalition will be. Macron's top advisor is literally in Beijing right now saying he "opposes trade war and camp-based confrontation" which is exactly what Bessent wants to do"  
[X Link](https://x.com/RnaudBertrand/status/1978676746028208561) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-16T04:17Z 360.9K followers, 31.9K engagements


"You're in a village. You have all the money in the world but there's only one shop to buy anything. That shop refuses to sell anything to you. Who survives the longest between you and them 🤷"  
[X Link](https://x.com/RnaudBertrand/status/1976885751813210591) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-11T05:41Z 360.6K followers, 115.3K engagements


"Extraordinary words by Nvidia's CEO. In polite terms he effectively says that the chips export controls on China were one of the most self-destructive decisions ever taken by the US government: He says it caused Nvidia to go "from XX% market share to 0%" in China and that he "cannot imagine any policymaker thinking thats a good idea. That whatever policy we implemented caused America to lose one of the largest markets in the world to 0%. In a separate interview (linked below) he effectively says that might have lost the US the AI race. Because as he puts it "winning" the AI race means that"  
[X Link](https://x.com/RnaudBertrand/status/1979362023231361129) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-18T01:40Z 360.9K followers, 96.9K engagements


"China again doubled down on solar in the first half of 2025 adding in X months more than America has built in its entire history. They're literally growing at a rate of X United States a year. Which raises an interesting question for the many people out there who like Trump believe that "renewables are a joke" and "green energy is a scam". Year after year China is doubling down on renewables now reaching investment levels of an unimaginable scale investing far more than the rest of the world combined. China isn't exactly "woke" or known as bleeding heart liberals. They're more famous as the"  
[X Link](https://x.com/RnaudBertrand/status/1975389325501268449) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-07T02:34Z 360.9K followers, 271.5K engagements


"And now the reality: - Cambodia and Thailand: it was a border conflict that ended thanks to mediation by Malaysia. All Trump did was a phone call threatening tariffs. - Kosovo and Serbia: there was no war - DRC and Rwanda: war did not end violence continues - Pakistan and India: India is adamant there was no US mediation - Israel and Iran: the US was literally a belligerent (remember the US strikes on Iranian nuclear facilities) - Egypt and Ethiopia: there was no war - Armenia and Azerbaijan: the "peace deal" hasn't actually been signed - Israel and Hamas: beyond obscene for the US to take"  
[X Link](https://x.com/RnaudBertrand/status/1978779182260945091) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-16T11:04Z 360.9K followers, 2.5M engagements


"Fun fact the "cooking oil" that Trump just threatened he wouldn't buy from China anymore is in fact **used** cooking oil aka "gutter oil". I wrote a post about it last year 👇 Over the past few years gutter oil went from a health hazard to a much sought-after commodity because they figured it could be repurposed to make low-emissions biofuel. As I wrote in the post Chinese companies were actually asking the government to put in place export restrictions on the product as Chinese domestic demand for it already far exceeds the country's production capacity (you can only produce so much used"  
[X Link](https://x.com/RnaudBertrand/status/1978280849767625179) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-15T02:04Z 360.9K followers, 133.5K engagements


"Macron mistook Einstein's definition of insanity ("doing the same thing over and over again and expecting different results") as a guideline: he just reappointed the same PM who was forced to step down last week. 10th Sept 👇 11th Oct 👇 Says all you need to know about French politics that the only guy Macron can think of to hold the job is the guy who just failed at it"  
[X Link](https://x.com/RnaudBertrand/status/1976891153820926006) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-11T06:02Z 360.9K followers, 42.2K engagements


"This is a case of BOTH people being wrong: - Victor Gao when he says that an arbitration can never take place under UNCLOS without China's consent: China consented in 1996 when it ratified UNCLOS. By doing so they agreed to future compulsory dispute settlements with arbitration even if they don't show up for it. In other words they gave consent preemptively as states often do in international treaties. - The Filipino officer when he says the arbitration in question is unequivocally valid under international law. It's not because when China ratified UNCLOS it did so under the provision that"  
[X Link](https://x.com/RnaudBertrand/status/1973572797772472761) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-02T02:16Z 360.9K followers, 61.1K engagements


"China is really returning blow for blow to the US now they don't let up. They just imposed today "special port charges" against U.S. vessels since the U.S. did the same It comes after the unprecedented list of export controls that China imposed on several sectors yesterday that were modelled (and even exceeded in many ways) the export controls the US imposed on China. Quite the epic trade/geopolitical boxing match"  
[X Link](https://x.com/RnaudBertrand/status/1976554793813623036) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-10T07:46Z 360.9K followers, 290.6K engagements


"If Europeans were paying attention (or being told the truth) they should be beyond appalled by this "deal": It's nothing more than one of the most expensive imperial tributes in history. Just a massive one-way transfer of wealth with no reciprocal benefits The "deal" is: - The EU now gets charged XX% tariffs on its exports to the US when they commit to charging zero tariffs on US imports in the EU - The EU agrees to invest $XXX billion in the US for no other obvious reason than pleasing "daddy" - The EU will "purchase hundreds of billions of dollars of American military equipment" - The EU"  
[X Link](https://x.com/RnaudBertrand/status/1949578088712712651) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-07-27T21:10Z 360.9K followers, 4.1M engagements


"Fair critique normally but there are more and more signs that the actions match the rhetoric: the military is being deployed in US cities for immigration formal directives were issued to restructur around homeland defense (see the recent Trump/Hegseth speech to all the military top command: they are increasingly forcing Europeans to handle Ukraine themselves they're NOT ramping up naval shipbuilding to match China etc. And I do listen religiously to many Republican think tanks China hawks etc. and they're seeing this too. They're actually all super depressed right now 😅"  
[X Link](https://x.com/RnaudBertrand/status/1975074177150558413) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-06T05:42Z 360.6K followers, 3687 engagements


"Starmer's answer to Trump's "where is the United Kingdom" couldn't be meeker: "behind you as usual" From the largest empire in history to that in XXX years. Another degree of irony of course is that they're the original cause of the Israeli-Palestinian conflict: it shows that despite the change not much has in fact really changed - the empire that drew the lines now defers to the empire that enforces them"  
[X Link](https://x.com/RnaudBertrand/status/1977941222015840577) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-14T03:35Z 360.9K followers, 285.9K engagements


"It's extraordinarily revealing to read Stoltenberg's book on his time as NATO Secretary General. The Guardian just published a long extract of it What it reveals among other things: **ZERO strategic thinking and ZERO foresight** In Stoltenberg's own words he thought that Hillary would win in 2016 based on his "gut feeling" and was "surprised" when Trump won. Trump's victory made him very "anxious" because "in a television interview towards the end of March he had said 'Nato is obsolete'." Think about the insanity of this for X minutes. You're the Secretary General of the world's largest"  
[X Link](https://x.com/RnaudBertrand/status/1975044379170722123) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-06T03:44Z 360.9K followers, 688.3K engagements


"Here's a question I know many are wondering about: why did China wait until now to use rare earths as leverage against the US Why not in the first Trump administration when the US started the trade hostilities Or when the Biden administration unleashed the chips export controls X years ago I just watched a fascinating explanation by a Chinese analyst and unexpectedly a big part of the explanation is. helium. I had no idea but as he explains (source here: all the way until 2022 China imported XX% of its helium and most of it was controlled by the US. Of the world's ten largest helium producers"  
[X Link](https://x.com/RnaudBertrand/status/1977266253837251066) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-12T06:53Z 360.9K followers, 2M engagements


"How on earth is saying that Trump started the trade war someone Chinese propaganda @izakaminska What is "the party line" is to do exactly what you're doing which is to support the US's attempt to invert reality. You're supposed to be a journalist I think not a US publicist. Even though I know that working for Politico/Axel Springer your mission is literally to "advocate the alliance between the United States of America and Europe" (I'm quoting directly from the "what defines us" page of your company here: The irony is that I unlike you am not getting paid by anyone to have any specific line -"  
[X Link](https://x.com/RnaudBertrand/status/1978632764065722865) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-16T01:23Z 360.9K followers, 50.1K engagements


"This is without exaggerating one of the most extraordinary things a US Treasury Secretary ever said. It should be mandatory viewing for all citizens of US "allies" Europeans first and foremost. What Bessent is saying is that the US will now treat US allies' wealth as an American "sovereign wealth fund" (his words) "directing" them "largely at the US president's discretion" how to use their money in order to build American factories and reshore American industries. Even the Fox News host can't believe it calling it "offshore appropriation" another word for theft. That's exactly what it is:"  
[X Link](https://x.com/RnaudBertrand/status/1955575252324433977) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-08-13T10:20Z 360.9K followers, 3.4M engagements


"@steven_strouth That corresponded to the end of the Bretton Woods and the start of pure fiat currencies a major change of the system"  
[X Link](https://x.com/RnaudBertrand/status/1975440583759175802) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-07T05:58Z 360.6K followers, 43.7K engagements


"Yes this is the same Poland Foreign Minister who tweeted "thank you America" after Nord Stream got blown up. Still at it justifying the sabotage now ridiculously calling this attack on Europe - themselves - "self-defence." His arguments are completely wrong: a) sabotaging NordStream did nothing to Russia's ability to finance the war. In fact its fossil fuel revenues were HIGHER after the sabotage of NordStream than before since it drove energy prices up. b) he conveniently leaves out the fact that this was a direct attack on EU strategic infrastructure which is an act of war against the EU."  
[X Link](https://x.com/RnaudBertrand/status/1979373210849443970) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-18T02:25Z 360.9K followers, 39.4K engagements


"Good thinking but we're talking massive amounts of alumina here: as per the article you need XX million tons of it to produce XXX tons of gallium. Who has such overcapacity for smelting No-one except maybe China and they sure as hell wouldn't buy it from you if it's done for the purpose of competing with them on gallium. And then there's the "market challenge" argument: even if countries had the smelting capacity why would they buy uncompetitive American alumina (new infrastructure US wages etc.) when they could get it from established low-cost suppliers All in all the fundamental problem"  
[X Link](https://x.com/RnaudBertrand/status/1979219184342176229) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-17T16:13Z 360.9K followers, 1861 engagements


"👇 🤣🤣🤣 Or: - "The Chinese receive abundance of cheap energy as locals offer no resistance" - "Air quality improves in cities as few residents brave enough to complain" - "New infrastructure reduce commute times though residents remain eerily silent""  
[X Link](https://x.com/RnaudBertrand/status/1977277275721871689) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-12T07:36Z 360.9K followers, 21.8K engagements


"@Compute_King Yes he seems pretty traumatized by Li 😅"  
[X Link](https://x.com/RnaudBertrand/status/1978700826475401428) [@RnaudBertrand](/creator/x/RnaudBertrand) 2025-10-16T05:53Z 360.9K followers, 9534 engagements