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

Arnaud Bertrand has been discussing China's growing influence and the US's declining position on the global stage. The US's attempts to restrict China's technological advancements, such as export controls on semiconductors, have been met with retaliatory measures from China, including rare earth export controls. This has led to concerns about the impact on global industries, including the European auto industry.

### Engagements: XXXXXXX [#](/creator/twitter::43061739/interactions)
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### Mentions: XX [#](/creator/twitter::43061739/posts_active)
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### Followers: XXXXXXX [#](/creator/twitter::43061739/followers)
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### CreatorRank: XXXXXX [#](/creator/twitter::43061739/influencer_rank)
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### Social Influence

**Social category influence**
[countries](/list/countries)  #1791 [finance](/list/finance)  #914 [travel destinations](/list/travel-destinations)  XXXX% [technology brands](/list/technology-brands)  XXXX% [social networks](/list/social-networks)  #4239 [stocks](/list/stocks)  XXXX% [events](/list/events)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[china](/topic/china) #126, [russia](/topic/russia) #282, [if you](/topic/if-you) 4.83%, [the first](/topic/the-first) 4.83%, [history](/topic/history) #2826, [tariffs](/topic/tariffs) #169, [countries](/topic/countries) #2341, [ukraine](/topic/ukraine) #476, [national security](/topic/national-security) #23, [white house](/topic/white-house) #229

**Top accounts mentioned or mentioned by**
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### Top Social Posts
Top posts by engagements in the last XX hours

"Absolutely extraordinary paper by RAND the main think tank of the US military-industrial complex and another key sign that the U.S. deep state - despite all the chaos and noise - is shifting away from deterring China towards accepting coexistence (it's literally what they recommend in the paper). These are the X most important recommendations in the paper (which link is here: X. Rejecting the false belief that a victory is possible in the China-US rivalry and accepting the legitimacy of the Communist Party: They write that the U.S. should "clarify U.S. objectives in the rivalry with language"  
[X Link](https://x.com/RnaudBertrand/status/1982050033022410901)  2025-10-25T11:42Z 369.7K followers, 1.4M engagements


"@BombinMedia Yes social credit SYSTEM which is a business regulation (not for rating individuals' daily behavior) if you read your translation you'll see it's exactly what I wrote"  
[X Link](https://x.com/RnaudBertrand/status/1998322395103346885)  2025-12-09T09:22Z 369.7K followers, XXX 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)  2025-09-29T02:00Z 369.7K followers, 13.2M engagements


"Nvidia's Jensen Huang at a private gathering in Taipei said he believed that "by 2027 China's AI computing power will surpass the combined total of all other countries worldwide." 🤯"  
[X Link](https://x.com/RnaudBertrand/status/1986847754447093885)  2025-11-07T17:26Z 369.7K followers, 150.9K engagements


"Same robot - the Unitree G1 - that I filmed X days ago at the Web Summit in Lisbon 👇"  
[X Link](https://x.com/RnaudBertrand/status/1989625487505985973)  2025-11-15T09:24Z 369.7K followers, 28.3K engagements


"I'm always surprised how little people know about Mao's actual economic record. Most - like Melissa here 👇- repeat the standard narrative: he kept China poor and it's only after Deng Xiaoping opened up China that the country experienced economic growth. Basically the idea is that China succeeded despite Mao (and often as Melissa claims despite the Party altogether) rather than because of anything that happened during his tenure. The only problem is that it's completely false. The truth - which I know challenges much of what's been told in the West - is that Mao's economic record was actually"  
[X Link](https://x.com/RnaudBertrand/status/1991079732704886949)  2025-11-19T09:42Z 369.7K followers, 457.2K engagements


"In a normal world this should be an immense scandal in Europe. Le Monde has a long article describing the hellish life of Nicolas Guillou a French judge at the ICC in The Hague due to U.S. sanctions punishing him for authorizing arrest warrants against Netanyahu and Gallant for war crimes in Gaza. Guillou's daily existence has been transformed into a Kafkaesque nightmare. He cannot: open or maintain accounts with Google Amazon Apple or any US company; make hotel reservations (Expedia canceled his booking in France hours after he made it); conduct online commerce since he can't know if the"  
[X Link](https://x.com/RnaudBertrand/status/1991352574390227129)  2025-11-20T03:47Z 369.7K followers, 3.9M engagements


"This is interesting. A new study published in the US academic "Journal of Public Affairs" based on declassified CIA records and diplomatic archives finds that the 1962 India-China war was primarily instigated by the U.S. as part of a covert U.S. strategy. You can find the study here: I don't have direct access to it but I found summaries of it here and here The author Lakshmana Kumar of the Jindal School of International Affairs (India's first global policy school) explains that the US's strategy aimed at preventing Sino-India rapprochement (good old "divide and conquer") was designed to"  
[X Link](https://x.com/RnaudBertrand/status/1992141333465796973)  2025-11-22T08:01Z 369.7K followers, 163.2K engagements


"I had hoped I was wrong with my post X days ago 👇 but it looks like we are indeed on the edge of Europe's most humiliating moment in history. I went in detail through all the XX points of Trump's proposed "peace" plan for Ukraine as well as Europe's counterproposal and some of the clauses proposed by the U.S. are just unbelievable. Take points X and XX of the Trump plan for instance: - Point 4: "A dialogue will be held between Russia and NATO mediated by the United States to resolve all security issues and create conditions for de-escalation in order to ensure global security and increase"  
[X Link](https://x.com/RnaudBertrand/status/1992958376725422491)  2025-11-24T14:07Z 369.7K followers, 289.6K engagements


"It looks like Trump didn't understand the immensely consequential importance of his call with Xi. Or if he did he's hiding it very well. This was the first call EVER requested by Xi to a U.S. president. It never happened before all previous calls had been made at the Americans' request. In fact the only other instance in recent decades when a Chinese leader initiated contact with an American president was on Sept. XX 2001 when then-President Jiang Zemin sent a telegram of condolence to then-President Bush So already this in and of itself is extraordinarily unusual. Secondly according to the"  
[X Link](https://x.com/RnaudBertrand/status/1993181410400637405)  2025-11-25T04:54Z 369.7K followers, 1.2M engagements


"Conveniently omitted from the text is that many things China DID want to import were banned. As a reminder before the semiconductors export controls of October XX China used to import in value more semiconductors than oil some $XXX billion worth of it a year So it's pretty insanely disingenuous to weaponize supply chains ban China from buying what it wants and then go around and say "China is making trade impossible" (the title of the article) and "there is nothing that China wants to import." The complete absence of self-reflection is staggering. It's pure gaslighting: impose unprecedented"  
[X Link](https://x.com/RnaudBertrand/status/1993901352855216235)  2025-11-27T04:35Z 369.7K followers, 111.2K engagements


"That's extraordinary when you think about it: China has managed to negotiate Trump down to tariffs that are the same as Southeast Asian countries and much lower than those on Canada Mexico or India. In fact tariffs on Chinese exports are now more than 2X lower than India's"  
[X Link](https://x.com/RnaudBertrand/status/1994293201264595204)  2025-11-28T06:32Z 369.7K followers, 61.1K engagements


"Ouch that's going to hurt a lot of feelings : Michel Bettane probably France's most respected wine critic and the founder of the "Bettane & Desseauve's Guide to the Wines of France" just said after a wine tasting tour in China that Chinese wines now outshine France in winemaking standards. His exact words (from after a wine-tasting tour of China during which he evaluated more than XXX premium Chinese wines: We encountered almost no wines with serious flaws the overall solidity of the winemaking standard is in fact superior to what we often find in our annual tastings in France. I really"  
[X Link](https://x.com/RnaudBertrand/status/1994981246536224925)  2025-11-30T04:06Z 369.7K followers, 191.1K engagements


"This really shows the extent to which its narrative on Xinjiang has actually backfired on the U.S. They recently released at the UN a "Joint Statement on the Human Rights Situation in China" on the topic which China responded to with its own joint statement entitled "Opposing the Politicization of Human Rights" Besides the US only XX countries signed their statement including Israel which tells you everything you need to know about this group's actual commitment to "human rights" especially towards Muslims. The other signatories are X European small states (Albania Czechia Estonia Latvia"  
[X Link](https://x.com/RnaudBertrand/status/1995315297482649857)  2025-12-01T02:13Z 369.7K followers, 110.5K engagements


"That's the strength of the Chinese market: Zootopia X was released globally last Wednesday and so far XX% of its global revenue comes from China. It shows that when they embrace a product the size of the Chinese market is the same as the rest of the world combined. Src:"  
[X Link](https://x.com/RnaudBertrand/status/1995739601655525473)  2025-12-02T06:19Z 369.7K followers, 137.5K engagements


"Yup straight from the Kallas or Baerbock school of (lack of) diplomacy"  
[X Link](https://x.com/RnaudBertrand/status/1996040869569524048)  2025-12-03T02:16Z 369.7K followers, 195.3K engagements


"This is a legit hilarious article by the former Foreign Minister of Lithuania which shows the extent to which some European elites are COMPLETELY confused about the world we live in (with in his case a very strong dose of disingenuity). First of all his main thesis as per the title is that China somehow made a conscious decision to NOT do a Kissinger to split Europe from America. This is hilarious because of course as is obvious to anyone paying even cursory attention to what's going on there IS in fact a split happening between Europe and America. Which and this is the weirdest aspect of his"  
[X Link](https://x.com/RnaudBertrand/status/1996464346445320683)  2025-12-04T06:19Z 369.7K followers, 97.5K engagements


"I know I've already mentioned it a few times but the 12345 hotline in China is genuinely an incredible public service. That's a great example of how it can be used The concept is that if you have any issue ANY that the local government can solve you call this one number - 12345 - anywhere in China and they have a legal obligation to treat your case and solve it one way or another. For instance in Beijing municipality alone they processed XX million cases last year with a XXXX% case resolution rate I used it many times myself especially when I was travelling around the country during Covid."  
[X Link](https://x.com/RnaudBertrand/status/1996583087468417109)  2025-12-04T14:11Z 369.7K followers, 225.2K engagements


""Could be about to betray Ukraine" The US betrayed Ukraine years ago the moment it propped it up as a proxy against Russia. What Trump is doing now is dealing with *the failure* of this betrayal trying to make Europe (and Ukraine of course) bear all the costs for it. In effect as is his habit Trump is merely pulling open the curtains on the naked truth: a proxy relationship contains the implicit promise of abandonment and the U.S. has a long history of doing just this (South Vietnam the Kurds Afghanistan - twice etc.). Which means Trump isn't adding a new betrayal he's delivering on the"  
[X Link](https://x.com/RnaudBertrand/status/1996757938262958165)  2025-12-05T01:46Z 369.7K followers, 70.6K engagements


"A long exception relative to its short history but yes you're right. In fact they do mention this in the document and basically say that the entire US strategy since the end of the cold war (of "permanent American domination of the entire world") was completely unrealistic and contrary to "the character of our nation""  
[X Link](https://x.com/RnaudBertrand/status/1996835643826290847)  2025-12-05T06:54Z 369.7K followers, 9321 engagements


"@MatthewMcCrac18 @imetatronink I doubt they'll retract the office National Security Strategy published by the White House that's been prepared for many months"  
[X Link](https://x.com/RnaudBertrand/status/1996850053282136149)  2025-12-05T07:52Z 369.7K followers, 6101 engagements


"Japan's Asahi Shimbun the country's newspaper of record confirms the existence of a bizarre paid anti-China propaganda scheme where AI-generated Westerners would narrate fictional bad experiences with Chinese people for Japanese viewers. People were offered "from 1500 to 5000 yen per script and 2000 to 7000 yen for editing" videos that bash China and present the Chinese as a "nuisance" and as "lacking in morals" through the mouths of fictional Westerners. The jobs required that applicants making the videos should be "people who love Japan and hate China." The videos belonged to Japan's"  
[X Link](https://x.com/RnaudBertrand/status/1997544439481290985)  2025-12-07T05:51Z 369.7K followers, 333.2K engagements


"This really speaks to Macron's staggering diplomatic incompetence. The guy just spent X days in China and was given nearly unprecedented access to Xi Jinping who personally accompanied him to Chengdu on a touristic visit something that almost never happens. To my knowledge no US president was ever given this level of respect for instance. What does he do the very moment he arrives back in France literally the day after Threaten China to follow the US with similar style tariffs. Even Trump hardly a model of diplomatic competency managed to secure a mutually beneficial deal with Xi after just"  
[X Link](https://x.com/RnaudBertrand/status/1997686220730863747)  2025-12-07T15:14Z 369.7K followers, 549.9K engagements


"Once again complete disinformation on China's *non-existent* social credit score. I researched this particular app which I'd never heard of. It's called (Laolai Ditu) and it's a WeChat mini-program launched by the Hebei Higher People's Court. So already it's not a "China" app but a local initiative that's only functional in Hebei province. Secondly it has absolutely nothing to do with a "social credit score" which again doesn't exist in China. What this app does is flag the registered home addresses of people who are (dishonest judgment defaulters) meaning people who have defied court orders"  
[X Link](https://x.com/RnaudBertrand/status/1998211993992679460)  2025-12-09T02:03Z 369.7K followers, 384.7K engagements


"That's not "credit score" there is no score: it's literally what I describe in the post people determined by a court to be "dishonest judgement defaulters". You don't land on this list "if you have debt": you do if you borrowed money don't repay get sued for it and the court determines that you're fraudulent because you have the ability to repay. At no point is a "score" involved. I'm pretty familiar with it given I personally know X people who are on this blacklist"  
[X Link](https://x.com/RnaudBertrand/status/1998260816131559434)  2025-12-09T05:17Z 369.7K followers, 1673 engagements


"You really don't get it. The claim is that China has a "social credit score" that tracks EVERYONE's every day behavior and fluctuates based on what everyone does in their daily lives. That doesn't exist at all. What DOES in fact exist is a blacklist where people can land after a court order and which indeed entails some restrictions (can't take plane or fast trains etc.). It's a completely different thing and unrelated to any *score* there is simply no score 🤷♂ It's not "word gymnastics" those are dramatically different things"  
[X Link](https://x.com/RnaudBertrand/status/1998270851582775534)  2025-12-09T05:57Z 369.7K followers, XXX engagements


"@tyrconnal Just check the Wikipedia page for it it's written in the intro that it's a myth 👇:"  
[X Link](https://x.com/RnaudBertrand/status/1998344489401037152)  2025-12-09T10:50Z 369.7K followers, XXX engagements


"This is extraordinarily embarrassing: Kaja Kallas the EU Foreign Policy head doesn't even seem to be aware that Russia and China were among the winners of WW2. Immensely ironically she dismisses it as "something new" and propaganda for people who "don't read or remember history that much" 🤦♂ Not sure how she explains how Russia and China got their permanent seat at the UN Security Council 🤷♂"  
[X Link](https://x.com/RnaudBertrand/status/1963593204902789568)  2025-09-04T13:21Z 369.7K followers, 1.3M 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)  2025-10-07T04:13Z 369.7K followers, 4.8M engagements


"This is a genuinely incredible story: China found in U.S. archives an energy source that could power its entire future for 20000 years - and they just made it work. I'm not exaggerating. In the 1960s the U.S. - specifically Oak Ridge National Laboratory in Tennessee - invented a revolutionary type of nuclear reactor that could run on thorium instead of uranium (much more abundant and cheaper) with no meltdown risk generating 50x less waste and requiring no water. Then due to messy politics they killed the program in 1969 and fired the visionary behind it. Afterwards the declassified"  
[X Link](https://x.com/RnaudBertrand/status/1986451383927869814)  2025-11-06T15:11Z 369.7K followers, 1.8M engagements


"What a dimwitted comment. By the same standard France "stole" wine given it's not originally from France but from Armenia/Georgia. Or even more so the U.S. whose wine industry only really started in the 1960s"  
[X Link](https://x.com/RnaudBertrand/status/1994984773673263124)  2025-11-30T04:20Z 369.7K followers, 38.6K 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)  2023-09-10T02:14Z 369.6K followers, 82.6K engagements


"Thinking about it ironically maybe the biggest victims of the Trump tariffs may end up being American companies. Take Apple for instance. These guys have spent decades building incredibly complex global supply chains that span dozens of countries. They can't just flip a switch and move everything back to America. Their supply network represents tens of billions in investment thousands of supplier relationships and logistics systems perfected over decades. Dismantling this overnight is impossible and building a comparable domestic alternative - which is the stated goal of the Trump tariffs -"  
[X Link](https://x.com/RnaudBertrand/status/1907827106337452168)  2025-04-03T16:06Z 369.6K followers, 206.6K 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)  2025-07-27T21:10Z 369.7K followers, 4.1M engagements


"Yesterday we had a fascinating tour of the ICC in The Hague with the opportunity to speak with some senior people there. The main reflection I get from the visit is that this place is a fascinating - yet tragic - illustration of the paradox between our ability to institutionalize idealism and our inability to surrender cynicism. In many ways this place is a monument to what we could be if we weren't what we are. First of all there's no overstating how ambitious - even idealistic - the vision for the ICC is. When you think about it it's even incredible it ever got created: a court that can"  
[X Link](https://x.com/RnaudBertrand/status/1957865502631428327)  2025-08-19T18:01Z 369.7K followers, 265K 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)  2025-08-25T08:15Z 369.6K followers, 33.7K 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)  2025-09-11T07:53Z 369.7K followers, 1.8M 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)  2025-09-18T02:34Z 369.6K followers, 5.1M 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)  2025-09-18T05:05Z 369.6K followers, 2.4M 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)  2025-10-02T02:16Z 369.6K followers, 61.5K 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)  2025-10-13T02:34Z 369.6K followers, 970.5K 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)  2025-10-15T14:22Z 369.6K followers, 334K 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)  2025-10-16T11:04Z 369.6K followers, 2.8M engagements


"Wonder what was on the paper to make Xi laugh so hard. Maybe Trump's plan to replace Chinese rare earths 😏"  
[X Link](https://x.com/RnaudBertrand/status/1984238141767815520)  2025-10-31T12:36Z 369.7K followers, 232.3K engagements


"This is a prime example of Macron spreading conspiracy theories about what China is doing which can only lead to terribly bad decisions. It is true that Douyin in China has a mandatory "youth mode" for under 14-year-olds (much like YouTube has YouTube Kids) with daily usage limited to XX minutes by default no access between 10pm and 6am and restriction on content that isn't age-appropriate. TikTok outside China is actually remarkably similar. The normal app is forbidden to under 13-year-olds who are forced since 2019 to use a separate app called "TikTok for Younger Users" which includes the"  
[X Link](https://x.com/RnaudBertrand/status/1992484375003291985)  2025-11-23T06:44Z 369.7K followers, 159.6K engagements


"Wait I'm confused isn't McFaul the same guy who's been going on and on about how Russia's intervention in Ukraine is an unforgivable breach of international law It cannot be the same person can it"  
[X Link](https://x.com/RnaudBertrand/status/1994995800569778502)  2025-11-30T05:03Z 369.6K followers, 255.9K engagements


"A Polish MEP unabashedly cheering the U.S. illegally bombing Venezuela. As long as Europe produces politicians who grovel before American imperialism like this it has no independent future. An especially dimwitted position in the present context when Europe is increasingly itself a victim of said US imperialism. If anything the rational European position should be to oppose American interventionism on principle given that it normalizes the treatment Europe itself receives"  
[X Link](https://x.com/RnaudBertrand/status/1995014155020255484)  2025-11-30T06:16Z 369.6K followers, 148.3K engagements


"That's pretty cool: Zinedine Zidane playing Jianzi with Chinese aunties in Shanghai"  
[X Link](https://x.com/RnaudBertrand/status/1995152239539978688)  2025-11-30T15:25Z 369.6K followers, 182.1K engagements


"Great follow up article on this by @KitKlarenberg who looked deeper into the issue"  
[X Link](https://x.com/RnaudBertrand/status/1995408894714327327)  2025-12-01T08:25Z 369.6K followers, 18.2K engagements


"It also shows how companies can become the world's biggest with essentially the Chinese market alone. Like Mixue 👇 World's largest fast food chain: 45k stores including 37k stores in China alone and not a single store in Europe or the US"  
[X Link](https://x.com/RnaudBertrand/status/1995741214940037174)  2025-12-02T06:25Z 369.7K followers, 64.5K engagements


"This is a perfect illustration of the point made the other day by @adam_tooze: "The first China shock was when China was incorporating into our supply chains. The second China shock is when we beg to be incorporated into theirs" (src: According to a survey conducted by the German Chamber of Commerce XX% of the German firms in China are now following an "if you can't beat them join them" approach planning to join forces with Chinese rivals conceding they've taken the lead in innovation. This is the immense shift that's happening right now. In effect the trajectory here is that whilst for"  
[X Link](https://x.com/RnaudBertrand/status/1996046486401155276)  2025-12-03T02:39Z 369.6K followers, 49.1K engagements


"@Sword__Dance Does this 👇 sound like "America favoring Japan""  
[X Link](https://x.com/RnaudBertrand/status/1996059829463617567)  2025-12-03T03:32Z 369.6K followers, 110.6K engagements


"@shanghaidaily If I was the husband I'd still ask for a DNA test 😅"  
[X Link](https://x.com/RnaudBertrand/status/1996476774977589448)  2025-12-04T07:08Z 369.7K followers, 93.5K engagements


"@letsgetonchain "In equities earnings eventually drag valuations back to reality." If that were true the valuation of Chinese EV companies would have exceeded Tesla's for years already. There's a considerable even preponderant public sentiment factor that's only remotely connected to reality"  
[X Link](https://x.com/RnaudBertrand/status/1996509808447701011)  2025-12-04T09:20Z 369.6K followers, 9532 engagements


"@ruima Great take And nice try by Bytedance 😄"  
[X Link](https://x.com/RnaudBertrand/status/1996882688394121435)  2025-12-05T10:01Z 369.7K followers, 3759 engagements


"@DanMKervick Depends what you mean by previous strategy: the last published national security strategy was under Biden and it was definitely quite different"  
[X Link](https://x.com/RnaudBertrand/status/1997203745684476100)  2025-12-06T07:17Z 369.6K followers, 2195 engagements


"Meanwhile Chinese astronauts are barbecuing chicken wings in space"  
[X Link](https://x.com/RnaudBertrand/status/1985522029102289010)  2025-11-04T01:38Z 369.7K followers, 670.6K engagements


"Undoubtedly the most impressive household humanoid robot demo Ive seen so far. This video is not AI not sped up and the robot is not teleoperated. This is real. It's the Unitree G1 humanoid robot (which anyone can buy today) with its "brain" and movements run on MindOn Robotics (@MindOn_Tech) a Shenzhen-based startup that specializes in humanoid robots' "cognition." Granted we're not yet there the movements still look like those of a guy with significant substance abuse issues (😋) but it's still very impressive. It shows once more that China is far ahead of the pack when it comes to humanoid"  
[X Link](https://x.com/RnaudBertrand/status/1989624555934289949)  2025-11-15T09:20Z 369.7K followers, 124K engagements


"Unreal: Merz just said that Brazil was a shithole that everybody was happy to leave after his visit because Germany is more beautiful. Sometimes you really wonder if EU leaders are this bad on purpose or if it's just some form of strange geopolitical autism. Exact translation of his words: "I asked some journalists who were with me in Brazil last week: 'Who among you would like to stay here' Not one person raised their hand. They were all glad that we - above all from this place where we were - returned to Germany again on the night from Friday to Saturday.""  
[X Link](https://x.com/RnaudBertrand/status/1990795085043102139)  2025-11-18T14:51Z 369.7K followers, 856.1K engagements


"This is probably one of the most interesting and revealing industrial stories of the year. This car 👇 the 2026 version of France's Renault Twingo is the first Western car engineered in China and made in Europe - a complete reversal of what used to be. The challenge that Renault wanted to tackle is how to compete with Chinese EVs which are best-in-class in affordability and speed-to-market. Specifically they wanted to develop an EV car from scratch in less than X years (when it normally takes X years to develop a new car for European auto makers) and be able to sell the car profitably for"  
[X Link](https://x.com/RnaudBertrand/status/1990958738476569006)  2025-11-19T01:42Z 369.7K followers, 559.9K engagements


"Absolutely unbelievable. Kaja Kallas with another egregious piece of historical revisionism: "In the last XXX years Russia has attacked more than XX countries. None of these countries has ever attacked Russia." WW2 didn't happen folks it's Russian disinformation apparently 🤷 And yes it's the same Kaja Kallas who was claiming just X months ago that Russia and China weren't among the winners of WW2 and that only people who "don't read or remember history that much" thought this was the case (reposted below)"  
[X Link](https://x.com/RnaudBertrand/status/1994013840204533954)  2025-11-27T12:02Z 369.7K followers, 730.7K engagements


"You'll never be able to top this level of cynicism: Israel condemns China's treatment of Muslims whilst conducting a genocide in Gaza and a global propaganda campaign on the supposed "threat" Muslims pose to "Western civilization". Src:"  
[X Link](https://x.com/RnaudBertrand/status/1994361628511576087)  2025-11-28T11:04Z 369.7K followers, 217.3K engagements


"Those are egregious lies by the CTO of Palantir: there is no "historical" East Turkestan. The name "East Turkistan" was invented by the Russians in the 19th century (specifically by Nikita Yakovlevich Bichurin: in order to replace the term "Chinese Turkestan." They wanted to remove the term "Chinese" from it in order to align the nomenclature with Russian imperial interests in Central Asia during their 19th-century expansion and their colonization of China. There was a very briefly existing "East Turkestan Republic" from 1944 to 1949 that was explicitly a Soviet satellite state and which"  
[X Link](https://x.com/RnaudBertrand/status/1995332176225665400)  2025-12-01T03:20Z 369.7K followers, 113.5K engagements


"If you believe that US-backed regime change in Venezuela will turn the country into a "beacon of liberty" you're historically illiterate. First of all there's a long and well-documented history of US-led regime change in Latin America and the end result in the overwhelming majority of the cases is ruthless military dictatorships (Chile with Pinochet Guatemala with Carlos Castillo Armas and later Efran Ros Montt Brazil with XX years of military rule under generals like Castelo Branco and Mdici Argentina with Jorge Rafael Videla's junta Bolivia with Hugo Banzer's dictatorship etc.) Which is the"  
[X Link](https://x.com/RnaudBertrand/status/1995667821838364867)  2025-12-02T01:34Z 369.7K followers, 268.1K engagements


"This is unreal. The new Japanese PM just told an audience of Saudi investors quoting from a manga: "Just shut your mouths and invest everything in me" Even worse in said manga - "Attack on Titan" - the character saying that line (Eren Yeager: ends up dying while attempting to kill all of humanity outside his island nation ("Paradis Island"). Not exactly a great character to emulate when you're Japan - an island nation with a long history of imperial expansion and atrocities. Very awkward and disturbing on multiple levels. Official transcript of the speech on the PM's website:"  
[X Link](https://x.com/RnaudBertrand/status/1996037313353458174)  2025-12-03T02:02Z 369.7K followers, 2.4M engagements


"I cannot think of a single way in which this makes society better. You're now going to have people financially - on top of emotionally - vested in their opinions which can only create further polarization. Societies need consensus hard to see how you help achieve this when compromises become financial losses. Also it literally disincentivizes truth-seeking. Markets work based on anticipating what others will believe not on discovering what's actually true. It's the meme stock phenomenon: those stocks don't rise because the company is valuable they rise because enough people believe others"  
[X Link](https://x.com/RnaudBertrand/status/1996477454874186009)  2025-12-04T07:11Z 369.7K followers, 381.8K engagements


"The irony is we don't even qualify as an "emerging country": we'd actually need to be emerging"  
[X Link](https://x.com/RnaudBertrand/status/1996558513850789970)  2025-12-04T12:33Z 369.7K followers, 80.7K engagements


"@TUVegeto137 Who's Brian Berletic It's basically the exact contrary of everything he's been saying but ok 😅"  
[X Link](https://x.com/RnaudBertrand/status/1996838748001353970)  2025-12-05T07:07Z 369.7K followers, 3738 engagements


"@NeverGetMonged Looking at what they do the refocus on the Western hemisphere is pretty obvious: haven't you noticed what's going on with Venezuela"  
[X Link](https://x.com/RnaudBertrand/status/1996881883196805522)  2025-12-05T09:58Z 369.7K followers, 3974 engagements


"When you're so extreme that even The Telegraph thinks you're too fanatically anti-Russia: They argue that Kallas has "chosen ideological purity over practical diplomacy" and is "Estonianising" Europes foreign policy. Which in the end serves no-one especially not Ukraine. Iuliia Mendel former press secretary to Volodymyr Zelensky is quoted as saying: "Many who reflexively oppose every peace proposal believe they are defending Ukraine. With all respect that is the clearest proof they have no idea what is actually happening on the front lines and inside the country right now." The article"  
[X Link](https://x.com/RnaudBertrand/status/1997673635616895201)  2025-12-07T14:24Z 369.7K followers, 105K engagements


"@SzczypkaTom Bernard Arnault must be pretty pissed right now 😅"  
[X Link](https://x.com/RnaudBertrand/status/1997692227955601450)  2025-12-07T15:38Z 369.7K followers, 11.6K engagements


"He spent less than X weeks in prison and his biggest claim of "suffering" was that he mostly fed himself with yogurts because he was afraid his food had been spat in. Not kidding"  
[X Link](https://x.com/RnaudBertrand/status/1998272330213331197)  2025-12-09T06:03Z 369.7K followers, 32.3K engagements


"@Andrewingit You do understand that to call it a "social credit score" an actual "score" needs to exist right And it needs to be related to some "social" things you do Neither is the case"  
[X Link](https://x.com/RnaudBertrand/status/1998277123841421571)  2025-12-09T06:22Z 369.7K followers, XXX engagements


""Thanks but no thanks we've got our own chips now thanks to your previous export ban""  
[X Link](https://x.com/RnaudBertrand/status/1998382991102660993)  2025-12-09T13:23Z 369.7K followers, 66.8K engagements


"Sjourn is a prime example of the thoroughly incompetent and weak men now governing Europe. The guy never worked a day of his life in the real world and started his short career in 2017 as a political advisor to Macron but somehow now finds himself in charge of "Prosperity and Industrial Strategy" for the entire EU. This particular interview is so illustrative of his utterly confused and incoherent strategic thinking. He describes showing up to negotiate for rare earths from a Brazilian mine only to learn the Americans had arrived three days earlier "put money on the table" and bought"  
[X Link](https://x.com/RnaudBertrand/status/1998398950907445398)  2025-12-09T14:26Z 369.7K followers, 162.3K 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)  2024-11-21T03:59Z 369.7K followers, 1.7M 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)  2025-10-12T06:53Z 369.7K followers, 2.3M engagements


"We're on the edge of Europe's most humiliating moment in history. The White House is apparently about to achieve a comprehensive peace deal with Russia which Kirill Dmitriev the Russian negotiator say is "a much broader framework than just a ceasefire agreement basically saying 'How do we really bring finally lasting security to Europe not just Ukraine.'" So in effect it looks like this is an agreement which redraws the entire European security architecture. The thing however is that Europeans are NOT part of the discussions and when asked about them the White House replied: We don't really"  
[X Link](https://x.com/RnaudBertrand/status/1991331204927561910)  2025-11-20T02:22Z 369.7K followers, 519.1K engagements


"RT is completely wrong in presenting this as new information: the fact the Dalai Lama was a CIA asset has been known for decades and the US archives that show this have been online since 2009 (proof: You just needed to look it up"  
[X Link](https://x.com/RnaudBertrand/status/1992496156748951974)  2025-11-23T07:31Z 369.7K followers, 228.2K engagements


"This is scary: NATO's top military officer - Admiral Giuseppe Cavo Dragone - told the Financial Times they're studying a hybrid warfare "pre-emptive strike" against Russia something he repeated twice in the article Even scarier he's saying in the article that NATO is studying how to make a "pre-emptive strike" be considered a "defensive action" which is textbook Orwellian: by definition a pre-emptive strike is striking first before being attacked which is anything but defensive. Growing up in France during the relatively peaceful 1980s and 1990s I was always wondering in my history classes"  
[X Link](https://x.com/RnaudBertrand/status/1995703271382733203)  2025-12-02T03:55Z 369.7K followers, 113.2K engagements


"Probably the most telling fact about this new made-up Russian "President in exile" is that he was one of the XX funeral pallbearers for John McCain chosen by McCain himself. Fact: He was also released from prison in Russia (where he was held for treason) as part of the 2024 Ankara prisoner exchange with the US alongside the WSJ reporter Evan Gershkovich. In other words you could hardly find a more textbook US asset. Which means parading him as Russia's "president in exile" is essentially a self-defeating exercise that alienates ordinary Russians by confirming every narrative about external"  
[X Link](https://x.com/RnaudBertrand/status/1996062061827424396)  2025-12-03T03:40Z 369.7K followers, 116.7K engagements


"This is big. The final U.S. National Security Strategy was just published and the refocus on the Western Hemisphere (i.e. the Americas) is confirmed. The document clearly establishes this as the U.S.'s number X priority saying that the U.S. will now "assert and enforce a 'Trump Corollary' to the Monroe Doctrine." In terms of military presence they write that this means "a readjustment of our global military presence to address urgent threats in our Hemisphere and away from theaters whose relative import to American national security has declined in recent decades or years." On China a couple"  
[X Link](https://x.com/RnaudBertrand/status/1996829143410028702)  2025-12-05T06:29Z 369.7K followers, 1M engagements


"The section on Europe in the U.S. National Defense Strategy demonstrates just about zero respect for European sovereignty. In many ways it's even more hostile than towards China. In particular they will make it their priority to "cultivate resistance to Europes current trajectory within European nations": how insane is that The U.S. effectively wants to regime change Europe. I'm the first guy to say that the current EU leadership is horrendous but precisely because they're just spineless vassals with no independent voice or respect for their own countries' interests. If the U.S. wanted to"  
[X Link](https://x.com/RnaudBertrand/status/1996892909778751620)  2025-12-05T10:42Z 369.7K followers, 56.1K engagements


"Wow. The US set 2027 as a deadline for "Europe-led NATO defense." This comes in the context of the release of the US's National Security Strategy yesterday which is somewhat contradictory on Europe. On the one hand they write that Europe has become ideologically alien to the U.S. that it's facing a "real and stark prospect of civilizational erasure" so much so that their priority is to now "cultivate resistance to Europes current trajectory within European nations." In effect the message is "we hate what you've become and want to change you." On the other hand they write that they want Europe"  
[X Link](https://x.com/RnaudBertrand/status/1997153527781904829)  2025-12-06T03:58Z 369.7K followers, 84.7K engagements


"This is really interesting. I've long argued that even though we elevate "freedom" as our cardinal value in the West boasting that we're the "free world" vs the supposedly unfree one we in fact largely don't understand what freedom is. We typically mix up "freedom" with *personal freedom* that is your right to act on individual desires (what philosophers call "negative liberty"). But we typically forget that this "freedom" is largely meaningless if you concretely don't have the material conditions to exercise it. Take the latest Gallup "Global Safety Report" which was published recently They"  
[X Link](https://x.com/RnaudBertrand/status/1997523887924363522)  2025-12-07T04:29Z 369.7K followers, 103.4K engagements


"This is pretty funny. Trump said that Xi asked him "Is that a Trump statement or is that real" after he'd told him that US soybeans were more nutritious than competitors"  
[X Link](https://x.com/RnaudBertrand/status/1998181458020901138)  2025-12-09T00:02Z 369.7K followers, 244.7K engagements


"What a weird comparison. All the more because in this case there IS actually a list: Chinese courts have "blacklists" of people who defied court orders to pay debts (the people flagged in this app). But there is no social credit score that evolves based on your every day actions that's just a myth"  
[X Link](https://x.com/RnaudBertrand/status/1998214320287805460)  2025-12-09T02:13Z 369.7K followers, 5915 engagements


"This is again an example of mixing up different things. There are some pedestrian crossings in China where if you jaywalk they'll take a picture of you and show it on a screen. Happened to me a couple of times 😅 But there are no consequences for you other than having your picture shown on the screen of that particular crossing for a few seconds it's basically extremely localized public shaming. It's certainly not linked to a "social credit score" which again doesn't exist"  
[X Link](https://x.com/RnaudBertrand/status/1998229893944148353)  2025-12-09T03:15Z 369.7K followers, XXX engagements


"Macron is DOUBLY incompetent because he doesn't even have the power to act on his threat and as a matter of fact the Germans just rejected the concept 👇 So he ends up antagonizing both China AND his European partners (by speaking on their behalf when they obviously don't agree). All for what Absolutely nothing 🤷♂"  
[X Link](https://x.com/RnaudBertrand/status/1998317076168184137)  2025-12-09T09:01Z 369.7K followers, 12.8K engagements


"Is this somehow sarcasm Because this has nothing to do with a "social credit score": if you could read Chinese (which I suspect you don't) you could see this describes a business credit infrastructure plan - enterprise credit information sharing SME lending support government contract compliance market supervision. This is just boring and fairly standard business regulation nothing even remotely resembling a universal score tracking every citizen's daily behavior"  
[X Link](https://x.com/RnaudBertrand/status/1998320914698834425)  2025-12-09T09:16Z 369.7K followers, XXX engagements


"I not only have seen the stories I personally know X people who are banned from taking the fast train which is why I can very confidently guarantee you that it has nothing to do with a non-existent "social credit score". They can't take the train because as I explain in my post they were put - by a court of law after getting sued - on a "dishonest judgement defaulters" blacklist. The logic behind forbidding them to take the *fast* train (they can take slow trains) is that as people who are in defiance of a court order to repay creditors they aren't allowed things that are considered "luxury""  
[X Link](https://x.com/RnaudBertrand/status/1998379713899983138)  2025-12-09T13:10Z 369.7K followers, XXX engagements


"This is a genuinely incredible story that really shows how much more China keeps its eye on the ball than the West. So a *European* startup called IB2 announced *in the US* the invention of an amazing new technology to upgrade low-grade bauxite - previously discarded as waste - into high-grade which makes it usable to make aluminum and extract critical minerals like gallium lithium and rare earths in the process. In the current context you'd think either Europe or the US would be all over it right Wrong. Somehow the first facility that startup ended up building is in Shanxi China - built in"  
[X Link](https://x.com/RnaudBertrand/status/1998557919710007552)  2025-12-10T00:58Z 369.7K followers, 76.2K engagements


"This is big: @DefenseOne claim there's another classified and longer version of the US's National Security Strategy which calls for creating a new global governance body - meant as an equivalent to the G7 - called the Core X or C5 made up of the U.S. China Russia India and Japan. They write that they themselves reviewed the document so I think it's fair to assume it's not fake news. The importance of this news is probably more about what it says about US intentions as I find it hard to imagine this actually materializing with that group of countries (because of the China-Japan tensions for"  
[X Link](https://x.com/RnaudBertrand/status/1998625900645200161)  2025-12-10T05:28Z 369.7K followers, 49.1K engagements


"@jynpang @DefenseOne That was my thinking too: going forward Indonesia will be much more consequential than Japan plus it's important to have at least one ASEAN member in there"  
[X Link](https://x.com/RnaudBertrand/status/1998656651679969519)  2025-12-10T07:30Z 369.7K followers, 1445 engagements


"Oh the irony Especially given their rhetoric on "free speech" vis a vis Europe. Incidentally this is something we often believe China is doing but that's not true at all: I researched it and there's never been a case of a tourist stopped at the Chinese border for what they posted on social media (they don't ask don't check and don't care). So we're now in a world where the US ironically might have the singlemost restrictive policy on free speech in the world when it comes to this"  
[X Link](https://x.com/RnaudBertrand/status/1998696267556311213)  2025-12-10T10:08Z 369.7K followers, 36.5K engagements


"@Landseaandtext For all its faults Europe actually does NOT check social media at the border so in that respect at least there's more free speech"  
[X Link](https://x.com/RnaudBertrand/status/1998697870451462407)  2025-12-10T10:14Z 369.7K followers, 1136 engagements


"Wow this is quite something: the British Navy is retreating from the Indo-Pacific theatre. Within less than a week after the release of the US National Security Strategy that basically blew up the transatlantic alliance hard to see a coincidence. Src:"  
[X Link](https://x.com/RnaudBertrand/status/1998742446436659675)  2025-12-10T13:11Z 369.7K followers, 1095 engagements