[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@SanderTordoir](/creator/twitter/SanderTordoir) "A post-IMF meetings thought on EU-China diplomacy. For Europe theres no growth in China the opposite. But the EU could offer to not escalate or even loosen ASML exports to China in exchange for (preferential) access to rare earths. A mutually beneficial bargain. 1/" [X Link](https://x.com/SanderTordoir/status/1979716150666879260) [@SanderTordoir](/creator/x/SanderTordoir) 2025-10-19T01:08Z 13.1K followers, 77.2K engagements "China is retaliating against the US. But a rare earths supply shock will also be costly for European industries from cars to military. An ASML-Earths bargain would represent a way not to become collateral damage in the US-China escalation. If Europe can get away with it. 2/2" [X Link](https://x.com/SanderTordoir/status/1979716156421501111) [@SanderTordoir](/creator/x/SanderTordoir) 2025-10-19T01:08Z 13.1K followers, 5662 engagements "Thats of course a key risk the Europeans would have to manage. I note however that the US president himself dithers on the US own chip export controls. Its not that clear cut. The sooner Europe builds its own military capabilities the more such a course of action is viable" [X Link](https://x.com/SanderTordoir/status/1979951883847442758) [@SanderTordoir](/creator/x/SanderTordoir) 2025-10-19T16:44Z 13.1K followers, 3448 engagements "ASML being so dependent on US inputs Sure but the dependency runs both ways. Hard to build TSMC plants in the US without ASML" [X Link](https://x.com/SanderTordoir/status/1979952509520076859) [@SanderTordoir](/creator/x/SanderTordoir) 2025-10-19T16:47Z 13.1K followers, XXX engagements "@Alea_ Company has 5k suppliers so yes ofc" [X Link](https://x.com/SanderTordoir/status/1979956193331151236) [@SanderTordoir](/creator/x/SanderTordoir) 2025-10-19T17:01Z 13.1K followers, XXX engagements "@Alea_ Are you making a moral argument that we need to be loyal because of this To this US administration A stretch" [X Link](https://x.com/SanderTordoir/status/1979957584166563988) [@SanderTordoir](/creator/x/SanderTordoir) 2025-10-19T17:07Z 13.1K followers, XX engagements "@Alea_ TSMC and ASML collab was hugely important too - probably more so. Not clear to me we need to fall blindly into America first line. US benefitted from ASML RD too" [X Link](https://x.com/SanderTordoir/status/1979957834617106534) [@SanderTordoir](/creator/x/SanderTordoir) 2025-10-19T17:08Z 13.1K followers, XX engagements "@schieritz @thinkBTO If you want to cut prices slash wages and do reforms (which ones) to keep up with a depressed RMB exchange rate Chinas widespread subsidisation and broader deflationary pressures.good luck" [X Link](https://x.com/SanderTordoir/status/1979962761435025802) [@SanderTordoir](/creator/x/SanderTordoir) 2025-10-19T17:28Z 13.1K followers, XXX engagements "@schieritz @thinkBTO As a general rule I think its better to respond to a challenge that is partly driven by macroeconomic imbalances with macro tools not structural reforms. Which is not to say Germany doesnt need reforms for other reasons" [X Link](https://x.com/SanderTordoir/status/1979963407315972232) [@SanderTordoir](/creator/x/SanderTordoir) 2025-10-19T17:30Z 13.1K followers, XXX engagements "Until the late 20th century the US was the worlds leading producer of rare earth minerals. The historical bits of Rana Foroohars piece are pretty striking - selling off rare earth assets and shuttering others not too long ago. The US got itself into trouble" [X Link](https://x.com/SanderTordoir/status/1980007379530854539) [@SanderTordoir](/creator/x/SanderTordoir) 2025-10-19T20:25Z 13.1K followers, 20.7K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@SanderTordoir
"A post-IMF meetings thought on EU-China diplomacy. For Europe theres no growth in China the opposite. But the EU could offer to not escalate or even loosen ASML exports to China in exchange for (preferential) access to rare earths. A mutually beneficial bargain. 1/"
X Link @SanderTordoir 2025-10-19T01:08Z 13.1K followers, 77.2K engagements
"China is retaliating against the US. But a rare earths supply shock will also be costly for European industries from cars to military. An ASML-Earths bargain would represent a way not to become collateral damage in the US-China escalation. If Europe can get away with it. 2/2"
X Link @SanderTordoir 2025-10-19T01:08Z 13.1K followers, 5662 engagements
"Thats of course a key risk the Europeans would have to manage. I note however that the US president himself dithers on the US own chip export controls. Its not that clear cut. The sooner Europe builds its own military capabilities the more such a course of action is viable"
X Link @SanderTordoir 2025-10-19T16:44Z 13.1K followers, 3448 engagements
"ASML being so dependent on US inputs Sure but the dependency runs both ways. Hard to build TSMC plants in the US without ASML"
X Link @SanderTordoir 2025-10-19T16:47Z 13.1K followers, XXX engagements
"@Alea_ Company has 5k suppliers so yes ofc"
X Link @SanderTordoir 2025-10-19T17:01Z 13.1K followers, XXX engagements
"@Alea_ Are you making a moral argument that we need to be loyal because of this To this US administration A stretch"
X Link @SanderTordoir 2025-10-19T17:07Z 13.1K followers, XX engagements
"@Alea_ TSMC and ASML collab was hugely important too - probably more so. Not clear to me we need to fall blindly into America first line. US benefitted from ASML RD too"
X Link @SanderTordoir 2025-10-19T17:08Z 13.1K followers, XX engagements
"@schieritz @thinkBTO If you want to cut prices slash wages and do reforms (which ones) to keep up with a depressed RMB exchange rate Chinas widespread subsidisation and broader deflationary pressures.good luck"
X Link @SanderTordoir 2025-10-19T17:28Z 13.1K followers, XXX engagements
"@schieritz @thinkBTO As a general rule I think its better to respond to a challenge that is partly driven by macroeconomic imbalances with macro tools not structural reforms. Which is not to say Germany doesnt need reforms for other reasons"
X Link @SanderTordoir 2025-10-19T17:30Z 13.1K followers, XXX engagements
"Until the late 20th century the US was the worlds leading producer of rare earth minerals. The historical bits of Rana Foroohars piece are pretty striking - selling off rare earth assets and shuttering others not too long ago. The US got itself into trouble"
X Link @SanderTordoir 2025-10-19T20:25Z 13.1K followers, 20.7K engagements
/creator/twitter::2398369520/posts