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[@JChengWSJ](/creator/twitter/JChengWSJ)
"Convicted moguls Sean Combs and Miles Guo ponder AI platform after jailChinese businessman tells judge ahead of rappers sentencing hearing they sleep right across from each other in Brooklyn jail"  
[X Link](https://x.com/JChengWSJ/status/1976475522151444583) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-10T02:31Z 87K followers, 1411 engagements


"@Kubota_Yoko With rare-earths export restrictions and a string of actions targeting the U.S. chip industry Beijing is mounting a full-scale offensive on Washington ahead of a possible meeting between President Trump and Chinese leader Xi Jinping"  
[X Link](https://x.com/JChengWSJ/status/1976815260905378117) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-11T01:01Z 87K followers, 1442 engagements


"A recent government audit of U.K.-China relations laid bare how Beijing presented both a threat and an opportunity. China while being accused of stealing British intellectual property is the U.K.s second-largest research collaborator"  
[X Link](https://x.com/JChengWSJ/status/1976861858952016141) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-11T04:06Z 87K followers, XXX engagements


"Anyone expecting a simple prescription on China is not living in the real world then-Foreign Secretary David Lammy said this summer after presenting the government strategy. China helps underpin growth which funds the U.K.s security officials say"  
[X Link](https://x.com/JChengWSJ/status/1976862076921590134) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-11T04:07Z 87K followers, 1756 engagements


"Chinas exports rose at the fastest pace in six months in September beating market expectations and underscoring the sectors continued role as a key growth driver for the worlds second-largest economy"  
[X Link](https://x.com/JChengWSJ/status/1977940173074903207) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-14T03:31Z 87K followers, XXX engagements


"Exports to the U.S. fell XXXX% on year extending a slide that began in April when the Trump administrations Liberation Day tariffs on Chinese goods took effect"  
[X Link](https://x.com/JChengWSJ/status/1977940743722594488) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-14T03:33Z 87K followers, 1414 engagements


"Trump Threatens to Cut Off Cooking-Oil Trade With ChinaThe Trump administration is considering terminating business with China on cooking oil and other elements of Trade President Trump said Tuesday. @GavinBade"  
[X Link](https://x.com/JChengWSJ/status/1978287461181923458) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-15T02:31Z 87K followers, 2004 engagements


"The threat comes as China has pivoted away from American soybeans and other farm commodities in the midst of its trade conflict with the U.S. turning to nations like Brazil and Argentina for the agricultural staples since Trump raised tariffs"  
[X Link](https://x.com/JChengWSJ/status/1978289335561597094) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-15T02:38Z 87K followers, XXX engagements


"In a post on his Truth Social platform Trump said China's move was an Economically Hostile Act adding that the U.S. can easily produce Cooking Oil ourselves we dont need to purchase it from China"  
[X Link](https://x.com/JChengWSJ/status/1978290481155940432) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-15T02:43Z 87K followers, 1202 engagements


"He offered no further detail but has threatened an additional XXX% tariff on China in recent days after Beijing expanded export controls over rare earth minerals needed for critical American industries"  
[X Link](https://x.com/JChengWSJ/status/1978292746046874054) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-15T02:52Z 87K followers, XXX engagements


"China must rebalance its economic growth model towards domestic demand which has been weak for some time due to the country's property bust the International Monetary Fund said on Tuesday highlighting a message it has long delivered to Beijing"  
[X Link](https://x.com/JChengWSJ/status/1978347859138531632) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-15T06:31Z 87K followers, 19.1K engagements


"The U.S. is awash with scam text messages. Officials say it has become a billion-dollar highly sophisticated business benefiting criminals in China. @bobmcmillan"  
[X Link](https://x.com/JChengWSJ/status/1978619650088055119) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-16T00:31Z 87K followers, 7815 engagements


"Criminal organizations operating out of China which investigators blame for the toll and postage messages have used them to make more than $X billion over the last three years according to the Department of Homeland Security"  
[X Link](https://x.com/JChengWSJ/status/1978625446892761532) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-16T00:54Z 87K followers, 1372 engagements


".@dunne_insights: The pain for Western automakers is real. As a group they are selling eight million fewer vehicles in China than they did five years ago. Eight million. Now they are under siege at home especially in Europe"  
[X Link](https://x.com/JChengWSJ/status/1978710247289053380) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-16T06:31Z 87K followers, 1050 engagements


"@RoryWSJ HONG KONGChinese companies are pushing across the globe to conquer new markets and American financiers are making a mint by helping them"  
[X Link](https://x.com/JChengWSJ/status/1978982038385627270) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T00:31Z 87K followers, XXX engagements


"@RoryWSJ Such U.S.-China collaboration during heightened tensions between the two superpowers is raising concern on Capitol Hill about security risks. But it is producing frothy markets in Hong Kong where Wall Street and China Inc. meet for mutual profit"  
[X Link](https://x.com/JChengWSJ/status/1978983345900974304) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T00:36Z 87K followers, XXX engagements


"@RoryWSJ Hong Kongs stock exchange is the hottest globally this year for new listings. Companies have raised $XX billion as of September in stock offerings a bright note for a city otherwise in the news for a Beijing-led national-security crackdown"  
[X Link](https://x.com/JChengWSJ/status/1978983951440990287) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T00:38Z 87K followers, XXX engagements


"@RoryWSJ In September Morgan Stanley led the $XXX billion Hong Kong IPO of Chinese mining company Zijins international gold-mining unit. BlackRocks funds acted as an early investor underpinning the deal which raised funds for a gold mine in Kazakhstan"  
[X Link](https://x.com/JChengWSJ/status/1978984144211218546) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T00:39Z 87K followers, XXX engagements


"@RoryWSJ The worlds biggest battery maker China-based CATL raised $XXX billion in Hong Kong in May the largest IPO globally this year. BYD Xiaomi and Alibaba have all raised billions of dollars this year through Hong Kongs capital markets"  
[X Link](https://x.com/JChengWSJ/status/1978984706059219113) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T00:41Z 87K followers, XXX engagements


"@RoryWSJ This is truly a spectacular year said Robert Chan who helps lead the execution of equity deals at Citigroup in the Asia-Pacific region"  
[X Link](https://x.com/JChengWSJ/status/1978985057726665045) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T00:43Z 87K followers, XXX engagements


"@RoryWSJ Facing fierce competition at home Chinese companies are looking abroad for growth. Although the U.S. market is difficult because of high tariffs global consumers elsewhere are warming to Chinese brands and their technology"  
[X Link](https://x.com/JChengWSJ/status/1978986655143850220) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T00:49Z 87K followers, XXX engagements


"@RoryWSJ That means companies need foreign currency to buy overseas assets build factories and hire workers. Chinese companies used to go to New York to raise that money. But Beijing has encouraged Chinese investors to head instead to the Hong Kong market"  
[X Link](https://x.com/JChengWSJ/status/1978986866318705109) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T00:50Z 87K followers, 1227 engagements


"@RoryWSJ If youre a Chinese company and you want to raise international capital this is really your only option George Taylor head of Asia-Pacific investment banking at Morgan Stanley said of Hong Kong"  
[X Link](https://x.com/JChengWSJ/status/1978988912954487041) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T00:58Z 87K followers, 1065 engagements


"Behind the con investigators say is a black market connecting foreign criminals to server farms that blast scam texts to victims. The scammers use phishing websites to collect credit-card information"  
[X Link](https://x.com/JChengWSJ/status/1978989588224872958) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T01:01Z 87K followers, XXX engagements


"In one case a Chinese national named Heng Yin pleaded guilty in August to wire fraud and identity theft charges in a federal court in Kentucky and is scheduled to be sentenced next month"  
[X Link](https://x.com/JChengWSJ/status/1978996767971565859) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T01:29Z 87K followers, XXX engagements


"Yin purchased XX gift cards worth $4825 using XXX credit-card numbers loaded onto his phones Tap-to-Pay method at a Kentucky grocery store according to his plea agreement. To conceal the gift cards Yin covered them with larger items at self-checkout"  
[X Link](https://x.com/JChengWSJ/status/1978996978043273626) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T01:30Z 87K followers, XXX engagements


"@RushDoshi @CFR_org Attention now turns to an expected meeting between Trump and Xi at a gathering of Asia-Pacific leaders in S. Korea later this month. The meeting will be the message. There will not be major breakthroughs said @ryanl_hass of @BrookingsInst"  
[X Link](https://x.com/JChengWSJ/status/1978997137598824707) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T01:31Z 87K followers, XXX engagements


"@samschech @raffaelehuang The Americans soon got their wish. Late last month the Dutch seized control of Nexperia from Chinas Wingtech Technology. The next day a Dutch court granted an emergency petition to suspend Wingtech founder Zhang Xuezheng as Nexperias CEO"  
[X Link](https://x.com/JChengWSJ/status/1979007094855553441) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T02:10Z 87K followers, XXX engagements


"@samschech @raffaelehuang It put all but one of the semiconductor companys shares under external management. The seizure and ouster underscore how U.S.-China tensions are reverberating across the tech sectorand how the U.S. isnt shy about cajoling allies to line up behind it"  
[X Link](https://x.com/JChengWSJ/status/1979007242717241829) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T02:11Z 87K followers, XXX engagements


"@samschech @raffaelehuang That directive applies to Nexperia chips that the company has long sent for packaging and testing in China potentially affecting operations. Nexperia said Tuesday it is in dialogue with Chinese authorities to mitigate the impact of export restrictions"  
[X Link](https://x.com/JChengWSJ/status/1979010428316352690) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T02:23Z 87K followers, 1331 engagements


"@samschech @raffaelehuang Chinas foreign ministry said it is resolved to defend its legitimate and lawful rights and interests. Relaxing export controls and removing Chinese companies from U.S. entity lists are expected to be among Beijings top requests in coming trade talks"  
[X Link](https://x.com/JChengWSJ/status/1979011231630365151) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T02:27Z 87K followers, 1437 engagements


".@abrownepek: In theory cars made in Poland now cant be sent to Germany without Beijing signing off. It could alter the trajectory of the war in Ukraine if China which is backing Russia tries to veto arms transfers from Europe to Kyiv"  
[X Link](https://x.com/JChengWSJ/status/1979019787415228625) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T03:01Z 87K followers, 3096 engagements


"Browne: In fact the Chinese regime is more potent. Rare earths are present in just about every high-tech product imaginable: China has the tools tothrow a wrench in Silicon Valleys AI build-out and knock out much of the US defense industrial base"  
[X Link](https://x.com/JChengWSJ/status/1979023058255122461) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T03:14Z 87K followers, 1747 engagements


"@Lingling_Wei @BrookingsInst @CSIS Sun: As long as the Trump administration or President Trump identifies Taiwans significance and value are irreplaceable and indispensable for China I think the instinct will be to hold Taiwan closer as a card rather than giving it up to the Chinese"  
[X Link](https://x.com/JChengWSJ/status/1979034886443872753) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T04:01Z 87K followers, 1349 engagements


"AP: Do Chinese state actors present a U.K. national security threat The answer is of course yes they do every day MI5 Director-General Ken McCallum told reporters during a rare public appearance"  
[X Link](https://x.com/JChengWSJ/status/1979057535455031617) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T05:31Z 87K followers, 1117 engagements


"@ivy_jiahuihuang The recall came amid intense competition in Chinas EV industry even though the government has taken steps to cool price wars and the over-marketing of autonomous driving technologies this year"  
[X Link](https://x.com/JChengWSJ/status/1979106357128085888) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T08:45Z 87K followers, XXX engagements


"FT: Englands former director of public prosecutions has said that witness statements drafted for the prosecution of two men over allegations they spied for China were more than adequate to use at trial"  
[X Link](https://x.com/JChengWSJ/status/1979117933591957606) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T09:31Z 87K followers, 1899 engagements


"He added: The fact that China was prepared to recruit spies shows its a threat to national security. These statements were more than adequate to proceed with a prosecution in my view"  
[X Link](https://x.com/JChengWSJ/status/1979120198293815419) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T09:40Z 87K followers, 1042 engagements


"@ryanfelton @raffaelehuang @StephenWilmot The situation is the latest supply-chain disturbance to hit global automakers. This year there were production stoppages resulting from Chinas hold on rare-earth magnets a disruption in aluminum supplies after a fire and President Trumps tariffs"  
[X Link](https://x.com/JChengWSJ/status/1979817291731640325) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T07:50Z 87K followers, 1659 engagements


"Chinas Communist Elites Gather to Map StrategyChina is grappling with mounting government debt deteriorating demographics entrenched deflation and a yearslong property sector slump"  
[X Link](https://x.com/JChengWSJ/status/1979351977168367891) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T01:01Z 87K followers, 6387 engagements


"@MaximColch Cash and Berry have said they are innocent. Security officials at the time said the case was a slam dunk alluding to reams of compromising communications between the two men. The Chinese embassy in London called the allegations groundless"  
[X Link](https://x.com/JChengWSJ/status/1979484567749976189) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:47Z 87K followers, XXX engagements


"Thats echoed by UBS economists who say China will likely continue to support self-sufficiency technology that reduces reliance on foreign products. They expect R&D spending to increase to XXX% of GDP in 2030 from XXX% in 2024"  
[X Link](https://x.com/JChengWSJ/status/1979804285891436560) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T06:58Z 87K followers, 1305 engagements


"China will aim merely to curb the undesired side effects of this industrial development model rather than revamp it economists at Pantheon Macroeconomics wrote in a note"  
[X Link](https://x.com/JChengWSJ/status/1980105692070691263) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T02:56Z 87K followers, 1058 engagements


"How many soybeans did China import from the U.S. in September Zero point zero soybeans"  
[X Link](https://x.com/JChengWSJ/status/1980137149551825156) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T05:01Z 87K followers, 1197 engagements


"FT columnist: China has shown that it can innovate rapidly on semiconductorsThe US by contrast has had XX years to make up for its lack of rare earths and processing capabilities and has done almost nothing to fix it. @EdwardGLuce"  
[X Link](https://x.com/JChengWSJ/status/1978385609849987160) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-15T09:01Z 87K followers, 38.8K engagements


"@ryanfelton @raffaelehuang @StephenWilmot The auto industry is digesting a new and potentially damaging supply-chain disruption from an unlikely source: a small Dutch semiconductor manufacturer with an outsize influence on how cars and trucks are made"  
[X Link](https://x.com/JChengWSJ/status/1979427474166419929) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T06:01Z 87K followers, 1645 engagements


"@MaximColch Without such an assertion Englands chief prosecutor said it would be impossible to find the two men guilty of violating the U.K.s Official Secrets Act which is defined as handing over information which might be useful to an enemy"  
[X Link](https://x.com/JChengWSJ/status/1979486182712266831) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:54Z 87K followers, 1201 engagements


"@MaximColch The failure to bring the case to trial triggered finger-pointing between the government the opposition and the judiciary. The Conservative Party has accused Prime Minister Keir Starmer of pandering to Beijing an accusation the government denied"  
[X Link](https://x.com/JChengWSJ/status/1979486865196806395) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:57Z 87K followers, 1348 engagements


"@MaximColch It is highly unlikely that one of the most senior officials in China would meet with Mr. Berry unless the Chinese state considered him to be someone who could obtain valuable information Collins wrote in the statement"  
[X Link](https://x.com/JChengWSJ/status/1979796424054448432) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T06:27Z 87K followers, 1210 engagements


"@MaximColch The statement also alleged that Cash shared information with Berry between 2021 and 2023 including nonpublic details about a security review of a proposed takeover by a Chinese entity and a visit by Taiwan officials to discuss a potential Chinese attack"  
[X Link](https://x.com/JChengWSJ/status/1979796807866875973) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T06:28Z 87K followers, 1325 engagements


"@ryanfelton @raffaelehuang @StephenWilmot Automakers have been monitoring a parallel threat over Chinas rare-earth minerals after Beijing tightened exports. Toyota heard last week from some suppliers that Chinese facilities were unable to ship products a person familiar with the situation said"  
[X Link](https://x.com/JChengWSJ/status/1980069201676210390) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T00:31Z 87K followers, XXX engagements


"@RoryWSJ Still there are signs of life: Rents are ticking up in the financial district and sales of luxury real estate are recovering. In August local media reported the most expensive home sale of the year was a hilltop mansion that fetched $XXX million"  
[X Link](https://x.com/JChengWSJ/status/1980081029495865799) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T01:18Z 87K followers, 1059 engagements


"CONSUMPTION: Beijing has repeatedly pledged to give consumption a starring role in driving growth handing out subsidies and other incentives but consumers remain wary"  
[X Link](https://x.com/JChengWSJ/status/1980099400677593152) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T02:31Z 87K followers, XXX engagements


"But supply-side measures wont be enoughgenerating lasting demand will be crucial UBS cautioned. Pantheon Macroeconomics doesnt see a high chance of that. It thinks China will stick to its industrial development model despite its problems"  
[X Link](https://x.com/JChengWSJ/status/1980105116809322839) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T02:53Z 87K followers, 1183 engagements


"@KaiserKuo Kuo: What might have been another season of U.S. introspection has morphed into something more acute: the painful recognition that another system however flawed has delivered results on a scale that the United States has not"  
[X Link](https://x.com/JChengWSJ/status/1980164258387177770) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T06:48Z 87K followers, XXX engagements


"@KaiserKuo Kuo: China is simultaneously the worlds largest emitter of carbon and the largest builder of renewable energy capacityThat contradiction contains a lesson: Legitimacywill not flow from ideological purity but from theurgent capacity to deliver"  
[X Link](https://x.com/JChengWSJ/status/1980165314131509500) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T06:52Z 87K followers, XXX engagements


"Harvard Has Trained So Many Chinese Communist Officials They Call It Their Party SchoolKennedy School of Government is favored by party cadres seeking career boosts @ByChunHan"  
[X Link](https://x.com/JChengWSJ/status/1929025361284661425) [@JChengWSJ](/creator/x/JChengWSJ) 2025-06-01T04:01Z 87K followers, 499.4K engagements


".@committeeonccp: Companiesincluding ASML in the Netherlandsand Applied Materials KLA and Lam Researchfueled semiconductor manufacturing in China and made sizeable returns selling equipment to Chinese state-owned and military-linked companies"  
[X Link](https://x.com/JChengWSJ/status/1975758296238718979) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-08T03:01Z 87K followers, 1601 engagements


"WTO Director-General to U.S. China via Reuters: Can you two knock it off youre hurting everybody"  
[X Link](https://x.com/JChengWSJ/status/1979397275161104477) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T04:01Z 87K followers, 4056 engagements


"@RoryWSJ Morgan Stanley and Goldman Sachs are the top banks for fundraising in Hong Kong this year based on the value of equity-market deals. More than XX companies have listed with XXX active applications in the Hong Kong stock exchanges listings pipeline"  
[X Link](https://x.com/JChengWSJ/status/1979477581079654412) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:20Z 87K followers, XXX engagements


"@samschech @raffaelehuang Wingtech has said Western executives at Nexperia conspired with the Dutch government to loot the company. All the while Wingtech has moved to hedge against rising geopolitical risks including developing a self-sufficient supply chain in China"  
[X Link](https://x.com/JChengWSJ/status/1979493912117985620) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T10:25Z 87K followers, 1313 engagements


".@KaiserKuo: We have witnessed not merely the rise of another great power but a fundamental challenge to assumptions long embedded in Western thoughtabout development political systems and civilizational achievement itself"  
[X Link](https://x.com/JChengWSJ/status/1979714363956330562) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T01:01Z 87K followers, 5969 engagements


"Many of Chinas actions deliberately mirror aspects of the US system: entity lists XX% affiliate rules FDPR extraterritoriality de minimis content rule technical thresholds for semiconductor manufacturing dual use justifications. @kyleichan"  
[X Link](https://x.com/JChengWSJ/status/1979721913468367228) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T01:31Z 87K followers, 7164 engagements


"@Mike_Cherney @ZackCooper @AEI The new radar the Lower Tier Air and Missile Defense Sensor is designed to track threats from any direction with antenna arrays at the front and back. In a successful December test U.S. forces shot down a medium-range ballistic missile off the coast"  
[X Link](https://x.com/JChengWSJ/status/1979808759045324832) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T07:16Z 87K followers, XXX engagements


"@RoryWSJ A year ago international banks and law firms were shedding staff in Hong Kong as the city lost its role as a conduit for Western investment into China. Some Chinese financial firms drove down prices for routine services pushing aside Wall Street banks"  
[X Link](https://x.com/JChengWSJ/status/1980076751410888793) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T01:01Z 87K followers, XXX engagements


"@kyleichan China sees export controls as important tools for an advanced nation in an age of geopolitical competition. Having been on the receiving end of US export controls China fully appreciates their strategic value"  
[X Link](https://x.com/JChengWSJ/status/1980106950697189392) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T03:01Z 87K followers, XXX engagements


"A cargo airplane skidded off the runway while landing at Hong Kongs airport early on Monday sending the aircraft into the sea and killing two ground staff"  
[X Link](https://x.com/JChengWSJ/status/1980117710043541604) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T03:43Z 87K followers, 1225 engagements


"@KaiserKuo Kuo: This was Chinas crisis after the Opium Wars: The painful recognition that Confucian certainties about Chinas centralitycould not explain Western gunboats in the Pearl River. It took nearly two centuriesfor China to resolve that tension"  
[X Link](https://x.com/JChengWSJ/status/1980162816930615500) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T06:42Z 87K followers, XXX engagements


"@KaiserKuo Kuo: It was assumed that genuine innovation required political freedom; then Chinese firms and labs began producing world-class results while operating within a very different information ecosystem. Each inversion chips away at the catechism"  
[X Link](https://x.com/JChengWSJ/status/1980164784067604761) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T06:50Z 87K followers, XXX engagements


"@KaiserKuo Kuo: Is political legitimacy purely about procedural democracy Or must it also encompass performance delivery competence and resilienceThe answer is no longer self-evident. And that uncertainty is itself part of the reckoning the West faces"  
[X Link](https://x.com/JChengWSJ/status/1980165590288564356) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T06:54Z 87K followers, 1903 engagements


"@KaiserKuo Kuo: From renewable energy to humanoid robotics Ive heard variations of the same observation: The transformation that has swept through their sectors in China overthe past five yearswould beunfathomable to anyone who hasnt witnessed it firsthand"  
[X Link](https://x.com/JChengWSJ/status/1980165996347605089) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T06:55Z 87K followers, XXX engagements


"@MaximColch Collins said that this helped the Chinese state get real time insights into Parliaments views. Evidence from the case include allegations that Cash told Berry that Tory lawmaker and China hawk @TomTugendhat was in line for a cabinet position in 2022"  
[X Link](https://x.com/JChengWSJ/status/1980169613221470321) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T07:10Z 87K followers, XXX engagements


"@Kubota_Yoko Washington and Beijing locked in contentious talks for months over tariffs and technology have been preparing for a meeting between their two leaders. Beijing is looking for the U.S. to remove tariffs as well as various technology restrictions"  
[X Link](https://x.com/JChengWSJ/status/1977239223989383236) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-12T05:05Z 87K followers, XXX engagements


"@Kubota_Yoko Qualcomm relies heavily on China for its business and among American companies is one of the most exposed to China. Nearly half its revenue came from China in fiscal 2024 the latest full year for which data is available"  
[X Link](https://x.com/JChengWSJ/status/1977239661715374273) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-12T05:07Z 87K followers, XXX engagements


"@Kubota_Yoko The San Diego-based chip company said in a recent filing that a significant portion of our business is concentrated in China and the risks of such concentration are exacerbated by U.S./China trade and national security tensions"  
[X Link](https://x.com/JChengWSJ/status/1977241202052489691) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-12T05:13Z 87K followers, XXX engagements


"@Kubota_Yoko Over the years Qualcomms top executives have met with Beijings top officials in an effort to maintain positive ties. For two years straight including this March CEO Cristiano Amon was among the foreign business leaders selected to meet Xi in Beijing"  
[X Link](https://x.com/JChengWSJ/status/1977242827987075319) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-12T05:20Z 87K followers, XXX engagements


"@Kubota_Yoko Chinas State Administration for Market Regulation the antimonopoly regulator said Qualcomm didnt report how its acquisition of Autotalks would impact the concentration of operators in the market"  
[X Link](https://x.com/JChengWSJ/status/1977243050666869196) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-12T05:20Z 87K followers, 1442 engagements


"@jamestareddy @joyuwang @CloudberryRoque @FDD @CSIS @CraigMSingleton @TaiwanDset Raising imports of American LNG from the current XX% would help according to analysts at the Atlantic Council who said that binding the islands energy security more closely with the U.S. would reduce the probability of Chinese aggression"  
[X Link](https://x.com/JChengWSJ/status/1977919766368235737) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-14T02:09Z 87K followers, XXX engagements


"@jamestareddy @joyuwang @CloudberryRoque @FDD @CSIS @CraigMSingleton @TaiwanDset Taiwan oil group CPC signed a letter of intent this year to buy millions of tons of Alaskan LNG and potentially invest in a pipeline and liquefaction project that would one day allow the state to directly export gas"  
[X Link](https://x.com/JChengWSJ/status/1977920463243243579) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-14T02:12Z 87K followers, XXX engagements


"@JonathanEmont @christopherotts American auto companies have long relied on China for the magnets which are essential for making everything from electric motors to headlights and windshield wipers. But today one automaker General Motors has less reason to fret"  
[X Link](https://x.com/JChengWSJ/status/1977977921739620501) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-14T06:01Z 87K followers, XXX engagements


"China Adds Hanwha Oceans Units to Sanctions ListThe move comes came amid an intensifying trade fight between Beijing and Washington @Kwanwoo"  
[X Link](https://x.com/JChengWSJ/status/1978023220382220334) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-14T09:01Z 87K followers, 1590 engagements


"Hanwha Oceans shares slid Tuesday after Beijing added five of the S. Korean shipbuilders subsidiaries to a sanctions list over their alleged role in a U.S. probe into the Chinese shipping industry"  
[X Link](https://x.com/JChengWSJ/status/1978029933797441555) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-14T09:27Z 87K followers, 1190 engagements


"Chinas Rare-Earth Export Controls Are Critical Concern for EU Trade Chief SaysBeijing imposed new restrictions on exports of rare earths and permanent magnets last week"  
[X Link](https://x.com/JChengWSJ/status/1978068857014104403) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-14T12:02Z 87K followers, 9946 engagements


"Beijings power brokers like to say the U.S. is no longer a model for China to emulate especially since the 2008 financial crisis. Turns out it still is learning from Washingtonspecifically how to beat America at its own game. @Lingling_Wei"  
[X Link](https://x.com/JChengWSJ/status/1978083619030634797) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-14T13:01Z 87K followers, 13.8K engagements


"China Betting It Can Win a Trade War Is Playing Hardball With TrumpChinese leader Xi Jinping thinks the president will fold before launching new tariffs that would roil markets @Lingling_Wei @GavinBade"  
[X Link](https://x.com/JChengWSJ/status/1978272361767203058) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-15T01:31Z 87K followers, 15.4K engagements


"@JonathanEmont @christopherotts GM signed on. The U.S. government also helped boost the fortunes of both MP and VAC. The Pentagon doesnt buy enough magnets to sustain a full plant so it has long relied on suppliers in Japan and Europe which rely in part on Chinese raw materials"  
[X Link](https://x.com/JChengWSJ/status/1978336277125648833) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-15T05:44Z 87K followers, XXX engagements


"Chinas Deflationary Pressures Ease SlightlyThe countrys consumer-price index fell XXX% from a year earlier"  
[X Link](https://x.com/JChengWSJ/status/1978370508778361084) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-15T08:01Z 87K followers, 1429 engagements


"Reuters: Pfizer Chief Executive Albert Bourla said on Tuesday that the U.S. pharmaceutical industry needs to collaborate with Chinas where speedy processes have vaulted it to XX% of global drug development over the past decade"  
[X Link](https://x.com/JChengWSJ/status/1978634749687259145) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-16T01:31Z 87K followers, 3520 engagements


"We have things more powerful than the rare-earth controls China wants to put on including aircraft engines they need he told CNBCs Invest in America Forum on Wednesday morning. We have lots of leverage on them too"  
[X Link](https://x.com/JChengWSJ/status/1978732897185009898) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-16T08:01Z 87K followers, XXX engagements


"This is China versus the world he added saying bureaucrats in a command-and-control economy cannot be allowed to manage the supply chain for the rest of the world. This is not a U.S.-China problem"  
[X Link](https://x.com/JChengWSJ/status/1978739137642385455) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-16T08:25Z 87K followers, XXX engagements


"Browne: China controls XX% of the global supply of rare earths: In effect it has seized the levers of the modern economy.The West is in a crisis Nirons CEO Jonathan Rowntree told me"  
[X Link](https://x.com/JChengWSJ/status/1979025355743613017) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T03:23Z 87K followers, 4373 engagements


"@Mike_Cherney The defensive shield taking shape is part of a fundamental shift by the U.S. military: The Pentagon is transforming Guam a U.S. territory closer to Beijing than to Honolulu into an anchor of its strategy in the Pacific"  
[X Link](https://x.com/JChengWSJ/status/1979027336574980334) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T03:31Z 87K followers, XXX engagements


"@Mike_Cherney The goal military officials say is to deter Chinas increasingly powerful military from using force to take over Taiwan the self-ruled island that Beijing claims as its own and to show that the U.S. is ready to fight"  
[X Link](https://x.com/JChengWSJ/status/1979028114714902857) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T03:34Z 87K followers, XXX engagements


"@Mike_Cherney The project is costly and logistically difficult and must contend with a Chinese arsenal that now features upgraded versions of the DF-26 a missile known as the Guam killer"  
[X Link](https://x.com/JChengWSJ/status/1979028776890650858) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T03:36Z 87K followers, XXX engagements


"@Mike_Cherney Some people feel that Guam is critical because of its location said @ZackCooper of @AEI. Others believe that Guam is impossible to defend at an acceptable cost and that we should focus more on diversification"  
[X Link](https://x.com/JChengWSJ/status/1979031321683820747) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T03:46Z 87K followers, XXX engagements


"@Mike_Cherney @ZackCooper @AEI Guam is firmly in Beijings reach. China last month paraded an expanded arsenal of missiles including what Beijing presented as a hypersonic version of the DF-26. Chinese hackers have targeted Guams infrastructure U.S. officials said"  
[X Link](https://x.com/JChengWSJ/status/1979031461140348955) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T03:47Z 87K followers, XXX engagements


"@Mike_Cherney @ZackCooper @AEI Beijings navy meanwhile has operated beyond the nearby first island chainwhich includes Taiwan and Japan and which U.S. officials say China would hope to dominate in a regional conflictand past the second island chain which includes Guam"  
[X Link](https://x.com/JChengWSJ/status/1979031768058507403) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T03:48Z 87K followers, XXX engagements


"@Mike_Cherney @ZackCooper @AEI Between now and 2037 the U.S. military expects an increase of about 10000 people on Guam including active-duty and reserve personnel dependents and others bringing the total footprint to approximately 34000"  
[X Link](https://x.com/JChengWSJ/status/1979032306468761816) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T03:50Z 87K followers, 1076 engagements


"Chinese Foreign Ministry via Reuters: Gui Minhai may regard himself as a Swedish national but we regard him as a Chinese national"  
[X Link](https://x.com/JChengWSJ/status/1979080184843374850) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T07:01Z 87K followers, 2585 engagements


"BYD Recalls More Than 115000 Cars in China Over Safety ConcernsThe recall comes amid intense competition in Chinas EV industry @ivy_jiahuihuang"  
[X Link](https://x.com/JChengWSJ/status/1979102834084974980) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T08:31Z 87K followers, 1554 engagements


"Trump said his proposed XXX% additional tariffs on goods from China were not sustainable. In an interview with Fox Businesss @MariaBartiromo Trump added: Thats what the number isIt could stand but they forced me to do that. @mccabe_caitlin"  
[X Link](https://x.com/JChengWSJ/status/1979193433496457452) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T14:31Z 87K followers, 1987 engagements


"@MariaBartiromo @mccabe_caitlin China has ripped us off from day one Trump said. We have a very strong adversary and they only respect strength. Nevertheless he said he thought the U.S. was going to do fine with China and that he gets along great with Xi Jinping"  
[X Link](https://x.com/JChengWSJ/status/1979195697933987899) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T14:40Z 87K followers, 1068 engagements


"Chinese customs officers in eastern Shandong province have seized 60000 maps that mislabelled the self-governed island of TaiwanThe problematic maps meant for export cannot be sold because they endanger national unity"  
[X Link](https://x.com/JChengWSJ/status/1979359526458454288) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T01:31Z 87K followers, 1924 engagements


"Swedish foreign minister: Release him he is our citizen"  
[X Link](https://x.com/JChengWSJ/status/1979374626125025570) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T02:31Z 87K followers, 1055 engagements


"@RoryWSJ Politically speaking the former British colony is hardly different from the Chinese mainland in its intolerance of dissenters and antigovernment speech. But in other ways it is more like New York than Beijing"  
[X Link](https://x.com/JChengWSJ/status/1979473578132378036) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:04Z 87K followers, XXX engagements


"@RoryWSJ The Hong Kong dollar is pegged to the U.S. dollar and convertible with itChinas renminbi isnt. Travel between Hong Kong and the rest of the world is generally easy. The result is a reshaping of Hong Kongs role"  
[X Link](https://x.com/JChengWSJ/status/1979474050608157095) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:06Z 87K followers, XXX engagements


"@RoryWSJ It used to be a gateway for international companies going into China. Now said Han Shen Lin of the Asia Group consulting firm Its Chinas bridge out to the world"  
[X Link](https://x.com/JChengWSJ/status/1979474535012536441) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:08Z 87K followers, XXX engagements


"@RoryWSJ The question in Washington is whether Wall Street should help to build that bridge. U.S. lawmakers in July subpoenaed U.S. banks including JPMorgan and Bank of America seeking documents related to their work on CATLs listing"  
[X Link](https://x.com/JChengWSJ/status/1979476442783318370) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:15Z 87K followers, XXX engagements


"@RoryWSJ The Pentagon said the battery maker was working with Chinas military claims that the Chinese company denied. U.S. banks have said they did their own due diligence"  
[X Link](https://x.com/JChengWSJ/status/1979476627294916634) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:16Z 87K followers, XXX engagements


"@RoryWSJ Defenders of the U.S. presence in Hong Kong say Wall Street firms have built a profitable business there over decades and draw a distinction between working with private-sector Chinese companies in civilian businesses and helping the Chinese government"  
[X Link](https://x.com/JChengWSJ/status/1979477375512666153) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:19Z 87K followers, 1855 engagements


"@MaximColch Shortly after Christopher Cash a British parliamentary researcher back in London sent his friend Berry a voice note: You are in spy territory now he allegedly said according to details of the case released this week by the British government"  
[X Link](https://x.com/JChengWSJ/status/1979481424018468916) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:35Z 87K followers, XXX engagements


"@samschech @raffaelehuang The published court document details months of behind-the-scenes attempts by the Dutch government and local Nexperia staff to ringfence the companys business from Chinese control to accommodate domestic concernsand avoid being hit by the U.S. blacklist"  
[X Link](https://x.com/JChengWSJ/status/1979490799512649744) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T10:12Z 87K followers, XXX engagements


"@samschech @raffaelehuang China is Nexperias largest market accounting for XX% of its revenue followed by the European market with 22%"  
[X Link](https://x.com/JChengWSJ/status/1979494666887475560) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T10:28Z 87K followers, 1158 engagements


"Chinas communist elites are gathering to map policies to shape the worlds second-largest economy for the rest of the decade"  
[X Link](https://x.com/JChengWSJ/status/1979797411032682602) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T06:31Z 87K followers, XXX engagements


"TECHNOLOGY: Beijing is pouring resources into technology and innovation to boost productivity as the population shrinks and ages. Technological prowess is also increasingly viewed as key to national security in a tense geopolitical climate"  
[X Link](https://x.com/JChengWSJ/status/1979802695394267300) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T06:52Z 87K followers, XXX engagements


"@Mike_Cherney @ZackCooper @AEI Building on Guam costs as much as triple what it does elsewhere in the U.S. said Navy Capt. Blake Burket who oversees the unit in charge of the construction of the islands new Marine base"  
[X Link](https://x.com/JChengWSJ/status/1979804960750530665) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T07:01Z 87K followers, XXX engagements


"@Mike_Cherney @ZackCooper @AEI A lot of that has to do with logistics of getting items on the islandits generally four to six weeks if not a little longer Burket said during a recent visit to the base. That logistics chain is hard"  
[X Link](https://x.com/JChengWSJ/status/1979805711044587821) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T07:03Z 87K followers, XXX engagements


"@Mike_Cherney @ZackCooper @AEI Testing of components for what the U.S. calls the Guam Defense System is already under way at the U.S. Army post off a highway and behind a checkpoint manned by heavily armed troops"  
[X Link](https://x.com/JChengWSJ/status/1979806860044902508) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T07:08Z 87K followers, XXX engagements


"@Mike_Cherney @ZackCooper @AEI The system is designed to protect against cruise ballistic and hypersonic missiles but some analysts are worried that the lattera capability in which China has been the leaderwill be able to evade the defenses"  
[X Link](https://x.com/JChengWSJ/status/1979808913852919897) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T07:16Z 87K followers, XXX engagements


"@Mike_Cherney @ZackCooper @AEI Guams political leaders say they support the buildup plans overall pointing to economic benefits and geopolitical reality. But they want to make sure Guam gets help to deal with the influx of military personnel which has been pushing up housing prices"  
[X Link](https://x.com/JChengWSJ/status/1979809031276704198) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T07:17Z 87K followers, 1123 engagements


"@ryanfelton @raffaelehuang @StephenWilmot The auto industry is only a few years removed from a semiconductor crisis that dramatically affected production and left dealers with a shortage of new cars to sell. Many suppliers have adjusted and diversified their production since then"  
[X Link](https://x.com/JChengWSJ/status/1980074706394108229) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T00:52Z 87K followers, XXX engagements


"China Goes All In on U.S. Trade Battle With Qualcomm in the CrosshairsBeijings move against the San Diego chip giant is the latest in a two-day barrage of actions targeting the U.S. @Kubota_Yoko"  
[X Link](https://x.com/JChengWSJ/status/1976673413034115480) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-10T15:37Z 87K followers, 8811 engagements


"@Kubota_Yoko China went beyond semiconductors. On Thursday Beijing also said it would require licenses for exports of certain lithium batteries and some equipment and materials used to make them"  
[X Link](https://x.com/JChengWSJ/status/1976820003447169286) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-11T01:19Z 87K followers, XXX engagements


"@Kubota_Yoko Then on Friday Beijing said it plans to impose a special port fee on U.S. vessels docking at Chinese ports retaliating against the Trump administrations move to levy fees on Chinese ships"  
[X Link](https://x.com/JChengWSJ/status/1976820909106495894) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-11T01:23Z 87K followers, XXX engagements


"@Kubota_Yoko Chips are at the core of the U.S.-China technology rivalry. Their central role in AI military equipment and other areas with national-security and economic significance has made them the locus of tensions between the worlds two superpowers"  
[X Link](https://x.com/JChengWSJ/status/1977238046790873338) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-12T05:01Z 87K followers, XXX engagements


"@Kubota_Yoko Qualcomm was in Chinese regulators crosshairs even before Trump first came to office. In 2015 Qualcomm agreed to pay $XXX million and revise its licensing practices in China to settle accusations that it violated local antitrust law"  
[X Link](https://x.com/JChengWSJ/status/1977242237567488347) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-12T05:17Z 87K followers, XXX engagements


"@Kubota_Yoko After giving up on the deal in 2024 Qualcomm succeeded in acquiring the Israeli auto-chip designer in June this year part of a larger effort to boost its presence in the burgeoning field of communications between cars and their surroundings"  
[X Link](https://x.com/JChengWSJ/status/1977244086341145036) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-12T05:25Z 87K followers, 2165 engagements


"Trumps Fresh Tariff Assault Threatens Chinas Fragile EconomyBeijing was already seeing economic momentum slow before announcement of latest XXX% tariff increase; some bet measures wont last @hannahmiao_ @Kubota_Yoko"  
[X Link](https://x.com/JChengWSJ/status/1977405582161416669) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-12T16:06Z 87K followers, 5645 engagements


"GMs Rare-Earth Gamble Pays Off as China Tightens Magnet ExportsAutomaker has quietly seeded the revival of the domestic magnet industry locking down supply amid trade tensions @JonathanEmont @christopherotts"  
[X Link](https://x.com/JChengWSJ/status/1977570236128711037) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-13T03:01Z 87K followers, 8803 engagements


"@JonathanEmont @christopherotts While car companies are scrambling to get hold of non-Chinese rare earths it takes years to secure rare-earth raw materials order equipment and build new magnet factories so it is difficult for auto companies to quickly lock in new supply"  
[X Link](https://x.com/JChengWSJ/status/1977983206277128518) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-14T06:22Z 87K followers, XXX engagements


"@JonathanEmont @christopherotts When China clamped down on the supply of magnets last spring it was a wake-up call for the U.S. auto industry and other manufacturers that rely on magnets RJ Scaringe chief executive of electric-vehicle maker Rivian said in September"  
[X Link](https://x.com/JChengWSJ/status/1977984444977098785) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-14T06:26Z 87K followers, XXX engagements


"@JonathanEmont @christopherotts To secure domestic supply the government poured funding into the new VAC and MP plants. If theyre supplying the DOD and General Motors then they have a much more stable future said Anthony Di Stasio a senior U.S. defense official"  
[X Link](https://x.com/JChengWSJ/status/1978336515815031273) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-15T05:45Z 87K followers, XXX engagements


"How U.S. Pressured Netherlands to Oust CEO of Chinese-Owned Chip MakerDutch officials moved to take control of Nexperia underscoring how U.S.-China tensions are reverberating across the tech sector @samschech @raffaelehuang"  
[X Link](https://x.com/JChengWSJ/status/1978400707888746536) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-15T10:01Z 87K followers, 9529 engagements


"Treasury Secretary Scott Bessent said the U.S. can fight back against Chinas new stance on rare-earth mineral sales but also signaled that ratcheting tensions between the country can de-escalate"  
[X Link](https://x.com/JChengWSJ/status/1978453556446318931) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-15T13:31Z 87K followers, 2379 engagements


"Bessent also sounded a diplomatic note saying President Trump and Xi Jinping have a good relationship built on trust that should help trade tensions from spiraling. We dont want to damage their economy. We dont believe they want to damage ours"  
[X Link](https://x.com/JChengWSJ/status/1978739339166363691) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-16T08:26Z 87K followers, XXX engagements


"Criminal gangs overseas typically operate the farms remotely but hire gig workers in the U.S. to set them up. The gangs recruit the workers via the WeChat messaging app Parks said. Workers have instruction manuals and live technical support"  
[X Link](https://x.com/JChengWSJ/status/1978992944016228819) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T01:14Z 87K followers, XXX engagements


"@Mike_Cherney @ZackCooper @AEI The Pentagon aware of the perils of concentrating assets is also dispersing forces in the Pacific. Guam does have advantages. In a conflict over Taiwan the island would be an important resupply point for submarines aircraft carriers and other ships"  
[X Link](https://x.com/JChengWSJ/status/1979032083113693320) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T03:49Z 87K followers, XXX engagements


"@Mike_Cherney @ZackCooper @AEI You have to have kind of a central hub said Rear Adm. Brett Mietus one of the top commanders for Guam. Guam is just more developed than the other islands so it makes sense to do the bulk of our investment here"  
[X Link](https://x.com/JChengWSJ/status/1979033376377180588) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T03:55Z 87K followers, 1134 engagements


"@MaximColch A year later Berry and Cash were arrested by British police on suspicion of spying for China. Berry was alleged to have been tasked to get Cash to hand over details about the U.K. parliament according to a U.K. government-witness statement made public"  
[X Link](https://x.com/JChengWSJ/status/1979482068620067251) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:37Z 87K followers, XXX engagements


"@MaximColch Among the information Cash allegedly handed to Berry: The names and photos of a visiting delegation of Taiwanese defense-ministry officials who visited the U.K. in 2022 to meet with U.K. lawmakers to discuss how Taiwan would defend itself in a conflict"  
[X Link](https://x.com/JChengWSJ/status/1979483457861341279) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:43Z 87K followers, XXX engagements


"@MaximColch In recent weeks however the spy case collapsed over a seeming legal technicality. Prosecutors said the U.K. government hadnt stated on the record that China was a national security threat and thus an enemy of the British state"  
[X Link](https://x.com/JChengWSJ/status/1979485104876757439) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:50Z 87K followers, XXX engagements


"A communique after the Communist Partys Central Committee meeting which runs Monday to Thursday will indicate how Beijing aims to steer the economy through turbulence though details of its 15th five-year plan wont be released until March"  
[X Link](https://x.com/JChengWSJ/status/1979801634093117457) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T06:47Z 87K followers, XXX engagements


"China is grappling with mounting government debt deteriorating demographics entrenched deflation and a property slump. It is locked in a tariff battle with the U.S. and facing a global backlash for its trade practices"  
[X Link](https://x.com/JChengWSJ/status/1979801930630393933) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T06:48Z 87K followers, XXX engagements


"Economists at Standard Chartered expect incentives to encourage spending on research and development in areas like artificial-intelligence quantum computing and humanoid robots and with private businesses playing a bigger role"  
[X Link](https://x.com/JChengWSJ/status/1979804245844275598) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T06:58Z 87K followers, 1022 engagements


"@ryanfelton @raffaelehuang @StephenWilmot Toyota thought the delay was tied to Chinas limits on rare-earth minerals but later found out it was tied to the Nexperia situation the person said. Toyota is actively assessing the situation and studying alternative sources of supply the company said"  
[X Link](https://x.com/JChengWSJ/status/1980071402234413057) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T00:39Z 87K followers, XXX engagements


"Tariff risks and falling investment returns in traditional sectors have fueled consensus among policymakers about the importance of boosting consumption Societe Generale economists said"  
[X Link](https://x.com/JChengWSJ/status/1980100699775238180) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T02:36Z 87K followers, XXX engagements


"AFP: Myanmar Scam Cities Booming Despite CrackdownUsing Musk's Starlink: Fraud factories in Myanmar blamed for scamming Chinese and American victims out of billions of dollars are still in business and bigger than ever. @isabeljoykua @matthewwalsh91"  
[X Link](https://x.com/JChengWSJ/status/1978008120690680164) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-14T08:01Z 87K followers, 36.7K engagements


"DEDEDO GuamAt a U.S. Army post just a few miles from tourist hotels and tropical beaches troops are testing an advanced 360-degree radarone piece of an $X billion system to defend this island from a Chinese missile attack. @Mike_Cherney"  
[X Link](https://x.com/JChengWSJ/status/1978680048346443807) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-16T04:31Z 87K followers, 6601 engagements


"Chinese policymaking does not run on election cycles; it runs on planning cyclesXi is a strong believer in planning. Hecalls it a major political advantage of socialism with Chinese characteristics. @neilthomas123"  
[X Link](https://x.com/JChengWSJ/status/1978740446445682977) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-16T08:31Z 87K followers, 7897 engagements


"American Bankers Are Making a Mint Helping China Inc. Go GlobalBucking critics in Congress Wall Street enjoys a spectacular year raising money for Beijings champions @RoryWSJ"  
[X Link](https://x.com/JChengWSJ/status/1978763096194752703) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-16T10:01Z 87K followers, 11.8K engagements


"One person in a room with a SIM farm can send out the number of text messages that 1000 phone numbers could send out said Adam Parks an assistant special agent in charge at Homeland Security Investigations the investigative arm of DHS"  
[X Link](https://x.com/JChengWSJ/status/1978992760624500808) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T01:13Z 87K followers, XXX engagements


"The Auto Industry Is Panicking About Another Potential Chip ShortageChinese-owned chipmaker Nexperia has told suppliers it wont ship product after Dutch government took control of company @ryanfelton @raffaelehuang @StephenWilmot"  
[X Link](https://x.com/JChengWSJ/status/1979125483678613615) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-17T10:01Z 87K followers, 7092 engagements


"The secret fuel powering Chinas self-driving cars:In China myriad low-risk local pilot schemes have helped engineers and policymakers gain experience. Regulators watch carefully to see where the technology is going before they cement national rules"  
[X Link](https://x.com/JChengWSJ/status/1979382175389655155) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T03:01Z 87K followers, 5849 engagements


"The Netherlands is in talks with China over export controls imposed on the Chinese-owned chipmaker Nexperia which has become tangled up in the trade frictions between the U.S. and China"  
[X Link](https://x.com/JChengWSJ/status/1979412375737602489) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T05:01Z 87K followers, 10.6K engagements


"NYT: Apple Caught Between U.S. and China Pledges Investment in BothIn Beijing this week the companys chief executive Tim Cook made promises similar to ones hed made at the White House. He also got a custom Labubu. @megatobin1"  
[X Link](https://x.com/JChengWSJ/status/1979419924692111605) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T05:31Z 87K followers, 11.9K engagements


"@RoryWSJ CATL the battery maker is building a factory in Hungary. It added a Hong Kong listing to an existing one in Shenzhen China this year raising money from investors including funds managed by UBS Group and Oaktree Capital Management"  
[X Link](https://x.com/JChengWSJ/status/1979478310573768704) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:23Z 87K followers, XXX engagements


"@RoryWSJ The online retailer Shein popular among Americans for its bargain-basement fashion looked at a U.S. listing before facing criticism from U.S. lawmakers over its supply chain. After considering London it filed for a Hong Kong IPO"  
[X Link](https://x.com/JChengWSJ/status/1979479208759091532) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:26Z 87K followers, 1056 engagements


"@RoryWSJ The emergence this year of DeepSeek reinforced investors confidence that Chinese companies have globally competitive technology. That has helped Hong Kongs Hang Seng Index rise around XX% this year one of the worlds best-performing markets"  
[X Link](https://x.com/JChengWSJ/status/1979479818937799123) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:29Z 87K followers, 1311 engagements


"@MaximColch In July 2022 Christopher Berry a 30-year-old British economics teacher who had moved to China to work traveled to Hangzhou to allegedly meet with one of Chinese leader Xi Jinpings most trusted confidants and his current chief of staff Cai Qi"  
[X Link](https://x.com/JChengWSJ/status/1979480323215044996) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:31Z 87K followers, XXX engagements


"@MaximColch The case was the latest in what U.K. security services say is an unprecedented level of spying by China on Britain and the West. Cash was a researcher for a group of China hawks in the House of Commonslawmakers most critical of Chinas Communist Party"  
[X Link](https://x.com/JChengWSJ/status/1979482485470949559) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T09:39Z 87K followers, XXX engagements


"@samschech @raffaelehuang He said the court decision to suspend Zhang as CEO and shift Nexperia shares was independent but was in line with his assessment"  
[X Link](https://x.com/JChengWSJ/status/1979489969464123821) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-18T10:09Z 87K followers, XXX engagements


"Market watchers are watching to see if Beijing takes meaningful steps toward consumption-led growth and away from exports and debt-fueled investment. But history suggests that hopes for dramatic policy shifts may be disappointed"  
[X Link](https://x.com/JChengWSJ/status/1979802148310573488) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T06:49Z 87K followers, XXX engagements


"@Mike_Cherney @ZackCooper @AEI I dont think it makes Guam more of a target Gov. Lou Leon Guerrero a Democrat said when asked if the missile-defense system would help the island. History can show you that weve always been a target"  
[X Link](https://x.com/JChengWSJ/status/1979810245351235856) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-19T07:22Z 87K followers, XXX engagements


"@ryanfelton @raffaelehuang @StephenWilmot In early October Beijing ordered Wingtech to suspend Nexperias exports from China where XX% of its products are processed before being delivered to customers. Shipments have yet to resume from Nexperias factories in Europe and China the people said"  
[X Link](https://x.com/JChengWSJ/status/1980073479828336866) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T00:48Z 87K followers, XXX engagements


"@ryanfelton @raffaelehuang @StephenWilmot Car manufacturers and suppliers including Volkswagen BMW and Bosch asked Chinese authorities to lift restrictions on Nexperia exports from China and to help de-escalate the disputes with the Dutch side said people familiar with the situation"  
[X Link](https://x.com/JChengWSJ/status/1980074124249575757) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T00:50Z 87K followers, XXX engagements


"@RoryWSJ But when it comes to raising billions in New York and London it takes a Wall Street bank. For the gold miner Zijin Morgan Stanley brought in BlackRock plus funds managed by Fidelity International Schroders and Singaporean sovereign wealth vehicle GIC"  
[X Link](https://x.com/JChengWSJ/status/1980078293744603425) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T01:07Z 87K followers, XXX engagements


"@RoryWSJ The boom in Hong Kong finance hasnt yet translated into much economic growth in the rest of the city which is still reeling from a broad fall in the local property market alongside mainland Chinas property bust"  
[X Link](https://x.com/JChengWSJ/status/1980079267825504574) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T01:11Z 87K followers, 1446 engagements


"@ByChunHan Xi ramped up defense purges again in the summer of 2023 starting with officers commanding Chinas nuclear arsenal reaching into the militarys highest echelons and defense contractors that produce stealth fighters and other advanced armaments"  
[X Link](https://x.com/JChengWSJ/status/1980096581841064413) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T02:19Z 87K followers, XXX engagements


"@ByChunHan More than three dozen senior military officers and defense-industry executives have been placed under investigation or removed from office in the past two years or so according to official disclosures reviewed by The Wall Street Journal"  
[X Link](https://x.com/JChengWSJ/status/1980098386901786966) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T02:26Z 87K followers, 1299 engagements


"The five-year plan may help clarifycore principles of the anti-involution campaign highlighting building a unified national market curbing irresponsible local government investment and improving local consumption UBS said"  
[X Link](https://x.com/JChengWSJ/status/1980104832230060446) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T02:52Z 87K followers, XXX engagements


"Cargo Plane Accident Kills Two in Hong KongBoeing aircraft operated by Emirates SkyCargo slides into the sea; four crew are hospitalized @ZyuelingSH"  
[X Link](https://x.com/JChengWSJ/status/1980114500218188020) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T03:31Z 87K followers, 1946 engagements


"@KaiserKuo Kuo: The question now is whether the shocks more recently delivered by Chinas riseless violent but no less disruptive to foundational assumptionsare pushing the United States toward a similar reckoning"  
[X Link](https://x.com/JChengWSJ/status/1980163692424790054) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T06:46Z 87K followers, XXX engagements


"@KaiserKuo Kuo: Seeing a rival buildingand innovating at the scale that China has done casts U.S. dysfunction into sharper reliefEvery squabble over basic funding every government shutdown feels more noticeable in contrast to Chinas rapidtransformation"  
[X Link](https://x.com/JChengWSJ/status/1980163943525200303) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T06:47Z 87K followers, XXX engagements


"@MaximColch @TomTugendhat Cash allegedly provided Berry information on a national-security probe into a Chinese-controlled companys purchase of a British computer-chip factory Newport Wafer Fab before it was officially made public. The takeover was blocked by the British state"  
[X Link](https://x.com/JChengWSJ/status/1980171357611778134) [@JChengWSJ](/creator/x/JChengWSJ) 2025-10-20T07:16Z 87K followers, XXX engagements