US-China Critical Minerals Competition Reshaping Global Supply Chains Discovery Alert
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China Watch
How US incompetence empowers China in Latin America Responsible Statecraft
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As trade tensions between the United States and Communist China intensify, President Donald Trump’s administration has called on the International Monetary Fund (IMF) and World Bank to take a tougher stance against Beijing’s economic manipulation and preferential treatment within global financial institutions.
The move marks a new front in the U.S.–China standoff, shifting from tariffs to a broader confrontation over global trade rules and institutional influence, as both nations vie for dominance in the post-pandemic economy.
In eastern Egypt, rows of photovoltaic modules from Chinese solar technology giant LONGi are providing substantial and stable clean electricity for the water pump irrigation systems in the region’s agricultural and pastoral areas. With an installed capacity of 500 kilowatt, it can save over 50,000 yuan ($6,968.4) in electricity costs monthly, effectively reducing agricultural production’s operational costs and greenhouse gas emissions.
During this year’s Solar & Storage Live Egypt, held from April 29 to 30, the company signed framework agreements for the supply of 50 megawatts of photovoltaic modules with Egyptian distribution partners Egypta Group and Reestech. Following this, LONGi, together with Huawei, Egypta Group, and Egyptian project owner Mecca, signed a 30-megawatt project cooperation agreement, the company told the Global Times in a statement.
Why is China again targeting underground ‘house churches?’ DW
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President Donald Trump and Australian Prime Minister Anthony Albanese signed a critical minerals agreement to counter China, which is holding tight to its own rare earth metals.
According to Bloomberg, Australia “holds the world’s fourth-largest deposits of rare earths.”
With China trying to control the rare earths and critical minerals market, Australia hopes to become “a viable alternative” for countries.
Australia has these key elements:
- Neodymium and praseodymium: needed for high-strength magnets for electric vehicles and wind turbines
- Dysprosium and terbium: needed for magnets used in high temperatures
- Lanthanum and cerium: used in catalytic converters and batteries
- Europium and gadolinium: needed for phosphors used in screens and medical imaging
- Samarium: used in high-temperature permanent magnets and lasers
President Donald Trump has reaffirmed America’s commitment to the AUKUS defense pact while making clear that the United States’ unmatched military power remains the ultimate safeguard for peace in the Indo-Pacific region.
AUKUS is the trilateral security alliance between the United States, the United Kingdom, and Australia.
Speaking at a joint press conference with Australian Prime Minister Anthony Albanese at the White House, Trump fielded questions about the purpose of AUKUS and its role in countering Communist China’s growing military aggression.
The acting prime minister, Richard Marles, has condemned the “unsafe and unprofessional” behaviour of the Chinese military, saying a fighter jet released flares close to an Australian surveillance plane over the South China Sea.
Australia’s defence forces expressed “concerns” about the incident in a statement, saying it posed a risk to Royal Australian Air Force personnel and their aircraft. No injuries or damage was sustained as a result of actions.
It is at least the third such incident in the past 18 months, with similar contested encounters occurring in February and in May 2024.
Japan should raise its defense capabilities to a level that would prevent an assertive China from using force in the future, while making its nonhostile stance clear, an…
from japantoday.com
President Trump Threatens ‘Retribution’ with China Over Soybean Trade RFD-TV
from news.google.com
“During a search of his residence in Vienna, Virginia, authorities recovered more than a thousand pages of documents marked “TOP SECRET” and “SECRET,” as per court filings…Federal officials further alleged that Tellis met with Chinese government representatives several times over the past few years..”
What happened to people going to jail for this?
Ashley Tellis is a Chinese spy. The man who single-handedly poisoned many in DC think-tanks against India with his 2023 article in @ForeignAffairs, America’s bad bet on India. The latest of his appalling and spiteful screed was India’s great power delusions. Now we know why. pic.twitter.com/hNxwKNSRwA
China’s New Lithium Export Controls Impact Global Battery Markets Discovery Alert
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Chinese Ship Spotted in Japan’s EEZ off Tokunoshima nippon.com
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EU turns tables on China, adopts Beijing’s playbook to demand tech transfer Cryptopolitan
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US State Department condemns China’s Communist Party for detaining prominent Christian pastor CatholicVote org
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- China takes steps against US-linked units of S.Korea shipbuilder Hanwha Reuters
- China targets five U.S. subsidiaries of South Korea’s Hanwha Ocean, sending shares down 8% CNBC
- China Escalates US Trade Fight With Some Curbs on Shipping Bloomberg.com
- Trump tariffs live updates: China hits back at Trump on shipping with curbs on US units of Hanwha Ocean Yahoo Finance
- China probes US maritime investigation’s impact on shipping industry Reuters
DJI is continuing to fight the U.S. government’s classification of it as a “Chinese military company,” filing an appeal in its unsuccessful lawsuit against the Department of Defense (DoD, recently renamed the Department of War).
In a ruling against DJI last month, a U.S. district court allowed the DoD’s designation of the Chinese drone manufacturer as a “Chinese military company” to stand. Despite disagreeing with the DoD’s allegation that DJI is “indirectly owned by the Chinese Communist Party,” the judge determined that there is evidence that the company does contribute to the “Chinese defence industrial base,” as drones are of substantial use in military contexts.
China Says Will ‘Fight To The End’ In US Trade War Cambodianess
from news.google.com
The Dutch government has taken control of Nexperia, a Chinese-owned chipmaker based in the Netherlands, in a bid to safeguard the European supply of semiconductors for cars and other electronic goods and protect Europe’s economic security.
The Hague said it took the decision due to “serious governance shortcomings” and to prevent the chips from becoming unavailable in an emergency.
Nexperia’s owner Wingtech said on Monday that it would take actions to protect its rights and would seek government support.
The development threatens to raise tensions between the European Union and China, which have increased in recent months over trade and Beijing’s relationship with Russia.
Marco Rubio fires State Dept official caught in romance with CCP affiliate who ‘could have been a spy’: OMG
from thepostmillennial.com
Secretary of State Marco Rubio has fired a State Department Foreign Service officer who admitted in an undercover video from O’Keefe Media Group, that he had a romantic relationship with a woman linked to the Chinese Communist Party.
A statement from the State Department confirmed that Daniel Choi, a Foreign Service officer, was terminated following presidential approval from Donald Trump.
“Today, after Presidential review and approval, the Secretary of State has terminated a Foreign Service Officer (FSO) who concealed a romantic relationship with a Chinese national with ties to the Chinese Communist Party,” the department said.
The statement noted that under an executive order, “all officers or employees charged with implementing the foreign policy of the United States must under Article II do so under the direction and authority of the president. Failure to faithfully implement the president’s policy is grounds for professional discipline, including separation.”
A State Department spokesperson told O’Keefe Media Group that this is the first time in US history a dismissal of this kind has occurred.
In the undercover recording, Choi admitted to knowingly violating security protocols by hiding his relationship with a senior Chinese Communist Party official’s daughter.
“I defied my government for love,” Choi said in the video.
“Her dad was, like, either a provincial or a federal minister of education,” he continued. “So he’s like, straight up Communist party.”
The Commerce Department’s imminent Section 232 investigation — launched in April and expected to conclude soon — may fundamentally shift how the United States acquires semiconductors. The chips America imports range from commodity devices embedded in household appliances to the expensive, high-performance AI processors that power the AI boom, designed in America by Nvidia, but manufactured in Asia.
Taiwan and Korea sit at the center of this challenge. Together, they produce the majority of semiconductors used by the United States across nearly every category. This concentration represents a major national security risk, given China’s preparations and repeated threats to use force against Taiwan and antagonism toward South Korea.
Commerce Secretary Howard Lutnick phrased the situation thus in a recent interview: “If you can’t make your own chips, how can you defend yourself?”
Tariffs are one tool to address this exposure, designed to boost demand for chips manufactured in the United States. But they are not enough. Lutnick offers a second measure, called “chip for chip.” It would tie tariff waivers directly to verifiable domestic production milestones, incentivizing U.S. firms to act more in the national interest.
However, Lutnick’s ‘chip-for-chip’ framework could succeed only if Washington pairs it with enforceable production benchmarks and demand-side incentives. Otherwise, it risks becoming another half-measure in America’s decades-long struggle to rebuild semiconductor sovereignty.
Saskatchewan Premier Scott Moe is again facing calls to stand up for farmers after new figures shows exports from the province to China have drastically fallen.
The Statistics Canada data released this week comes amid a trade dispute where Beijing has slapped tariffs on Canadian canola products, widely seen in response to Canada’s 100 per cent tariff on Chinese electric vehicles.
The data shows Saskatchewan exported $96 million in goods to China in August, a 76 per cent drop when compared with the same month last year.
About 60 per cent of the province’s exports to China are farming and food products, and the data shows they’ve been declining since June.
Opposition NDP trade critic Aleana Young says the drop could hit the province’s economy and job market.
She says Moe needs to take a stronger position by advocating to have the electric vehicle tariffs removed.
As China’s population falls, 300,000-strong robot army keeps factories humming – South China Morning Post
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American TikTok deal doesn’t address the platform’s potential for manipulation, only who profits– phys.org
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Excerpt:
On Sept. 25, the Donald Trump administration in the United States again extended the TikTok ban-or-divest law, possibly for the last time. The latest extension to the law, which was passed in 2024 by the Joe Biden administration, includes a deal to transfer TikTok to American owners as a condition required to avoid a ban.
This raises the question on the validity of the warnings about the app as a tool of Chinese influence and whether American ownership will help.
Canada should be watching closely, because anxieties about foreign manipulation and social media exist north of the border, too. These range from bans on TikTok and concerns about Beijing-linked surveillance to efforts like Bill C-18 aimed at safeguarding domestic news sources.
What happens in the Canadian information environment has always been shaped by the U.S., a dependence that is even more precarious now that American politics has turned hostile to Canada.
“China Declares A Manufacturing Revolution”: New AI-Driven Rocket Strategy Sparks Fierce Clash With US As Space Race Escalates Beyond 158 Launches – Rude Baguette
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Exclusive: China’s banks lend to Saudi gas project while its funds sit out of BlackRock-led deal, sources say – Reuters
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China expanding rare earths dominance, in talks with Malaysia for refinery project: Report – Firstpost
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China’s rare-earths export controls hit EU rearmament – but open a strategic window – Mercator Institute for China Studies
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Trump’s H-1B visa fee sparks chaos and confusion among Chinese talents in the U.S.– www.cnbc.com
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Excerpt:
A Chinese student wearing a New York marathon t-shirt walks at Beijing Foreign Studies University in Beijing on May 29, 2025.
Anger and confusion gripped Chinese professionals in the U.S. after White House leader Donald Trump slapped hefty fees on new work visas, deepening anxiety among those seeking to build careers stateside.
Last Friday, the Trump administration said that it would ask companies to pay $100,000 for new H-1B visa applicants. A slew of tech firms and banks including Microsoft, JPMorgan and Amazon responded to the announcements by advising employees holding the H-1B visas to stay in the country.
The White House has now clarified that the new rule only applies to new H-1B applicants, not to current visa holders or to those seeking to renew their permits.
While the U.S. government may cash in on a windfall from the visa fee hike in the near term, the new policy will almost certainly deter Chinese students from pursuing a degree or career in the U.S., said Xinbo Wu, director of Fudan University’s Center for American Studies in Shanghai.
India was the largest beneficiary of H-1B visas last year, accounting for 71% of approved visa holders, with China as a distant second at 11.7%, according to the U.S. homeland security data.
These NATO Countries Are Deepening Their China Ties – RedState– redstate.com
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Excerpt:
Poland recently closed its border with Belarus in response to the Russian-Belarusian Zapad 2025 military exercise and Russian drone incursions. Caught in the crosshairs of this border closure is China, 90 percent of whose EU-bound rail freight travels across the Poland-Belarus border. Warsaw takes a clear-eyed view of China’s role in supporting Russian aggression, prioritizing national security over economic interests. In the long term, Polish leaders will have to rethink their economic relations with Beijing.
Other European governments have taken action to counter Beijing’s influence, such as Lithuania’s and the Czech Republic’s engagement with Taiwan and other U.S. allies in the Asia-Pacific, while Lithuania has also expelled Chinese diplomats.
In contrast, Hungary, Slovakia, and Turkey—NATO member states, two of which are in the EU—have been working against the U.S.’s interests by fueling the war in Ukraine through purchases of Russian oil and deepening their cooperation with China—Washington’s top foreign enemy—on economic and security matters. This is a concerning trajectory that requires swift action.