https://t.co/NRoMaP9xijAaron Slodov (@aphysicist):CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAINget used to reading chinese MOFCOM bulletins because they're writing american industrial policy now.announced today: any product containing >0.1% chinese rare earth materials needs beijing's approval before re-export to https://t.co/cdGspel0XA ...

COAST-TO-COAST. WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: WELCOME TO A VERY SPECIAL EDITION OF "BLOOMBERG TECHNOLOGY." LIVE FROM CALIFORNIA.ED: TODAY WE GO ALL IN ON DEFENSE TECH. AND DISCUSS WITH SOME OF THE BIGGEST NAMES IN THIS BOOMING INDUSTRY, COMP COMPETITION WITH CHINA, WORKING WITH THE U.S. GOVERNMENT AND A LOT MORE. WE KICK THINGS OFF WITH BRIAN SCHIMPF, C.E. O. , OF THE FIRST OF MANY CONVERSATIONS.BRIAN, WE’RE GRATEFUL TO BE HERE. THERE’S BEEN A LOT OF HYPE AROUND TH ...

My assumption is that the president's true social post was scheduled for 8 a. m. Pacific, 11 a.m. Eastern. We don't know, but it's very simple.He had said that he intended to meet with me in two weeks time, now doesn't see a reason to do so. He threatened to massively increase tariffs on Chinese goods and says that China is becoming increasingly hostile. When you and I met in January, you opened our entire conversation with a forecast of where you felt the relationship between us and China was going.Yeah, w ...

There has been a lot of hype around the company, a deep focus on what it is doing, how it is growing, and so it is a place to start. Would you just bring us up to speed on where Andrew is today operationally, revenue at the business it is doing with the US government and Western allies. Absolutely.Well, thank you for having me on. Really excited to have you here. The annual is been around about eight years, but we've grown incredibly in that time.I think this year we're going to be over 6500 employees. We'v ...

He had said that he intended to meet with in two weeks time now doesn't see a reason to do so. He threatened to massively increase tariffs on Chinese goods and says that China is becoming increasingly hostile. When you and I met in January, you opened our entire conversation with a forecast on where you felt the relationship between US and China was going.Y were you right. >> Yeah, I think so. Oh, I mean the the the reality is that our interests are relatively divergent at this point and that's particularly ...

ED: THE PRESIDENT'S TRUE SOCIAL POST I'M GUESSING WAS SCHEDULED FOR 11:00 A. M. WE DO NOT KNOW HE SAID HE INTENDED TO MEET WITH XI IN TWO WEEKS BUT DOUBT IS NOT SEE A REASON TO DO SO.HE THREATENED TO INCREASE TARIFFS ON CHINESE GOODS AND SAID CHINA IS BECOMING INCREASINGLY HOSTILE. WHEN WE MET IN JANUARY YOU OPEN THE CONVERSATION WITH THE FORECAST ON WHERE YOU FELT THE RELATIONSHIP BETWEEN THE U.S. AND CHINA WAS GOING. WHERE YOUR RIGHT. -- WERE YOU RIGHT.PALMER: I THINK SO. IT IS TRUE WHEN IT COMES TO SEMI ...

ED: THE PRESIDENT'S TRUE SOCIAL POST I'M GUESSING WAS SCHEDULED FOR 11:00 A. M. WE DO NOT KNOW HE SAID HE INTENDED TO MEET WITH XI IN TWO WEEKS BUT DOUBT IS NOT SEE A REASON TO DO SO.HE THREATENED TO INCREASE TARIFFS ON CHINESE GOODS AND SAID CHINA IS BECOMING INCREASINGLY HOSTILE. WHEN WE MET IN JANUARY YOU OPEN THE CONVERSATION WITH THE FORECAST ON WHERE YOU FELT THE RELATIONSHIP BETWEEN THE U.S. AND CHINA WAS GOING. WHERE YOUR RIGHT. -- WERE YOU RIGHT.PALMER: I THINK SO. IT IS TRUE WHEN IT COMES TO SEMI ...

WITH WAR FIGHTERS THIS. YEAR WE'RE REALLY MOVING INTO THIS MODE OF REALLY PRODUCING. ED: FOR GIVE ME.WE HAVE BREAKING NEWS. PRESIDENT TRUMP IS SAYING HE WAS DUE TO MEET CHINA'S PRESIDENT XI IN TWO WEEKS' TIME. HE NOW SAYS HE SEES NO REASON TO DO SO.THE TEAM IS GOING TO PUT HEADLINES UP ON THE SCREEN. A SIGNIFICANT PIECE OF NEWS BECAUSE PART OF WHAT WE WANTED TO DISCUSS TODAY WAS CHINA. THE PRESIDENT SAYING THAT HE'S CALCULATING INCREASED TARIFFS ON CHINESE PRODUCTS.AND BEAR WITH US. WE ARE SEEING THIS QUITE ...

Group 1: China's Industrial Policies and Market Impact - China is implementing new export controls on technologies essential for electric vehicle (EV) battery production and rare-earth materials, requiring government approvals for related exports, aimed at protecting intellectual property and maintaining strategic advantages [3] - Tesla is viewed as the top U.S. automaker positioned to navigate China's rare-earth restrictions due to its significant manufacturing presence in Shanghai, which provides insulation from potential supply constraints [4] Group 2: Hong Kong's Financial Developments - The offshore RMB overnight HIBOR has surged by 107 basis points to 2.45182%, indicating tightening liquidity in the offshore yuan market, marking its highest level since April 7 [5] - HashKey Group, operator of Hong Kong's largest licensed crypto exchange, has filed for an Initial Public Offering (IPO) aiming to raise up to $500 million, reflecting the evolving regulatory environment in Hong Kong that supports crypto asset innovation [6] Group 3: Chinese Tech Sector Performance - Baidu's shares have declined over 5%, contributing to a broader drop in Chinese ADRs, as the Nasdaq Golden Dragon China Index fell 2%, indicating mixed market performance and profit-taking after a strong rally [7] - JD Logistics is acquiring a 36.43% stake in Kuayue-Express for up to $892 million, enhancing its on-demand delivery capabilities and competitiveness in the express logistics sector [9] Group 4: Commodity Markets and Consumer Demand - Iron ore prices have risen due to restocking at Chinese steel mills, but profit margins are under pressure from high coke prices and potential trade restrictions on steel [10] - Demand for China's baijiu is slow to recover, with a 20% year-on-year decline in holiday sell-through during the recent Golden Week, indicating challenges in the consumer market [11] Group 5: Taiwan's Defense Strategy - Taiwan is accelerating AI-powered defense upgrades and increasing military spending to counter threats from China, with plans to enhance its air defense system and develop a "Smart Defence Combat System" [12][13] - The government aims to increase defense spending to 5% of GDP by 2030, up from a proposed 3.32% for the next year, amidst U.S. pressure for Taiwan to bolster its defense capabilities [13]

China’s new export controls over parts of the battery supply chain are the latest sign Beijing is willing to leverage its dominance over an industry vital to the energy transition https://t.co/oWldm2eSAU ...