All right, Airbus opening a new assembly line at its plant in Mobile, Alabama. We want to get over to Phil Labau right now. He is joined by the CEO of Airbus North America, Robin Hayes.Phil, good morning. Good morning, Becky. Let's bring in Robin right now from the Mobile Alabama Airbus Plant where uh I believe you're on the new line that's opening up there.Robin, how much is this going to increase your monthly production down there in Alabama. Well, good morning, Phil. Uh yes, we are right here in the new ...

中国商务部新闻发言人就近期中方相关经贸政策措施情况答记者问：中国的（稀土）出口管制不是禁止出口，对符合规定的申请将予以许可。中方事先已就措施可能对产供链产生的影响进行了充分评估，并确信相关影响非常有限。措施出台前，中方已通过双边出口管制对话机制向各有关国家和地区进行了通报。9月中美马德里经贸会谈以来，短短20多天时间，美方持续新增出台一系列对华限制措施，将多家中国实体列入出口管制实体清单和特别指定国民清单；通过穿透性规则任意扩大受管制企业范围，影响中方数千家企业；无视中方关切和善意，执意落地对华海事、物流和造船业301措施。美方的行为严重损害中方利益，严重破坏双方经贸会谈氛围，中方对此坚决反对。中方的反制措施（对涉美船舶收取船舶特别港务费）是必要的被动防御行为，旨在维护中国产业和企业正当权益，也为了维护国际航运和造船市场的公平竞争环境。 ...

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 ...

US-China Relations and Geopolitical Instability - The US-China relationship is viewed as a defining conflict, with China having a long-term strategic plan to gain leverage over the US and its allies through industrial policy and military power [8][11][51] - Geopolitical instability extends beyond US-China tensions, including land wars in Europe, the Red Sea situation, and China's actions in the Philippines [8][9] - China is strategically using export controls on critical materials like rare earth magnets to exert influence [10][11] Defense Tech Industry and National Security - Defense tech is crucial for national security, requiring the onshoring of manufacturing and a focus on US and allied manufacturing [8][15] - The industry faces challenges including rare earth magnets supply and industrial labor shortages, particularly in areas like wire harness production [16][27][28] - There's a need for smart industrial policy involving tariffs, guaranteed off-take agreements, and strategies to solve supply chain issues at a national level [16][17] Anduril's Growth and Focus - Anduril has experienced rapid growth, projecting over 6500 employees and aiming to double revenue to over $2 billion this year, with a 400% ramp-up in production [3] - The company is shifting from experimental projects to mass production, focusing on integrating technology with war fighters [3][4] - Anduril emphasizes attracting top talent from tech companies and universities by offering exciting problems, a clear mission, and opportunities to work on cutting-edge technologies [22][23] Space Defense and True Anomaly - Space is increasingly seen as a battleground, with China being an early mover in developing space weapons [33][34] - True Anomaly is developing autonomous spacecraft and software to counter space-based threats and defend US space infrastructure [33][36][38] - The US needs dedicated space superiority capabilities and countermeasures to protect its infrastructure in space [36][38] Palantir's Perspective and Re-industrialization - Palantir views the US-China conflict as a long-term issue, emphasizing the need for American greatness and re-industrialization [61][68] - The company focuses on applying AI to enhance the productivity of the American worker and drive re-industrialization [65][66] - Palantir is involved in both commercial and government sectors, working with various businesses and the Department of War [65][56] Market Reactions and Investment Trends - News of increased tariffs on China and uncertainty about a meeting between President Trump and President Xi caused immediate market reactions, including declines in major indices and semiconductor stocks [5][31][60] - Venture capitalists are increasingly investing in defense tech startups, recognizing the long-term shift and the need to connect the government with the fast-paced tech sector [77] - Startups are not immune to supply chain risks, and investors are considering how tariffs could impact supply chains [83]

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 ...

US-China Relations & Geopolitics - US-China relations are diverging, especially regarding semiconductors and Taiwan [2] - The US is heavily dependent on China for many things, giving China leverage in negotiations [3][4] - Re-industrialization, including domestic rare earth supply and chip manufacturing, is crucial to reduce dependence on China [4] Supply Chain & Sanctions - Anderil has done a good job of diversifying its supply chain away from China, partly due to being sanctioned by China [6] - Anderil executives are personally sanctioned by China [6] - It's imperative to move away from Chinese supply chains, including precursor chemicals, equipment, machinery, and processing, to establish US and allied supply chains [7] Defense Industry & Broader Economy - The speaker is more concerned about the broader economy and other defense companies than Anderil regarding dependence on China [8] - Many US defense companies have not been sanctioned by China [8]

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 ...

US-China Relations & Trade - The US President expressed doubt about meeting with Xi Jinping and threatened increased tariffs on Chinese goods, citing increasing hostility from China [1] - The US is currently dependent on China for many things, necessitating re-industrialization [2] - A healthy US-China relationship should not be so dependent on China [3] Semiconductor & Rare Earth Supply Chain - The US needs its own rare earth supply and chip/computer manufacturing capabilities [3] - China possesses significant leverage in trade deals [3] Anduril's Supply Chain & Sanctions - Anduril has done a uniquely good job getting away from China [3] - Anduril and its executives are sanctioned by China, indicating a deliberate effort to avoid Chinese supply chains [4] Broader Economic & Defense Industry Concerns - Concerns exist regarding the broader economy and other defense companies' dependence on Chinese supply chains [5] - Aggressive moves are needed to avoid dependence on Chinese precursor chemicals, machinery, or processing, prioritizing US and allied supply chains [5]

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 ...