Chinese Economics Thread

[escobar]

Testing Self-Reliance: What the Trade War Reveals About China's Vulnerabilities and Power

The trade war has reshaped the U.S.-China economic relationship, with America's relative position weakening over time. While Washington retains meaningful leverage over Beijing, especially via technology controls, that influence is diminishing as China reduces its vulnerabilities. Meanwhile, China's control over critical supply chains—from smartphones to batteries to critical minerals—continues to deepen.

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[supercat]

In the first 5 months in China, car sales grew across the board.

https://twitter.com/i/web/status/1932681114390614174

 

[escobar]

China Found World’s Pain Point on Trade — and Will Use It Again

the new permitting China established around exporting rare earths and other critical minerals is so detailed that Beijing is building up a sophisticated understanding of where every kilogram that it produces is ending up and why

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[StraightEdge]

In the first 5 months in China, car sales grew across the board.

https://twitter.com/i/web/status/1932681114390614174

Who is exactly buying the 56% ICE in China? And why??

 

[Michael90]

Who is exactly buying the 56% ICE in China? And why??

I'm asking myself the same thing. Lmao. I thought by now that about 60%of cars in China will be EVs. However seems the transition will take longer.

 

[vincent]

Who is exactly buying the 56% ICE in China? And why??

People outside of big cities and in the north

 

[SanWenYu]

People outside of big cities and in the north

View attachment 154124

And those whose jobs require long distance drive in wilderness such as oil/gas exploration deep in deserts.

 

[escobar]

China demands sensitive information for rare earth exports, companies warn

Under the current rare earths licensing regime, China requires foreign companies to submit comprehensive data about their operations, workforce, end-use applications and production information.

Companies can be also asked to provide images of products, facilities and details of past business relationships

Companies are willing to do whatever China wants to get the supplies

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[henrik]

I'm asking myself the same thing. Lmao. I thought by now that about 60%of cars in China will be EVs. However seems the transition will take longer.

About 60% of cars sold this year in China are EVs or plugin hybrids. But less than 60% of the cars in China are EVs, for obvious reasons.

 

[henrik]