On today’s show Andrew and Bill begin with the instability in Iran, including thoughts on Trump’s Truth Social post threatening 25% tariffs on Iran trade partners, why that threat is unlikely to materialize as additional US tariffs on Chinese goods, and the PRC’s concerns about oil access, investments, and regional stability as the situation continues to evolve in Tehran. From there: Chinese refiners eye Canadian crude oil, Prime Minister Mark Carney visits Beijing and seeks Canadian export markets beyond the US, and a China Daily editorial celebrates the opportunity and urges the Canadians to the root causes of previous setbacks in bilateral relations. At the end: The “Are You Dead?” app dominates Apple’s App Store in China, new regulations and new reporting on the H200 saga, the US updates its Chinese drone policy, and the CCDI highlights another possible area of US-China convergence.
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Bill Bishop is the author of Sinocism
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
CCDI; H200s; US-China; Zhong Caiwen; Short newsletter today — Sinocism
CCDI Plenum opens; Rare earths exports to Japan get rarer; EU-China EV progress; Canadian PM’s visit to China — Sinocism
Trump Risks Imploding China Trade Truce With Iran Tariff Vow — Bloomberg
Trump’s Venezuela Oil Grab Pushes Chinese Refiners to Canada — Bloomberg
Carney visit chance for Canada to repair ties: China Daily editorial — China Daily
Caught Between Superpowers, Canada Seeks a New Path in Beijing — NYT
China’s ‘Are You Dead?’ app checks in on growing cohort of people living alone — FT
China’s Viral Are You Dead? App to Go Global Under New Name — Yicai Global
US Clears Path for Nvidia to Sell H200s to China Via New Rule — Bloomberg
Beijing Restricts Nvidia’s H200 Purchase, Banning the Chips From Entering China — The Information
Exclusive: China’s customs agents told Nvidia’s H200 chips are not permitted, sources say — Reuters
US government abandons plan to blacklist Chinese-made drones — SCMP
