#US–China
Norway had a 34% reduction in seafood exports to the US from ladt year, but only down 3% in exports globally. Shows the remaining 96% of the world are finding new markets between them. EU signs big trade deal with India (25% of world economy), Canada and UK with China. US loses out because of Trump.
February 5, 2026 at 2:51 PM
"Much attn has been paid to Midwestern soybean growers, whose crop was at the heart of the trade war btwn the US and China. But farmers in MS are perhaps worse off than farmers in the rest of the country. Rice is one of their biggest crops,& almost no one is buying."
www.nytimes.com/2026/01/25/b...
Hard Times in the Delta as Farmers Consider Letting Crops Rot
www.nytimes.com
February 5, 2026 at 2:48 PM
Is China going to be the ones to save us from Nazi robots controlled my musk?
February 5, 2026 at 2:47 PM
The US: viral videos of idiot president sharting himself

China:
ATTN: great things are again happening in China, ice level 🇨🇳
February 5, 2026 at 2:44 PM
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February 5, 2026 at 2:42 PM
Space race: US aims to beat out China and Russia with nuclear reactor on the Moon: NASA's interim chief, Sean Duffy, has prioritized deploying a nuclear reactor on the Moon by 2029, framing it as a "second space race" to outpace China and Russia. This initiative aims … https://ranked.news/156940?u=b
February 5, 2026 at 2:40 PM
Julian Gewirtz (@juliangewirtz.bsky.social) on the US–China rivalry over the future semiconductors for AI
When the Chips Are Down | Julian Gewirtz
President Trump’s reversal of a ban on sales of advanced semiconductors to China undercut the strategic logic behind years of American policy that was meant to keep the US ahead in the race to develop...
www.nybooks.com
February 5, 2026 at 2:39 PM
US proposes trading bloc for critical minerals to counter China: The United States has proposed the formation of a critical minerals trading bloc involving over 50 countries to bolster domestic production and counter China's dominance in the global supply chain, parti… https://ranked.news/156423?u=b
February 5, 2026 at 2:38 PM
Opportunity cost for Russia has been extreme. Putin kleptocracy has been horrible for his country but fine for him and his surviving toady oligarchs- except for being shunned in Europe. Trumpists are on the same path. China is sailing past us both. Critical to keep fascism down in Europe now.
February 5, 2026 at 2:34 PM
You'd have to subsidize much more than energy.

Energy assumes robotics, and you'll miss China throwing labor at non-automated problem sets at something like 15% the cost of the West (US).

Tons of manu isn't automated, especially last mile effects.
February 5, 2026 at 2:33 PM
Nvidia Warns Trump Export Rules Risk Killing China AI Chip Demand Nvidia has warned Trump administration officials that new chip-export rules to China are overly restrictive and could destroy demand for its H200 AI chips, undermining plans for the US to take a 25% cut of sales.
February 5, 2026 at 2:32 PM
We recorded a talk show to discuss Canada-China reset amid rupture in US' relations with traditional friends and allies, from Taiwan's perspective.

Charles Wu, Ronan Fu, and I explored the scope for middle power strategic autonomy & rebalancing btw US-China today.

www.youtube.com/watch?v=pgFP...
Canada, China Boosts Economic Ties Amid ‘Rupture’ in US-Led Alliance | Taiwan Talks EP 767
YouTube video by Taiwan Talks
www.youtube.com
February 5, 2026 at 2:26 PM
Huang, who has also identified access to electricity as a potential differentiator between the US and China. AI competitiveness can be thought of as a cake composed of five layers: energy, chips, infrastructure, models and applications, Huang told a December event
February 5, 2026 at 2:24 PM
“Very soon, maybe even later this year we’ll be producing more chips than we can turn on — except for China,” said Tesla Inc. CEO Musk, whose xAI is building US data centers. “China’s growth in electricity is tremendous.” Musk’s comments echo similar sentiments from Nvidia Corp.’s CEO
February 5, 2026 at 2:23 PM
1. The "12 Spies" Loss
The US did indeed experience a catastrophic loss of intelligence assets, but it occurred between 2010 and 2012 (not in a single year) and was centered in China.

gemini
February 5, 2026 at 2:22 PM
IDIOT TRUMP & REPUBLICANS SHOULD BE FOCUSED BUILDING ELECTRICAL POWER SYSTEMS INSTEAD OF WASTING $190 BILLION ON DEPORTING HARD WORKING IMMIGRANTS. China will add more than 3.4 terawatts of electricity generation capacity over the next five years, almost six times as much as the US
February 5, 2026 at 2:22 PM
Nvidia Warns Trump Export Rules Risk Killing China AI Chip Demand Nvidia has warned Trump administration officials that new chip-export rules to China are overly restrictive and could destroy demand for its H200 AI chips, undermining plans for the US to take a 25% cut of sales.
February 5, 2026 at 2:20 PM
Why Europe is pivoting from the US to China

Victoria Wei interviews me about renewable energy, critical minerals, a historical turning point, the Sulker-in-Chief in the White House and reasons to be cautious about Beijing’s intentions.

www.radioara.org/episodes/pan...
Panda and hotpot N° 0029 05.02.2026 Climate Change talk with Adriana and Jonathan - Radio ARA
This episode of Panda and Hotpot takes listeners on a comprehensive journey through the critical issues of climate change, featuring insights from Adriana Gonzalez of EcoCitizen Luxembourg and Jonatha...
www.radioara.org
February 5, 2026 at 2:16 PM
📰 Tesla's robotics ambitions rest on the knife-edge of US-China trade relations due to its supply chain — the majority of critical materials and suppliers are located in China

For Tesla to reach its goal of producing a million Optimus robots a year, it will need mountains of critical materials ...
Tesla's robotics ambitions rest on the knife-edge of US-China trade relations due to its supply chai
For Tesla to reach its goal of producing a million Optimus robots a year, it will need mountains of critical materials ...
www.tomshardware.com
February 5, 2026 at 2:13 PM
China says termination of US-Russia arms deal regrettable

On Wednesday, February 4, 2026, Russia said it was open to security talks but would firmly confront any new "threats". | Photo credit: Getty Images/iStockPhotos China's Foreign Ministry on Thursday (Feb 5, 2026) regretted the termination of…
China says termination of US-Russia arms deal regrettable
On Wednesday, February 4, 2026, Russia said it was open to security talks but would firmly confront any new "threats". | Photo credit: Getty Images/iStockPhotos China's Foreign Ministry on Thursday (Feb 5, 2026) regretted the termination of the US-Russia arms deal and urged the US to resume dialogue with Russia on "strategic stability". NEW START The deal closed at the end of Wednesday (February 4, 2026).
globalindiabroadcastnews.com
February 5, 2026 at 2:10 PM
#ProjectVault, #US #CriticalMinerals manifest, sounds a lot like #China's econ policies. www.reuters.com/world/china/...

Remember when #IRA incentives were 'too much' for the right, but manipulating an entire commodity market is OK now. None of this is for #renewables. It's all about big tech & AI.
US proposes critical minerals trade bloc aimed at countering China
U.S. Vice President JD Vance on Wednesday unveiled plans to marshal allies into a preferential trade bloc for critical minerals, proposing coordinated price floors as Washington escalates efforts to l...
www.reuters.com
February 5, 2026 at 2:10 PM
Lithium Price Crash: Impact on Albemarle & SQM – The lithium market, a cornerstone of the EV revolution, is facing a turbulent start to 2026. While long-term forecasts remain bullish, recent price plunges in China and mixed performance among US-listed lithium stocks have investors on edge. Concerns
Lithium Price Crash: Impact on Albemarle & SQM
Lithium price tumbles in China as futures hit limit — what it means for Albemarle, SQM and the week ahead - TechStock²
tmastreet.com
February 5, 2026 at 2:08 PM
• China built most sophisticated civilization in history while US went from Nixon to Trump.
• US is spinning in the toilet of history with morons at the wheel.
• Cuba has lots to learn from China. Listen carefully.
February 5, 2026 at 2:07 PM
But what are they winning? Play the tape. GOP/DJT rigs midterms, US invades Greenland. Then China invades Taiwan, Russia invades idk Poland?? And then what? Someone will fire a nuke, and then that’s it. I don’t think people fully get how close we are to nuclear war with these egomaniacs in control.
February 5, 2026 at 2:03 PM
Absolutely predictable that we’ve got “China is sending people to the US to train as pilots because somehow they can’t do it themselves” racist self-contradicting propaganda now.
February 5, 2026 at 1:53 PM