Stockpile Sticking Points
Policymakers from Kamala Harris down think the U.S. should build up its critical mineral reserves, but many details remain unclear.
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The EU’s duties on EVs are a turning point in EU-China relations
Besides taking defensive action against Chinese imports, Europe needs to better harness its own potential.
How China’s Economic Ties With Israel Are Shifting
A year on from the October 7 attacks, China’s trade with Israel has dipped while it has become ever more important to Iran.
Is Xi Jinping a Marxist?
“Xi Jinping Thought” — articulated in texts by China’s leader and dissected in two new books — has the power to reshape China for decades...
Is Beijing’s Surprise Pivot Built to Last?
The Chinese government’s stimulus package has sparked a huge stock market rally, but it has much more to do to shift the economy into a...
Sara Castro on the U.S.’s First Encounters with the Chinese Communist Party
The academic and former intelligence analyst discusses the wartime Dixie Mission to Mao’s stronghold and its resonances today.
Controlling Compute
Plus, details about the first official contact between the U.S. and the CCP.
The Cloud Conundrum
The world's AI ambitions are currently tethered to the U.S.-built cloud. Can the U.S. keep it that way?
What U.S. Interest-Rate Cuts Mean for China
The Fed’s easing cycle — and the more favorable external environment that it provides — creates an opportunity to address deflation and revive domestic market...
China’s Ports Edge
As U.S. dockworkers struggle against automation, Chinese ports continue to outperform their American counterparts.
Helen Toner on Setting the Rules for AI
The researcher and former OpenAI board member discusses who holds the advantage in artificial intelligence and the chances of the U.S. and China working together...
Broken Promises
In 2021, after four decades of exponential growth in China’s economy, Xi Jinping revived the party slogan “common prosperity” in order to address the country’s...