Lightnews — Scholar-powered news

Paul @paulb72.bsky.social · 2m

Die traditie van ‘je moet het CPB je plannen laten doorrekenen’ is nmm achterhaald. Want uiteindelijk wordt in een coalitie toch alles met elkaar vermengd. Wat belangrijk is:

waar wil je aan uitgeven en op bezuinigen;

wil je aggregaat uitgaven verhogen;

zo ja, wil je dat financieren met schuld

Reposted by Paul

Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 29m

Views for @asia.nikkei.com: Still, even if another trade war ceasefire is reached in South Korea, the latest round of exchanges has deepened mistrust and is 'likely to accelerate the bifurcation of supply chains.'
asia.nikkei.com/economy/trad...

China's rare-earth miners flying high as export rules tighten

Prices, profits and shares trend upward amid high-stakes US negotiations

asia.nikkei.com

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Paul @paulb72.bsky.social · 12h

I’m not betting TACO is this time. The rare earths thing has potential to seriously disrupt global trading relations

Paul @paulb72.bsky.social · 12h

It would be pretty crazy, though, for the US to accept China’s rare earth curbs. It’s still (kind of) the incumbent global hegemon

www.bloomberg.com/news/article...

Why the ‘TACO’ Trade Is Again Tempting Investors Amid US-China Brinkmanship

After China on Oct. 9 unveiled new curbs on its exports of rare earths and other critical minerals, US President Donald Trump swiftly retaliated by threatening 100% tariffs on imports from the Asian c...

www.bloomberg.com

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Reposted by Paul

Cultures Monde @culturesmonde.bsky.social · 1d

Chine, contrôler les fleuves et les territoires

Illustration de la modernisation en Chine, les barrages permettent un contrôle du territoire. Les projets unissent autant qu'ils divisent, pouvant provoquer des mécontentements locaux.

🎧 @franceculture.fr

www.radiofrance.fr/francecultur...

Vu aérienne du barrage des Trois gorges. À proximité de la retenue d'eau se trouve une ville tandis qu'en arrière-plan se dessinent des montagnes.

©AFP - STR

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Paul @paulb72.bsky.social · 15h

Like, a 15 year deal with CATL that gives it a long term return but also sees European security concerns assuaged

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Paul @paulb72.bsky.social · 19h

Let’s try to make this apply retroactively as well…

www.bloomberg.com/news/article...

EU Considers Forced Tech Transfers for New Chinese Investments

The European Union is considering forcing Chinese firms to hand over technology to European companies if they want to operate locally, in an aggressive new push to make the bloc’s industry more compet...

www.bloomberg.com

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Paul @paulb72.bsky.social · 23h

We should admit we got beat, learn from Beijing, and adjust accordingly…

Paul @paulb72.bsky.social · 23h

Remember all the China doves who thought it was fine to rely on Beijing for all our clean energy needs. Like just a few months ago you had like a good chunk not just of left wing politics but even the center right wanting to do the “green transition” entirely with Chinese-made supply of PV, LFPs etc

Paul @paulb72.bsky.social · 23h

And the only reason the far right didn’t join them was that they don’t believe in clean tech. Otherwise they’d have been just as into it, maybe even more so. Never rely other governments with different interests & history for your most fundamental consumption needs…

Paul @paulb72.bsky.social · 23h

Remember all the China doves who thought it was fine to rely on Beijing for all our clean energy needs. Like just a few months ago you had like a good chunk not just of left wing politics but even the center right wanting to do the “green transition” entirely with Chinese-made supply of PV, LFPs etc

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Reposted by Paul

Benjamin H. Bradlow @bhbradlow.bsky.social · 1d

Something strange about how history and qualitative methodologies are so deeply embedded in the work of the last few economics Nobel picks, while the field itself does not appear to reward these interests in younger scholars.

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Paul @paulb72.bsky.social · 1d

This doesnt sound like “we’ve got this REE export license deal with China thing under control”

Paul @paulb72.bsky.social · 1d

But for China to back down from this would be self destruction reputationally. Nobody could take anything they’d say seriously anymore. Which is why this entire situation seems like a huge freight train heading straight at global markets

Reposted by Paul

Sense Hofstede @sensehofstede.nl · 1d

NRC: „Het gerechtshof Amsterdam is ongekend gesloten over deze zaak. Een woordvoerder weigert iets te zeggen over Nexperia. Het hof wil zelfs niet bevestigen of er vorige week een zitting is geweest van de Ondernemingskamer, al dan niet achter gesloten deuren, of dat er een uitspraak is gedaan.”

Waarom schoof Nederland de Chinese topman van chipmaker Nexperia opzij?

Voor het eerst grijpt de overheid in met de Wet beschikbaarheid goederen in de chipsector. Waarom is de Chinese topman van Nexperia aan de kant geschoven?

www.nrc.nl

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Reposted by Paul

Sense Hofstede @sensehofstede.nl · 1d

According to Dutch newspaper NRC, Nexperia itself raised the alarm about the ‘mismanagement’ by Wingtech’s Zhang Xuezheng. NRC sources speak of the risk of Chinese persons being appointed to strategic positions. Events supposedly not related to the recent US and Chinese export control measures.

Sense Hofstede @sensehofstede.nl · 1d

NRC: „Nexperia trok zelf aan de bel over het wanbestuur van [Zhang], maar wat hij precies verkeerd deed, wil het bedrijf niet zeggen. Volgens ingewijden die NRC sprak, is een van risico’s de benoeming van Chinese personen op strategische plekken. […] Een andere optie: […] belangenverstrengeling”

Waarom schoof Nederland de Chinese topman van chipmaker Nexperia opzij?

Voor het eerst grijpt de overheid in met de Wet beschikbaarheid goederen in de chipsector. Waarom is de Chinese topman van Nexperia aan de kant geschoven?

www.nrc.nl

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Paul @paulb72.bsky.social · 1d

Whats crazy is that markets basically just went like ‘OK👍’

Paul @paulb72.bsky.social · 4d

Stock market correction time

Carl Quintanilla @carlquintanilla.bsky.social · 4d

More tariff policy evolution — via one man’s whim.

$SPX $FXI

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Paul @paulb72.bsky.social · 1d

Die paywall… smh

Paul @paulb72.bsky.social · 1d

Obviously I think most people immediately made the link with REE export controls. But I dont think that - based on the evidence and even the most hawkish interpretation of the facts - that you can make that connection

Paul @paulb72.bsky.social · 1d

The FD piece is pretty illuminating. Govt took the ‘security’ line but only after a few executives went to some kind of chamber or smth, and went ‘hmm these transactions look kind of fishy’. And knowing how reluctant The Hague is to intervene in markets more generally, seems there were real issues..

Paul @paulb72.bsky.social · 1d

What’s been strange is that NL first took the ‘national security’ line but are trying to shift toward ‘mismanagement and corruption’ now

Paul @paulb72.bsky.social · 1d

Pretty significant turnaround from NL, which was reluctant to impose export restrictions even on ASML’s EUV machines. While we wait for Beijing’s reaction, this could mark the start of a broader tit-for-tat between Europe and China…

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Paul @paulb72.bsky.social · 1d

I mean, it could be both. But still

Paul @paulb72.bsky.social · 1d

What’s been strange is that NL first took the ‘national security’ line but are trying to shift toward ‘mismanagement and corruption’ now

Paul @paulb72.bsky.social · 1d

Pretty significant turnaround from NL, which was reluctant to impose export restrictions even on ASML’s EUV machines. While we wait for Beijing’s reaction, this could mark the start of a broader tit-for-tat between Europe and China…

Financial Times @financialtimes.com · 2d

Dutch government takes control of Chinese-owned chipmaker Nexperia on.ft.com/4hdts1U

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Paul @paulb72.bsky.social · 1d

Kun je het hele artikel gift linken? Thanks

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Paul @paulb72.bsky.social · 1d

Surely there has to be more to this story..

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Paul @paulb72.bsky.social · 1d

Not ‘nationalized’ now was it. Just frozen to prevent sensitive IP transfers

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Paul @paulb72.bsky.social · 1d

Pretty significant turnaround from NL, which was reluctant to impose export restrictions even on ASML’s EUV machines. While we wait for Beijing’s reaction, this could mark the start of a broader tit-for-tat between Europe and China…

Financial Times @financialtimes.com · 2d

Dutch government takes control of Chinese-owned chipmaker Nexperia on.ft.com/4hdts1U

Dutch government takes control of Chinese-owned chipmaker Nexperia

Move by The Hague escalates frictions between western countries and Beijing over access to high-end technology

on.ft.com