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Reposted by Abe Newman

Simon Frankel Pratt @simonpratt.bsky.social · 1d

Good thread

Abe Newman @abenewman.bsky.social · 2d

1/ New rare earth restrictions mark escalation in China’s weaponization of interdependence — adopting US extraterritorial permission structures. This is not just an export ban but regulated how global firms use Chinese equipment and material.
www.reuters.com/world/china/...

China expands rare earth restrictions, targets defence, semiconductor users

China tightened its rare earth export controls on Thursday, saying it planned to limit exports to overseas defence firms and semiconductor users and adding five rare earth elements to its list.

www.reuters.com

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Reposted by Abe Newman

Carl Quintanilla @carlquintanilla.bsky.social · 1d

A rare admission from the administration that policy choices have knock-off effects.

In this case: immigration crackdowns raise your grocery bill.

@washingtonpost.com
www.washingtonpost.com/business/202...

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Abe Newman @abenewman.bsky.social · 2d

Thanks Kori!

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Reposted by Abe Newman

Kori Schake @kschake.bsky.social · 2d

The whole thread’s a great education about how China is using permission structures the US pioneered.

Abe Newman @abenewman.bsky.social · 2d

4/China has learned from US playbook. It doesn’t just limit bilateral dependence but network dependence. any firm using Chinese machines (which is almost all) have to get licenses. It is a Chinese version of US foreign direct product rule in semiconductors.
www.foreignaffairs.com/united-state...

The Weaponized World Economy

When Washington announced a “framework deal” with China in June, it marked a silent shifting of gears in the global political economy. This was not the beginning of U.S. President Donald Trump’s imagi...

www.foreignaffairs.com

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Abe Newman @abenewman.bsky.social · 2d

Thanks and yes a bit scary…here is the original piece where @himself.bsky.social and I identify the shift and try to warn against over use….
direct.mit.edu/isec/article...

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Reposted by Abe Newman

Katiesaurus @katiesaurusseven.bsky.social · 2d

🧵

Abe Newman @abenewman.bsky.social · 2d

1/ New rare earth restrictions mark escalation in China’s weaponization of interdependence — adopting US extraterritorial permission structures. This is not just an export ban but regulated how global firms use Chinese equipment and material.
www.reuters.com/world/china/...

China expands rare earth restrictions, targets defence, semiconductor users

China tightened its rare earth export controls on Thursday, saying it planned to limit exports to overseas defence firms and semiconductor users and adding five rare earth elements to its list.

www.reuters.com

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Abe Newman @abenewman.bsky.social · 2d

8/Like clockwork…Trump injects massive retaliation threat into US/China rare earth debate. Very little evidence that this has been wargamed/clear US strategy. Instead, world economy faces the latest in unprecedented uncertainty.
www.cnbc.com/amp/2025/10/...

Trump threatens 'massive' tariff hike on China over rare earths dispute

Stock markets dropped on Trump's bellicose Truth Social post that said China is "becoming very hostile" in seeking tough export controls on rare earths.

www.cnbc.com

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Reposted by Abe Newman

Albert Pinto @70sbachchan.bsky.social · 2d

inevitable denouement of the game of pain tolerance US and China have been playing for last decade. From chip controls, green tech to rare earths.
Congrats to everyone in US-China policy circles involved! You won the race to the bottom!
www.politico.com/news/magazin...
bsky.app/profile/did:...

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Reposted by Abe Newman

Json Momoa @jotatx.bsky.social · 2d

I highly recommend this book, is a terrific summary account on how the US uses the Swift system and the dollarization of the global economy is used as a weapon unilaterally the US.
which is why tools like Braz. PIX and other digital payments systems reduce their monitoring and control.

Abe Newman @abenewman.bsky.social · 2d

6/ The bigger story is that the US now faces a world where weaponized interdependence is proliferating. It is unclear how it will respond. The failure to develop a strategy will only amplify the risk of miscalculation and undermine our national security.
www.amazon.com/Underground-...

Underground Empire

Underground Empire [Farrell, Henry] on Amazon.com. *FREE* shipping on qualifying offers. Underground Empire

www.amazon.com

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Abe Newman @abenewman.bsky.social · 2d

7/And this is not just a concern for US as third countries (read Europe) will get caught up in the crossfire. Which is in part China strategy ie get US allies to feel the pressure of US tech controls on China.
www.bloomberg.com/news/article...

Germany Calls New China Rare Earth Curbs a ‘Great Concern’

China’s expansion of export controls to production facilities outside of China is a concern being discussed in Germany and at the EU level, a spokesperson for the German Economic Ministry said in an e...

www.bloomberg.com

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Reposted by Abe Newman

Sara Mitchell @sbmitche.bsky.social · 2d

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Abe Newman @abenewman.bsky.social · 2d

6/ The bigger story is that the US now faces a world where weaponized interdependence is proliferating. It is unclear how it will respond. The failure to develop a strategy will only amplify the risk of miscalculation and undermine our national security.
www.amazon.com/Underground-...

Underground Empire

Underground Empire [Farrell, Henry] on Amazon.com. *FREE* shipping on qualifying offers. Underground Empire

www.amazon.com

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Abe Newman @abenewman.bsky.social · 2d

5/Why now? Looks like Xi is at least in part seeking leverage in the upcoming Trump summit.
www.wsj.com/economy/trad...

China Tightens Grip on Rare Earths Ahead of Expected Trump-Xi Meeting

Beijing tightened its control over sectors crucial to making high-tech products including electric vehicles and jet fighters, threatening to reignite trade tensions with the U.S.

www.wsj.com

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Abe Newman @abenewman.bsky.social · 2d

4/China has learned from US playbook. It doesn’t just limit bilateral dependence but network dependence. any firm using Chinese machines (which is almost all) have to get licenses. It is a Chinese version of US foreign direct product rule in semiconductors.
www.foreignaffairs.com/united-state...

The Weaponized World Economy

When Washington announced a “framework deal” with China in June, it marked a silent shifting of gears in the global political economy. This was not the beginning of U.S. President Donald Trump’s imagi...

www.foreignaffairs.com

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Abe Newman @abenewman.bsky.social · 2d

3/But China doesn’t just dominate inputs, it also controls market for machinery and processing.
www.ciphernews.com/articles/how...

How China dominates critical minerals in three charts - Cipher News

The tariff war has laid bare the Western world's dependency on China for key elements such as rare earths, silicon, graphite and more.

www.ciphernews.com

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Abe Newman @abenewman.bsky.social · 2d

2/For years, China played a conventional trade game with rare earths ie you don’t do what we want we threaten an export ban. So countries like Japan tried to build up their own capacity.
cepr.org/voxeu/column...

Revisiting the China–Japan Rare Earths dispute of 2010

The poster child for concerns about weaponising trade is China’s apparent refusal to ship Rare Earths to Japan in the third quarter of 2010. Drawing upon an analysis in the recently published Global Trade Alert report on critical raw materials, this column revisits the evidence about this salient episode. The findings highlight that in times of intensifying geopolitical rivalry, there is value in checking whether salient narratives have any basis in fact.

cepr.org

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Abe Newman @abenewman.bsky.social · 2d

1/ New rare earth restrictions mark escalation in China’s weaponization of interdependence — adopting US extraterritorial permission structures. This is not just an export ban but regulated how global firms use Chinese equipment and material.
www.reuters.com/world/china/...

China expands rare earth restrictions, targets defence, semiconductor users

China tightened its rare earth export controls on Thursday, saying it planned to limit exports to overseas defence firms and semiconductor users and adding five rare earth elements to its list.

www.reuters.com

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Reposted by Abe Newman

Finbarr Bermingham @fbermingham.bsky.social · 3d

More news on the rare earth front - could damage EU efforts to build production

China has tightened curbs on rare earths to include items manufactured abroad

China Tightens Exports of Rare Earths and Related Technology

China has tightened curbs on rare earths to include items manufactured abroad, adding a potentially complex layer of restrictions to an industry that’s been a source of intense trade friction between Beijing and Washington.

www.bloomberg.com

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Reposted by Abe Newman

Elizabeth N. Saunders @profsaunders.bsky.social · 4d

“This battle holds bigger lessons. The greatest weapon that the forces of regime change possess is the fear of inevitability. If everyone believes that Mr. Trump will succeed in reshaping America, he will.”

A great @himself.bsky.social column in the @nytimes.com.

www.nytimes.com/2025/10/08/o...

Opinion | You Beat Trumpism by Banding Together. It’s as Hard and as Simple as That.

www.nytimes.com

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Reposted by Abe Newman

Bill Grueskin @bgrueskin.bsky.social · 4d

“The American Farm Bureau Federation projects per-acre losses this year of $169 for corn, $114 for soybeans, $111 for wheat and $379 for cotton.

“Higher farm safety net programs passed in the One Big Beautiful Bill won't begin paying out until a year from now.”

www.dtnpf.com/agriculture/...

Ag Groups Press for Aid While Some Raise Concerns About Long-Term Tariff Damage

President Donald Trump and members of his administration continue to tease that an aid package of up to $15 billion for farmers could be announced this week. More than 200 farm organizations wrote the...

www.dtnpf.com

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Reposted by Abe Newman

Carl Quintanilla @carlquintanilla.bsky.social · 4d

“.. If a deal with China isn’t reached soon, Hill said, the soybean market ‘might be a bloodbath.’”

@wsj.com
www.wsj.com/economy/trad...

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Reposted by Abe Newman

Carl Quintanilla @carlquintanilla.bsky.social · 4d

“..’The risk of a sharp market correction has increased,’ the BoE's Financial Policy Committee said in a quarterly update, in its sharpest warning to date of the dangers of an AI-triggered market slump ..”

@reuters.com
www.reuters.com/sustainabili...

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Reposted by Abe Newman

Henry Farrell @himself.bsky.social · 4d

"It wanted to signal strength. Instead, it’s revealing its weakness. The administration’s need to break the academy is forcing it to make a desperately risky gamble." www.nytimes.com/2025/10/08/o...

Opinion | You Beat Trumpism by Banding Together. It’s as Hard and as Simple as That.

www.nytimes.com

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Reposted by Abe Newman

Jan_Morgan @janetmmorgan.bsky.social · 5d

Great thread, paying attention “The EU wants AI to become a ‘strategic asset’ deeply integrated into its institutions, industry, and security policy.”

Abe Newman @abenewman.bsky.social · 7d

8/Looks increasingly like Macron is not a one off but the start of a cascade. EU announces AI plan to reduce tech dependence.
the-decoder.com/the-eu-plans...

The EU plans a new AI strategy to cut its reliance on US and Chinese technology

Brussels is preparing to launch a new AI strategy aimed at strengthening Europe's digital independence and reducing its reliance on the US and China.

the-decoder.com

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Reposted by Abe Newman

Dr Sari Arho Havrén @sariarhohavren.bsky.social · 5d

“How can we move from a reactive attitude to a proactive attitude, one where we are not just trying to protect ourselves against weaknesses, but where we are also leveraging our strength?”

Superb reporting from @fbermingham.bsky.social once again 3/3

www.scmp.com/news/china/a...

Europe hunts for chokepoints it can weaponise in a new age of economic warfare

Bureaucrats look for leverage against coercion from Beijing and Washington but what would it take for Brussels to act?

www.scmp.com

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