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China Export Controls Podcasts

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Sinica Podcast

Kaiser Kuo

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Weekly
 
A weekly discussion of current affairs in China with journalists, writers, academics, policymakers, business people and anyone with something compelling to say about the country that's reshaping the world. Hosted by Kaiser Kuo.
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China Insider

Hudson Institute

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China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world’s future.
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"Rare Earth Advantage: Daily Edge for Institutional Capital" The definitive rare earth elements briefing for institutional allocators managing nine-figure portfolios. Every episode delivers critical market data, supply chain developments, and production capacity updates across neodymium, dysprosium, terbium, and praseodymium markets. What You Get: Real-time rare earth pricing intelligence and market movements Supply chain disruption analysis and geopolitical impact assessment Production capa ...
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Join Renaud Anjoran, Founder & CEO of Sofeast, in this podcast aimed at importers who develop their own products as he discusses the hottest topics and shares actionable tips for manufacturing in China & Asia today! WHO IS RENAUD? Renaud is a French ISO 9001 & 14001 certified lead auditor, ASQ certified Quality Engineer and Quality Manager who has been working in the Chinese manufacturing industry since 2005. He is the founder of the Sofeast group that has over 200 staff globally and offers ...
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Trade expert Lori Wallach cuts through the complexity and jargon to make trade policy and politics and the myriad ways it affects our daily lives accessible to all. Episodes 1 - 43 were produced in partnership with Public Citizen's Global Trade Watch.
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We sit down with Dartmouth national security scholars Jennifer Lind and Michael Mastanduno as they compare Cold War export control strategies with modern attempts to limit China's access to sensitive US technologies. They delve into three key lessons from the historical CoCom regime, discuss the evolving technological competition with China, and re…
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In episode 304 of China Manufacturing Decoded, Adrian is joined by Kate (Sofeast’s Supply Chain Management Manager) to dig into one of the nastiest hidden risks importers face: mold. They explain how weeks inside a hot, humid shipping container can ruin textiles, leather, wood, packaging, and even electronics, if humidity and packaging aren’t under…
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In this week’s episode of China Insider, Miles Yu goes solo. First, he examines Tesla’s announcement that it will eliminate all China-sourced components from vehicles manufactured in the United States within the next two years. This marks a monumental shift in the company’s supply chain and signals a broader decoupling of key US industries from lon…
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Hiring a “quality manager” in China or Asia doesn’t always mean you’re getting someone who can actually protect your brand. In this episode, Renaud walks through how to tell a real quality leader from a simple document handler: the interview questions that expose true ISO 9001 competence, what strong (and weak) answers sound like, and how this role…
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This week on Sinica, I welcome back Finbarr Bermingham, the Brussels-based Europe correspondent for the South China Morning Post, about the Nexperia dispute — one of the most revealing episodes in the global contest over semiconductor supply chains. Nexperia, a Dutch-headquartered chipmaker owned by Shanghai-listed Wingtech, became the subject of e…
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Dr. Joshua Geltzer, former Deputy Assistant to the President and Legal Advisor to the National Security Council, shares his extensive experience on two crucial topics: artificial intelligence in national security and the evolving policies surrounding hostage recovery. He offers an in-depth look into both the potential and challenges of AI and the h…
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In this week’s episode of China Insider, Miles Yu tracks the backlash over statements made by Japanese Prime Minister Sanae Takaichi on Japan's defense policy regarding Taiwan, and what motivates Beijing's unique outrage. Second, Miles follows up on the KMT party elections last month in Taiwan where former KMT lawmaker Cheng Li-wun took over party …
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Adrian and Paul break down why molding costs “balloon” (over-tight tolerances and cosmetic overkill) and then walk through three practical levers to cut costs safely: smarter tooling design & DFM (wall thickness, draft, gates, material choice), good tooling decisions (steel grades like P20 vs H13, cavity count, hot vs cold runners), and production/…
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In this week’s episode of China Insider, Miles Yu covers NVIDIA CEO Jensen Huang's recent trip to Beijing amidst the US government investigation into the company's potentially illicit sales to China in violation of US export regulations. Next, Miles provides detailed analysis on the PLA Navy's CNS Fujian - China's latest aircraft carrier to enter f…
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This week on Sinica, I welcome back Jeremy Goldkorn, co-founder of the show and my longtime co-host, to revisit the "vibe shift" we first discussed back in February. Seven months on, what we sensed then has fully borne out — there's been a measurable softening in American attitudes toward China, reflected not just in polling data but in media cover…
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The team unpacks October’s Trump–Xi meeting and the short-term “truce” it produced: a ~10 percentage-point cut on broad China tariffs tied to fentanyl controls, a one-year pause on rare-earth/magnet export controls, resumed Chinese purchasing of US soy/other ag, and continued Section 301 exclusions for key medical, electronics, HVAC, and solar item…
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This week on Sinica, I chat with Lizzi Lee, a fellow on the Chinese economy at the Asia Society Policy Institute and one of the sharpest China analysts working today. We dig into the 4th Plenary Session of the 20th Party Congress and what it reveals about China's evolving growth model — particularly the much-discussed but often misunderstood push a…
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It's episode 300! Host Adrian and Sofeast head of NPD Paul Adams dig into IK ratings, what they measure (impact energy in joules), why they matter for real-world product abuse (drops, kicks, tool strikes), and how to connect use-case, environment, materials, and system-level design choices (wall thickness, ribs, radii, gate location) to hit targets…
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This week on Sinica, I chat with Daniel Kurtz-Phelan, editor of Foreign Affairs, about how the journal has both shaped and reflected American discourse on China during a period of dramatic shifts in the relationship. We discuss his deliberate editorial choices to include heterodox voices, the changing nature of the supposed "consensus" on China pol…
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In this week’s episode of China Insider, Miles Yu reviews the Chinese Communist Party’s fourth plenum, including the newly announced five-year development plan and appointment of Zhang Shengmin as the new Vice Chair of the Central Military Commission. Next, Miles covers the latest developments from the ASEAN summit in Malaysia including the US-Chin…
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China’s devastating new move to cut off global access to rare-earth minerals could be cataclysmic — shutting down manufacturing of core sectors across the U.S. economy. In this episode of Rethinking Trade, Lori Wallach speaks with Rush Doshi — former National Security Council Director for China and Taiwan and Director of the China Strategy Initiati…
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In episode 298, Renaud talks with Roberth Jonsson (24HourAR) about what “compliance” really means in the EU/UK. Industrial products, consumer goods, dropshipping; if you sell in the EU/UK under your own brand, you’re legally the manufacturer. That means CE testing alone won’t save you. You need the right directives/standards, a complete technical f…
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Lauren Sukin (University of Oxford) and Nicola Leveringhaus (King's College London) join us to discuss the evolving global landscape of nuclear security. Together, we examine the roundtable essays featured in TNSR Volume 8, Issue 4, focusing on shifts in nuclear politics catalyzed by China's rise, changing domestic politics, and increased multipola…
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In this week’s episode of China Insider, Miles Yu reviews the recent mass-purge of nine high-level PLA military officials and Politburo members, and the impact of Xi Jinping's continued military centralization on the PLA's warfighting capabilities. Next, Miles details the life and career of Nobel Prize winning physicist, Dr. Chen Ning Yang, and the…
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This week on the Sinica Podcast, I speak with Jonathan Czin, the Michael H. Armacost Chair in Foreign Policy Studies and a fellow at the Brookings Institution’s John L. Thornton China Center. His new essay in Foreign Affairs, “China Against China: Xi Jinping Confronts the Downsides of Success,” challenges the dominant Western narrative of Xi Jinpin…
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China just announced new export controls on rare earths — the subset of critical minerals used to make high-power magnets essential for EVs, defense tech, and nearly every modern electronic device. Lori Wallach breaks down why China’s grip on rare earths processing has become a global choke point 15 years in the making — and what this latest move s…
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In episode 297 of China Manufacturing Decoded, host Renaud is joined by Sofeast reliability specialist Andrew Amirnovin to unpack why smart wearables so often fail in the field, and how to stop it. They break down real cases across rings, earbuds, watches, and smart glasses (think swollen cells, failing mics, cracked displays, and weak straps), the…
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Renaud breaks down this week’s one-two punch in the U.S.–China trade saga: Beijing’s new export controls on key rare-earth minerals (notably neodymium for high-strength magnets) and the White House’s counter-threat of a 100% tariff on made-in-China imports from November 1. He unpacks the “small yard, high fence” strategy, how China is now mirroring…
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In this week’s episode of China Insider, Miles Yu discusses China's recent announcement expanding export controls to further restrict foreign access to rare earth elements, and the larger impetus behind Beijing's enhanced export policy. Next, Miles unpacks the CCP's latest political warfare tactic to coerce the UK government and begin construction …
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In this episode of China Manufacturing Decoded, host Adrian is joined by Vera Roldan, head of the design department at Sofeast, to unpack how industrial design links user needs, aesthetics, and manufacturability. Vera outlines the practical workflow: research, mood boards, sketches, 3D CAD, renders, and tight collaboration with engineering and supp…
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Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.This is our final brief. After 23 episodes covering rare earth supply chains—from MP Materials' DoD partnership to Lynas' heavy REE breakthrough—we're sunsetting this show to focus on two core verticals: Energy Markets Daily and LLD Daily.Strategic Redirect:- Energy Markets D…
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In this episode, Adrian is joined by Kate, Sofeast's head of Supply Chain Management, who has just returned from IFA Berlin, Europe’s biggest consumer electronics trade fair. Together, they share key takeaways from the event, focusing on how PR can make or break your trade fair success. This episode offers actionable advice on getting media coverag…
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Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Thursday's technical brief delivers hard data on the NdPr breakout. NdPr oxide hits 632,000 yuan/tonne (US$88/kg) in China—two-year highs on a 40% surge since July. MP Materials' export halt removed 9% of China's NdPr supply, creating panic buying as Q4 seasonal demand amplif…
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Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Wednesday's midweek focus examines Q4 positioning as the traditional stockpiling season winds down. MP Materials holds $67 support amid cautious stability, while recycling dynamics reshape supply equations. Scrap suppliers withhold Dy/Tb material, creating artificial tightnes…
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In this week’s episode of China Insider, Miles Yu provides a summary of Xi Jinping's recent trip to Xinjiang to commemorate the seventieth anniversary of the region's founding, and the significance of this visit in contrast to Beijing's ongoing persecution of the Uyghur people. Next, Miles unpacks the latest developments within the CCP's influence …
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Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Good morning. Monday, September 29th. Our focus: Supply Chain Sovereignty and the Policy Pivot.- Market Pulse:NdPr baselines in China are holding firm, reflecting a market that's found its rhythm despite underlying tension. But let's be clear: the real story isn't just the sp…
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Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Tuesday's reality check confronts the execution challenges behind Monday's strategic vision. NdPr prices surge 40% YTD, but MP stock retreats despite fundamentals. Western processing capacity lags mining development, creating bottlenecks that separate winners from losers.What…
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This week on Sinica, I chat with Peking University's Professor Wang Dong (王栋), an international relations scholar at the School of International Studies at Peking University, where he also serves as Deputy Director and Executive Director of the Office for Humanities and Social Sciences and the Institute for Global Cooperation and Understanding. Pro…
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Miles sits down with Dr. Steven Quay, Senior Fellow at Hudson Institute as well as the Founder and CEO of Atossa Therapeutics, Inc., to discuss the evolving landscape of emerging technology and AI-enabled biological warfare operations. With the increased potential for integrated dual-use technology in hybridized warfare tactics, the international c…
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