China Weighs Ordering Hundreds of Airbus Jets in Major Deal bloomberg.com/news/articles/…

Donald Trump and Xi Jinping held their first call (that we know of) since January 17 Positive readouts from both suggest it went well —New round of trade talks will happen soon —Trump could visit China; Xi could visit the USA —Still challenges for a deal —Lots more.. 1/

Exclusive: US suspends licenses to ship nuclear plant parts to China, sources say reuters.com/business/aeros…

Trump says fresh US-China trade talks in London next week, per Danny Kemp Trump made the announcement on Truth Social, saying Bessent, Lutnick and Greer will be there for the meeting on Monday.

Up for negotiation? "The Air Current independently confirmed the halt of the Leap-1C, which powers the C919, and has separately confirmed that C909's CF34-10A, sold under the GE banner, is also no longer being approved for export to Comac." theaircurrent.com/china/us-china…

The Life of the Party: Past and Present Constraints on the Future of the Chinese Communist Party New Carnegie Endowment compendium showcasing short, accessible essays on CCP ideology, history, econ & natsec policy by some of the world's leading scholars: carnegieendowment.org/research/2025/…

US Treasury Secretary Scott Bessent leaves China trade talks early, to return to DC for Congress testimony tomorrow. Meetings in London were still ongoing with Commerce chief Lutnick and USTR Greer still gathered with Chinese counterparts: lemonde.fr/en/internation…

Myth: "The US is the largest consumer economy." Reality: China surpassed the US as the largest consumer market (for goods) in 2014, while Americans spend more on services: housing, healthcare, entertainment, and education.

BIS Undersecretary Kessler to Congress, echoing Secretary Howard Lutnick, "Our assessment is that Huawei's Ascend chip production capacity for 2025 will be at or below 200,000, and we project that most or all of that will be delivered to companies within China."

Siemens Says US Has Rescinded Chip Software Curbs on China bloomberg.com/news/articles/…

Big Tech has a larger footprint in 🇹🇼 than you might think. But how could these ties influence Silicon Valley's actions in a crisis? In a new CSET report, I analyze US tech firms' TW ties & the factors that may shape their behavior in a contingency. Thread and link 👇

My view on this has been quite consistent, particularly on the discussion regarding export control and $NVDA H20 (see my piece in April on Foreign Policy. I sincerely recommend you give it a read (link below). I place great respect for people favoring export controls on H20