2025 Issue 46

While General Motors doubles down on derisking its business from the PRC, France’s Renault is moving in the opposite direction by abandoning efforts to build electric motors without rare earth elements from the PRC.

The House Select Committee on the CCP released a report this week on how the CCP manipulates global mineral prices to maintain their weaponization of rare earth elements and Natalie Winters uncovers how U.S. tax dollars helped PRC labs figure out how they could better dominate rare earths.

The Wall Street Journal published an investigative report on how PRC entities are side-stepping U.S. regulations and laws to get their hands on advanced Nvidia AI chips even as those restrictions are starting to bite hard.