For business professionals and executives doing business with China
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 357 | Founded | 2 years ago | Last Issue | 41 hours ago |
| Active | |||||
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kdwalmsley.substack.comLatest Issues
Russian sanctions fail again: a new, faster financial system outside USD and SWIFT
Bullets:
Russian sovereign assets were seized by European regulators in 2022, and heavy economic sanctions were placed on Russian banks and companies.
Since then, Russia and other countries have completed alternative systems of global...
Nvidia, AMD, and data centers are buying diamonds from China
Bullets:
Newest-generation semiconductors have a heat dissipation problem.
Copper and aluminum are insufficient to cool the stacks of superfast GPU's, so chipmakers are turning instead to manmade diamonds.
China produces two thir...
China's coal liquefaction remade global supply chains for energy and food. (Almost) nobody noticed.
Bullets:
Analysts are confounded that the severely negative impacts to China's energy and food stocks have not materialized, after months of Middle East war.
But China was far better prepared to handle disruptions in key supply chains...
Why US tariffs are pushing factories back to China
Bullets:
After a decade of high tariffs and trade curbs to move manufacturing out of China, firms are going back.
The Trump Administration is again hiking tariffs on countries and products from everywhere, instead of merely targeting...
China's AI ambitions have a major sand problem
Bullets:
China's massive industrial sectors and population centers in the East of the country are heavily dependent on renewable energy in West China.
The "East Data West Compute" program for Chinese AI is similarly reliant on cheap p...
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