Noah Barkin

Nexperia spells it out clearly in this statement today

www.nexperia.com/about/news-e...

We've been here before. Let's hope this goes nowhere, as it has for the past year. Worrying nonetheless

Dutch Hand Back Control of Chinese-Owned Chipmaker Nexperia The Dutch government suspended its powers over chipmaker Nexperia, handing back control to its Chinese owner and defusing a standoff with Beijing that had begun to hamper automotive production around ...

I fear this interpretation of what the Dutch government has done today is dead-wrong. They have not handed back control over Nexperia to its Chinese owner WingTech. The court order gave control to non-Chinese executives/directors and that still stands.

www.bloomberg.com/news/article...

The Dutch government suspends its invocation of the Goods
Availability Act for Nexperia: “We are positive about the measures already taken by the Chinese authorities to ensure the supply of chips to Europe and the rest of the world. We see this as a show of goodwill.”

EU Warns Its Ties to China Hamper Ability to Punish Russia The European Union’s deep economic ties to China are constraining its ability to pressure Beijing over Russia’s war in Ukraine, the bloc’s top diplomat said.

This sounds like a very public acknowledgment by the EU’s top diplomat of the bloc’s vulnerability, impotence & paralysis 👍🏼

www.bloomberg.com/news/article...

Younger voters appear increasingly unhappy with direction of travel under Trump 2.0
• Among under-30s, Trump's net approval rating stands at around -40, compared to 0 in January
• Data suggest Republicans could be in trouble in next year’s midterm elections, which will decide control of US Congress

This Rhodium timeline of the Nexperia saga shows how CEO Zhang Xuezheng set about creating a China-based mirror image of the company almost as soon as he took the reins

Live Updates: Trump Praises Saudi Prince and Dismisses Question About Killing of Journalist

Trump dismisses a question about Saudi crown prince Mohammed bin Salman’s role in the death and dismemberment of Washington Post journalist Jamal Khashoggi, saying “things happen”
www.nytimes.com/live/2025/11...

Jake Sullivan on Playing the Long Game Podcast Episode · ChinaTalk · 18/11/2025 · 1h 11m

Jake Sullivan: “Having watched Trump do what he has done with our allies, was the right answer FDPR from the start? Don't negotiate with our allies over SME controls, just tell em: 'They've got American content don't sell em, done'. I think about that sometimes"

podcasts.apple.com/de/podcast/c...

Meta wins US case that threatened split with WhatsApp and Instagram Social media group has beaten antitrust suit brought by the Federal Trade Commission

The US shows once again its inability to hold Big Tech to account

on.ft.com/4r5LVBR

Under Biden, the decision not to include the US was controversial. Not any more

Larry Summers sought relationship advice from Epstein up until his arrest in 2019

www.thecrimson.com/article/2025...

Greece needs more botox. That’s for sure

I found the substance of the story didn’t really back up the headline

The scramble for Europe is just beginning As the EU struggles to defend its interests, outside powers play divide and rule

It may be more sticks than carrots but I agree: “The EU response to the ‘second China shock’ of manufacturing exports that threaten Europe’s industrial base is likely to be similarly confused as blandishments from Beijing disrupt efforts to form a collective European response”

on.ft.com/4oDf4Tk

China slow-walks U.S. soybean purchases as stockpiles hit multi-year highs, undermining Trump’s trade deal claims China will likely "slow-roll soybean purchases to bait the Trump administration into prolonged negotiations," an analyst says.

There have been only two Chinese purchases of American soybeans since the Trump-Xi summit in South Korea, according to USDA data www.cnbc.com/2025/11/17/c...

German Finance Minister Lars Klingbeil in Beijing: "Germany and China together can find answers to the challenges of our time”

www.reuters.com/world/china/...

Japan dispatches envoy to China as tensions soar Shares plunge after China warns its citizens against travel to Japan in deepening spat

Chinese airlines have begun offering free refunds to citizens who cancel flights to or from Japan, while state media has warned that it is not safe to travel to the country, claiming a risk of attacks on Chinese people in Japan.

on.ft.com/3K1u5zb

Statement from German Finance Minister Lars Klingbeil before his departure for China ticks the right boxes:

✅ Rare earths
✅ Overcapacities
✅ Russia/Ukraine

But dialogue with China has not led to “solutions” as he states here for years. So Germany should be clear-eyed on what that can deliver

Trump trade negotiator hits out at EU delays in cutting tariffs and rules Jamieson Greer warns bloc that trade remains a ‘flashpoint’ in advance of talks next week

Trump administration losing patience with the EU on trade as debate in European Parliament on August pact enters third month

on.ft.com/3LAtepR

Quel cauchemar

Deutsche Bank, several years late, has woken up to the idea of a “China Shock” for the German economy

www.dbresearch.com/PROD/RPS_EN-...

Designations of Antifa Ost and Three Other Violent Antifa Groups - United States Department of State Today, the Department of State announces the designation of Antifa Ost, Informal Anarchist Federation/International Revolutionary Front, Armed Proletarian Justice, and Revolutionary Class Self-Defense...

Marco Rubio, in a desperate bid to satisfy Trump, has been busy digging up obscure leftist groups in Europe that he can designate as terrorist organizations

www.state.gov/releases/off...

www.nytimes.com/2025/11/14/u...

Tomato News, which tracks the global processing industry and trade, estimates China has a stockpile of 600,000 to 700,000 tonnes of tomato paste — equivalent to roughly six months of its exports #🍅overcapacity

Trump Turns to Affordability Message Amid Economic Frustration

Trump channeling his inner Mamdani

www.nytimes.com/2025/11/14/u...

Two weeks after abruptly cancelling his trip to China, I understand that German Foreign Minister Johann Wadephul is planning to give it another try in early December. The dates I am hearing are… | Noa... Two weeks after abruptly cancelling his trip to China, I understand that German Foreign Minister Johann Wadephul is planning to give it another try in early December. The dates I am hearing are Decemb...

Hearing that German Foreign Minister Johann Wadephul, who abruptly cancelled his first trip to China in late-October, is planning to give it another go in early December. Details below👇🏼

www.linkedin.com/posts/noahba...

Germany to Ban Huawei From Future 6G Network in Sovereignty Push German Chancellor Friedrich Merz said Chinese suppliers such as Huawei Technologies Co. will be excluded from the country’s future telecommunication networks on security grounds as he pushes for more ...

A strong new signal from Merz: “We have decided within the government that everywhere it’s possible we’ll replace components, for example in the 5G network, with components we have produced ourselves. And we won’t allow any components from China in the 6G network.”

www.bloomberg.com/news/article...

New statement on Nexperia from the Dutch: they are monitoring chip flows and will send officials to Beijing next week

Taiwan hails rare flurry of overseas outreach despite China protests Former president and foreign ministers have made trips to Europe as other nations handle contacts more flexibly

An interesting few weeks in Europe’s relationship with Taiwan. Because of China’s actions, European capitals are drawing closer to Taipei

on.ft.com/49N7Uas

Epstein Bantered Regularly With Larry Summers

The story hiding in plain view: a generation of America’s political and corporate elite - including the current president - were best buddies with Jeffrey Epstein for one and only one reason. If there is justice, many powerful people will fall

www.nytimes.com/2025/11/12/u...