Episode
Sharp China: What’s at Stake for China in Iran; Canada's PM in Beijing; Notes on Chips, Apps, and Drones
- Podcast
- Sharp China Podcast
- Published
- Jan 15, 2026
- Duration seconds
- 513
- Processing state
not_requested- Canonical source
- https://sinocism.com/p/sharp-china-whats-at-stake-for-china
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Summary
This is a free preview of a paid episode. To hear more, visit sinocism.com Show Notes: On today's show Andrew and Bill begin with the instability in Iran, including thoughts on Trump's Truth Social post threatening 25% tariffs on Iran trade partners, why that threat is unlikely to materialize as additional US tariffs on Chinese goods, and the PRC's concerns about oil access, investments, and regional stability as the situation continues to evolve in Tehran. From there: Chinese refiners eye Canadian crude oil, Prime Minister Mark Carney visits Beijing and seeks Canadian export markets beyond the US, and a China Daily editorial celebrates the opportunity and urges the Canadians to the root causes of previous setbacks in bilateral relations. At the end: The "Are You Dead?" app dominates Apple's App Store in China, new regulations and new reporting on the H200 saga, the US updates its Chinese drone policy, and the CCDI highlights another possible area of US-China convergence. Related Readings: CCDI; H200s; US-China; Zhong Caiwen; Short newsletter today -- Sinocism CCDI Plenum opens; Rare earths exports to Japan get rarer; EU-China EV progress; Canadian PM’s visit to China -- Sinocism Trump Risks Imploding China Trade Truce With Iran Tariff Vow -- Bloomberg Trump’s Venezuela Oil Grab Pushes Chinese Refiners to Canada -- Bloomberg Carney visit chance for Canada to repair ties: China Daily editorial -- China Daily Caught Between Superpowers, Canada Seeks a New Path in Beijing -- NYT China’s ‘Are You Dead?’ app checks in on growing cohort of people living alone -- FT China’s Viral Are You Dead? App to Go Global Under New Name -- Yicai Global US Clears Path for Nvidia to Sell H200s to China Via New Rule -- Bloomberg Beijing Restricts Nvidia’s H200 Purchase, Banning the Chips Fr…