(Preview) Tesla’s Future in China; Chinese EVs Around the World; Moves to Stabilize the Markets; More Questions on the Red Sea

Sharp China with Bill Bishop

Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering.

---

Bill Bishop is the author of Sinocism

---

On today’s show Andrew and Bill begin with an expanding list of sensitive sites around China at which Tesla vehicles have been deemed a security risk. With the PRC electric vehicle industry expanding every year, what does the future look like for Elon Musk and Tesla in China? And as PRC auto manufacturing outpaces domestic demand, how might the rest of the world react as Chinese cars flood foreign markets? Then: A few new messages and policies emerge as Beijing’s response to weak investor sentiment begins to crystallize and the markets appear to stabilize. At the end: More questions about the PRC response to Houthi attacks in the Red Sea, a meeting this weekend between Jake Sullivan and Wang Yi, and the latest adventures on WeChat from the Ministry of State Security.

To email the show: [e-mail]

---

Wang-Sullivan meeting; Stocks go up; Clean energy and GDP; ASML — Sinocism

RRR cut; Talking up the stock market; Liu Jianchao; Teslas and security; Red Sea — Sinocism

Tesla cars face more entry bans in China as 'security concerns' accelerate — Nikkei Asia

Elon Musk: China automakers would 'demolish' rivals without trade barriers — Nikkei Asia

Musk Pulls Off Dance Moves at Tesla's Shanghai Plant — Bloomberg Television YouTube

Lithium price plunges on slowing Chinese demand for electric vehicles — Financial Times

Tu Le of Sino Auto Insights on the rise of the China vehicle industry — Sinocism Podcast

China Says EU’s ‘Unfair’ EV Subsidies Probe Risks Damaging Ties — Bloomberg

Security recall: The risk of Chinese electric vehicles in Europe — ECFR

Jake Sullivan and China’s top diplomat to hold back-channel talks — Financial Times

US urges China to help curb Red Sea attacks by Iran-backed Houthis — Financial Times

‘Opportunistic’ Chinese lines send ships to serve Red Sea ports — Financial Times

Exclusive: China presses Iran to rein in Houthi attacks in Red Sea, sources say — Reuters (published after recording)

MSS cracks a successful honey trap — MSS (Sinocism Translation)