Author: Zhang

Read the full analysis and policy breakdown on China News Update: https://chinanewsupdate.com/chinas-ex… China's surging export machine is no longer a temporary surplus—it represents a structural industrial threat to Europe, Taiwan, and the broader West. In this video, China analyst Tony Fiddis breaks down how Beijing's state support, lower energy costs, and industrial scale are capturing market share across autos, machinery, and clean energy. Please Support the Channel (It's just me making China Update): Patreon Link: / chinaupdate One-off Tips Here: https://www.buymeacoffee.com/chinaupdate Book a one-on-one video consultation with Tony Fiddis for tailored, independent analysis of China’s economy, political landscape and evolving regulatory environment: https://www.buymeacoffee.com/chinaupd… Video Timestamps: 00:00 Introduction 00:11 China Exploits European Divisions as Trade Surplus Soars 03:27 CXMT Shares Surge 472% 05:18 Taiwan Tensions: China Global Campaign 08:59 Wright on China’s Shattered Economic Miracle 📄 FULL VIDEO OVERVIEW & ANALYSIS: In this comprehensive breakdown, China analyst Tony Fiddis examines how China’s industrial export machine has evolved from a localised trade imbalance into a major strategic challenge for Western economies. For years, Western policymakers treated excess Chinese manufacturing capacity as a passing phase. Today, however, structural advantages—ranging from low-cost energy and state-subsidized capital to industrial scale and competitive currency valuation—allow Chinese producers to undercut competitors on global tenders before Western nations can deploy defensive trade tools. This episode analyses the compounding pressure on critical sectors including electric vehicles, industrial machinery, chemicals, and renewable energy components. Beyond bilateral trade deficits, Western and Taiwanese companies face losing substantial market share in neutral third-country markets. Tony highlights the geopolitical policy options currently under debate—from Brussels' potential shift toward targeted procurement quotas and machinery safeguards to Washington's blanket tariffs—and explains why building protectionist fences at home may fail to stem China's expanding footprint across the rest of the developing world.

Source: China’s $72 Trillion Crisis Just Blew Up | China Plays EU | New Chip Giant | Taiwan Tensions

Australia is strengthening its role as the Pacific’s security partner of choice, signing new defense agreements with countries including Papua New Guinea, Fiji and Vanuatu as strategic competition with China intensifies. At the same time, Beijing has tested a nuclear-capable ballistic missile into the South Pacific and Papua New Guinea has abruptly closed Taiwan’s representative office, raising fresh questions about China's growing influence across the region. Pacific Island nations, meanwhile, are seeking to balance Australian security ties with Chinese economic engagement while resisting pressure to choose sides. Is the South Pacific becoming the next major front in Indo-Pacific strategic competition? In this episode, we examine Australia's expanding regional role, China's growing presence and what the shifting balance of power means for Taiwan and the Indo-Pacific.

Source: Australia vs China: How the Pacific Islands Are Becoming the Next Geopolitical Battleground | EP889

Xi Jinping can’t stay—but he may not be able to leave. Behind Zhongnanhai’s image of unity, a three-way power struggle is reportedly paralyzing the Chinese Communist Party. Xi’s allies, conservative Party elders, and reformist opponents all want different outcomes—and none can agree on how Xi should be removed, judged, or protected. Should he be allowed to retire quietly? Blamed only for breaking succession rules? Or investigated for the darkest controversies of his rule? From the secretive Beidaihe meetings to the historical precedents of Mao Zedong, Hua Guofeng, and Zhao Ziyang, this program examines why the CCP is trapped with Xi Jinping—and why any attempt to resolve his fate could tear the regime apart.

Source: Why the Chinese Communist Party Is Trapped With Xi Jinping

Is the world entering its most dangerous geopolitical and economic transition in decades? According to geopolitical strategist Peter Zeihan, the answer is yes. In this week's Stansberry Investor Hour, Dan Ferris sits down with bestselling author and geopolitical expert Peter Zeihan for a wide-ranging discussion on the wars, demographic shifts, energy shortages, and political upheaval that could reshape the global economy over the next decade. While many investors remain focused on interest rates and stock prices, Peter argues that the real story lies elsewhere. Globalization is breaking down. And the consequences could affect everything—from oil prices and supply chains to China's economy, America's industrial future, and the balance of global power. Peter explains: • Why the Middle East conflict could create a much larger energy crisis than markets expect • Why oil production can't simply be turned back on overnight • How drones are permanently changing modern warfare • Why Europe is rapidly preparing for a new security reality • And why investors should pay close attention to geopolitical risks—not just economic data The conversation begins with one of Peter's biggest concerns today: The world may be underestimating just how fragile the global energy system has become.

Source: Peter Zeihan: Why China’s Collapse May Be Closer Than It Looks | SIH

Taiwan undergoes millions of cyberattacks and intrusion attempts every day as well as a dizzying onslaught of disinformation from Beijing. There are few people who understand what Taiwan is really up against better than Taiwanese legislator Wang Ting-yu, a leader in the Taiwanese Parliament’s Foreign Affairs and National Defense Committee. He’s been sanctioned three times by Beijing and repeatedly threatened for speaking out. In this episode, he reveals Taiwan’s three-step strategy to withstand the Chinese Communist Party’s psychological onslaught. Winning the battle for truth, he believes, is imperative to preserve the life of any democratic nation. And he also breaks down the importance of this tiny island nation. Taiwan produces two-thirds of the world’s semiconductors—and nearly all of the advanced ones—but its importance stretches far beyond this single product. Wang details Taiwan’s strategic position, its role in critical supply chains, and its role as a frontier of human freedom. 00:00 Most Dangerous Threat from Beijing 08:16 Taiwan’s Fights Back 13:20 Sponsor: Immersed 15:00 Weaponize Information 19:22 Democracy Prevails 21:00 CCP Influence in Taiwan 25:25 China’s Military Buildup 29:13 The Importance of Taiwan 33:15 Special Defense Budget 36:08 Is Cozying Up to Beijing a Smart Move? 41:38 CCP Sanctions and Personal Risk

Source: How China Invades Taiwan’s Cyberspace | Wang Ting – yu

Read the full analysis on China News Update: https://chinanewsupdate.com/chinas-k-… China’s economy is fracturing into a two-speed system: coastal tech powerhouses are surging ahead, while inland regions flounder under debt and property collapses. In this deep-dive analysis, China analyst Tony Fiddis examines how Beijing is tightening its grip on money markets, financial elites, and offshore assets, alongside the limits of Washington’s decoupling efforts.

Source: Trump Launches a Global Counterattack Against China | Tech & AI | China’s Economy | US – China

A secret political movement is trying to restore the Republic of China on the Chinese mainland. Backed by ROC loyalists, dissidents, and anti-Communist activists, the group says it wants to overthrow CCP rule and build a new federal, democratic China. But how real is this underground movement—and could the Republic of China return first as an idea?

Source: Inside the Underground Movement to Restore the Republic of China

In early July, China launched a missile from a submarine into the south pacific, drastically expanding its capabilities to launch nuclear weapons in a stealth attack on its adversaries.

Source: China’s Got a New Weapon…

A new security concern for U.S. troops: Computer code from Chinese and Russian companies was found in apps made for people serving in the U.S. military. What researchers found could put sensitive information and people’s safety at risk. A call to resist pressure from China—Taiwanese President Lai Ching-te urged members of his party to oppose the “red terror” coming from Beijing. Taiwan sees a diplomatic setback as the Pacific island nation of Papua New Guinea closes its representative office under pressure from Beijing. As China’s threats grow, Taiwan’s new drone coalition is moving quickly to secure critical supply lines with international allies. Today marks the 27th anniversary of China’s brutal persecution of Falun Gong practitioners. Lawmakers are commemorating this day alongside millions of Falun Gong practitioners around the world. 00:00 Intro 01:24 Chinese, Russian Code Found in U.S. Military Apps 02:49 Taiwan President Calls to Resist China's 'Red Terror' 03:14 Papua New Guinea Shuts Taiwan Office, Draws Criticism 04:13 Taiwan Pushes to Secure Drone Alliance Amid China Pressure 05:13 Taiwan Boosts Sea Drills Amid China Patrol Escalation 05:59 Rubio in Philippines for Regional Talks 06:39 Rubio to Discuss Trump-Xi Summit in Asia Meetings 07:10 China Accused of Attacking Philippine Sailor 07:50 Lawmakers Support Falun Gong on Anniversary of Persecution 11:15 Falun Gong Marks 27 Years Since Start of Persecution 12:08 Parade Marks 27 Years of Falun Gong Persecution: London 14:33 China Moonshot AI Challenges U.S. Tech Lead 15:52 Beijing's Religious Persecution Targets Americans: Report

Source: Chinese, Russian Software Found in U.S. Military Apps | China in Focus

An alleged internal Chinese simulation reveals what could happen if the Three Gorges Dam collapsed. The leaked maps project catastrophic flooding across the Yangtze River basin, major transportation shutdowns, and as many as 132 million people affected. Now, a senior executive within the Three Gorges system has been placed under investigation amid allegations that he leaked the classified document. What did Beijing know—and why was this scenario kept secret?

Source: The Secret Chinese Simulation of a Three Gorges Dam Collapse

Are more people inside China beginning to see Taiwan as an alternative to Communist rule? From ROC flag shirts appearing in public to online admiration for Taiwan’s democracy, small but striking signs suggest that the Republic of China still holds powerful meaning for some mainland Chinese.

Source: Are More Chinese People Looking to Taiwan for an Alternative?

Source: Beijing’s Trojan Horse vs Trump’s New Bretton Woods

Secretary of State Marco Rubio meets with China’s top diplomat as both sides prepare for a possible leaders’ summit in Washington this fall. Meanwhile, the Quad sends a strong message on Indo-Pacific security. The United States is weighing new sanctions on China. This time, the fight is over artificial intelligence and alleged technology theft. U.S. Treasury Secretary Scott Bessent said, “We are finding watermarks of our U.S. large language models on many of the Chinese models.” Flooding has swept across China, including the financial hub of Shanghai. Rainwater leaked through roofs, pouring down like waterfalls, while sewage surged from toilets and flooded entire apartments. China’s housing slump isn’t over yet. It’s now in its fourth year. Experts explain why a recovery could still be years away. The human cost of socialism: From Cuba to Venezuela, critics say decades of authoritarian rule have crushed freedom and opportunity. We hear from an expert on what lies ahead. 00:00 Intro 01:06 Rubio, Wang Yi Set Stage for September Trump-Xi Summit 02:15 Quad Ministers Push Back on Coercion in Indo-Pacific 02:46 Philippine Foreign Minister Protests China’s Actions 03:58 Australia to Warn China Over Provocative Actions 04:21 Bessent Considers Sanctioning China for AI Model Theft 05:26 Bessent: China Buys Significantly Less Iranian Oil 05:40 China’s Multi-Front Assault on Free Societies 06:47 CCP Atrocity: Forced Organ Harvesting 07:16 Panels Highlight China’s Human Rights Abuses, Cyberattacks 09:27 Rainstorm Floods Parts of China’s Financial Hub 10:17 China’s Housing Slump Enters Fourth Year 12:08 Former TSMC Manager Faces China Espionage Charges 14:33 Venezuela Eyes Economic Turnaround 15:18 Venezuela Sees Democratic Progress 16:02 Americas Have to Be Free From Communism: Jraissati 17:55 Socialism Brings Poverty and Repression 19:20 China’s Venezuela Influence Faces Shift

Source: U.S., China set stage for September Trump – Xi summit | China in Focus

Chinese students are beginning to fight back—and some are winning. From shortened summer vacations and reduced weekends to power outages and oppressive school rules, young protesters are organizing, marching, and forcing administrators to retreat. Their demands may begin with everyday grievances, but their language of freedom, equality, and resistance reveals something much bigger: China’s youth are learning that united action can work.

Source: China’s Young Protesters Are Learning Resistance Works

Read the full, detailed analysis on our portal right now: https://chinanewsupdate.com/chongqing… In this video, China analyst Tony Fiddis breaks down the multi-layered challenges facing Beijing, connecting the recent tragic Chongqing landslide to broader infrastructure vulnerabilities. He explores how local governance pressures intersect with China’s current economic slowdown, wild US election interference claims, and the high-stakes battle to control China’s global image.

Source: China’s Economy Is Breaking—and Beijing Can’t Hide It | Massive Landslide | US – China Tensions

China is flooding again—and fears about the Three Gorges Dam are returning. But the dam may have unleashed more than an engineering crisis. From a severed “dragon vein” to the repeated downfall of Chongqing’s police chiefs and political leaders, this program explores why the city associated with the Three Gorges has become known as China’s “political Bermuda Triangle”—and whether the so-called Chongqing curse is more than a legend, but a political killing field.

Source: Did the Three Gorges Dam Unleash China’s Political Bermuda Triangle?

From maritime clashes to a potential fall summit: Secretary of State Marco Rubio lands in the Philippines with a firm message for China that America is staying focused on the Pacific. President Donald Trump is taking aim at U.S. reliance on China. The Pentagon is rolling out tougher rules for defense supply chains. We’ll break down what’s in the order. Harvard University is under investigation. The Justice Department says the Ivy League school may be providing financial aid to foreign students, presumably from China, at the expense of American students. In the space race between the United States and China, NASA’s Artemis III mission is moving forward despite an explosion in May. This year marks the 27th anniversary of the start of the deadly persecution of the Falun Gong meditation practice in China. We spoke with Steve Lance, host of NTD’s Capitol Report and executive producer of the award-winning documentary “Unbroken: The Untold Story of Shen Yun.” Rubio Pushes Back on China’s Influence in Southeast Asia Rubio to Meet China’s Wang Yi Amid Escalating Tensions U.S. Condemns China’s Actions Against Philippine Navy Trump Tightens Defense Supply Chain Rules DOJ Probes Harvard’s Financial Aid Practices New State Department Report Describes Cuban Infiltration in U.S. Report: Cuba Recruits American University Students as Agents Cuban Regime’s Strategic Partnerships With China, Russia U.S. Imposes 50 Percent Tariffs on $20 Billion of Canadian Goods Trump Administration to Unveil Forced Labor Trade Action NASA’s Artemis III Mission Still on Track for 2027 2026 Rally to End Persecution of Falun Dafa

Source: U.S. Pushes Back on China’s Influence in Southeast Asia | China in Focus

In today’s show: Opposition Politicians Question Government’s Role In Contaminated Oil Scandal Mountain Barrier Lake in Eastern Taiwan Still On Brink of Flooding TSMC Expands US Investment As Taiwan Defends Tech Leadership Global Tech Stocks Slide On China AI Competition Analysis: How Frontier AI Models Reshape US-China Tech Race US Expresses “Deep Concern” Over Papua New Guinea Closing Taiwan Office 3D-Printed Recycled Structures Help Support Coral Growth in Penghu

Source: Politicians Push for Action in Cooking Oil Scandal – July 18, 2026｜TaiwanPlus News

Ten years after the landmark South China Sea arbitration ruling, its biggest legacy may not be the legal defeat of China’s Nine-Dash Line claim but what Beijing’s response revealed about its strategic ambitions. Speaking to StratNewsGlobal, Philippine strategic affairs expert Dr Renato Cruz de Castro argues that China’s refusal to recognise the 2016 Permanent Court of Arbitration award fundamentally changed how countries across the Indo-Pacific viewed its rise. “The ruling revealed to us what kind of a great power China would be,” he says, arguing that Beijing demonstrated its willingness to ignore international law in pursuit of broader geopolitical objectives. According to de Castro, China’s ambitions extend beyond the South China Sea to controlling the First Island Chain and eventually replacing the United States as the region’s principal maritime power. He believes Japan, Australia, the United States, the European Union and India have all adjusted their strategic outlook in response. For the Philippines, the turning point came after years of attempting accommodation with Beijing. “Whether you appease or challenge China, you will get the same result—subjugation and expansion,” he says. De Castro also highlights India’s growing importance in regional security, describing the BrahMos missile sale as a significant step in strengthening Philippine deterrence. Looking ahead, he argues that New Delhi and Manila should deepen cooperation beyond defence trade into a broader security partnership to counter coercion, influence operations and what he describes as China’s continuing regional expansion.

Source: ‘The Ruling Revealed China’s True Intentions’ | | The Gist

Taiwan’s top economic think tank, TIER, forecasts GDP growth of over 10% in 2026, driven by strong exports and the ongoing AI boom. Economy Minister Kung Ming-hsin says Taiwan is expanding global cooperation in AI, semiconductors and other “non-red” supply chains.

Source: TIER: Taiwan GDP Expected To Grow Over 10% in 2026｜TaiwanPlus News

There’s one place in America where Chinese nationals can enter without a visa. It’s called the Commonwealth of the Northern Mariana Islands (CNMI), a U.S. territory in the Pacific, right by Guam. And it has become a major security loophole for Chinese Communist Party (CCP) influence operations as well as Chinese organized crime and birth tourism ventures, said Cleo Paskal, a senior fellow at the Compass Institute. Yet there has been little political will in Washington to close this loophole, Paskal argues. In this episode, Paskal breaks down the CCP’s aggressive influence and gray-zone warfare operations in this region—areas critical to U.S. defense in any Taiwan conflict—and why this matters for U.S. security. Every U.S. president who served in the Pacific theater in World War II understood that the security of the American mainland depends on a secure Pacific perimeter, Paskal said. As such, in addition to two U.S. territories in the region, the United States has maintained Compacts of Free Association with Palau, the Federated States of Micronesia, and the Marshall Islands since the end of World War II. These treaties give the U.S. military exclusive defense and strategic access to these countries in exchange for U.S. security guarantees and economic support. But the Chinese Communist Party has sought to aggressively expand its influence in these islands through pressure, gray zone warfare, and disinformation campaigns. Amid all this, U.S. funding for these compacts nearly lapsed in recent years, because many in Washington apparently have forgotten their importance. In this episode, Paskal walks me through a key question: if the security of America’s mainland has always depended on control of the central Pacific, what consequences will we pay now that so few Americans know these islands—or their citizens—even exist?

Source: Beijing’s Hidden Strategy to Place Assets inside American Territory | Cleo Paskal