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Joe Weisenthal
@TheStalwart
This seems like a huge story. A top US drone maker, which supplies supplies to Ukraine's military, no longer able to get batteries from China. Basically the entire logic behind the military motivations of the IRA, CHIPS etc.
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Financial Times
@FT
California-based Skydio is facing a supply chain crisis after being hit by Chinese sanctions meant to retaliate against US approval for the sale of drones to Taiwan. on.ft.com/3YUTRdn
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Moves Product
@tomabella
Man it would be great if the next administration could fast track exploration of all that lithium we just discovered in Arkansas
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Joe Weisenthal
@TheStalwart
That will probably help, but that's also probably not the big constraint in terms of competitively priced, high quality batteries
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Glenn
@GlennLuk
This, but swapping out EV for batteries and adding rights to a 2028 conditional swap (top 8 protected)
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Glenn
@GlennLuk
At some point the U.S. and China are going to sit down and trade: "I'll trade you EV & solar for advanced semicap and a 2nd round pick" nytimes.com/2023/02/13/bus
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Transpose
@transposeWA
There are very few manufacturing industries left in the U.S. The U.S. imports almost everything, including critical parts used in weapons.
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David Gregory
@DavidAlGregory
Years ago when tech companies were leaving the US for offshore, people raising security concerns were generally derided in most business media. And here we are.
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TheLobbyistGuy
@TheLobbyistGuy
Less than $1B from the CHIPS+ Act has ever been actually deployed. Intel, lauded as the biggest winner of the CHIPS+ Act, has laid off tens of thousands of people.
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Vijay Jyotish
@vijayjyotishusa
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F-16s can hide from Radar, not Astrology. Following a series of setbacks, the arrival of F-16 fighter jets has been hailed as yet another potential game changer for Ukraine in the ongoing conflict. Although details regarding their deployment remain classified, there are
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John Garfield
@peresuslog
Except CHIPS didn't have any outbound investment restrictions, many of the recipients maintained or increased their investment (and dependence) in the PRC.
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m2c4
@tidalsoundings
Seems like Johnson's plan to repeal the CHIPS act might be a bad idea...oh, sorry, he just misunderstood...right.
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Vijay Jyotish
@vijayjyotishusa
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NATO Threat of Tactical Nukes Following a series of setbacks, I predicted that NATO would heighten its rhetoric regarding the potential use of tactical nuclear weapons in April and May 2024. This prediction materialized, prompting a response from Russia, which included the
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Readers added context they thought people might want to know
The poster claims that he is showing NATO threats or plans for the use of nuclear weapons. The screenshots he included all show that it is the Russians making the threats. He is just flat out lying about what they say. carnegieendowment.org/russia-eurasia…
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Wang Luyi
@LuyiWan48947768
China's drone export control regulations took effect on September 1 this year. 1. To prevent drones from being used for warfare and terrorist activities. 2. The regulations apply to all countries .
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