Inside China Business en Key insights and strategies for global business owners and managers, from inside China's factories and supply chains, by a team that lives and works in mainland China. https://megaphone.imgix.net/podcasts/16d3b6be-cdda-11f1-a194-8b370b18f344/image/5ed8a0a30d031b38ed7362e9d27ca596.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Inside China Business no episodic Inside China Business Key insights and strategies for global business owners and managers, from inside China's factories and supply chains, by a team that lives and works in mainland China. Key insights and strategies for global business owners and managers, from inside China's factories and supply chains, by a team that lives and works in mainland China.

]]> Inside China Business lenfrfr@gmail.com How Pandas are driving countries and companies to ditch the dollar Mon, 02 Nov 2026 12:27:16 -0000 full Inside China Business 849 no Western drugmakers seek profits in China, after abandoning US market Mon, 02 Nov 2026 05:27:16 -0000 full Inside China Business 1101 no China's "eyes" and Iran's "fist": Iran dumped GPS, switched to Beidou, and won the war Sun, 01 Nov 2026 22:27:16 -0000 full Inside China Business 812 no China flattens the duck with molten salt to generate solar power at night Sun, 01 Nov 2026 15:27:16 -0000 full Inside China Business 758 no "Experts" wrong again: Global tech companies renting China's excess data centers Sun, 01 Nov 2026 08:27:16 -0000 full Inside China Business 995 no Coming soon to the US: deep REAL cuts in military spending, Social Security, Medicare, welfare Sun, 01 Nov 2026 01:27:16 -0000 full Inside China Business 1026 no China wrecks wheat markets in US, Europe, and Australia. Should American farmers sell off land? Sat, 31 Oct 2026 18:27:16 -0000 full Inside China Business 781 no China's "underground carrier" goes deep to find vast new reserves of critical minerals Sat, 31 Oct 2026 18:01:15 -0000 full Inside China Business 792 no Simple Math: why construction companies buy materials directly from Chinese factories. Should you? Sat, 31 Oct 2026 17:32:30 -0000 full Inside China Business 1299 no America is giving up in Vietnam, again as Chinese investment in VN grows to 16x Sat, 31 Oct 2026 17:03:45 -0000 full Inside China Business 846 no The world has a shortage of a hundred million homes. Chinese companies are supplying them. Sat, 31 Oct 2026 16:35:00 -0000 full Inside China Business 856 no Why we cannot convert office buildings into affordable housing Sat, 31 Oct 2026 16:06:15 -0000 full Inside China Business 964 no We were wrong about DeepSeek. Now Chinese AI companies export trillions of AI tokens. Sat, 31 Oct 2026 15:37:30 -0000 full Inside China Business 821 no Sanctions were supposed to stop China's semiconductor industry. The opposite happened. Sat, 31 Oct 2026 15:08:45 -0000 full Inside China Business 1177 no Chinese robots will not replace Chinese workers. They will replace ours. Sat, 31 Oct 2026 14:40:00 -0000 full Inside China Business 1176 no We are introducing channel memberships. Thank you for your support. Sat, 31 Oct 2026 14:11:15 -0000 full Inside China Business 740 no The Chinese want the RMB to be a top trading currency. The US government is helping them. Sat, 31 Oct 2026 13:42:30 -0000 full Inside China Business 1323 no The University of Chicago has the best business school in the world. So why are they broke? Sat, 31 Oct 2026 13:13:45 -0000 full Inside China Business 815 no Investor alert: Rare earth mining isn't paying off Sat, 31 Oct 2026 12:45:00 -0000 full Inside China Business 972 no German FDI to China breaks record as large companies move in. Small companies should do the same. Sat, 31 Oct 2026 12:16:15 -0000 full Inside China Business 853 no One big winner in War on Iran: US natural gas exporters. Big loser: Europe. Sat, 31 Oct 2026 11:47:30 -0000 full Inside China Business 777 no Mining companies in blue and yellow countries are in trouble Sat, 31 Oct 2026 11:27:16 -0000 full Inside China Business 810 no We have a Chinese de-risking problem: where else can we find a billion consumers? Sat, 31 Oct 2026 11:18:45 -0000 full Inside China Business 1051 no Why are gold mining stocks so cheap? Sat, 31 Oct 2026 10:50:00 -0000 full Inside China Business 872 no Is China selling off its US Treasury and dollar bonds? It's complicated. Sat, 31 Oct 2026 10:21:15 -0000 full Inside China Business 1338 no European governments in a bind over Chinese solar panel imports Sat, 31 Oct 2026 09:52:30 -0000 full Inside China Business 810 no Global shipping is a disaster Sat, 31 Oct 2026 09:23:45 -0000 full Inside China Business 724 no China's AI ambitions have a major sand problem Sat, 31 Oct 2026 08:55:00 -0000 full Inside China Business 715 no Giant US deficits and debt rollovers wreak havoc among China's Belt and Road Initiative borrowers Sat, 31 Oct 2026 08:26:15 -0000 full Inside China Business 1264 no Why US tariffs are pushing factories back to China Sat, 31 Oct 2026 07:57:30 -0000 full Inside China Business 1042 no Adidas fires consultants, bets big on cricket and India. Share price doubles while Nike falls. Sat, 31 Oct 2026 07:28:45 -0000 full Inside China Business 977 no China's coal liquefaction remade global supply chains for energy and food. (Almost) nobody noticed Sat, 31 Oct 2026 07:00:00 -0000 full Inside China Business 828 no Nvidia, AMD, and data centers need diamonds from China Sat, 31 Oct 2026 06:31:15 -0000 full Inside China Business 722 no Manmade climate change is turning the world green. Literally. Bad news for fertilizer stocks. Sat, 31 Oct 2026 06:02:30 -0000 full Inside China Business 1417 no Russian sanctions fail again: a new, faster financial system outside USD and SWIFT Sat, 31 Oct 2026 05:33:45 -0000 full Inside China Business 980 no Terrible US jobs report: all net new job creation since 2018 has been for immigrants; PT jobs soar Sat, 31 Oct 2026 05:05:00 -0000 full Inside China Business 786 no Chinese robots in suitcases and Trump's new robot bans: did Tesla just win the humanoid war? Sat, 31 Oct 2026 04:36:15 -0000 full Inside China Business 744 no China wants to take over the world's pharmaceutical industry. The FDA just showed them how. Sat, 31 Oct 2026 04:27:16 -0000 full Inside China Business 947 no Investor warning: de-dollarization, Chinese swaps, and plunging demand are destroying US oil and gas Sat, 31 Oct 2026 04:07:30 -0000 full Inside China Business 1131 no The Urban Mining race: US and Europe already a decade behind, and probably cannot catch up Sat, 31 Oct 2026 03:38:45 -0000 full Inside China Business 842 no Good news: the prestige of a university doesn't matter. 10 years later, the salaries are the same. Sat, 31 Oct 2026 03:10:00 -0000 full Inside China Business 1284 no How China destroyed US sanctions against Iran, Russia, and North Korea Sat, 31 Oct 2026 02:41:15 -0000 full Inside China Business 863 no Investor warning: tough times ahead for John Deere Sat, 31 Oct 2026 02:12:30 -0000 full Inside China Business 1310 no (Almost) everyone hates data centers. And the economics are bad. They also can't be plugged in. Sat, 31 Oct 2026 01:43:45 -0000 full Inside China Business 868 no China has caught up in space. That changes everything, everywhere. Sat, 31 Oct 2026 01:15:00 -0000 full Inside China Business 1030 no Billions in subsidies and credits for US solar panel industry. Is it enough to displace China? Sat, 31 Oct 2026 00:46:15 -0000 full Inside China Business 691 no Diesel fuel costs are blowing up American farmers. How China benefits from the coming shift. Sat, 31 Oct 2026 00:17:30 -0000 full Inside China Business 744 no Over a trillion dollars in equity wiped out as China, Canada dump commercial property. Who's next? Fri, 30 Oct 2026 23:48:45 -0000 full Inside China Business 1255 no World's biggest consumer markets in 2030: China, India, Asia to boom. US, EUR up slightly, JPN down Fri, 30 Oct 2026 23:20:00 -0000 full Inside China Business 453 no Tens of thousands of US university jobs at risk as Chinese students -- and their money -- stay home Fri, 30 Oct 2026 22:51:15 -0000 full Inside China Business 573 no Wall Street investment funds lose billions on Evergrande bonds gamble Fri, 30 Oct 2026 22:22:30 -0000 full Inside China Business 1079 no China has a massive wind power industry. And a massive waste problem. Fri, 30 Oct 2026 21:53:45 -0000 full Inside China Business 478 no The petrodollar system is collapsing Fri, 30 Oct 2026 21:27:16 -0000 full Inside China Business 867 no How did Wall Street lose money in China? By buying high and selling low, we are the dumb money. Fri, 30 Oct 2026 21:25:00 -0000 full Inside China Business 1445 no Investors Beware: China's factories are moving. But not to Mexico or Vietnam. Fri, 30 Oct 2026 20:56:15 -0000 full Inside China Business 746 no China's huge new port in Peru cost the same as 12 F-16's Fri, 30 Oct 2026 20:27:30 -0000 full Inside China Business 773 no China will NOT replace the USD as the world's reserve currency. What's ahead will be much worse. Fri, 30 Oct 2026 19:58:45 -0000 full Inside China Business 1341 no Persian Gulf War and Venezuela takeover push Canada to build new oil pipelines for Asia Fri, 30 Oct 2026 19:30:00 -0000 full Inside China Business 829 no Social security, or community cafeterias? Medicare, or family care? US and China systems compared Fri, 30 Oct 2026 18:01:15 -0000 full Inside China Business 1055 no Iran spent $1 million to wipe out $30 billion in data center plans, and take down Amazon in the ME Fri, 30 Oct 2026 17:32:30 -0000 full Inside China Business 985 no US universities lose billions of dollars, thousands of admins to lose their jobs. Fri, 30 Oct 2026 17:03:45 -0000 full Inside China Business 689 no Why is everyone buying Chinese electric buses? Fri, 30 Oct 2026 16:35:00 -0000 full Inside China Business 762 no Why doesn't Apple make iPhones in the US? Because China will not allow it. Fri, 30 Oct 2026 16:06:15 -0000 full Inside China Business 1590 no Power projects in US shut down after Trump's anti-China Executive Order Fri, 30 Oct 2026 15:37:30 -0000 full Inside China Business 1066 no These high-paying American careers will be destroyed by Chinese competition within 10 years Fri, 30 Oct 2026 15:08:45 -0000 full Inside China Business 2749 no Big winners in Iran War shipping mess: oil tankers making $1 million a day, and Chinese shipyards Fri, 30 Oct 2026 14:40:00 -0000 full Inside China Business 781 no Wall Street's rare earth darlings crash to earth: high rates push investors away Fri, 30 Oct 2026 14:27:16 -0000 full Inside China Business 862 no Why China is winning. Fri, 30 Oct 2026 14:11:15 -0000 full Inside China Business 812 no Real China Business: "Friendly Fraud", flowers, and why we hate credit cards Fri, 30 Oct 2026 13:42:30 -0000 full Inside China Business 1056 no China is winning the trade war. China passes Germany and Japan to lead the world in car exports. Fri, 30 Oct 2026 13:13:45 -0000 full Inside China Business 728 no Over a thousand "dark fleet" tankers sell sanctioned oil. And nobody really wants them to stop. Fri, 30 Oct 2026 12:45:00 -0000 full Inside China Business 989 no Amazon Logistics and China Factories will bankrupt millions of online stores, shippers, and brokers Fri, 30 Oct 2026 12:16:15 -0000 full Inside China Business 666 no Canada's exports to China soar to highest level in decades, in pivot away from the US Fri, 30 Oct 2026 11:47:30 -0000 full Inside China Business 708 no The biggest Christian country in the world is . . . China? Fri, 30 Oct 2026 11:18:45 -0000 full Inside China Business 649 no AI: Why is Oracle leasing Nvidia chips to China at huge discounts? Fri, 30 Oct 2026 10:50:00 -0000 full Inside China Business 775 no Personal interest story: inside a China full-service gym. Central Business District, $23 per month Fri, 30 Oct 2026 10:21:15 -0000 full Inside China Business 395 no The Iran War and China are destroying gas-powered cars Fri, 30 Oct 2026 09:52:30 -0000 full Inside China Business 765 no John Deere, Jon Tester, and the "Right To Repair" movement suggest that things are broken at home. Fri, 30 Oct 2026 09:23:45 -0000 full Inside China Business 771 no The China rare earth metals fix: still over a trillion dollars and a decade away Fri, 30 Oct 2026 08:55:00 -0000 full Inside China Business 953 no Bullet trains, golf carts, and reindeer sleighs: A day in the life of an equipment buyer in China. Fri, 30 Oct 2026 08:26:15 -0000 full Inside China Business 2397 no Desperation: Why OpenAI added a Chinese LLM to their platform to keep enterprise users Fri, 30 Oct 2026 07:57:30 -0000 full Inside China Business 851 no The spectacular rise and inevitable collapse of indoor vertical farming Fri, 30 Oct 2026 07:28:45 -0000 full Inside China Business 724 no Why Louis Vuitton sank in China Fri, 30 Oct 2026 07:27:16 -0000 full Inside China Business 843 no SpaceX, China, and the global rocket shortage Fri, 30 Oct 2026 07:00:00 -0000 full Inside China Business 1004 no China's monopoly in Rare Earth metals will last for decades, which is a national security crisis. Fri, 30 Oct 2026 06:31:15 -0000 full Inside China Business 575 no 6 networks, 5 years, $4 trillion Fri, 30 Oct 2026 06:02:30 -0000 full Inside China Business 732 no China now has superiority in satellite navigation. This means decades of commercial dominance. Fri, 30 Oct 2026 05:33:45 -0000 full Inside China Business 819 no China's dilemma: help the Pentagon build jets and radars? Or win the 6G race? Fri, 30 Oct 2026 05:05:00 -0000 full Inside China Business 1017 no The world is running out of sand. Will Chinese coal work instead? Fri, 30 Oct 2026 04:36:15 -0000 full Inside China Business 844 no Is medical tourism the answer to high drug prices, and long drug approval times? Fri, 30 Oct 2026 04:07:30 -0000 full Inside China Business 689 no Iran and China blew up the petrodollar system Fri, 30 Oct 2026 03:38:45 -0000 full Inside China Business 1031 no China ships over 5 billion RISC-V chips as sanctions fail. But did the sanctions save Qualcomm? Fri, 30 Oct 2026 03:10:00 -0000 full Inside China Business 816 no How Amazon customers and Chinese companies avoid tariffs, by routing orders through Mexico Fri, 30 Oct 2026 02:41:15 -0000 full Inside China Business 505 no China's export curbs: a disaster for Japan, a boon for the Trump family Fri, 30 Oct 2026 02:12:30 -0000 full Inside China Business 768 no Cost of reshoring EV battery industry from China to US: $584 billion and an Opportunity Cost problem Fri, 30 Oct 2026 01:43:45 -0000 full Inside China Business 773 no US and NATO have a weapons manufacturing problem: we need China's rare earth metals to build them Fri, 30 Oct 2026 01:15:00 -0000 full Inside China Business 440 no Not even the World Cup saved the American travel industry, as China takes over top spot Fri, 30 Oct 2026 00:46:15 -0000 full Inside China Business 782 no Chip Wars Update: China blows up ASML's supply chain for EUV machines Fri, 30 Oct 2026 00:27:16 -0000 full Inside China Business 817 no A BRICS+ grain AND energy exchange could be bigger than the Euro Fri, 30 Oct 2026 00:17:30 -0000 full Inside China Business 953 no Russia and China were quietly taking over helium markets. Then Iran blew them up for everyone else Thu, 29 Oct 2026 23:48:45 -0000 full Inside China Business 777 no How to win in China Thu, 29 Oct 2026 23:20:00 -0000 full Inside China Business 1457 no