China Insider China Insider | China's Rare Earth Export Controls, UK Embassy Water Controversy, Taiwan's 114th National Day Celebrations
Oct 14, 2025
China tightens its grip on global rare earth resources, igniting discussions on its almost complete processing monopoly and the potential fallout from recent export control changes. Tensions rise with the UK as China leverages its diplomatic tactics, spotlighting concerns about a sprawling new embassy in London. Meanwhile, Taiwan celebrates its National Day with a focus on economic growth and democratic values, as President Lai unveils ambitious development plans amidst rising defense efforts to bolster security against regional threats.
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EV Overcapacity Masks Fragility
- China's EV sector is distorted by heavy state subsidies and overcapacity.
- Overcapacity allows dumping abroad but leaves firms financially fragile, affecting global market dynamics.
This Is China Versus The World
- The rare-earth dispute is not only US vs China but China vs the rest of the world.
- Beijing seeks global compliance with its command-economic policies, provoking wider international pushback.
Water Cut Echoes Historical Sieges
- Miles recounts historical cases where China used siege-like tactics against foreign compounds.
- He compares the Royal Mint Court water irregularities to past sieges and embassy attacks in Chinese history.