Dexter Tiff Roberts
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dtiffroberts.bsky.social
Dexter Tiff Roberts
@dtiffroberts.bsky.social
Writing and speaking on China
Former China Bureau Chief at Bloomberg Businessweek
Nonresident Senior Fellow at the Atlantic Council
Check out my newsletter Trade War: https://dexter.substack.com/
Pinned
𝙒𝙚𝙡𝙘𝙤𝙢𝙚 𝙩𝙤 𝙩𝙝𝙚 281𝙨𝙩 𝙚𝙙𝙞𝙩𝙞𝙤𝙣 𝙤𝙛 𝙏𝙧𝙖𝙙𝙚 𝙒𝙖𝙧
𝘿𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙘𝙚𝙨 𝙚𝙢𝙚𝙧𝙜𝙚 𝙗𝙚𝙩𝙬𝙚𝙚𝙣 𝙒𝙖𝙨𝙝𝙞𝙣𝙜𝙩𝙤𝙣 𝙖𝙣𝙙 𝘽𝙚𝙞𝙟𝙞𝙣𝙜 on recent Trump-Xi meeting/China isn’t promising sweeping changes to rare earths policy
open.substack.com/pub/dexter/p...
Trade War
Differences emerge between Washington and Beijing’s takes on recent Trump-Xi meeting. China isn’t promising as sweeping changes to its rare earths export regime as the White House claims. And just bec...
open.substack.com
Reposted by Dexter Tiff Roberts
“It would be very naive to think that China will not make it difficult again to access rare earth elements and critical minerals,” said Dexter Roberts, a US-based nonresident senior fellow at the @atlanticcouncil.bsky.social Global China Hub. www.scmp.com/economy/glob...
.
US ‘knocking on every country’s door’ as it races to secure rare earth supplies
Washington is determined to break China’s rare earths chokehold in case ties with Beijing fray once again, analysts say.
www.scmp.com
November 11, 2025 at 12:39 AM
Reposted by Dexter Tiff Roberts
As always, the question these days is not what the US says, but what the other country(a) involved say.

Good to hear China's point of view.

Also, I don't get why so much commentary overlooks 👇

Can't handle the truth?
November 10, 2025 at 4:48 PM
“It would be very naive to think that China will not make it difficult again to access rare earth elements and critical minerals,” said Dexter Roberts, a US-based nonresident senior fellow at the @atlanticcouncil.bsky.social Global China Hub. www.scmp.com/economy/glob...
.
US ‘knocking on every country’s door’ as it races to secure rare earth supplies
Washington is determined to break China’s rare earths chokehold in case ties with Beijing fray once again, analysts say.
www.scmp.com
November 11, 2025 at 12:39 AM
Reposted by Dexter Tiff Roberts
”..swath of companies in the US or with ties to the country have pledged to develop rare earth projects across mining, processing and magnet manufacturing, industry insiders say most remain speculative or uneconomic without stronger price signals.”🇺🇸🇨🇳🇪🇺🇯🇵🇨🇦

on.ft.com/4p7qxKV
Can the US break China’s grip on rare earths?
Experts question Washington’s suggestion that it can end Beijing’s dominance of sector within two years
on.ft.com
November 10, 2025 at 5:49 AM
Reposted by Dexter Tiff Roberts
𝙉𝙤𝙩𝙖𝙗𝙡𝙚/𝙄𝙣 𝙙𝙚𝙥𝙩𝙝 ~
• Self-reliance cornerstone of China policy long before Xi
• “Dog-eat-dog world of power struggles, artifice, hubris, treachery, and duplicity”
• Critical Minerals, Critical Moment-experts lay out what is at stake open.substack.com/pub/dexter/p...
Trade War
Differences emerge between Washington and Beijing’s takes on recent Trump-Xi meeting. China isn’t promising as sweeping changes to its rare earths export regime as the White House claims. And just bec...
open.substack.com
November 9, 2025 at 6:26 AM
Reposted by Dexter Tiff Roberts
𝙉𝙤𝙩𝙖𝙗𝙡𝙚/𝙄𝙣 𝙙𝙚𝙥𝙩𝙝 ~
• Self-reliance cornerstone of China policy long before Xi
• “Dog-eat-dog world of power struggles, artifice, hubris, treachery, and duplicity”
• Critical Minerals, Critical Moment-experts lay out what is at stake open.substack.com/pub/dexter/p...
Trade War
Differences emerge between Washington and Beijing’s takes on recent Trump-Xi meeting. China isn’t promising as sweeping changes to its rare earths export regime as the White House claims. And just bec...
open.substack.com
November 9, 2025 at 6:26 AM
Reposted by Dexter Tiff Roberts
𝙀𝙭𝙥𝙤𝙧𝙩𝙨 𝙞𝙣 𝙊𝙘𝙩𝙤𝙗𝙚𝙧 𝙪𝙣𝙚𝙭𝙥𝙚𝙘𝙩𝙚𝙙𝙡𝙮 𝙛𝙖𝙡𝙡. Trade negotiator Li Chenggang calls for more agricultural cooperation with US in meeting with American executives. And Beijing starts to buy American wheat. open.substack.com/pub/dexter/p...
Trade War
Differences emerge between Washington and Beijing’s takes on recent Trump-Xi meeting. China isn’t promising as sweeping changes to its rare earths export regime as the White House claims. And just bec...
open.substack.com
November 9, 2025 at 6:25 AM
Reposted by Dexter Tiff Roberts
Just because Beijing didn’t raise chips doesn’t mean they aren’t a top priority. 𝘼𝙢𝙗𝙖𝙨𝙨𝙖𝙙𝙤𝙧 𝙓𝙞𝙚 𝙁𝙚𝙣𝙜 𝙬𝙖𝙧𝙣𝙨 𝙒𝙖𝙨𝙝𝙞𝙣𝙜𝙩𝙤𝙣 to avoid China’s 4 Red Lines. And Premier Li predicts economy will surpass $23.9 trillion in five years. open.substack.com/pub/dexter/p...
Trade War
Differences emerge between Washington and Beijing’s takes on recent Trump-Xi meeting. China isn’t promising as sweeping changes to its rare earths export regime as the White House claims. And just bec...
open.substack.com
November 9, 2025 at 6:25 AM
Reposted by Dexter Tiff Roberts
𝙒𝙚𝙡𝙘𝙤𝙢𝙚 𝙩𝙤 𝙩𝙝𝙚 281𝙨𝙩 𝙚𝙙𝙞𝙩𝙞𝙤𝙣 𝙤𝙛 𝙏𝙧𝙖𝙙𝙚 𝙒𝙖𝙧
𝘿𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙘𝙚𝙨 𝙚𝙢𝙚𝙧𝙜𝙚 𝙗𝙚𝙩𝙬𝙚𝙚𝙣 𝙒𝙖𝙨𝙝𝙞𝙣𝙜𝙩𝙤𝙣 𝙖𝙣𝙙 𝘽𝙚𝙞𝙟𝙞𝙣𝙜 on recent Trump-Xi meeting/China isn’t promising sweeping changes to rare earths policy
open.substack.com/pub/dexter/p...
Trade War
Differences emerge between Washington and Beijing’s takes on recent Trump-Xi meeting. China isn’t promising as sweeping changes to its rare earths export regime as the White House claims. And just bec...
open.substack.com
November 9, 2025 at 6:24 AM
𝙒𝙚𝙡𝙘𝙤𝙢𝙚 𝙩𝙤 𝙩𝙝𝙚 281𝙨𝙩 𝙚𝙙𝙞𝙩𝙞𝙤𝙣 𝙤𝙛 𝙏𝙧𝙖𝙙𝙚 𝙒𝙖𝙧
𝘿𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙘𝙚𝙨 𝙚𝙢𝙚𝙧𝙜𝙚 𝙗𝙚𝙩𝙬𝙚𝙚𝙣 𝙒𝙖𝙨𝙝𝙞𝙣𝙜𝙩𝙤𝙣 𝙖𝙣𝙙 𝘽𝙚𝙞𝙟𝙞𝙣𝙜 on recent Trump-Xi meeting/China isn’t promising sweeping changes to rare earths policy
open.substack.com/pub/dexter/p...
Trade War
Differences emerge between Washington and Beijing’s takes on recent Trump-Xi meeting. China isn’t promising as sweeping changes to its rare earths export regime as the White House claims. And just bec...
open.substack.com
November 9, 2025 at 6:24 AM
Reposted by Dexter Tiff Roberts
Elise Stefanik in 2016: “I disagree with Mr. Trump on this issue. The election is not rigged...I have full faith and confidence in the outcome of the election.”

Stefanik now: “They unconstitutionally rigged the 2020 election...I would not have done what Mike Pence did.”
November 7, 2025 at 11:49 AM
Reposted by Dexter Tiff Roberts
If people in NY love what Donald Trump is doing to the country, then Elise Stefanik is your candidate for governor.
November 7, 2025 at 1:34 PM
Reposted by Dexter Tiff Roberts
I had a run in with ICE snatching a man out of his car while walking my children to school this morning in NW DC

I asked a neighbor to continue walking my kids to school and I turned back to document and confront the ICE agents.

I am in contact with @dcmigrantmutualaid.org with the full video.
November 6, 2025 at 8:33 PM
Reposted by Dexter Tiff Roberts
Devastating— “I’m afraid for my parents to leave the house. They treat us like dogs because of the color of our skin. I shouldn’t be scared, I should be focusing on school.”

A 16yo American living in fear of the Trump regime’s ICE goons terrorizing brown people pleads for help.
November 6, 2025 at 2:58 PM
Reposted by Dexter Tiff Roberts
It's been a few days since Trump announced his "deal" with Xi. It's now clear that Trump got fleeced. America gave up lots and got nothing.

It's a story you should know bc few things matter more than the U.S.-China relationship.

1/ So here's a🧵
November 3, 2025 at 11:29 PM
Reposted by Dexter Tiff Roberts
Always read Matt Sheehan's work on China's evolving AI regulations.

"Given China’s massive footprint in AI development, the impact of those standards will ripple out across the world, affecting the trajectory of the technology itself..."

carnegieendowment.org/research/202...
How China Views AI Risks and What to do About Them
A new standards roadmap reveals growing concern over risks from abuse of open-source models and loss of control over AI.
carnegieendowment.org
November 7, 2025 at 4:16 AM
Reposted by Dexter Tiff Roberts
This is what every single person with any experience in China has been warning about from the start.

Very good WaPo story by Katrina Northrop and Rudy Lu. www.washingtonpost.com/world/2025/1... And good, clear headline!
November 7, 2025 at 4:20 AM
Reposted by Dexter Tiff Roberts
One analytical model shows that, as of November 5th, the dismantling of U.S.A.I.D. has already caused the deaths of 600,000 people, two-thirds of them children. https://newyorkermag.visitlink.me/jUzNSc
The Shutdown of U.S.A.I.D. Has Already Killed Hundreds of Thousands
The short documentary “Rovina’s Choice” tells the story of what goes when aid goes.
newyorkermag.visitlink.me
November 6, 2025 at 9:00 PM
Reposted by Dexter Tiff Roberts
"Now, with the US tariff cut, that advantage will become more evident, particularly for lower-margin products, Roberts said. 'Doing this on razor-thin margins is something often other countries find it hard to compete on,' he said." www.scmp.com/economy/chin...
Cuts to US ‘fentanyl tariffs’ help Chinese exporters gain on competition
Analysts said the reduction in US tariffs creates space for Chinese producers to gain on Asian competitors – particularly in low-cost goods.
www.scmp.com
November 6, 2025 at 9:37 PM
Reposted by Dexter Tiff Roberts
"Dexter Roberts, a US-based senior fellow at the Global China Hub under the @atlanticcouncil.bsky.social think tank, said that Chinese exporters are already 'hyper-competitive' compared with their Asian counterparts, due to the intensity of the global market." www.scmp.com/economy/chin...
Cuts to US ‘fentanyl tariffs’ help Chinese exporters gain on competition
Analysts said the reduction in US tariffs creates space for Chinese producers to gain on Asian competitors – particularly in low-cost goods.
www.scmp.com
November 6, 2025 at 9:36 PM
"Dexter Roberts, a US-based senior fellow at the Global China Hub under the @atlanticcouncil.bsky.social think tank, said that Chinese exporters are already 'hyper-competitive' compared with their Asian counterparts, due to the intensity of the global market." www.scmp.com/economy/chin...
Cuts to US ‘fentanyl tariffs’ help Chinese exporters gain on competition
Analysts said the reduction in US tariffs creates space for Chinese producers to gain on Asian competitors – particularly in low-cost goods.
www.scmp.com
November 6, 2025 at 9:36 PM
Reposted by Dexter Tiff Roberts
China omitted chips - NOT the end of the story #substack #china #semicon... youtu.be/-8m8DznyV70?...
China omitted chips - NOT the end of the story #substack #china #semiconductor
YouTube video by Dexter Roberts
youtu.be
November 6, 2025 at 9:03 PM
Reposted by Dexter Tiff Roberts
Trump called it a 12 out of 10; China not so enthusiastic.. #substack #c... youtu.be/AN8zKPRTNYI?...
Trump called it a 12 out of 10; China not so enthusiastic.. #substack #china #xijinping #trump
YouTube video by Dexter Roberts
youtu.be
November 6, 2025 at 9:06 PM
Trump called it a 12 out of 10; China not so enthusiastic.. #substack #c... youtu.be/AN8zKPRTNYI?...
Trump called it a 12 out of 10; China not so enthusiastic.. #substack #china #xijinping #trump
YouTube video by Dexter Roberts
youtu.be
November 6, 2025 at 9:06 PM
China omitted chips - NOT the end of the story #substack #china #semicon... youtu.be/-8m8DznyV70?...
China omitted chips - NOT the end of the story #substack #china #semiconductor
YouTube video by Dexter Roberts
youtu.be
November 6, 2025 at 9:03 PM