Noah Barkin
@noahbarkin.bsky.social
Watching 🇪🇺 🇨🇳 🇺🇸 for Rhodium Group & GMF in Berlin. Sign up for my monthly newsletter (https://www.gmfus.org/watching-china-europe) and Substack (noahbarkin.substack.com)
Germany holds the key to a more realistic & robust European policy towards China. Where is the 8-month-old government of Friedrich Merz heading? Enjoyed this chat with DW’s Richard Walker & Clifford Coonan
www.dw.com/en/dwcom-ber...
www.dw.com/en/dwcom-ber...
Why Germany finds it so hard to handle China – DW – 12/23/2025
2025 exposed Germany's dependence on China, as a source of rare earths and a market and production site for its industry. Berlin says it wants to "de-risk" the relationship. But is it serious? Or is i...
www.dw.com
December 26, 2025 at 7:32 AM
Germany holds the key to a more realistic & robust European policy towards China. Where is the 8-month-old government of Friedrich Merz heading? Enjoyed this chat with DW’s Richard Walker & Clifford Coonan
www.dw.com/en/dwcom-ber...
www.dw.com/en/dwcom-ber...
One of the Europeans who has been barred by Rubio’s State Department from entering the US for his work in combating online hate speech happens to be a permanent US resident with an American wife and child. www.nytimes.com/2025/12/25/u...
Judge Blocks Detention of British Researcher Who Scrutinizes Online Hate
www.nytimes.com
December 26, 2025 at 7:25 AM
One of the Europeans who has been barred by Rubio’s State Department from entering the US for his work in combating online hate speech happens to be a permanent US resident with an American wife and child. www.nytimes.com/2025/12/25/u...
If Trump’s misguided policies don’t doom the US economy, the financial shenanigans of his corporate cronies surely will #musk #zuckerberg #ellison
www.ft.com/content/0ae9...
www.ft.com/content/0ae9...
Tech groups shift $120bn of AI data centre debt off balance sheets
Creative financing helps insulate Big Tech while binding Wall Street to a future boom or bust
www.ft.com
December 24, 2025 at 10:07 AM
If Trump’s misguided policies don’t doom the US economy, the financial shenanigans of his corporate cronies surely will #musk #zuckerberg #ellison
www.ft.com/content/0ae9...
www.ft.com/content/0ae9...
In Marco Rubio’s twisted world, war criminals are potential business partners and those fighting hate speech and disinformation are the pinnacle of evil
www.bbc.com/news/article...
www.bbc.com/news/article...
US denies visas to ex-EU commissioner and others over social media rules - BBC News
Thierry Breton, the former top tech regulator at the European Commission, says a "witch hunt" is taking place.
www.bbc.com
December 24, 2025 at 7:49 AM
In Marco Rubio’s twisted world, war criminals are potential business partners and those fighting hate speech and disinformation are the pinnacle of evil
www.bbc.com/news/article...
www.bbc.com/news/article...
Trump’s new envoy, decked out in camouflage, promises to bring cajun food to Greenland
www.instagram.com/reel/DSlBG5D...
www.instagram.com/reel/DSlBG5D...
Governor Jeff Landry on Instagram: "Hey Louisiana, I’m not going anywhere!
As a Cajun, my family and families like mine have lived under more flags than anyone in the continental US.
There is no be...
Join the conversation as the Governor of Louisiana shares the unique perspective of living under multiple flags and the freedom found under the US flag. Discover how his family's 300-year history and ...
www.instagram.com
December 22, 2025 at 8:55 PM
Trump’s new envoy, decked out in camouflage, promises to bring cajun food to Greenland
www.instagram.com/reel/DSlBG5D...
www.instagram.com/reel/DSlBG5D...
Kudos to 60 Minutes reporter Sharyn Alfonsi for calling a spade a spade. Everyone at CBS News who believes in independent journalism should stand with her.
www.nytimes.com/2025/12/21/b...
www.nytimes.com/2025/12/21/b...
‘60 Minutes’ Pulled a Segment. A Correspondent Calls It ‘Political.’
www.nytimes.com
December 22, 2025 at 5:44 AM
Kudos to 60 Minutes reporter Sharyn Alfonsi for calling a spade a spade. Everyone at CBS News who believes in independent journalism should stand with her.
www.nytimes.com/2025/12/21/b...
www.nytimes.com/2025/12/21/b...
Reposted by Noah Barkin
I kid you not.
Wait till you see what they have in store for the Donbas.
Wait till you see what they have in store for the Donbas.
December 21, 2025 at 10:27 AM
I kid you not.
Wait till you see what they have in store for the Donbas.
Wait till you see what they have in store for the Donbas.
Jake Sullivan tears into Trump’s decision to allow Nvidia H200 chip sales to China and says it could trigger a Dutch rethink on ASML controls
podcasts.apple.com/de/podcast/t...
podcasts.apple.com/de/podcast/t...
Is America Giving China the Keys to AI Dominance?
Podcast Episode · The Long Game with Jake Sullivan and Jon Finer · 19/12/2025 · 1h 17m
podcasts.apple.com
December 21, 2025 at 10:04 AM
Jake Sullivan tears into Trump’s decision to allow Nvidia H200 chip sales to China and says it could trigger a Dutch rethink on ASML controls
podcasts.apple.com/de/podcast/t...
podcasts.apple.com/de/podcast/t...
Interesting: a subsidiary of Volkswagen is voicing support for local content rules in Europe
www.ft.com/content/1601...
www.ft.com/content/1601...
Europe’s battery plants need local content rules to stay competitive, bosses say
Regionally sourced parts for cars seen as vital to reduce dependence on China
www.ft.com
December 21, 2025 at 9:09 AM
Interesting: a subsidiary of Volkswagen is voicing support for local content rules in Europe
www.ft.com/content/1601...
www.ft.com/content/1601...
“Macron betrayed Merz, and he knows that there will be a price to pay for that”
www.ft.com/content/99d2...
www.ft.com/content/99d2...
Role reversal: how foot-dragging France blindsided newly assertive Berlin
As Friedrich Merz pushed to finalise a deal on Russian frozen assets, it became clear that he was missing one key ally
www.ft.com
December 21, 2025 at 6:53 AM
“Macron betrayed Merz, and he knows that there will be a price to pay for that”
www.ft.com/content/99d2...
www.ft.com/content/99d2...
If the DOJ were smart about their apparent cover-up of Trump’s links to Epstein, they would intersperse innocuous photos of Trump. But they seem to be under orders to wipe the slate clean - which only undermines the credibility of what they are releasing
www.nytimes.com/2025/12/20/u...
www.nytimes.com/2025/12/20/u...
Epstein Files Photos Disappear From Government Website, Including One of Trump
www.nytimes.com
December 21, 2025 at 3:38 AM
If the DOJ were smart about their apparent cover-up of Trump’s links to Epstein, they would intersperse innocuous photos of Trump. But they seem to be under orders to wipe the slate clean - which only undermines the credibility of what they are releasing
www.nytimes.com/2025/12/20/u...
www.nytimes.com/2025/12/20/u...
It was always clear that Nexperia China would have an easier time replacing Nexperia Europe than vice versa
www.reuters.com/world/china/...
www.reuters.com/world/china/...
Exclusive: Nexperia's China unit switches to local firms for wafer supplies, document shows
The Chinese unit of Netherlands-based Nexperia has locked in supplies of silicon wafers from local firms to cover its entire 2026 production for one type of power chip, a document showed, after the Du...
www.reuters.com
December 21, 2025 at 2:36 AM
It was always clear that Nexperia China would have an easier time replacing Nexperia Europe than vice versa
www.reuters.com/world/china/...
www.reuters.com/world/china/...
Reposted by Noah Barkin
🚨 "The Justice Department redacted the names and identifiers of victims. Fox News Digital has learned that the same redaction standards were applied to politically exposed individuals and government officials. "
h/t @kleinmatic.bsky.social
h/t @kleinmatic.bsky.social
Epstein files explode open as DOJ details discovery of powerful figures and more than 1,200 victims
EXCLUSIVE: More than a dozen people and government officials' names appear in the hundreds of thousands of pages of Jeffrey Epstein files made public Friday, sources said.
www.foxnews.com
December 19, 2025 at 9:51 PM
🚨 "The Justice Department redacted the names and identifiers of victims. Fox News Digital has learned that the same redaction standards were applied to politically exposed individuals and government officials. "
h/t @kleinmatic.bsky.social
h/t @kleinmatic.bsky.social
“Bashing the EU over its inability to act strategically is like shooting not just fish in a barrel but dead fish floating on the water’s surface”
www.ft.com/content/ff8e...
www.ft.com/content/ff8e...
The EU’s economic security blanket is patchy and thin
Its disjointed response to electric vehicles shows it cannot co-ordinate
www.ft.com
December 19, 2025 at 5:43 PM
“Bashing the EU over its inability to act strategically is like shooting not just fish in a barrel but dead fish floating on the water’s surface”
www.ft.com/content/ff8e...
www.ft.com/content/ff8e...
What a disastrous signal it would send if the EU failed to get this over the finish line.
www.politico.eu/article/eu-d...
www.politico.eu/article/eu-d...
EU delays Mercosur signing as 25-year curse drags on
Italy forcing a further postponement to the beleaguered trade deal leaves it open to being torpedoed by the European Parliament.
www.politico.eu
December 19, 2025 at 1:49 AM
What a disastrous signal it would send if the EU failed to get this over the finish line.
www.politico.eu/article/eu-d...
www.politico.eu/article/eu-d...
These two stories on inflation from the FT and NYT underscore why I read the former for news on the US these days. The FT tells it straight. The NYT gives us endless paragraphs of Trump team propaganda high up
www.ft.com/content/c90d...
www.nytimes.com/2025/12/18/b...
www.ft.com/content/c90d...
www.nytimes.com/2025/12/18/b...
Flawed inflation data dashes Donald Trump’s hopes of a quick affordability victory
White House hails figures showing cooling price growth but Wall Street says report was ‘a mess’
www.ft.com
December 19, 2025 at 1:22 AM
These two stories on inflation from the FT and NYT underscore why I read the former for news on the US these days. The FT tells it straight. The NYT gives us endless paragraphs of Trump team propaganda high up
www.ft.com/content/c90d...
www.nytimes.com/2025/12/18/b...
www.ft.com/content/c90d...
www.nytimes.com/2025/12/18/b...
Greer threatens Section 301 investigations against the EU to force the bloc to dismantle its digital regulations that target anti-competitive behavior and content moderation failures by US Big Tech
www.cnbc.com/video/2025/1...
www.cnbc.com/video/2025/1...
USTR Jamieson Greer on EU tech fines: Number of investigations we could conduct to take action
Ambassador Jamieson Greer, United States Trade Representative, joins 'Squawk Box' to discuss tensions around tech with the European Union, how to think about what happens next and much more.
www.cnbc.com
December 18, 2025 at 10:15 PM
Greer threatens Section 301 investigations against the EU to force the bloc to dismantle its digital regulations that target anti-competitive behavior and content moderation failures by US Big Tech
www.cnbc.com/video/2025/1...
www.cnbc.com/video/2025/1...
China has a prototype EUV machine, built by former ASML engineers, according to this Reuters story
www.reuters.com/world/china/...
www.reuters.com/world/china/...
Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips
In a high-security Shenzhen laboratory, Chinese scientists have built a prototype of a machine capable of producing cutting-edge semiconductor chips that power artificial intelligence, smartphones and...
www.reuters.com
December 18, 2025 at 12:10 AM
China has a prototype EUV machine, built by former ASML engineers, according to this Reuters story
www.reuters.com/world/china/...
www.reuters.com/world/china/...
America’s best chance of containing and shaping China’s rise is to make common cause with Europe. Instead, Trump is targeting regime change. @edwardluce.bsky.social
www.ft.com/content/a83c...
www.ft.com/content/a83c...
China’s escalation dominance over Trump
The US president has handed the initiative to Beijing in tech, energy and security
www.ft.com
December 17, 2025 at 5:01 AM
America’s best chance of containing and shaping China’s rise is to make common cause with Europe. Instead, Trump is targeting regime change. @edwardluce.bsky.social
www.ft.com/content/a83c...
www.ft.com/content/a83c...
The US is now making coercive threats to fine random European companies in retaliation for EU digital regulations that are designed to prevent hate speech, disinformation and harm to children.
www.ft.com/content/001d...
www.ft.com/content/001d...
Washington threatens European groups over EU’s treatment of US tech giants
French and German companies warned their access to the American market could be disrupted
www.ft.com
December 16, 2025 at 9:45 PM
The US is now making coercive threats to fine random European companies in retaliation for EU digital regulations that are designed to prevent hate speech, disinformation and harm to children.
www.ft.com/content/001d...
www.ft.com/content/001d...
I don’t understand what this piece is saying. Accept that Europe is no longer a real player? The point on China makes no sense: cooperate but don’t submit. If it were that simple we would have done this long ago
www.nytimes.com/2025/12/16/o...
www.nytimes.com/2025/12/16/o...
Opinion | Europe Is in Decline. Good.
www.nytimes.com
December 16, 2025 at 9:05 PM
I don’t understand what this piece is saying. Accept that Europe is no longer a real player? The point on China makes no sense: cooperate but don’t submit. If it were that simple we would have done this long ago
www.nytimes.com/2025/12/16/o...
www.nytimes.com/2025/12/16/o...
Narcissistic idiot disorder: Trump suggests that the tragic stabbing death of Rob Reiner and his wife was due to the actor-director’s criticism of Trump
www.nytimes.com/2025/12/15/u...
www.nytimes.com/2025/12/15/u...
Trump Seizes on Rob Reiner’s Death to Attack the Hollywood Director
www.nytimes.com
December 15, 2025 at 10:21 PM
Narcissistic idiot disorder: Trump suggests that the tragic stabbing death of Rob Reiner and his wife was due to the actor-director’s criticism of Trump
www.nytimes.com/2025/12/15/u...
www.nytimes.com/2025/12/15/u...
Some context missing from this story: Trump’s unwinding of EV incentives. That’s not the only reason for Ford’s woes but it is a big part of the reason
Breaking: In a massive hit, Ford is writing down $19.5 billion in EV investments. It will also stop making the electric version of its F-150 pickup.
Ford Takes $19.5 Billion Charge to Write Down EV Investments
The sum is among the largest impairments taken by a company and marks the U.S. auto industry’s biggest reckoning to date that it can’t realize its electric-vehicle ambitions anytime soon.
on.wsj.com
December 15, 2025 at 9:07 PM
Some context missing from this story: Trump’s unwinding of EV incentives. That’s not the only reason for Ford’s woes but it is a big part of the reason
Reposted by Noah Barkin
If Merz can deliver on both the frozen assets loan and the Mercosur deal, this will be the best week for his (now rather frayed) “Germany is back” narrative since the debt brake vote in mid-March.
Often, Berlin is the main veto player when it comes to decisive EU action. But this week, for once, Berlin is a key driver of getting both the reparations loan and Mercosur over the finish line.
This time, the EU's ability to act act fully hinges on Rome's and Paris's will to jump.
This time, the EU's ability to act act fully hinges on Rome's and Paris's will to jump.
December 15, 2025 at 4:43 PM
If Merz can deliver on both the frozen assets loan and the Mercosur deal, this will be the best week for his (now rather frayed) “Germany is back” narrative since the debt brake vote in mid-March.