Show Notes:

On today's show Andrew and Bill begin with the instability in Iran, including thoughts on Trump's Truth Social post threatening 25% tariffs on Iran trade partners, why that threat is unlikely to materialize as additional US tariffs on Chinese goods, and the PRC's concerns about oil access, investments, and regional stability as the situation continues to evolve in Tehran. From there: Chinese refiners eye Canadian crude oil, Prime Minister Mark Carney visits Beijing and seeks Canadian export markets beyond the US, and a China Daily editorial celebrates the opportunity and urges the Canadians to the root causes of previous setbacks in bilateral relations. At the end: The "Are You Dead?" app dominates Apple's App Store in China, new regulations and new reporting on the H200 saga, the US updates its Chinese drone policy, and the CCDI highlights another possible area of US-China convergence.

Related Readings:

CCDI; H200s; US-China; Zhong Caiwen; Short newsletter today -- Sinocism

CCDI Plenum opens; Rare earths exports to Japan get rarer; EU-China EV progress; Canadian PM’s visit to China -- Sinocism

Trump Risks Imploding China Trade Truce With Iran Tariff Vow -- Bloomberg

Trump’s Venezuela Oil Grab Pushes Chinese Refiners to Canada -- Bloomberg

Carney visit chance for Canada to repair ties: China Daily editorial -- China Daily

Caught Between Superpowers, Canada Seeks a New Path in Beijing -- NYT

China’s ‘Are You Dead?’ app checks in on growing cohort of people living alone -- FT

China’s Viral Are You Dead? App to Go Global Under New Name -- Yicai Global

US Clears Path for Nvidia to Sell H200s to China Via New Rule -- Bloomberg

Beijing Restricts Nvidia’s H200 Purchase, Banning the Chips From Entering China -- The Information

Exclusive: China’s customs agents told Nvidia’s H200 chips are not permitted, sources say -- Reuters

US government abandons plan to blacklist Chinese-made drones -- SCMP

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Sharp China: What’s at Stake for China in Iran; Canada's PM in Beijing; Notes on Chips, Apps, and Drones

Sharp China Podcast (private feed for winduser@gmail.com)