(Preview) A New Flashpoint with the Philippines; PRC and the US Election; Tim Walz and China; Connected Vehicles Updates

Sharp China with Bill Bishop

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

---

Bill Bishop is the author of Sinocism

---

On today's show Andrew and Bill return from the Beidaihe break with an update on a raft of Xi rumors and a programming note. Then: Back to the South China Sea, where good news at Second Thomas Shoal has quickly been overshadowed by an aerial incident at Scarborough Shoal and Monday's collision between PRC coast guard vessels and the Philippine coast guard. From there: A Foreign Affairs article outlining Beijing's perspective on the 2024 Presidential election in the US, three categories of American China strategists, and questions about Kamala Harris' approach to China. At the end: The scrutiny surrounding Tim Walz and his history of engagement with China, reports of a proposed rule on Chinese connected vehicle software, and a LiDAR company is removed from the Pentagon's blacklist.

To email the show: [e-mail]

---

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

---

Xi meets Olympics team; Fiji PM and IPU delegation; PRC-Philippines tensions; US reacts to PRC’s evolving nuclear strategy; Real estate price cuts — Sinocism

Xi meets Vietnam General Secretary; Premier Li chairs State Council plenary and executive meetings; PRC-Philippines boat collisions — Sinocism

Philippines Fortifies South China Sea Outpost For a Decade — Bloomberg

Collisions Tear Holes in U.S. Ally’s Ships as Tensions Flare in South China Sea — Wall Street Journal

Does China Prefer Harris or Trump? — Foreign Affairs

Manila's provocations in South China Sea doomed to fail — China Military Online

The Case for a Clean Energy Marshall Plan — Foreign Affairs

How to talk China in 2024 — Breaking Beijing

Tim Walz, Harris’s VP pick, has a long history with China — Washington Post

Tim Walz’s long history with China shaped by horrors of Tiananmen — Financial Times

China is not an enemy — Washington Post

US expected to propose barring Chinese software in autonomous vehicles — Reuters

China’s Hesai to be removed from US defence department blacklist — Financial Times

The right’s serious minds have a Tim-Walz-Chinese-sleeper-agent theory — Washington Post