エピソード

  • How China Is Winning Africa's Rare Earth Race

    How China Is Winning Africa's Rare Earth Race
    2026/07/21
    China controls 60% of global rare earth mining and 90% of processing. But a new wave of African discoveries — from Tanzania's Ngualla deposit to Angola's Longonjo project — could reshape the supply chain. Lucas and Luna examine how Beijing is locking in long-term deals with African governments, financing infrastructure-for-minerals swaps, and building processing plants on the continent. They also look at the counterplay: Western-backed efforts to fund alternative refineries in Australia and Canada. With the trade-weighted US dollar index at 120.5 and yuan-dollar steady at 6.78, who wins this geopolitical tug-of-war over critical minerals? A focused look at one 2026 deal in Tanzania shows the playbook. #RareEarths #ChinaAfrica #CriticalMinerals #SupplyChain #Tanzania #Geopolitics #Economics #TradeWar #Mining #Ngualla #Longonjo #BeijingStrategy #WesternCounterplay #Australia #Canada #FexingoBusiness #BusinessPodcast #ChinaEconomy Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How Chinas Solar Dominance Is Shifting Global Energy Economics

    How Chinas Solar Dominance Is Shifting Global Energy Economics
    2026/07/21
    China now controls over 80% of global solar manufacturing, from polysilicon to finished panels. This dominance has driven module prices down 90% in a decade, reshaping energy economics worldwide. But it also creates vulnerabilities: trade tensions, domestic overcapacity, and geopolitical risks. Lucas and Luna examine how China's solar machine is changing the calculus for governments and utilities, using specific data points like the 6.78 yuan per dollar exchange rate and export figures. They discuss whether this concentration of supply is sustainable and what it means for the global energy transition. #China #SolarEnergy #RenewableEnergy #EnergyTransition #SupplyChain #Trade #Manufacturing #Polysilicon #Geopolitics #Economics #GlobalTrade #CleanEnergy #Export #Overcapacity #Tariffs #FexingoBusiness #BusinessPodcast #ChinaEconomy Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How China Tech Stocks Surged on July 20 2026

    How China Tech Stocks Surged on July 20 2026
    2026/07/20
    China tech stocks posted big gains in the week ending July 20, 2026, with the KWEB ETF up 5 percent and Alibaba jumping over 7 percent. Lucas and Luna break down what drove the rally — from yuan stability to a shift in investor sentiment around Beijing's regulatory stance. They zero in on Alibaba's cloud AI play and JD.com's resurgence, using the latest trade balance and yuan data to frame the macro picture. The episode also touches on why NIO bucked the trend, falling over 3 percent, and what that says about EV market fears. If you've been watching China equities bounce but wondering if it's sustainable, this episode gives you the specific numbers and the strategic context to decide. #ChinaTech #Alibaba #JDcom #NIO #KWEB #FXI #MCHI #Yuan #TradeBalance #ChinaEconomy #ChineseStocks #BeijingPolicy #RegulatorySentiment #CloudAI #EVRisk #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Chinas New Oil Price Feeds Shock Global Markets

    Chinas New Oil Price Feeds Shock Global Markets
    2026/07/20
    China just launched its own crude oil futures benchmark in yuan, challenging Brent and WTI for the first time. Lucas and Luna break down how the Shanghai International Energy Exchange's new contract works, why it matters for oil producers and Asian refiners, and what it means for the dollar's role in global energy trade. With Brent above $90 amid Middle East tensions and the yuan weakening slightly against the dollar, the timing is anything but coincidental. The hosts explore whether this is a serious threat to the petrodollar system or a symbolic move with limited near-term impact. They also discuss how China's growing refining capacity and its status as the world's largest oil importer give it leverage to create an Asian pricing benchmark. Specific data points include China's 2025 crude imports of 11.3 million barrels per day and the new contract's trading volume in its first month. A concise, data-driven look at a pivotal shift in global commodity markets. #ChinaOil #YuanBenchmark #CrudeFutures #ShanghaiINE #EnergyMarkets #BrentCrude #Petrodollar #OilPricing #ChinaEconomy #GlobalTrade #DollarDominance #AsiaMarkets #Economics #Commodities #FexingoBusiness #BusinessPodcast #LucasAndLuna #EnergyTransition Keep every episode free: buymeacoffee.com/fexingo
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    12 分
  • How Chinas State Chipmaking Is Reshaping Tech Supply Chains

    How Chinas State Chipmaking Is Reshaping Tech Supply Chains
    2026/07/19
    China is pouring hundreds of billions into domestic chip manufacturing through a state-led push called 'Chip Independence' or the semiconductor self-sufficiency plan. Despite US export controls and sanctions, Chinese foundries like SMIC are ramping up production of 28-nanometer and even 14-nanometer chips for automotive and industrial applications. In this episode, Lucas and Luna examine the latest data: China's semiconductor output grew 27% year-over-year in May 2026, while imports of chip-making equipment from Japan and the Netherlands surged ahead of expected tighter restrictions. We look at the impact on global supply chains—companies like Nvidia, ASML, and TSMC face new competitive dynamics as Chinese tech giants like Huawei and Alibaba pivot to domestic chips. The hosts also discuss the paradoxical effect: US sanctions have accelerated China's drive for self-reliance, but the cost and yield gaps remain huge. A nuanced look at one of the most consequential industrial policy experiments of the decade. #ChinaEconomy #SemiconductorIndependence #ChipManufacturing #SMIC #USExportControls #TechSupplyChain #Huawei #Alibaba #Nvidia #ASML #TSMC #MadeInChina2025 #IndustrialPolicy #Economics #GlobalTrade #FexingoBusiness #BusinessPodcast #ChinaTech Keep every episode free: buymeacoffee.com/fexingo
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    12 分
  • Why China Is Pushing Yuan Trade Settlements in Africa

    Why China Is Pushing Yuan Trade Settlements in Africa
    2026/07/19
    In this episode, Lucas and Luna explore how China is aggressively pushing yuan-denominated trade settlements with African nations as part of a broader strategy to bypass the dollar. With the yuan-per-dollar rate at 6.78 and China's trade surplus widening, Beijing is offering infrastructure loans and currency swaps to resource-rich countries like Angola and Zambia. The hosts discuss how this could reshape global reserve currency dynamics and what it means for emerging markets. Along the way, they touch on the FXI's recent 2.1% five-day gain and the broader implications for the S&P 500. A specific look at one of the most underreported shifts in global finance. #ChinaEconomy #YuanTradeSettlements #DeDollarization #AfricaTrade #CurrencyWars #EmergingMarkets #FXI #Renminbi #Geopolitics #TradeDeficit #CentralBanking #Economics #FexingoBusiness #BusinessPodcast #GlobalFinance #ChinaAfrica #USDollar #ReserveCurrency Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How China Is Building a Parallel Cross-Border Payment System

    How China Is Building a Parallel Cross-Border Payment System
    2026/07/18
    China's yuan-denominated cross-border payment system is quietly expanding as the dollar's dominance faces new challenges. With the yuan per dollar at 6.78 and a trade-weighted dollar index of 120.5, Beijing is accelerating efforts to bypass the SWIFT network through its own Cross-Border Interbank Payment System (CIPS). Lucas and Luna break down how CIPS works, who's joining it, and what it means for global trade—especially as the US-China deficit widens. They examine the recent surge in yuan trade settlements, the role of China's central bank digital currency, and why Saudi Arabia, Russia, and Brazil are increasingly using yuan for oil and commodity deals. Is this the beginning of a multi-currency world order, or just a hedge against dollar weaponization? One concrete data point: yuan-denominated trade now accounts for roughly 24% of China's total cross-border transactions, up from 16% just two years ago. #ChinaEconomy #CrossBorderPayments #YuanSettlement #CIPS #DeDollarization #DigitalYuan #TradeFinance #SWIFT #BRICS #SaudiArabia #Russia #Brazil #CentralBankDigitalCurrency #Geopolitics #Economics #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • How Chinas AI DeepSeek Is Upending the Model Cost Curve

    How Chinas AI DeepSeek Is Upending the Model Cost Curve
    2026/07/18
    Episode 119 dives into how Chinese AI lab DeepSeek has quietly built a large language model costing around $5.6 million to train, versus the $100 million-plus price tags typical for frontier models from OpenAI and Google. Lucas and Luna discuss what this means for the cost structure of AI development, why DeepSeek's approach relies on architecture innovations from an overlooked research paper, and how the price gap could reshape the competitive dynamics between U.S. and Chinese tech companies — without needing trade sanctions or export controls. They also touch on the broader economic signal: if AI compute gets dramatically cheaper, it changes the investment thesis for the entire cloud sector. Market context includes a softening dollar and a yuan at 6.78, which makes Chinese exports even more competitive. The conversation stays grounded in a single concrete case and avoids sweeping predictions. #DeepSeek #AI #ChinaEconomy #ArtificialIntelligence #LanguageModel #CostEfficiency #TechCompetition #OpenSourceAI #CloudComputing #NVIDIA #MoEArchitecture #ModelTraining #ExportControls #Yuan #TradeCompetitiveness #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo
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    9 分