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Export Controls
Everything Briefed has filed against Export Controls, most recent first.
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Trump slaps 15% tariff on a chip material, and wants broader tariff powerTrump has imposed a 15% tariff on a key material used in chip manufacturing, aimed squarely at reducing US dependence on Chinese supply chains for semiconductor inputs. Separately, he's reportedly …China's AI stocks are pricing in chip-control failure. One short seller disagreesZhipu, the HSTECH index's standout performer this year, has rallied approximately 1,100% and attracted precisely one short call, which is either a sign of extraordinary conviction in Chinese AI's d…Hong Kong's SFC is pressing ahead with the PwC-Evergrande payout despite a live court challengeThe SFC is distributing a HK$1 billion compensation pool funded by PwC Hong Kong for Evergrande minority shareholders, and it has refused to pause despite a judicial review filed by Evergrande's ow…Zhipu has rallied 1,100% and just got its first short. Both facts matter.Hedgeye's Felix Wang has put a HK$407 fair value on Zhipu as a short, running directly against the momentum that has made it the hottest name on the HSTECH Index this year, and his core argument is…Indonesia readies state control over $65bn commodity exportsIndonesia is finalizing a centralized export framework for crude palm oil, coal, and ferroalloys through its Danantara sovereign wealth fund vehicle, potentially affecting $65 billion in annual com…Indonesia tightens palm oil export gripIndonesian palm oil stocks tumbled after the government introduced export allocation requirements for used cooking oil and palm residues to support its B40 biodiesel program. UCO and palm residue e…Australia orders Chinese investors to dump rare earth stakesTreasurer Jim Chalmers has ordered several China-linked investors to sell down their 10.4% stake in Northern Minerals, a rare earths producer with a strategic heavy rare earths project in Western A…Chinese AI chips ride token economy waveChina's semiconductor companies are pivoting to AI inference chips designed specifically for token-based computing, creating unexpected winners as Western export controls reshape the market. Compan…China turns export controls into economic warfareBeijing is deploying export restrictions like cruise missiles — precise, targeted, and designed to cripple supply chains before anyone notices the launch. The soaring use of trade controls signals …