President Trump gives quick comments to the assembled Press Pool at the White House upon return from China.  WATCH:

The most interesting aspect to the Beijing trip was not and is not the trade success stories that surfaced during the trip {USTR Greer}.  While President Trump brought titans of industry, tech and finance with him to Beijing, the emphasis is on relationships.

Stay elevated. Note the emphasis by Secretary Rubio was on geopolitical relations against the background of current events.  Note how much narrative energy is spent on the ‘relationship’ aspect to President Trump and Chairman Xi, from both leaders and also on direct questions to all pertinent current events.

When questioned about issues, Trump, Rubio and Xi spoke of relations – not details of policy or current events.  The venues within China were specific to something more akin to understanding motives behind policy, personal motives, historic motives from a personal perspective.  It wasn’t a trip of transactions; the vibe, the frequency of it all, was seemingly dominated by something more important to the moment than dollars and yuan.

It seemed critical for both leaders to convey their mutual alignment, ensuring and emphasizing the importance of no conflict between their nations, even if policy differences are present.  Both Rubio and Trump emphasized this overall tone.

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President Trump sits down with Fox News Sean Hannity for an interview immediately following the fast-paced visit in Beijing, China.

Hannity asks President Trump for his sense of the greeting and pageantry put on by Chairman Xi at the formal greeting, as well as some general discussion on the topics of a very lengthy talk between Trump administration officials and their Chinese counterparts.

President Trump and Chairman Xi discussed Iran and the current conflict which has impacted the global supply of oil. ¹{BACKSTORY HERE} It should be noted that closure of the Strait of Hormuz in combination with the U.S. control over Venezuela oil production has reversed the dependency dynamic between Russia and China.

Prior to oil/gas shortages (skyrocketing prices), and due to Western U.S/EU sanctions, Russia was very dependent on China for supplies and component goods.  After oil/gas shortages were triggered by the Iran conflict, China became dependent on Russia for their energy demands. A rather unusual dynamic sitting like an 800lb Gorilla in the corner of the meeting between President Trump and Chairman Xi.

¹(1) Upon reelection President Trump told all U.S. energy providers to “drill baby drill” and maximize energy production. Trump then deregulated the industry for maximum efficiency: Secretaries Burgum (Interior), Wright (Energy) and Zeldin (EPA).

(2) Trump then meets with Putin in Alaska Aug 15, 2025.  Three days later, Aug 18, 2025, Putin restarts Russia’s flagship Arctic project, the LNG export facility via the Northern Route to Asia.

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There is an increased public discussion about the race to build datacenters in the USA that are part of the Artificial Intelligence (AI) race for superiority.  There are multiple facets within the discussion and some things to consider that might not be at the forefront, yet.

Overall, there is a global race to build the best AI system that is not dissimilar to the nuclear arms race.  Arguably the use of AI as a weapon is one possibility; while the second aspect surrounds strategic economic power.

The USA is poised very favorably in this AI race due to the advanced tech industry in America and recent national security moves made by President Trump in the tech sector surrounding strategic critical minerals and domestic chip production.  However, no one is quite sure where China is in their AI development and last year’s explosive revelation around China’s “Deepseek” model shocked the U.S. tech industry due to its advanced intelligence prowess.

With China and the USA both in this AI race, and the need for massive investment in datacenters to do the processing needed for an artificial intelligence brain of such significant capacity, there is a sense of urgency in the tech industry that is surfacing around the country.  Simultaneously, with datacenters becoming more controversial, suddenly the geopolitical intelligence operations enter the picture.

Currently, it is well accepted inside the tech industry that part of China’s strategy against the USA in this AI race is to slow down American system development.  As a consequence, it is beginning to surface that Beijing may be funding voices inside the USA to rally against the building of datacenters. Essentially, China funding voices, real or artificially boosted influence operations, to amplify domestic opposition to the datacenters.

Anytime the intelligence operations become part of a domestic issue that has national security implications, things get opaque, cloudy and muddy pretty quick.  Is datacenter opposition organic – actual citizens and communities pushing back against the development in their towns and/or cities or is the opposition to the datacenters a form of foreign influence operation?

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There was much fake news about the tech and finance leaders traveling with President Trump to China.  Moments ago, President Trump corrects the record:

TRUTH SOCIAL – “CNBC incorrectly reported that the Great Jensen Huang, of Nvidia, was not invited to the incredible gathering of the World’s Greatest Businessmen/women proudly going to China. In actuality, Jensen is currently on Air Force One and, unless I ask him to leave, which is highly unlikely, CNBC’s reporting is incorrect or, as they say in politics, FAKE NEWS!

It is an Honor to have Jensen, Elon, Tim Apple, Larry Fink, Stephen Schwarzmann, Kelly Ortberg (Boeing), Brian Sikes (Cargill), Jane Fraser (Citi), Larry Culp (GE Aerospace), David Solomon (Goldman Sachs), Sanjay Mehrotra (Micron), Cristiano Amon (Qualcomm), and many others journeying to the Great Country of China where I will be asking President Xi, a Leader of extraordinary distinction, to “open up” China so that these brilliant people can work their magic, and help bring the People’s Republic to an even higher level! In fact, I promise, that when we are together, which will be in a matter of hours, I will make that my very first request. I have never seen or heard of any idea that would be more beneficial to our incredible Countries!”

~ President DONALD J. TRUMP

“Tim Apple” always cracks me up. lol

As previously noted and discussed by USTR Jamieson Greer, since the original trip to Beijing was announced several months ago, it was very easy to identify this visit was not a customary ‘state visit’ in the formal sense of the term.  Instead, this trip was always planned as a trade, finance and economic business trip specifically to engage Chairman Xi with a financial and investment focus.

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This video presentation is very well worth reviewing. Thankfully the British-centric perspective is dropped and Promethean Action PAC focus more on the overall ‘globalist’ political machine driven in North America by Obama’s leftist political operation, the Center for American Progress (CAP).

Kokinda stays away from the ‘intelligence‘ aspect of the background (which is good – not her lane).  However, for accurate and affirming context on the geopolitical part of the Kokinda review, make sure you have read “Segment 4” (just updated) from the remarks of Russian President Vladimir Putin when he was asked about whether his upcoming trip to China was related any way go President Trump’s trip which takes place this week.  President Trump and President Putin have spent several hours on the phone together in the past seven days. Putin’s responses in SEGMENT 4 are quite revealing.

PROMETHEAN PAC – “As President Trump prepares to travel to China, this episode argues that Putin’s remarks about Russia’s “partners and friends” (China, India, and the U.S.) reveal a shifting global alignment that alarms the Obama–Soros network. It examines the Global Progress Action Summit in Toronto, where Barack Obama appeared and Center for American Progress leaders, including Neera Tanden and Patrick Gaspard, framed Trump’s presidency as an “interregnum” and promoted Mark Carney’s “Principled Pragmatism,” described as preserving globalist structures while rebranding to address public backlash. The script contrasts this with what it calls a “new strategic map” driven by Trump, Putin, and Xi, highlighted by Victory Day context, an announced Russia–China energy deal, and Trump’s proclamations. It concludes that Democrats seek midterm gains but face setbacks from redistricting rulings, prompting renewed efforts to win back working-class voters.”

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There is a certain irony in the timing all things considered.  President Trump has given the EU until July 4, 2026, to fulfill the trade agreement previously negotiated (ie. the Turnberry Agreement) or 25% tariffs on EU automobiles will be triggered.

(Via Truth Social) – “I had a great call with The President of the European Commission, Ursula von der Leyen. We discussed many topics, including that we are completely united that Iran can never have a Nuclear Weapon. We agreed that a regime that kills its own people cannot control a bomb that can kill millions. I’ve been waiting patiently for the EU to fulfill their side of the Historic Trade Deal we agreed in Turnberry, Scotland, the largest Trade Deal, ever! A promise was made that the EU would deliver their side of the Deal and, as per Agreement, cut their Tariffs to ZERO! I agreed to give her until our Country’s 250th Birthday or, unfortunately, their Tariffs would immediately jump to much higher levels. Thank you for your attention to this matter.”  ~ President DONALD J. TRUMP

U.S. Trade Representative Jamieson Greer recently spoke directly about what was creating this problem.  His interview and explanation in detail is below (MUST WATCH):

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Susan Kokinda of Promethean Action PAC does a great job with this video presentation of how Canada is the tip of the spear in how the EU and Commonwealth are trying to undermine President Trump.  In the background, this is where it becomes important for President Trump and President Putin to organize a strategic alliance.

“As attention focused on President Trump’s Iran breakthrough, Canadian Prime Minister Mark Carney met European and Commonwealth leaders in Armenia and said the rules-based international order is over, arguing it will be rebuilt out of Europe around Canada, the EU, the UK, and Australia. The episode frames this as a rival power center consolidating against Trump’s America, then highlights Carney’s appointment of Louise Arbour as Canada’s Governor General, emphasizing the office’s powers and Arbour’s role as a UN tribunal prosecutor and advocate for creating the International Criminal Court, alongside references to George Soros’s Open Society support for the ICC and Jack Smith’s work there.

The script then covers a Trump administration press conference on beef, citing declining cattle numbers, ranch losses, and consolidation among four meatpackers controlling 85% of processing, and links this to decades of cartelization and foreign influence in food and commodities.”

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Previously, Toyota Inc informed the Canadian trade delegation that if the USMCA (CUSMA) was dissolved, the most important auto manufacturing operation they have in the country would end.  Toyota was being respectful and brutally honest with the Canadians.

Last year, at almost the same time as Toyota made their position clear, Honda put a pause on the plan to build EVs in Ontario [2025 Notice] pending additional review.  Today, according to Nikkei, Honda has now completed that review and cancelled the plan.  Honda will not build EVs in Canada.

Asahi Kasei, the Japanese material supplier that makes battery separators, a core component used in lithium-ion batteries, will likely make a similar announcement soon.  The decision is in response to declining EV sales in combination with current U.S-Canada trade friction.  Without guaranteed access to the U.S. market, it makes no sense to invest in Canada.

Electrek – “Honda is shelving its massive C$15 billion ($11 billion) EV and battery manufacturing hub in Ontario, Canada, according to a new report from Nikkei. The move escalates what was initially framed as a temporary pause into what increasingly looks like an indefinite retreat.

[…] When Honda announced the Alliston, Ontario project in April 2024, it was billed as the company’s most ambitious EV commitment yet. The plan called for a new EV assembly plant capable of producing 240,000 vehicles per year, a 36 GWh battery factory, and cathode material processing facilities through joint ventures with POSCO Future M and Asahi Kasei. Production was targeted for 2028.

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How do you sum up the economic forecast for Europe? This story highlights one of the craziest stories in a long time. This is so blindingly suicidal, it cannot be stupidity. This is intentional.

BACKGROUND – You might remember last year due to climate/carbon emission regulations inside Europe EU automakers had to pay fines to the EU Commission if they did not meet electric vehicle targets. In order to avoid the penalties many EU automakers began purchasing ‘carbon credit’ offsets from Chinese EV automakers.

European car makers were paying China for carbon credits, and Chinese car companies began using the payments to lower prices. Europe was, essentially, paying China to undercut their own auto market. The result was European car makers, specifically those in Germany, losing market share to lower price EVs from China.  German industry began shrinking.

If that wasn’t crazy enough, what comes next is beyond laughable. As a result of lost sales and diminished volumes, Volkswagen had shut down auto plants. Now, Volkswagen is announcing that Chinese automakers, their China “partners,” will take over the underutilized facilities and start building Chinese cars in Germany.

GERMANY – Volkswagen Group is facing increased pressure from its board to further cut costs despite already announcing radical measures, such as axing around 50,000 jobs in Germany by 2030 and reducing production capacity by up to 3 million units per year to 9 million, which would make it very difficult to avoid plant closures or sales. Overall, Europe’s largest automaker aims to reduce costs by 20% by the end of 2028.

In an attempt to mitigate the effect of these measures, the automaker appears ready to do what not too long ago would have seemed unthinkable, namely selling China-developed cars in Europe and even sharing its underutilized plants in the region with its Chinese partners.

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Six days ago, in Marsberg, German Chancellor Friedrich Merz criticized the U.S. approach to Iran, saying Washington was being “humiliated by the Iranian leadership” and demanding the conflict end “as quickly as possible.”

Three days ago, President Trump responded with an announcement that U.S. troops in Germany would be drawn down, and there would be a 25% tariff on all imported European autos.  {GO DEEP}

Suddenly, Friedrich Merz reverses his position:

[SOURCE]

Imagine that.

But seriously folks, when people argue that it’s not about the economics of the thing – remind them, it’s always about the economics of the thing.

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