10/20/2026

The EU just put China on notice. Germany and France just introduced an aggressive new proposal that would allow them to cut China off from the European market if China decided to start a trade war. But it’s not all just about trade wars and tariffs. There’s a bigger story at play. In this video, I connect the thread between China’s rare earths, European weapons, trade restrictions, Germany’s auto industry, Taiwan, the war in Ukraine, and more.

https://www.youtube.com/@PaulJWarburg