Crossing the Rubicon: Commodity Pricing, Tesla data, Tencent profit, Wanda AMC, Huawei Inside, Lithuania and 17+1, Iran-China, Special Weekend Edition of 24 May

Intelligence and Insights on China's government actions, foreign policy, economy, and the capital markets.

A Letter from the Editor

The era of engagement has ended, as China gears up for kinetic competition with the United States across multiple domains.

If there was any lingering ambiguity as to the framework within which China and the U.S. will interact in the coming years, President Joe Biden’s Asia Czar wants to clear things up for you.

“I think we all ackn…