CEO, Author, Keynote Speaker, Advisor to Governments & Multinational firms, Investor, Chief Global Strategist, Adjunct Professor, Activist, Husband & Dad
New York, NY
Joined May 2009
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Earl Carr retweeted
Caixin: "China has issued an 18-point plan to cushion workers from artificial intelligence-driven displacement, directing officials to assess job risks before approving high-impact AI projects and urging companies to give employees advance notice and transition support. The document comes as concerns mount that China’s rapid AI rollout could reshape employment before workers and social welfare systems are prepared."
caixinglobal.com/2026-11-02/…
Earl Carr retweeted
EU leaders have just finished their discussion on China, over a 1 hr 45 minute-ish lunch. Von der Leyen presented findings from talks with China
Politico says that she recommended launching the safeguards I reported this morning, in chemicals and industrial
NEW: Emboldened by hybrid car deal, Europe coalesces around a tougher China stance
The mood in Brussels has hardened this week. The place is awash with the notion that standing up to China might actually work
A long read from me ahead of today's EUCO
scmp.com/news/china/diplomac…
Thrilled to do an interview with TRT World News Makers discussing, "EU-CHINA TRADE TALKS: LEVELING THE PLAYING FIELD."
youtube.com/watch?v=2IwQoA8b…
@ChathamHouse @Lingling_Wei @CFR_org @BrookingsChina @FT @cnbc@
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Earl Carr retweeted
"Today, the Chinese capital’s main public square is no longer a place to relax like Red Square in Moscow or Trafalgar Square in London, but a by-appointment-only dead zone. Kites are banned without a permit. All visitors, mostly Chinese from the provinces, are carefully screened."
Where Every Tree Hides ‘an Enemy’: How I Watched China’s Paranoia Grow nytimes.com/2026/10/11/world…
Earl Carr retweeted
As President Donald Trump and Chinese leader Xi Jinping prepare to meet tomorrow in Washington, DC, only around 2,000 Americans are studying in China, down from 15,000 a decade ago.
Long-standing educational programs that built a generation of expertise, such as Fulbright, Boren, and the Critical Language Scholarship are all suspended, but a deal between the leaders could bring them back and protect the students who take part, write experts @RushDoshi and Rosie Levine.
"Improving mutual understanding is inherently valuable. For both Washington and Beijing, it also reduces the risk of miscalculation. If the next generation of policymakers has no China experience, both countries will suffer," they argue.
Read their full analysis in the comments below.
9/11 marks a tragic day. To remember how acts of terrorism can impact our lives, and reflect on the most important things: people, family, friends and a responsibility to live each day as if it were our last. Thankful to share
excarr.substack.com/p/why-fi…
excarr.substack.com/p/155?r=…
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Earl Carr retweeted
I spoke with @CNBC about the upcoming Trump-Xi summit. It appears mis-steps on separate individual issues are compounding and intersecting with each other, such that the administration "is finding itself increasingly between multiple rocks and multiple hard places." The consequence is that it will be harder for the US to gain much of value from the summit.
cnbc.com/2026/09/02/trump-xi…
Thrilled to share me and Quisan Adams publication, "Agentic AI in the US vs. China: How Do They Compare?"
nationalinterest.org/blog/te…
@CFR_org @AtlanticCouncil @WSJ @seemacnbc @melissakchan @Lingling_Wei @FareedZakaria @michaelxpettis @MikeFroman @damienics
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Thrilled to share me and Georgia Pollard's new article, "Trump 2.0 and the unraveling global order," published in today's Asia Times.
asiatimes.com/2026/08/trump-…
@CFR_org @BrookingsChina @Lingling_Wei @FT @StateDept @NBRnews @AtlanticCouncil
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Earl Carr retweeted
CPPCC Chairman Wang Huning (no. 4 in the Party hierarchy) meets “U.S. delegates” to the third China-U.S. Track 1.5 Dialogue. Official Chinese reports did not name a single American participant and gave no indication any sitting U.S. official attended. Just the generic “U.S. side.” For a Track 1.5 dialogue, the total absence of named current U.S. officials (and any identification at all) is itself an indication of the abnormality in U.S.-China relations.
news.cn/20260824/4b0274478c4…
Earl Carr retweeted
China warns US it could retaliate over Iran sanctions
Beijing says it will take ‘all necessary measures’ if Washington expands crackdown on business with Tehran
ft.com/content/aa7ba671-8175… via @ft
Earl Carr retweeted
A US AI start-up backed by OpenAI has built its first in-house model on Moonshot AI’s Kimi K3, highlighting a growing shift by Western tech firms towards Chinese open-weight systems.
I could go on and on but some people are not interested in learning...
scmp.com/tech/tech-trends/ar…
Earl Carr retweeted
🇨🇳 China just launched a shipping route that skips the Suez Canal and the Strait of Hormuz entirely.
A Chinese container line, started its regular "Ice Silk Road" service through Russia's Northern Sea Route this week, running almost the whole way along the Arctic coastline.
The first vessel, Dubai Tower, carries 1,740 TEU, tiny next to a modern mainline containership running 20,000-plus TEU.
The crossing takes about 20 days, versus roughly 40 days via Suez, half the transit time on paper.
Rosatom, Russia's state nuclear company, issues the Arctic navigation permits and supplies the nuclear-powered icebreakers that keep the route open in ice season.
Rosatom is already calling this the next step toward regular seasonal Arctic shipping, not a one off...
Strategically this matters more than the ship size suggests.
It's a Europe-Asia corridor that sidesteps Suez, Hormuz, and the Red Sea, all the chokepoints this account has covered all week, and gives China a shipping lane that doesn't run through anyone else's waterway.
One small ship doesn't reroute global trade but pair this with everything else running this week, the Yanbu to Sidi Kerir reroutes, Oman's Duqm bypass hub, and now a functioning Arctic corridor, and the pattern is the same everywhere...everyone's building a way around the chokepoints that used to be unavoidable.
Earl Carr retweeted
For the first time in nearly 2 decades, a new Pew Research survey shows China is viewed more favorably than the United States in most countries surveyed—but the findings say more about a decline in U.S. soft power than a Chinese surge, writes expert @YanzhongHuang.
"[President] Trump's authoritarian tendencies have badly damaged the United States' image, but so long as American institutions and rule of law endure, respect for U.S. democracy and diplomacy could plausibly recover under a more conventional future administration," he writes.
Read his full analysis: bit.ly/44OQfM3
Earl Carr retweeted
PRC leaders typically reserve participation in UN high-level week for 10-year anniversaries of the UN. For multiple decades, the PRC President attended on anniversary years. 2025 was an exception; Xi dispatched Premier Li Qiang to attend on his behalf.
politi.co/4qn09hT
Earl Carr retweeted
Trump's decision to slim down military exercises to curry favor with Kim Jong Un and his commitment to consult with Xi on arms sales to Taiwan both make clear that Trump is offering deference to leaders that is not being reciprocated. He's being played for a fool.
Earl Carr retweeted
China CDC: July 2026 saw 522K new COVID cases (Omicron, mainly NB.1.8.1), 487 severe, 1 death. Positivity in sentinel hospitals hit 21.2%. Officials say it’s a cyclical peak plateau, mostly mild, high-risk groups (elderly/chronic illness) still vulnerable. Yet China still lacks a clear official recommendation on COVID vaccine use for those groups—WHO advises annual (or more) shots for highest-risk people.
mp.weixin.qq.com/s/pkoqoPn8K…
Earl Carr retweeted
Earlier today the C919 made its first international flight, b/t Beijing and Ulaanbaatar. This is a PR move, not a major step. COMAC is still unlikely to be competitive vs Boeing or Airbus for a long time.
theguardian.com/world/2026/a…
Thrilled to share our publication entitled, "How Long Until The AI Bubble Bursts" published in The National Interest today. nationalinterest.org/blog/te…
@CFR_org @Ali_Wyne @FT @WSJecon @USHouseFSC @MadMoneyOnCNBC @seemacnbc @damienics
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