Boeing Caught in US-China Crossfire & Zuckerberg Takes The Stand
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How much progress have we made in 2025 so far?
So our coworkers found this fun website that tells you how much progress we've made in the year so far and puts that into context in other areas. As of this morning, we are 29% of the way through 2025, which means in a 40-hour work week, it would be 12.33 p.m. on a Tuesday. In a marathon, you'd have about 19.2 miles left to run. And in the book, The Hobbit, Bilbo would be performing riddles in the dark.
Honestly, I took a lot of optimism from this because I don't want the year to fly by. It still feels like we're in the early inning. So I want to have 19 miles left of the marathon that is 2025. And I want it to be early afternoon on a Tuesday. There's still so much to get done and so many podcasts to record, Neil. Though I will say the first part of the year has definitely felt like a Monday. But yes, a very fun site. Do you have the URL on you right here? We'll put it in the show notes. We'll put it in the show notes. Go check it out. It's pretty fun to just mess around. And now a word from our sponsor, Planet Oat. Neil, you ever notice how some puzzle pieces just click into place?
Oh, that sweet little snap. I'd like to add a little tap, tap, tap for good measure. That's the sound of destiny.
Ah, you're one of those types of puzzlers. But that feeling of satisfaction is exactly how it feels when you pour Planet Oat into your coffee, or your cereal, or your smoothie. It doesn't just mix, it belongs.
Rich, creamy, smooth. The unsweetened version comes with zero grams of sugar and still somehow tastes delicious.
And if you're after some indulgence, the barista lover's version was literally crafted under the watchful eyes of baristas. It steams and frosts like a dream. So if you're looking for the missing piece in your morning routine, it's planted oat. Get your hands on the oat milk that has it all. Visit plantedoat.com for more. In the high-stakes geopolitical poker match between the two biggest superpowers, China might have the stronger hole cards. Over the past few days, the U.S. 's chief trade adversary has pulled two major levers. The first was suspending exports of so-called rare earth metals, which are critical to a range of technologies from electric vehicles and smartphones to wind turbines and missiles.
These materials are often turned into powerful magnets, crucial to heavy industry, and China controls 90% of the world market. When you zoom in further to sector-specific needs, it gets even more concentrated. 99.9% of the world's dysprosium, for instance, which Nvidia used to create capacitors on its chips, comes from China. So any reduction in supply has the chance to cripple critical industries. If exerting its iron fist over rare earth elements wasn't a big enough warning shot, China also ordered its domestic airlines to stop taking deliveries of Boeing airplanes. For Boeing, whose self-inflicted issues could fill lots of overhead bin space, this marks a major setback in one of the world's most important aviation markets. China is projected to account for 20% of global aircraft demand. over the next decade.
What is China's latest move in the US-China trade war?
So Neil, you have China moving to limit these all-important metals, which could lead to disastrous consequences for everything from American manufacturing to military power and hitting a struggling U.S. manufacturing giant while it's down. In other words, it's fighting back.
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Chapters
8 chapters
1
How much progress have we made in 2025 so far?
0:58–4:01
2
What is China's latest move in the US-China trade war?
4:01–4:16
3
Why is the rare earth metals export halt critical to the US and Boeing?
4:16–6:43
4
What are the implications of China stopping Boeing deliveries?
6:43–11:24
5
What new details emerged from Mark Zuckerberg's FTC trial testimony?
11:24–16:23
6
How is the FTC defining Meta's social media market in the antitrust case?
16:23–19:43
7
Why did LVMH lose its crown to Hermès in market capitalization?
19:43–20:06
8
What challenges is the luxury market facing according to LVMH's recent report?
20:06–27:49
Speakers
3 identifiedMore from Morning Brew Daily
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