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Kanal • Broj emisija: 11

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21. kol

Why the energy crisis won’t save western oil refineries

Investors have warned that Treasury secretary Scott Bessent’s attempts to slash long-term US borrowing costs are doomed to fail, and European oil refinery capacity is set to shrink by a fifth over the next decade. Plus, Shanghai’s answer to the Nasdaq index is benefiting from an investor frenzy for Chinese technology stocks, and a Chinese court has sentenced Evergrande founder Hui Ka Yan to life in prison. Mentioned in this podcast: Scott Bessent takes on the bond vigilantes Western oil refinery closures set to continue despite war shock Shanghai’s answer to Nasdaq outstrips Hong Kong amid Chinese tech frenzy Founder of collapsed Chinese property giant given life sentence Credit: CNBC Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, and Katya Kumkova. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
7. kol

How to break China’s chokehold on rare earths

In the midst of the US-China trade conflict last year, Beijing unsheathed its fiercest weapon. By ramping up restrictions on exports of rare earth metals – crucial elements for high-tech manufacturing – China forced the US to climb down. That show of strength was a wake up call for the US. It has since spent huge sums backing mining companies, penned eye-catching deals and moved to collaborate with allies. But after a little more than a year, how much progress has it made in breaking China’s hold on the rare earths supply chain? Featuring: Abigail Hunter of the SAFE Center for Critical Minerals Strategy; Gracelin Baskaran of the Critical Minerals Security Program at the Center for Strategic and International Studies; Cory Combs of Trivium China; and FT commodities correspondent Camilla Hodgson. Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen. Further reading: China and the new era of critical minerals diplomacy Hedge funds raise bets against US-backed critical minerals companies China restricts trading with some US rare earth companies Presented by Soumaya Keynes. Produced by Mischa Frankl-Duval. Original music by Breen Turner. Sound design by Breen Turner and Samantha Giovinco. Manuela Saragosa and Topher Forhecz are the executive producers. Flo Phillips is the FT’s head of audio. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
25. lip

America's waning power

What are the repercussions of the Iran war for American power? How will the outcome be viewed by America’s allies and the leadership in Beijing? Gideon discusses these questions with Kevin Rudd, the former prime minister of Australia, Katherine Thompson, who until recently was a senior official in the Pentagon under President Trump, and Philip Gordon, who was national security adviser to vice-president Kamala Harris. This is an edited version of a discussion that took place at the recent FT Weekend Festival in New York. News clip: Fox News Free links to read more on this topic: America’s allies look to declare independence from the US The rise and fall of US hegemony Nato chief reveals Italy allowed US planes to use bases in Iran war Trump and Xi will not determine Taiwan’s fate Subscribe to The Rachman Review wherever you get your podcasts - please listen, rate and subscribe. Presented by Gideon Rachman. Produced by Fiona Symon. Sound design is by Breen Turner. Follow Gideon on Bluesky or X @gideonrachman.bsky.social, @gideonrachman Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
5. lip

The US-China decoupling fantasy, with Jessica Chen Weiss

Everything looks to be going China’s way: Beijing has a stranglehold on the world’s critical minerals, and its high-tech manufacturing has rapidly become world-leading. Its massive trade surplus is undermining vital industries in the rest of the world. Is this part of a Chinese masterplan for world domination? The truth is a little more nuanced than that. Soumaya Keynes speaks to Jessica Chen Weiss, director of the Institute for America, China, and the Future of Global Affairs at Johns Hopkins School of Advanced International Studies. They discuss why decoupling is a “fantasy”, what “middle powers” are doing better than the US and the social and the domestic challenges that still hold China back. Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen. Further reading A cold peace between the US and China is good enough Pete Hegseth says US-China ties are ‘better than in years’ America needs to put the renminbi back on the international agenda Hosted by Soumaya Keynes. Produced by Mischa Frankl-Duval. Original music and sound design by Breen Turner. The executive producer is Manuela Saragosa. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
11. kol

Spain’s migrant crisis exposes serious challenges for young Moroccans

Wall Street giants are partnering with Nvidia on a $500bn AI financing deal, the mega-merger between AstraZeneca and Bristol Myers Squibb has been put on ice, and queues at some EU airports have doubled because of border checks. Plus, the FT’s Malaika Kanaaneh Tapper explains why Morocco’s economy isn’t helping its young workers. Mentioned in this podcast: Wall Street giants partner with Nvidia on $500bn AI financing deal How AstraZeneca’s pursuit of US rival Bristol Myers unravelled EU airport queues double due to border checks Hotel prices in Europe surge ahead of historic eclipse Spain’s migrant amnesty a ‘very bad idea’, says Swedish PM Morocco’s two-speed economy leaves young workers behind Want to get in touch? Email us at podcasts@ft.com FT subscription finder: https://find-your-subscription.ft.com/?segmentId=288f5dc5-4a4b-0745-84da-8f07c7202cd4 Note: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, and Katya Kumkova. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
7. kol

Crude retreats but fuel prices stay high

Weakened refining capacity in Russia and the Gulf is a boon to US refiners. Plus, the Trump administration’s decision to revoke legal protections for migrants could hurt the US economy, and Google is shifting control of its AI effort from London back to Silicon Valley. Mentioned in this podcast: Refining crunch keeps fuel prices high as crude retreats Google shifts AI power back to Brin as DeepMind’s Hassabis steps aside ‘People are going to kill me’: Haitians fear deportation as US revokes protected status Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, and Katya Kumkova. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Najava

Introducing Unhedged

Ethan Wu, Katie Martin and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now. Every Tuesday and Thursday. Hosted on Acast. See acast.com/privacy for more information.
7. kol

Will Farage’s gamble pay off?

Political Fix hit the Essex seaside this week to hear directly from Clacton voters ahead of the by-election next Thursday, which Nigel Farage has triggered in the wake of scrutiny of his finances. He’s framing it as a “people versus the establishment” contest – but what do local residents think? Why, at a time when his national ratings have plunged, does the Reform leader’s popularity in Clacton appear undiminished? Host Lucy Fisher is joined by political correspondent Anna Gross and UK chief political commentator Robert Shrimsley to discuss the contest and Reform’s broader fortunes. Plus, the trio examine Kemi Badenoch's judgement in supporting the council candidacy of a former neo-Nazi, as well as the Tories’ and Labour’s efforts to convince business of their respective growth credentials. Follow: Lucy @LOS_Fisher or @lucyfisher.ft.com; Anna, @AnnaSophieGross and Robert: Want more? ‘I’ll support him all the way’: Clacton voters rally to Nigel Farage despite heightened scrutiny The good, the bad and the green of Badenoch Reform repaid Tice loan on same day £1mn donated by mother of Farage aide Cottrell Reform UK promises large-scale ‘military operation’ to block small boat crossings Kemi Badenoch ‘sad’ over former antisemite’s withdrawal as Tory council candidate Conservatives rebuild relations with UK business after rocky two years UK to strip back procurement rules to focus on job creation, says Louise Haigh You can also sign up here for Stephen Bush’s morning newsletter Inside Politics for straight-talking insight into the stories that matter, plus puns and tongue (mostly) in cheek views. Get 30 days free. Political Fix was presented by Lucy Fisher and produced by Persis Love and Clare Williamson. Manuela Saragosa is the executive producer. Original music and sound engineering by Breen Turner. The broadcast engineers are Andrew Georgiades and Petros Gioumpasis. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
6. kol

The Economics Show: China wanted western tech. Now, the tables have turned.

Today, we're bringing you an episode from another podcast in the FT stable: The Economics Show with Soumaya Keynes For decades, China accelerated its industrial development through a straightforward bargain: foreign firms invested in China, often through joint ventures, gaining access to the enormous Chinese market, while Chinese companies absorbed western tech and knowhow. Today, that dynamic is changing. China's high-tech industries are now world-leading, and western governments are looking on enviously. So should the US and EU now take a page from China's playbook? Host Soumaya Keynes speaks to John Minnich, assistant professor of international relations at LSE, about the history of Chinese tech transfer, how it drove industrial sophistication and whether the west could — or should — attempt something similar. Listen to more from The Economics Show: podfollow.com/economics-show Further Reading How China pulled off a great tech reversal EU to include UK and Japan in ‘Made in Europe’ plans John Minnich: Divide and Conquer: Industry Market Structure, Inter-Firm Rivalry, and Bargaining over Technology Presented by Soumaya Keynes. Produced by Mischa Frankl-Duval. Original music and sound design by Breen Turner. Manuela Saragosa is the executive producer. Flo Phillips is the FT’s head of audio. Hosted on Acast. See acast.com/privacy for more information.
23. srp

Does Nato have a future without US leadership?

Gideon talks to Julianne Smith, former US ambassador to Nato about the future of the alliance. There seems to be greater transatlantic agreement on Ukraine, but tensions remain over Europe’s stance on Donald Trump’s war on Iran. So can the alliance survive without the US at the helm? Clip: ANI News Free links to read more on this topic: Nato’s carnival of Trumpian caprice Why the world trusts China more than America Ukraine’s drone swarms test Moscow air defences Nato opens its cheque books in bid to keep Trump engaged Subscribe to The Rachman Review wherever you get your podcasts - please listen, rate and subscribe. Presented by Gideon Rachman. Produced by Fiona Symon. Sound design is by Breen Turner. Follow Gideon on Bluesky or X @gideonrachman.bsky.social, @gideonrachman Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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