China Desk

The Federal Newswire

China Desk is a nonpartisan podcast exploring the critical issues shaping the U.S.–China relationship. Hosted by Steve Yates, former White House national security advisor and president of Radio Free Asia, the show features leading experts, authors, and officials discussing the challenges and opportunities posed by China’s rise. Contact us or recommend a guest at: chinadesk@thefederalnewswire.com

  1. Ep. 93 - Rural Australia vs. PRC Influence: Land Deals, Renewables, & Supply Chains w/Andrew Phelan

    2D AGO

    Ep. 93 - Rural Australia vs. PRC Influence: Land Deals, Renewables, & Supply Chains w/Andrew Phelan

    Host Steve Yates welcomes back Andrew Phelan, Australian med-tech entrepreneur, former DFAT Australia-China Council scholar, and longtime China Desk guest (episodes #72 & #85).  They explore grassroots concerns in rural Australia: PRC-linked entities acquiring prime farmland and mineral sands through opaque offshore structures. State governments are forcing wind and solar farms on farmers under the net zero agenda—often with little transparency or consultation. Farmers face contempt from policymakers, increased bushfire risks from turbines, and generational land loss.  The discussion draws parallels to U.S. rural and agricultural issues, examines supply chain vulnerabilities (rare earths and critical minerals), and highlights Germany’s shift from engagement to harsh reality (auto sales collapse, tech theft examples). Andrew stresses the need for “Team Freedom” alignment—US, Australia, Canada, UK, Japan—decoupling where necessary, and strong leadership like Trump’s industrial rebuilding and Japan’s Takahashi era.  He previews his upcoming platform TheChinaChallenge.com (launching soon) as a one-stop hub to counter CCP narratives and amplify freedom voices. Essential listening for understanding local-level malign influence, economic coercion, and strategic responses.  Subscribe on YouTube, Apple Podcasts, Spotify. Visit chinadeskpodcast.com for archives. Follow @TheChinaDesk on X. 00:00:00 - Welcome to the China Desk Podcast 00:00:07 - Host Steve Yates Intro & Guest Reminder: Andrew Phelan Returns 00:00:33 - Andrew Phelan Background & Previous Episodes (#72, #85) 00:01:21 - Grassroots Australia: Rural Concerns & PRC Influence 00:02:20 - Rural Victoria Travels: Farmer Concerns & State Government Ties 00:03:04 - Forced Renewables (Wind/Solar Farms) & Net Zero Agenda 00:04:08 - Bushfires, Turbine Risks & Contempt for Farmers 00:05:06 - Mineral Sands Deals: Opaque PRC-Linked Ownership Structures 00:05:49 - Landowner Stories & Championing Rural Voices 00:06:26 - Parallels to US Rural/Industry Impacts 00:30:31 - Due Diligence, Transparency & Stakeholder Engagement 00:30:59 - Aligning with Team Freedom: US, Australia, Canada, UK, Japan 00:31:26 - Decoupling on Rare Earths/Critical Minerals & Supply Chains 00:31:43 - Trump's Leadership & Rebuilding Industrial Strength 00:32:15 - Lessons from History: Industry Leaders Informing Policy 00:32:54 - Mugged by Reality: Germany's China Engagement Backfire 00:33:23 - Auto Industry Shift & Tech Theft Examples (Quantum Case) 00:34:14 - Learning from Repeated Plays & Deng's Rare Earths Quote 00:35:10 - Urgency of Deeper China Challenge Awareness 00:35:30 - Where to Follow Andrew: @ajphelo on X & Upcoming TheChinaChallenge.com 00:36:02 - Closing Thanks & Call to Action: chinadeskpodcast.com Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW

    37 min
  2. MAR 3

    China’s 90% Model, Economic War, and How America Fights Back w/Ram Charan

    Is China competing—or executing a long-term strategy to dominate global industry? In this episode of The China Desk, legendary CEO advisor Ram Charan joins Steve Yates to break down his book China’s 90% Model: China Has America by the Throat — Here’s How to Fight Back and Win. Charan argues that China’s strategy is deliberate: build capacity to meet 90% of global demand, sell below marginal cost, subsidize exports, and destroy competitors across entire industries. Drawing on six decades advising global executives—including more than 50 Chinese companies—Charan explains how this model has hollowed out American manufacturing in sectors like solar, pharmaceuticals, chemicals, and advanced materials. He describes why many CEOs understand the threat privately but hesitate to speak publicly, and why investors may be underestimating long-term risk. The conversation explores: How industrial dominance becomes national security leverage Why excess capacity and currency policy matter The strategic risk of supply chain choke points like magnets and critical inputs The need for a cabinet-level Department of Manufacturing and Technology Why economic security and national security are now inseparable Charan argues that America and its allies still possess overwhelming economic strength—but only if they coordinate industrial policy, rebuild manufacturing capacity, and communicate the stakes clearly to the public and business leaders alike. This is a high-level strategic conversation about economic warfare, industrial capacity, and what the next seven years could determine for the global balance of power. 00:00 — Introduction and Ram Charan’s background 02:40 — What is China’s 90% Model? 04:19 — Industrial dominance and strategic execution 05:18 — The origins of China’s long-term strategy 08:19 — How to measure industry capture and market share 12:06 — Why CEOs stay silent and investor blind spots 14:11 — The October wake-up moment 16:22 — When companies must exit China 18:26 — Building an allied industrial coalition 21:44 — Economic security equals national security 23:17 — War-time leverage and supply chain choke points 25:21 — Proposal: Department of Manufacturing and Technology 27:35 — Seven-year strategy and public awareness 30:27 — Where to find the book and follow Ram Charan Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW

    33 min

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About

China Desk is a nonpartisan podcast exploring the critical issues shaping the U.S.–China relationship. Hosted by Steve Yates, former White House national security advisor and president of Radio Free Asia, the show features leading experts, authors, and officials discussing the challenges and opportunities posed by China’s rise. Contact us or recommend a guest at: chinadesk@thefederalnewswire.com

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