Key insights and strategies for global business owners and managers, from inside the world's factory and supply chains.

We live and work in Mainland China, and travel extensively throughout the country to find the highest-quality products at competitive prices, for markets abroad.

During many of our videos, we are saying a quiet prayer for the peace of the world, and that our content is helpful to our listeners.

Several viewers have written, expressing their appreciation and generous offers to send money. It is very satisfying to learn that we are sharing information that is helpful. Please consider, instead, supporting one of the many orphanages or ministries here in South Asia, or elsewhere in the developing world.

Thank you.
Kevin
[email protected]

For transcripts and direct links, and additional resources, please visit our Substack at https://kdwalmsley.substack.com/

Panic in global metals markets as China rare earth export bans close brokerage hubs
10:05
Panic in global metals markets as China rare earth export bans close brokerage hubs
Investor Alert: Revolutionary ironmaking method will nullify tariffs and scramble iron ore markets
9:53
Investor Alert: Revolutionary ironmaking method will nullify tariffs and scramble iron ore markets
The US wants to build a supply chain for lithium batteries. But the math doesn't work.
15:13
The US wants to build a supply chain for lithium batteries. But the math doesn't work.
CATL, BYD, and Tesla expose Europe's EV battery 'reshoring': only China and Korea can build them
10:27
CATL, BYD, and Tesla expose Europe's EV battery 'reshoring': only China and Korea can build them
Investor alert: China is drinking a lot more coffee, and taking the supply chains off our exchanges
8:26
Investor alert: China is drinking a lot more coffee, and taking the supply chains off our exchanges
US price tag for China's gallium export ban: $602 billion and new monopolies for Huawei
9:33
US price tag for China's gallium export ban: $602 billion and new monopolies for Huawei
Why South America now does all its business with China: US companies, investors are dumb and lazy
7:54
Why South America now does all its business with China: US companies, investors are dumb and lazy
New trade routes from Brazil and Russia are putting US farmers, ranchers out of business
4:36
New trade routes from Brazil and Russia are putting US farmers, ranchers out of business
China's BYD and Great Wall pour billions into Brazil after Ford, Mercedes abandon the market
6:19
China's BYD and Great Wall pour billions into Brazil after Ford, Mercedes abandon the market
China's overcapacity and shipbuilding
6:18
China's overcapacity and shipbuilding
Global Majority nations are de-dollarizing trade with Panda Bonds and African banks
5:53
Global Majority nations are de-dollarizing trade with Panda Bonds and African banks
Flying cars and heavy drones fueling China's new low-altitude economy
7:10
Flying cars and heavy drones fueling China's new low-altitude economy
China's AI hospitals will transform medicine across the world. But not in the United States.
6:29
China's AI hospitals will transform medicine across the world. But not in the United States.
China blows up diamond market and DeBeers with near-monopoly on manmade superhard materials
6:20
China blows up diamond market and DeBeers with near-monopoly on manmade superhard materials
The Pentagon's new plan to protect Pacific air assets from Chinese missiles may be the dumbest ever
6:42
The Pentagon's new plan to protect Pacific air assets from Chinese missiles may be the dumbest ever
New US sanctions on Russian LNG creating panic in Asian markets; Japan and Korea most affected
6:10
New US sanctions on Russian LNG creating panic in Asian markets; Japan and Korea most affected
China's economic model has a weak spot. Here's their plan to fix it.
7:42
China's economic model has a weak spot. Here's their plan to fix it.
No antimony from China means no artillery shells for NATO, Ukraine
8:05
No antimony from China means no artillery shells for NATO, Ukraine
Trump tariffs, Wegovy, and why one fat American is worth more than 7 fat Chinese
7:21
Trump tariffs, Wegovy, and why one fat American is worth more than 7 fat Chinese
Canada's premiers threaten Mexico, demand Mexican trade war with China. Will Mexico care?
8:13
Canada's premiers threaten Mexico, demand Mexican trade war with China. Will Mexico care?
Why is China's electricity so cheap?
10:14
Why is China's electricity so cheap?
The Pentagon is running out of missiles. After December 1, that will be a big problem.
6:11
The Pentagon is running out of missiles. After December 1, that will be a big problem.
As Boeing and Airbus struggle with fake parts and order backlogs, China's COMAC scoops up new orders
8:22
As Boeing and Airbus struggle with fake parts and order backlogs, China's COMAC scoops up new orders
China's companies dominate in fast-growth economies across Global South and BRICS; US firms absent
7:49
China's companies dominate in fast-growth economies across Global South and BRICS; US firms absent
Huawei tightens its grip on global telecom markets in another failure of Western sanctions
8:01
Huawei tightens its grip on global telecom markets in another failure of Western sanctions
Why is China hiding 700 billion dollars?
10:53
Why is China hiding 700 billion dollars?
India and China push gold to record highs, then pull from Western vaults after Russia sanctions
9:37
India and China push gold to record highs, then pull from Western vaults after Russia sanctions
Investor Alert: Caterpillar, Volvo sales under pressure by China's push for self-sufficiency
9:14
Investor Alert: Caterpillar, Volvo sales under pressure by China's push for self-sufficiency
Can China catch Elon Musk and SpaceX?
9:16
Can China catch Elon Musk and SpaceX?
Layoffs at John Deere blow up investment thesis on food shortages; US farmland to see liquidation
8:53
Layoffs at John Deere blow up investment thesis on food shortages; US farmland to see liquidation