A [1]bipartisan right-to-repair provision that would let the U.S. military fix its own equipment [2]faces a serious threat from defense industry lobbyists who want to replace it with a pay-per-use model for accessing repair information. A source familiar with negotiations told The Verge that there are significant concerns that the language in the National Defense Authorization Act will be swapped out for a "data-as-a-service" alternative that would require the Department of Defense to pay contractors for access to technical repair data.

The provision, introduced by Sens. Elizabeth Warren (D-MA) and Tim Sheehy (R-MT) in their Warrior Right to Repair Act, passed the Senate in October and has support from Defense Secretary Pete Hegseth, the Army and the Navy. The National Defense Industrial Association published a white paper backing the data-as-a-service model, arguing it would protect contractors' intellectual property. Reps. Mike Rogers (R-AL) and Adam Smith (D-WA), who lead the House Armed Services Committee, outlined similar language in their SPEED Act. Rogers received more than $535,000 from the defense industry in 2024; Smith received over $310,550. The final NDAA is expected early next week.



[1] https://slashdot.org/story/25/07/08/226213/the-military-might-finally-win-the-right-to-repair

[2] https://www.theverge.com/news/830715/military-contractors-right-to-repair-ndaa-data-as-a-service

An anonymous reader shares a report:

> NASA has [1]slashed the number of astronaut missions on Boeing's Starliner contract and said the spacecraft's next mission to the International Space Station will fly without a crew, reducing the scope of a program hobbled by engineering woes and outpaced by SpaceX. The most recent mishap occurred during Starliner's first crewed test flight in 2024, carrying NASA astronauts Butch Wilmore and Suni Williams. Several thrusters on Starliner's propulsion system shut down during its approach to the ISS.



[1] https://www.reuters.com/business/aerospace-defense/nasa-boeing-modify-starliner-contract-reduce-number-missions-2025-11-24/

Researchers at MIT and Oak Ridge National Laboratory have built a simulation that models all 151 million American workers and their skills, then maps those skills against the capabilities of over 13,000 AI tools currently in production to see where the two overlap. The answer, according to their analysis: 11.7% of the US labor market's total wage value, or about $1.2 trillion, sits in tasks that AI systems [1]can technically perform [PDF] .

The researchers call this the Iceberg Index, and the name is deliberate. The visible AI disruption happening in tech jobs right now accounts for only 2.2% of labor market wage value. The remaining exposure lurks in cognitive and administrative work across finance, healthcare administration, and professional services, and unlike tech-sector disruption, it's spread across all fifty states rather than concentrated on the coasts.

Delaware and South Dakota show higher Iceberg Index values than California because their economies lean heavily on administrative and financial work. Ohio and Tennessee register modest tech-sector exposure but substantial hidden risk in the white-collar functions that support their manufacturing bases.

To validate the framework, the researchers compared their predictions against Anthropic's Economic Index tracking real-world AI usage from millions of Claude users. The two measures agreed on state categorizations 69% of the time, with particularly strong alignment at the extremes.

The Iceberg Index doesn't predict job losses or adoption timelines. It measures technical capability, the overlap between what AI can do and what occupations require. Traditional economic indicators like GDP and unemployment explain less than five percent of the variation in this skill-based exposure, which is partly why the researchers argue workforce planners need new metrics.



[1] https://iceberg.mit.edu/report.pdf

Apple is challenging a new Indian antitrust law that would let regulators calculate penalties based on global revenue -- a change that [1]could expose the company to a fine of roughly $38 billion in its dispute with Tinder owner Match. The 2022 antitrust case centers on accusations that Apple abused its power by forcing developers to use its in-app purchase system. MacRumors reports:

> Last year, India passed a law that allows the Competition Commission of India (CCI) to use global turnover when calculating penalties imposed on companies for abusing market dominance. Apple can be fined up to 10 percent, which would result in a penalty of around $38 billion. Apple said that using global turnover would result in a fine that's "manifestly arbitrary, unconstitutional, grossly disproportionate, and unjust."

>

> Apple is asking India's Delhi High Court to declare the law illegal, suggesting that penalties should be based on the Indian revenue of the specific unit that violates antitrust law. [...] Apple said in today's filing that the CCI used the new penalty law on November 10 in an unrelated case, fining a company for a violation that happened 10 years ago. Apple said it had "no choice but to bring this constitutional challenge now" to avoid having retrospective penalties applied against it, too. Match has argued that a high fine based on global turnover would discourage companies from repeating antitrust violations. Apple's plea will be heard on December 3.



[1] https://www.macrumors.com/2025/11/26/apple-india-antitrust-law-challenge/

An anonymous reader quotes a report from the BBC:

> Call-handling agents powered by AI are to be [1]trialled by Staffordshire Police in a bid to cut waiting times for the non-emergency 101 service. The force is set to become the third in the country to take part in the scheme testing the use of artificial "agents" to deal with calls. Under the system, the AI agent would deal with simple queries like requests for information without the need for human involvement, freeing up call handlers and reducing answering times.

>

> Acting Chief Constable Becky Riggs confirmed the force would be looking to launch the AI pilot early in the new year. "It's a piece of technology called Agentforce. It will help with our response to the public, which historically we know we haven't done well." The senior officer said that sometimes people are not calling to report a crime, but want more information, which the technology could help with. However, if the system detects keywords suggesting vulnerability or risk or emergency, then it will be able to divert the call to a human being.



[1] https://www.bbc.com/news/articles/cvgq03y0l3yo

China's new JUNO neutrino observatory has [1]delivered world-leading measurements after just 59 days , offering the most precise readings yet of two key neutrino oscillation parameters. "The physics result is already world-leading in the areas that it touches," says particle physicist Juan Pedro Ochoa-Ricoux of the University of California, Irvine, who co-leads a team on JUNO. "In particular, we measured two neutrino oscillation parameters, and that measurement is already for both parameters the best in the world." The results were [2]published in two [3]separate preprints on arXiv.org. Scientific American reports:

> JUNO's spherical detector, which is akin to a 13-story-tall fishbowl, primarily measures so-called electron antineutrinos spewing from the nearby Yangjian and Taishan nuclear plants. When the particles strike a proton inside the detector, a reaction triggers two light flashes that ping photomultiplier tubes and get converted into electrical signals. The new measurements from these neutrino-proton collisions are now considered the most precise for two oscillation parameters, which act as proxies for differences in their mass, according to Ochoa-Ricoux.

>

> "It is the first time we've turned on a scientific instrument like JUNO that we've been working on for over a decade. It's just tremendously exciting," Ochoa-Ricoux says. "And then to see that we're able to already do world-leading measurements with it, even with such a small amount of data, that's also really exciting." Still, the physicists will need years' worth of neutrino detections to answer the mass-ordering conundrum.



[1] https://www.scientificamerican.com/article/juno-neutrino-observatory-releases-first-results/

[2] https://arxiv.org/abs/2511.14593

[3] https://arxiv.org/pdf/2511.14590

An anonymous reader quotes a report from the Associated Press:

> Mexico unveiled plans Wednesday to build what it [1]claims will be Latin America's most powerful supercomputer -- a project the government says will help the country capitalize on the rapidly evolving uses of artificial intelligence and exponentially expand the country's computing capacity. Dubbed "Coatlicue" for the Mexica goddess considered the earth mother, the supercomputer would be seven times more powerful than the region's current leader in Brazil, Jose Merino, head of the Telecommunications and Digital Transformation Agency.

>

> President Claudia Sheinbaum said during her morning news briefing that the location for the project had not been decided yet, but construction will begin next year. "We're very excited," said Sheinbaum, an academic and climate scientist. "It is going to allow Mexico to fully get in on the use of artificial intelligence and the processing of data that today we don't have the capacity to do." Merino said that Mexico's most powerful supercomputer operates at 2.3 petaflops -- a unit to measure computing speed, meaning it can perform one quadrillion operations per second. Coatlicue would have a capacity of 314 petaflops.



[1] https://apnews.com/article/mexico-supercomputer-coatlicue-sheinbaum-f57bed10440f0fe0825139d7d792b9fb

Amazon's drone-delivery program is under federal scrutiny after an MK30 aircraft [1]clipped an internet cable in Texas . CNBC reports:

> The incident occurred on Nov. 18 around 12:45 p.m. Central in Waco, Texas. After dropping off a package, one of Amazon's MK30 drones was ascending out of a customer's yard when one of its six propellers got tangled in a nearby internet cable, according to a video of the incident viewed and verified by CNBC. The video shows the Amazon drone shearing the wire line. The drone's motor then appeared to shut off and the aircraft landed itself, with its propellers windmilling slightly on the way down, the video shows. The drone appeared to remain in tact beyond some damage to one of its propellers.

>

> The Federal Aviation Administration is investigating the incident, a spokesperson confirmed. The National Transportation Safety Board said the agency is aware of the incident but has not opened a probe into the matter. Amazon confirmed the incident to CNBC, saying that after clipping the internet cable, the drone performed a "safe contingent landing," referring to the process that allows its drones to land safely in unexpected conditions.

"There were no injuries or widespread internet service outages. We've paid for the cable line's repair for the customer and have apologized for the inconvenience this caused them," an Amazon spokesperson told CNBC, noting that the drone had completed its package delivery.



[1] https://www.cnbc.com/2025/11/25/amazon-faa-probe-delivery-drone-incident-texas.html

Greek authorities [1]shut down an IPTV piracy operation on Santorini , arresting a reseller and referring 68 end users for prosecution. TorrentFreak reports:

> A new legal framework to tackle online infringement in Greece went live just a couple of months ago, and reports of prosecutions are already coming in. Early September, it was reported that a man from Sparta faces prosecution and a fine of up to 6,000 euros for two IPTV piracy offenses. The suspect, reportedly a cafe owner, was targeted at his workplace on a Saturday, allegedly in front of customers. One told local media that they believed that complaints of the cafe engaging in "unfair competition" preceded the untimely visit.

>

> The Cybercrime Prosecution Directorate launched their operation in the early hours of November 19. The Athens-based unit targeted a network that sold illicit access to premium pay-TV via IPTV subscriptions. The raid, conducted on Santorini, one of the Cyclades islands, resulted in the arrest of a 48-year-old, who, from police reports, appears to be a reseller for a larger network. Customers were reportedly charged 50 euros for 3 months subscription or 100 euros for 6 months. Sales and management were handled by the 48-year-old via an online platform known as a 'panel,' while remote and in-person support were available as part of the service.

>

> The impact of the raid was visible on the islands, locals said. According to a [2]local report , hundreds of users in hotels, cafes, and residences on Santorini and beyond, found themselves suddenly without access to cheap TV. Apparently few areas were untouched by the disruption, such was local reliance on illegal streams.



[1] https://torrentfreak.com/cybercrime-unit-shuts-down-iptv-pirates-68-end-users-face-fines-251126/

[2] https://www.protothema.gr/greece/article/1730512/enas-48hronos-o-egefalos-tou-kuklomatos-peirateias-sti-sadorini-dikografia-kai-gia-allous-68/

Last week, Google surprised the tech world when it [1]announced AirDrop support on Pixel 10 devices -- all without Apple's involvement. "While it initially seemed like this was a rogue move made by Google to coerce Apple into another boundary-breaking decision, it might actually be part of the repercussions that also led to USB-C on iPhone and the adoption of RCS," reports 9to5Google. From a report:

> As reported by [2]Ars Technica , the answer to this week's mysterious Quick Share upgrade [3]lies in the EU's interoperability requirements designed for the DMA . The ruling out of the European Commission pushed Apple to begin supporting interoperable wireless standards beginning with this year's set of OS upgrades, replacing the previous proprietary standard the company used to power its various Continuity features. That forced Apple to add support for the Wi-Fi Alliance's Wi-Fi Aware standard of multi-directional file sharing, at the cost of completely phasing out its previous walled-in protocol.



[1] https://it.slashdot.org/story/25/11/20/1732245/you-can-finally-airdrop-files-between-android-and-iphone-starting-with-pixel-10

[2] https://arstechnica.com/gadgets/2025/11/the-eu-made-apple-adopt-new-wi-fi-standards-and-now-android-can-support-airdrop/

[3] https://9to5google.com/2025/11/21/googles-airdrop-support-for-pixel-10-likely-exists-because-of-the-eus-apple-ruling/

An anonymous reader quotes a report from Ars Technica:

> Facing five lawsuits alleging wrongful deaths, OpenAI lobbed its first defense Tuesday, denying in a court filing that ChatGPT caused a teen's suicide and instead arguing the teen [1]violated terms that prohibit discussing suicide or self-harm with the chatbot . The earliest look at OpenAI's strategy to overcome the string of lawsuits came in a case where parents of 16-year-old Adam Raine accused OpenAI of relaxing safety guardrails that allowed ChatGPT to become the teen's " [2]suicide coach ." OpenAI deliberately designed the version their son used, ChatGPT 4o, to encourage and validate his suicidal ideation in its quest to build the world's most engaging chatbot, parents argued.

>

> But in [3]a blog , OpenAI claimed that parents selectively chose disturbing chat logs while supposedly ignoring "the full picture" revealed by the teen's chat history. Digging through the logs, OpenAI claimed the teen told ChatGPT that he'd begun experiencing suicidal ideation at age 11, long before he used the chatbot. "A full reading of his chat history shows that his death, while devastating, was not caused by ChatGPT," OpenAI's filing argued. [...] All the logs that OpenAI referenced in its filing are sealed, making it impossible to verify the broader context the AI firm claims the logs provide. In its blog, OpenAI said it was limiting the amount of "sensitive evidence" made available to the public, due to its intention to handle mental health-related cases with "care, transparency, and respect."

The Raine family's lead lawyer called OpenAI's response "disturbing."

"They abjectly ignore all of the damning facts we have put forward: how GPT-4o was rushed to market without full testing. That OpenAI twice changed its Model Spec to require ChatGPT to engage in self-harm discussions. That ChatGPT counseled Adam away from telling his parents about his suicidal ideation and actively helped him plan a 'beautiful suicide.' And OpenAI and Sam Altman have no explanation for the last hours of Adam's life, when ChatGPT gave him a pep talk and then offered to write a suicide note."

OpenAI is leaning on its usage policies to defend against this case, emphasizing that "ChatGPT users acknowledge their use of ChatGPT is 'at your sole risk'" and that Raine should never have been allowed to use the chatbot without parental consent.



[1] https://arstechnica.com/tech-policy/2025/11/openai-says-dead-teen-violated-tos-when-he-used-chatgpt-to-plan-suicide/

[2] https://www.theguardian.com/technology/2025/nov/07/chatgpt-lawsuit-suicide-coach

[3] https://openai.com/index/mental-health-litigation-approach/

[1]BrianFagioli writes:

> Newegg's [2]new partnership with PayPal is another sign that mainstream e-commerce is shifting control from users to AI-driven intermediaries. Instead of shoppers visiting Newegg directly, PayPal's agentic commerce system [3]pushes product discovery through AI platforms like Perplexity where recommendations, checkout, and fraud checks all happen inside someone else's controlled environment. Newegg stays the merchant of record, but the real influence shifts to the platforms that decide which products their AI agents mention. That may sound convenient, but it also means discovery becomes guided by training data and commercial integrations rather than user intent.

>

> Slashdot readers will likely notice the other issue. This setup puts PayPal deeper into the shopping pipeline at a time when many users already avoid the company over [4]account freezes and [5]dispute policies . An AI-mediated shopping experience where PayPal becomes the silent gatekeeper by default is not going to sit well with everyone. And with AI agents shaping purchasing decisions based on behavior and context, the concept of intent-driven shopping starts to look a lot like quiet nudging rather than empowerment. Newegg may see this as the future, but the community will probably ask whether users truly want AI systems and PayPal deciding how they shop.



[1] https://slashdot.org/~BrianFagioli

[2] https://finance.yahoo.com/news/newegg-partners-paypal-integrate-paypal-130000494.html

[3] https://nerds.xyz/2025/11/newegg-paypal-agentic-commerce-ai/

[4] https://news.slashdot.org/story/22/01/14/1639241/paypal-faces-lawsuit-for-freezing-customer-accounts-and-funds

[5] https://slashdot.org/story/24/12/23/1511251/paypals-honey-accused-of-misleading-users-hiding-discounts

China's pharmaceutical industry has quietly evolved from a hub for generics and clinical trials into something more ambitious -- [1]a genuine competitor in drug discovery that Western giants are now courting to fill gaps left by looming patent expirations worth over $300 billion by 2030. In the first half of 2025, nearly a third of global licensing agreements signed by big pharma involved Chinese firms, Economist reports, four times the share from 2021. Pfizer agreed in May to pay $1.25 billion to 3SBio for an experimental cancer drug, and GlaxoSmithKline followed in June with a deal valued at up to $12 billion with Hengrui. Chinese companies now run about a third of the world's clinical trials, up from 5% a decade ago.



[1] https://www.economist.com/china/2025/11/23/chinese-pharma-is-on-the-cusp-of-going-global

The European Parliament has [1]passed a non-binding resolution [2]urging an EU-wide minimum age of 16 to access social media, video-sharing platforms, and AI chatbots , with parental consent allowed for ages 13-16 and a hard ban for anyone under 13. "It also proposes additional measures, including a ban on addictive design features that keep children hooked to screens and manipulative advertising and gambling-like elements," reports Reuters. Furthermore, the draft "calls for the outright blocking of websites that don't follow EU rules and to address AI tools that can create fake or inappropriate content."

The resolution "carries no legal weight" but reflects the growing concern on the issue of AI companions and algorithm-driven platforms even. "Any binding legislation would require formal proposals from the European Commission, followed by negotiations between EU member states and Parliament in a process that typically takes years to complete," notes the report.



[1] https://www.europarl.europa.eu/news/en/press-room/20251120IPR31496/children-should-be-at-least-16-to-access-social-media-say-meps

[2] https://www.reuters.com/legal/litigation/european-lawmakers-seek-eu-wide-minimum-age-access-ai-chatbots-social-media-2025-11-26/

As Stranger Things releases the first four episodes of its final season today, nearly a decade after its July 2016 premiere, the Netflix series has come to represent something broader than its own popularity -- [1]the embodiment of streaming television's algorithmic philosophy . When the show first appeared, streaming was still finding its footing. Netflix had been producing original series for only a few years, and services like Disney+, Apple TV and HBO Max did not yet exist.

The question then was what form streaming originals would take: experimental fare like Sense8, nonlinear storytelling like the revived Arrested Development, or prestige dramas like House of Cards. The answer came from a popcorn horror thriller set in 1980s small-town Hawkins, Indiana. Matt and Ross Duffer built Stranger Things from vintage pop-culture parts -- Spielberg's coming-of-age sensibilities from E.T., Stephen King's horror and adolescent bonding, John Hughes' mean jocks and soulful goths, and references ranging from Kate Bush to The NeverEnding Story to casting Winona Ryder of Heathers and Beetlejuice fame.

New York Times critic James Poniewozik calls the series "a human-made equivalent of the algorithm" -- the software engine that drives streaming's "if you liked that, you'll like this" recommendation philosophy. Netflix did not invent the idea of copying television success, but the algorithm automated it and made it part of the creative operating system. The show's structure also fits streaming's mechanics: binge-watching encouragement, irregular release schedules, and episodes that assume audiences have time (the last season finale ran two hours and 22 minutes). The story adds:

> It's why you see a menu of similar thumbnail recommendations once you finish streaming a favorite series, encouraging you not to discover but to replicate. But the spirit behind it also explains why so much original streaming TV feels like the creative product of an algorithm. Consider the recent Netflix drama "The Beast in Me," which pairs familiar prestige-TV stars (Claire Danes of "Homeland" and Matthew Rhys of "The Americans") in a grim, upscale thriller that vaguely recalls something you might have seen on early 2010s Showtime or FX.

>

> Creating the new by swallowing and regurgitating the old is also the signature move of generative A.I., which may be why that medium is so effective at creating works of burnished nostalgia. On Instagram and TikTok, accounts with names like "Maximal Nostalgia" serve up honeyed, uncanny images and videos that testify to how much better life was in a 1980s and 1990s that never existed.



[1] https://www.nytimes.com/interactive/2025/11/26/arts/television/stranger-things-streaming-netflix.html

An anonymous reader quotes a report from the Conversation:

> The line between human and machine authorship is blurring, particularly as it's become increasingly difficult to tell whether something was written by a person or AI. Now, in what may seem like a tipping point, the digital marketing firm Graphite recently [1]published a study showing that [2]more than 50% of articles on the web are being generated by artificial intelligence . [...]

>

> It's important to clarify what's meant by "online content," the phrase used in the Graphite study, which analyzed over 65,000 randomly selected articles of at least 100 words on the web. These can include anything from peer-reviewed research to promotional copy for miracle supplements. A closer reading of the Graphite study shows that the AI-generated articles consist largely of general-interest writing: news updates, how-to guides, lifestyle posts, reviews and product explainers.

>

> The primary economic purpose of this content is to persuade or inform, not to express originality or creativity. Put differently, AI appears to be most useful when the writing in question is low-stakes and formulaic: the weekend-in-Rome listicle, the standard cover letter, the text produced to market a business. A whole industry of writers -- mostly freelance, including many translators -- has relied on precisely this kind of work, producing blog posts, how-to material, search engine optimization text and social media copy. The rapid adoption of large language models has already displaced many of the gigs that once sustained them.

>

> The dramatic loss of this work points toward another issue raised by the Graphite study: the question of authenticity, not only in identifying who or what produced a text, but also in understanding the value that humans attach to creative activity. How can you distinguish a human-written article from a machine-generated one? And does that ability even matter? Over time, that distinction is likely to grow less significant, particularly as more writing emerges from interactions between humans and AI...

"If you set aside the more apocalyptic scenarios and assume that AI will continue to advance -- perhaps at a slower pace than in the recent past -- it's quite possible that thoughtful, original, human-generated writing will become even more valuable," writes author Francesco Agnellini, in closing.

"Put another way: The work of writers, journalists and intellectuals will not become superfluous simply because much of the web is no longer written by humans."



[1] https://graphite.io/five-percent/more-articles-are-now-created-by-ai-than-humans

[2] https://theconversation.com/more-than-half-of-new-articles-on-the-internet-are-being-written-by-ai-is-human-writing-headed-for-extinction-268354

The Securities and Exchange Commission's possible plan to grant crypto companies relief from regulation to sell "tokenised" stocks [1]risks harming investors , a group of stock exchanges said in a letter to the U.S. regulator this week. From a report:

> Several crypto companies plan to sell crypto tokens linked to listed equities to retail investors who want to get exposure to stocks without owning them directly. But to sell the products in the U.S., crypto companies which are not registered as broker-dealers would need the SEC to give them a no-action letter or an exemption.

>

> SEC Chair Paul Atkins has said the agency is working on crafting an "innovation exemption" from securities laws which would enable crypto players to experiment with new business models. The World Federation of Exchanges (WFE), a group whose members include the U.S. Nasdaq and Germany's Deutsche Boerse, said in a letter dated November 21 that an exemption could create market integrity risks and undermine investor protections. "The SEC should avoid granting exemptions to firms attempting to bypass regulatory principles that have safeguarded markets for decades," WFE CEO Nandini Sukumar told Reuters.



[1] https://www.reuters.com/sustainability/boards-policy-regulation/sec-must-not-let-crypto-companies-bypass-rules-stock-exchanges-say-2025-11-26/

An anonymous reader shares a report:

> The Pentagon concluded that Alibaba Group, Baidu and BYD should be [1]added to a list of companies that aid the Chinese military , according to a letter to Congress sent roughly three weeks before Donald Trump and Xi Jinping agreed to a broad trade truce.

>

> Deputy Defense Secretary Stephen Feinberg informed lawmakers of the conclusion in the Oct. 7 letter, a copy of which was seen by Bloomberg News, to the heads of the House and Senate Armed Services Committees. It wasn't clear whether the companies have been formally included in the the Pentagon's so-called 1260H list, which carries no direct legal repercussions but serves as a major warning to US investors.



[1] https://finance.yahoo.com/news/pentagon-cited-alibaba-china-military-180926280.html

OpenAI will need to raise at least $207 billion in new funding by 2030 to sustain operations [1]while continuing to lose money , according to a new analysis from HSBC that models the company's cloud computing commitments against projected revenue. The bank's US software team updated its forecasts after OpenAI announced a $250 billion cloud compute rental deal with Microsoft in late October and a $38 billion deal with Amazon days later, bringing total contracted compute capacity to 36 gigawatts.

HSBC projects cumulative rental costs of $792 billion through 2030. Revenue growth remains strong in the model -- the bank expects OpenAI to reach 3 billion users by decade's end, up from roughly 800 million today -- but costs rise in lockstep, meaning OpenAI will still be subsidizing users well into the next decade. If revenue growth disappoints and investors turn cautious, the company's best option might be walking away from some data center commitments.



[1] https://www.ft.com/content/23e54a28-6f63-4533-ab96-3756d9c88bad

European manufacturers are facing a two-front assault from China that has German industry associations warning of deindustrialisation: on one side, artificially cheap Chinese goods are flooding into Europe, and on the other, Beijing has demonstrated its willingness to abruptly cut off access to critical inputs like rare earths and semiconductors.

The alarm intensified in October when China added five rare earths to its export-licensing regime and then [1]banned exports of computer chips made by Nexperia , a Dutch-headquartered but Chinese-owned chipmaker that supplies numerous European carmakers, according to The Economist.

Several European firms warned of production stoppages, and some German companies put workers on leave without pay. Germany's trade deficit with China hit $76.52 billion last year and is expected to surge to around $100.87 billion this year, The Economist reported, driven by collapsing German exports and a rush of imports in categories like cars, chemicals, and machinery that were once German specialties. Chinese brands now account for 20% of Europe's hybrid market and 11% of electric vehicle sales. German cars command just 17% of the Chinese market, down from 27% in 2020.

The rare earth controls were suspended for a year after the US and China struck a trade deal on October 30th, but the EU found itself a bystander to negotiations that directly affected its economy. Writing in the Financial Times, Robin Harding argues that China's explicit goal of self-sufficiency [2]leaves Europe with few options . "There is nothing that China wants to import, nothing it does not believe it can make better and cheaper," he wrote, concluding that large-scale protectionism may be unavoidable if Europe wants to retain any industry at all.



[1] https://www.economist.com/briefing/2025/11/20/chinese-regulations-and-competition-are-panicking-european-manufacturers

[2] https://www.ft.com/content/f294be55-98c4-48f0-abce-9041ed236a44?accessToken=zwAAAZrBQ_FVkdPylL5VmMRI8NOrzpBB7SNqRA.MEUCIBj2LZHatpxrGF6w_BKNjHs3rF1vWi8alhZvJyegGS19AiEAr_H-MVsT4vuZdp4h26_Xepq5n9VRKUm062cMjIuwqEY&segmentId=e95a9ae7-622c-6235-5f87-51e412b47e97&shareType=enterprise&shareId=222f3b38-f2c4-43e6-8638-308be851a198