Listen "RH 12.23.25 | China: Nukes, Carriers, Drones & Debt "
Episode Synopsis
Welcome back to The Restricted Handling Podcast — your unfiltered daily intel drop on what’s really happening across the global power map. In today’s episode, we’re diving straight into a wild 24 hours inside China’s fast-moving—and increasingly volatile—chess game. The big headline: China’s not just flexing; it’s arming up. A leaked Pentagon report confirms Beijing has loaded over 100 intercontinental ballistic missiles into new silos near the Mongolian border. These DF-31 solid-fuel missiles represent the sharpest edge of China’s nuclear expansion, and the report suggests the stockpile could hit 1,000 warheads by 2030. Beijing insists it’s all “defensive,” but with Xi Jinping purging his generals midstream and promoting new theater commanders, it’s clear the PLA is being reshaped for something bigger. From the skies to the seas, China’s sending a message. Satellite imagery shows the Liaoning and the new Fujian aircraft carriers parked together in Qingdao, fueling speculation of a joint Pacific deployment — a first for China. The Fujian’s electromagnetic catapults put it in the same class as U.S. carriers, and its appearance in the Taiwan Strait adds a little extra adrenaline to an already tense region. Meanwhile, Japan’s keeping pace. Prime Minister Sanae Takaichi has locked in a record-breaking $71 billion defense budget, hitting 2% of GDP years early. Tokyo’s aiming to show it’s no longer just America’s dependable ally — it’s a power in its own right, ready to counter China’s aggression and hedge against any unpredictability from Washington. Back in the U.S., the tech and trade battle with China is red hot. The FCC has officially banned new foreign-made drones, effectively locking DJI out of the market. At the same time, the White House is scrambling to secure domestic supplies of lithium-ion batteries and rare-earth metals after China flexed its control over both. And while Nvidia’s AI chips might be trickling into China under a 25% tariff, lawmakers are warning that even small leaks could turbocharge Beijing’s AI-military complex. We also cover the U.S. Coast Guard’s interception of a China-bound oil tanker near Venezuela, Beijing’s angry response, the chaos in China’s debt-ridden real estate sector, and the explosive rise of Chinese AI stocks like Moore Threads and MetaX. It’s nukes, carriers, chips, oil, and debt — the perfect storm of 21st-century geopolitics. Tune in for sharp analysis, high energy, and a dose of truth you won’t find in your morning headlines.
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