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SnapshotsJan 22, 2021 | 22:03 GMT
A photo taken on Oct. 21, 2020, shows the logos (left to right) of Google, Facebook, Twitter, Instagram, Snapchat and TikTok on a computer screen.
Australia’s Proposed Media Code Turns Up the Heat on Google and Facebook
Australia’s pursuit of a media code that would force Facebook and Google to pay for sharing content from local media companies risks pushing the U.S. tech giants to pull some of their services from the country. During a Jan. 22 Australian Senate hearing, Google’s Managing Director for Australia and New Zealand Mel Silva said that if the country’s News Media and Digital Platforms Mandatory Bargaining Code is implemented in its current form, Google would have no choice but to remove Google Search from Australia. Later in the day, Facebook representatives echoed these remarks, threatening to pull Facebook News from Australia. In response to Google’s ultimatum, Prime Minister Morrison said that his country does not respond to threats.
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SnapshotsJan 21, 2021 | 22:07 GMT
Spanish newspapers show images of newly sworn-in U.S. President Joe Biden on Jan. 21, 2021, in Madrid, Spain.
The EU Welcomes Biden, But Some Disputes Will Remain
Joe Biden’s presidency portends greater U.S.-EU coordination on areas like climate change, COVID-19 and human rights. But Washington and Brussels will likely still spar over trade, tech policy and defense spending. On the day of Biden’s Jan. 20 inauguration, European Council President Charles Michel called for a “founding pact” between the United States and the European Union based on five priorities: boosting multilateral cooperation, fighting against COVID-19, tackling climate change, rebuilding the global economy with a digital transformation, and joining forces on security and peace. Also on Jan. 20, the European Union’s chief diplomat, Joseph Borrell, invited Biden’s new Secretary of State, Antony Blinken, to a meeting with EU foreign ministers in Lisbon, Portugal, on March 4-5 to restart cooperation.
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PodcastsJan 19, 2021 | 15:54 GMT
Essential Geopolitics: Biden, Tech and Antitrust
In this podcast, we discuss what happens to tech companies now they have banned President Trump either temporarily or indefinitely on several social media sites. Meanwhile, Parler, a popular social media platform for right-wing groups and Trump supporters, was blocked from Google, Apple and Amazon's app stores.
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Annual ForecastsJan 3, 2021 | 21:37 GMT
An image of the COVID-19 vaccine, President-elect Joe Biden, the Huawei logo, and a stock market sign
2021 Annual Forecast
The geopolitical environment in 2021 will be shaped by two global developments: the trajectory of the COVID-19 pandemic and the efforts by U.S. President-elect Joe Biden's administration to restore collaborative relationships across the globe.
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AssessmentsDec 28, 2020 | 16:21 GMT
Containers are seen stacked at a port in Qingdao, China, on Jan. 14, 2020.
The Fate of Trump’s China Tariffs Under Biden
The Biden administration will probably maintain many of the existing U.S. tariffs on China, ushering in a lengthy period of restrictions that will likely prompt businesses to consider shifting their supply chains and operations outside China. While President-elect Joe Biden says he intends to review the tariffs U.S. President Donald Trump placed on China, he has said he will not make any "immediate moves" regarding them. Nevertheless, as the phase one trade deal between the U.S. and China winds down and concludes in 2021 and China continues to remain far behind committed levels of purchases, the Biden administration is not likely to add significantly more tariffs on China to those already existing.
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SITUATION REPORTDec 24, 2020 | 18:35 GMT
China: Beijing Opens Investigation Into Alibaba
China's State Administrator for Market Regulation announced Dec. 24 that it has opened a probe into Chinese e-commerce company Alibaba's business practices over accusations of anti-competitive business practices, NPR reported.
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AssessmentsDec 23, 2020 | 15:59 GMT
EU flags fly outside the European Commission building in Brussels on Dec. 7, 2020.
The EU Seeks to Update Its Regulation of Big Tech
Sweeping new EU draft rules will increase the pressure on large tech companies, but debates over their proposed requirements and penalties will likely limit their impact on big tech. The legislation's ultimate fate depends in part on how the European Union frames the proposals to the incoming Biden administration because its receptivity to rules that disproportionately affect U.S. firms could prove decisive to their implementation.
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SITUATION REPORTDec 18, 2020 | 22:57 GMT
U.S., China: Over 60 Chinese =Firms, Including SMIC, Added to Washington's Export Blacklist
The U.S. Commerce Department has moved to effectively ban China’s Semiconductor Manufacturing International Corp. (SMIC) from accessing U.S. technology, services and products by adding it, along with more than 60 other Chinese companies, to its entity list, which increases export controls, Bloomberg reported Dec. 18.
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SnapshotsDec 18, 2020 | 21:32 GMT
A worker is seen inside the production chain at Renesas Electronics in Beijing, China, on May 14, 2020.
The U.S. Deploys Its Export Blacklist Against China’s Top Chipmaker
The United States’ move to cut off exports to China’s top chipmaker will impede the company’s manufacturing capabilities, while pushing Beijing to further prop up its domestic semiconductor industry. On Dec. 18, the U.S. Commerce Department announced it was adding over 60 companies, including China’s Semiconductor Manufacturing International Corporation (SMIC), to its entity list, which will effectively bar these companies from accessing U.S. technology by increasing export controls. U.S. companies will now need a special license from the Commerce Department before exporting any products, services or technology to SMIC and the other newly blacklisted companies. Requests for such licenses will be subject to the presumption of denial. The jurisdiction of such controls also covers exports by other countries that use U.S. components and technology. 
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On StratforDec 11, 2020 | 11:00 GMT
Grading Our 2020 Annual Forecast as 2021 Approaches
Every December here at Stratfor, we sit down and do the critical work of self-assessment, taking the forecast we made the previous December and seeing how it stacked up against actual world events. Even with the pandemic throwing the world a little askew, we still had a strong 2020 forecast with quite a few hits and just a handful of misses. Without further ado, we present the Stratfor 2020 Annual Forecast Scorecard.
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SITUATION REPORTNov 30, 2020 | 19:19 GMT
U.S., China: Washington to Label SMIC, CNOOC as Chinese Military Companies 
The United States is reportedly planning to add China’s Semiconductor Manufacturing International Corporation (SMIC) and China National Offshore Oil Corporation (CNOOC) to a list of companies controlled or owned by the Chinese intelligence and military apparatus, which would ban both SMIC and CNOOC from receiving U.S. investment per a recent executive order signed by U.S. President Donald Trump, Reuters reported Nov. 29. 
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