In this episode of Geopolitics & Business Briefing, Theresa Terzer speaks with Geolytics Consultant Leonhard Xu about Beijing’s newly introduced export control watch list, a significant addition to China’s evolving sanctions architecture. Together, they unpack what distinguishes this new tier from existing blacklists, why Japanese companies were the first to be included, and how the move reflects a more flexible, layered approach to export controls rather than a straightforward escalation.

This episode offers a practical understanding of how China’s regulatory landscape is shifting, and what it means for companies operating in or relying on China-related supply chains.