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Dear Joe, thank you for another very helpful report, I think you do amazing work!

If Beijing's approach to supplying Moscow may have changed in July, could it be related to the CCP's 3rd plenary session?

Wang Yi said in a speech to the 75th anniverssary of the establishment of PRC RF relations that the plenum changed their cooperation with Russia:

(from https://www.gov.cn/yaowen/liebiao/202410/content_6978211.htm

“The historic decision of the Third Plenary Session of the 20th CPC Central Committee to further deepen reforms in an all-round way and promote Chinese-style modernization has brought more opportunities for China and Russia to deepen all-round cooperation. The two sides will take this opportunity to continue to explore their complementary advantages, steadily push forward cooperation in traditional areas such as energy resources, connectivity and agriculture, and create more growth points for cooperation in emerging industries such as information and communications, artificial intelligence and biotechnology, so as to promote high-quality development and modernization of the two sides."

Zhang Hanhui, the PRC ambassador to RF also vaguely said that the 3rd plenum changed their policy:

(from http://news.china.com.cn/2024-10/01/content_117462891.shtml )

"The Third Plenary Session of the Twentieth Central Committee of the Communist Party of China (CPC), which was held in July this year, made systematic arrangements for further deepening reform in a comprehensive manner and advancing modernization in the Chinese style, put forward the need to adhere to the basic State policy of opening up to the outside world and to build a higher level of a new open economic system, and demonstrated a firm determination to cooperate with the world for win-win results and common development, thus injecting stability and positive energy into the world, which is in a state of turmoil and turmoil. We are very pleased to see that all circles in Russia are paying close attention to and discussing the results of the Plenary Session, and sincerely welcome the Russian side to share the dividends of China's comprehensive deepening of reforms, believing that the Plenary Session will surely inject new connotations and bring new opportunities for the development of China-Russia relations."

On the other hand, the plenum was held in the middle of the month, so maybe the policy must have been decided in advance.

Best

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Thank you for the kind words! Very interesting points on the third plenum as well. Feel free to message me privately if you're interested in unpacking this thread some more.

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