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Catch up on coronavirus stories and special reports, curated by Mike Allen everyday

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Illustration: Sarah Grillo/Axios

As part of the Trump administration’s efforts to hold China accountable for unfair treatment of American companies, the Commerce Department on Nov. 19 proposed new export controls, traditionally limited to sensitive weapons technologies, that could bring China’s ambitious autonomous vehicle push to a screeching halt.

Why it matters: The move to block exports of these “emerging” and “foundational” technologies from the U.S., even by non-American companies, would limit partnerships with Chinese firms and possibly the employment of Chinese nationals in the U.S. AV industry, since technical information could qualify as an export.

Details: The proposed restrictions include computer vision, artificial intelligence, geospatial positioning, computer chips and memory, and mobile electric power — technologies critical to the development of AVs.

  • Baidu, Xpeng Motors and other Chinese AV players rely heavily on chips by companies like NVIDIA and sensors from companies like Velodyne (at one industry showcase, 85% of Chinese companies used its lidar).
  • China’s strategy document for the AV industry instructs companies to purchase foreign players to obtain key technologies — an approach that is now imperiled, as this list will be used by the interagency panel that reviews foreign investments in U.S. companies.

What to watch: Public comment is open until Dec. 19 and industry is likely to push back, as these export controls would have an impact on broad swathes of the economy — from self-driving cars to biotech. Changes within the Treasury or Commerce Departments, where leadership transitions have been rumored, could also shape the outcome.

Be smart: Even if the U.S. takes no action, the Chinese side likely will. China’s plan for its auto industry calls for the entire supply chain to be “secure and controllable” (i.e., to exclude foreign participation), and President Xi has made it clear that “core technologies” must be in Chinese hands. Multinational corporations, take note.

Patrick Lozada is a director in the China practice of Albright Stonebridge, a strategic advisory and commercial diplomacy firm.

Go deeper

Cyberattack forces shutdown of major U.S. fuel pipeline

A police officer stands guard inside the gate to the Colonial Pipeline Co. Pelham junction and tank farm in Pelham, Alabama, in 2016. Photo: Luke Sharrett/Bloomberg via Getty Images

A major U.S. fuel pipeline running from Texas to New York has been taken offline by its operator because of an apparent cyberattack.

The big picture: Colonial Pipeline "carries 45 percent of the East Coast’s fuel supplies," the N.Y. Times reports.

Bryan Walsh, author of Future
1 hour ago - Health

The end of quarantine

Illustration: Annelise Capossela/Axios

Long quarantines were a necessary tool to slow the COVID-19 pandemic during its first phases, but better and faster tests — plus vaccines — mean they can be scaled back considerably.

Why it matters: Quick tests and regular surveillance methods that identify who is actually infectious can take the place of the two-week or longer isolation periods that have been common for travelers and people who might have been exposed to the virus, speeding the safe reopening of schools and workplaces.

Amazon rollups are the hottest deals

Illustration: Aïda Amer/Axios

A new generation of companies is forming to scoop up Amazon marketplace sellers — and venture capital firms are writing big checks to support the effort.

Why it matters: These e-commerce aggregators are all about data and using it to optimize and turbocharge sales, which means they’re using Amazon’s own playbook.

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