Navigating Geopolitical Tensions with Cautious Optimism

In this week’s podcast, Trivium Co-founder Andrew Polk is joined again by Cory Combs, Trivium’s head of supply chain research, to unpack the latest US-China trade war twists. The two discuss:

• Friday’s pause in the tariff escalation
• China’s pointed efforts to signal it won’t escalate further
• Whether the pause has staying power
• Why a painful stalemate is still far better than some of the alternatives

The two then examine China’s latest export controls on rare earth elements.

• Cory breaks down the key dynamics, implications for companies, and what to expect next.