Ep 12 - Trivium Markets and Politics - Game on: Beijing hits back at latest Trump tariffs

2025 is off to a rollicking start – especially when it comes to all things China.

After an extended hiatus from the pod, your friendly Trivium China team is back in the saddle to keep you up to date on all the latest happenings.

This episode features a discussion on the week’s back-and-forth between China and the US on the econ and tech fronts, featuring:

• Your loyal pod host, Andrew Polk, Trivium Co-founder
• Trey McArver, Trivium Co-founder
• Cory Combs, Trivium’s Head of Critical Mineral and Supply Chain Research

After setting the scene with a quick rundown of the bevy of back-and-forth punches between the two countries since the start of the year, the gents dig into China’s response to the latest Trump tariffs, discussing:

• The multi-faceted nature of the response – and the message Beijing is trying to send the Trump administration
• What these moves mean for China’s future approach to economic and tech competition with the US
• The disparity between Trump’s across-the-board tariffs versus Xi’s moves to inflict more targeted pain
• What lies ahead in China’s evolving use of its export control regime

There was a lot of ground to cover – and we suspect this is only the beginning.