Marketplace Morning Report

China's global exports boom amid renewed U.S. trade war

Oct 13, 2025
Trade tensions heat up as China defies U.S. tariffs with a surprising increase in exports. Conversations reveal China’s strategic pivot to new markets and investments in renewable energy, showcasing its resilience. Meanwhile, Nigeria's shea nut industry faces challenges from export bans affecting local women and traders. The episode highlights how global trade dynamics are shifting, alongside China's call for predictable relations with the U.S.
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INSIGHT

Exports Grow Despite U.S. Drop

  • China’s exports rose over 8% year-on-year in September despite a 27% drop to the U.S. market.
  • China is diversifying into other markets and sectors, reducing U.S. dependence.
INSIGHT

Green Tech Fuels Export Resilience

  • Renewable energy and e-mobility are major growth engines for Chinese exports.
  • China dominates these cheaper, rapidly expanding industries, supporting export resilience.
INSIGHT

China More Resilient Psychologically

  • China is better psychologically prepared for a renewed trade war than seven years ago.
  • Businesses and the public expect shocks and are less likely to panic, per Andy Shia.
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