The Trivium China Podcast Ep 25 - Trivium Markets - Trade war ceasefire + export control latest + courting LATAM
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May 16, 2025 Ether Yin, a policy expert based in Shanghai, joins co-founders Andrew Polk and Trey McArver to delve into the recent trade war de-escalation. They explore China's strategic move to issue licenses for critical mineral exports to the U.S., signaling a temporary thaw. The discussion also highlights China's growing ties with Latin America and the implications of these developments on global economic relations. Tune in for insights on trade strategies and the evolving dynamics between superpowers!
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Trade Truce, Not Permanent Deal
- The US-China trade truce is a 90-day pause rather than a permanent deal, with tariffs reduced but still significant.
- Both sides feel the pain and express a willingness to de-escalate, but deeper tensions and trade war effects remain.
China’s Temporary Export Control Easing
- China temporarily suspended trade restrictions on some US firms, easing non-tariff barriers during the 90-day trade war truce.
- This suspension can be swiftly reversed if tensions escalate again, maintaining China’s strategic leverage.
Rare Earths as Strategic Leverage
- China's rare earth export controls target strategic minerals crucial for US defense and industries, giving China a powerful trade leverage.
- These controls have caused significant impact on US companies, prompting the US to push for de-escalation.