Confusion around what China has officially agreed to in terms of pausing its rare earths, and other critical mineral, export controls persists – even as we are a week out from Donald Trump and Xi Jinping’s trade agreement in South Korea. Significant discrepancies remain between official statements from the White House and China’s Ministry of Commerce on the issue. Meanwhile, officials and commercial players on both sides of the Pacific are reporting significant differences around their expect...
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Confusion around what China has officially agreed to in terms of pausing its rare earths, and other critical mineral, export controls persists – even as we are a week out from Donald Trump and Xi Jinping’s trade agreement in South Korea. Significant discrepancies remain between official statements from the White House and China’s Ministry of Commerce on the issue. Meanwhile, officials and commercial players on both sides of the Pacific are reporting significant differences around their expect...
Ep 30 - China preps for demise of US dollar dominance
The Trivium China Podcast
39 minutes
4 months ago
Ep 30 - China preps for demise of US dollar dominance
At the Lujiazui Financial forum in June, central bank (PBoC) Governor Pan Gongsheng gave a speech that we believe redefined Beijing's attitude toward RMB internationalization. Since the policy was launched in 2009, RMB internationalization has been a struggle, with Beijing's commitment to maintaining capital controls making it difficult to claw market share from the dollar. But Pan's comments suggest Beijing thinks things might be about to get easier – with global faith in the dollar starting...
The Trivium China Podcast
Confusion around what China has officially agreed to in terms of pausing its rare earths, and other critical mineral, export controls persists – even as we are a week out from Donald Trump and Xi Jinping’s trade agreement in South Korea. Significant discrepancies remain between official statements from the White House and China’s Ministry of Commerce on the issue. Meanwhile, officials and commercial players on both sides of the Pacific are reporting significant differences around their expect...
