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...
China's export controls on rare earth elements have exposed major US supply chain vulnerabilities. Now the US is scrambling to plug the holes – and China is working to maintain its leverage. The big question is: how far will each side go in these efforts?In this podcast, Trivium Co-founder Andrew Polk and Cory Combs, Head of Critical Mineral and Supply Chain Research, take stock of China's maturing export controls, the evolving US response, and where this all leads. They break down: Wha...
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...
