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 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
The Trivium China Podcast
1 hour 13 minutes
3 weeks ago
Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
Alright folks, this one is a banger. In this week’s Trivium China podcast, host Andrew Polk is joined first by colleagues Dinny McMahon and Joe Peissel. The three discuss: The most recent China macro dataEconomic headwinds and tailwinds as we move into 2026Their early read of the 4th Plenum – and Xi Jinping’s make or break moment with the upcoming Five-Year PlanAndrew is then joined by a very special guest – US-China Business Council President Sean Stein. They get into: How US businesses are ...
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...
