Chinese Bargaining Chip: Rare-Earth Minerals China announced broad export controls on rare-earth-related technologies and materials, requiring foreign companies to get Beijing’s approval to export magnets or products containing even trace amounts of Chinese-origin rare earths or made using Chinese extraction/refining…
US Pressures Mexico to Close Chinese 'Backdoor' to USMCA Mexico announced a plan to raise import tariffs on automobiles and other goods from countries without free-trade agreements (notably China) to the maximum WTO-allowed levels. The measures—affecting about $52 billion of…
The Geopolitics of the Global South Competition Great-power competition—especially U.S. pressure to force developing countries into binary choices between the West and China—is counterproductive. Many countries in the global South prefer strategic autonomy and multiple alignments rather than being coerced…
China Led SCO Summit Pushes Alternatives to West The SCO (Shanghai Cooperation Organization) consists of 10 member countries of which China and Russia are the two most important. In addition, central Asian states such as Kazakhstan, Kyrgyzstan, Tajikistan, and Uzbekistan…
Chinese Trade War Strategy on Rare Earth Elements Risky in Long-Term China recently added seven rare-earth elements to its export control list amid rising geopolitical trade tensions, increasing its leverage because it dominates global refining and processing capacity. Although these…
AI Race, Rare Earths Minerials and Chip Export Restrictions Huawei founder Ren Zhengfei downplayed the impact of US export restrictions on China's chip sector, expressing confidence in domestic alternatives like chip packaging stacking and AI software breakthroughs. He acknowledged Huawei…
US-China Strategic Competition to Shape Trade Talks U.S.-China trade talks resumed in London as the world's two largest economies aim to resolve their trade differences following a recent call between their leaders. Key officials from both sides, including U.S. Treasury…
New Global Order and US China Geopolitical Risk The Trump administration adopted an "America First" technology strategy focused on achieving unilateral technological dominance, departing from previous multilateral cooperation. This approach emphasized aggressive competition, especially against China, and prioritized U.S. national…
CATL 2025 Listing Success and US Geopolitical Backlash The $4.6 billion Hong Kong IPO of Chinese battery maker Contemporary Amperex Technology Co. Limited (CATL), highlighting the exclusion of U.S. onshore investors to reduce geopolitical risks and legal complications amid deteriorating…
Has Apple Done Enough to Reduce China Supply Chain Dependency? The dependence of Apple on the Chinese supply chain was reduced right after Covid-19. A Reuters article published in November 2022, shows this happened between 2019 and 2022. This reliance…
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