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China Is Buying U.S. LNG Again — What This Really Says About Global Trade

China and the United States are still strategic competitors. So why are Chinese companies signing long-term contracts to buy American natural gas? The answer may tell us something important about the future of global trade. On September 14, China Gas Holdings announced a new 20-year agreement with U.S.-based Venture Global

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Germany Is De-Risking — So Why Are German Companies Investing More in China?

The surprising answer may be that German companies are not leaving China. They are changing the way they operate in China. Germany has spent years talking about reducing its economic dependence on China. The political language is familiar: de-risking, diversification, supply-chain resilience and strategic dependence. But corporate investment is telling

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EU Moves Toward a “Buy European” Procurement Strategy

The European Commission is proposing a major overhaul of EU public procurement rules—and Chinese suppliers could face a much tougher market. Under the proposal announced on September 9, European public authorities would have clearer legal grounds to favor European suppliers and restrict access for companies from countries that do not

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The U.S. Auto Industry Wants a Permanent Wall Around Chinese Automotive Technology

The U.S. auto industry is pushing Washington to go beyond tariffs. On September 3, the Alliance for Automotive Innovation urged Congress to permanently ban the sale, import and manufacture of Chinese connected vehicles, as well as certain Chinese automotive hardware and software, before the end of the current congressional session.

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EU’s Small-Parcel Tax Is Already Changing the China-Europe E-Commerce Model

The EU’s new customs rules are starting to show their impact. Since July 1, 2026, the EU has removed the €150 customs-duty exemption for low-value imports. Small parcels entering the EU are now subject to a temporary €3 customs duty per item category. Early data from France suggests that imports

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U.S. Weighs New 7.5% Tariff on Chinese Goods

The U.S.-China trade relationship may be facing another tariff adjustment. According to recent reports, the Trump administration is preparing to impose an additional 7.5% tariff on Chinese goods, citing concerns over China's structural excess manufacturing capacity. If implemented, the additional duty would bring the relevant U.S. tariff level on Chinese

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China’s Arctic Shortcut: Could the Northern Sea Route Reshape China-Europe Shipping

The global shipping industry is entering a period of major change. Geopolitical tensions, disruptions around traditional maritime routes, and growing pressure to make supply chains faster and more resilient are forcing companies to reconsider how goods move around the world. Against this backdrop, a new development is attracting significant attention:

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New U.S. Tariffs on Polysilicon: More Than Just Another Trade Policy

The latest U.S. executive order imposing tariffs on polysilicon and its derivatives is about more than increasing import costs—it's another sign that global supply chains are continuing to shift toward strategic industries. Polysilicon is a critical material for both semiconductors and solar energy, two sectors that have become central to