In April 2025, China’s decision to tighten its grip on rare earth exports sent shockwaves across the global automotive supply chain. With China controlling the majority of the world’s rare earth refining and magnet production, the move immediately triggered concerns among automakers about the security of critical raw materials. But
In the wake of a 90-day tariff suspension agreement between China and the U.S., container bookings on the China–U.S. trade lane have exploded. According to supply chain tracking firm Vizion, bookings surged by 277% over the past week. Key Data: 7-day average bookings reached 21,530 TEU, up from 5,709 TEU
The joint statement from the U.S. and China following their Geneva economic talks marks a significant moment—this is the first face-to-face negotiation between the two nations since Trump returned to office. Both sides announced a temporary tariff reduction—down to 30% by the U.S. and 10% by China—to be maintained over
In April 2025, China’s export sector defied expectations, growing by 8.1% year-on-year in USD terms — far exceeding the 1.9% increase forecast by economists. While exports to the U.S. fell sharply by 21.3%, exports to ASEAN countries surged by 21%. At first glance, this shift might suggest a healthy diversification
Shein and Temu, two prominent Chinese e-commerce platforms, have recently increased prices across various product categories for U.S. consumers. This adjustment is a direct response to the Trump administration's new tariff policies, including a 145% levy on Chinese imports and the elimination of the "de minimis" exemption, which previously allowed
The Trump administration’s recent signals that it may ease tariffs on certain auto parts before the self-imposed May 3 deadline has sent ripples across the global automotive industry. While this appears to be a gesture of flexibility amid an escalating trade war with China, it also underscores the high-stakes balancing
The U.S. Department of Commerce has announced the imposition of tariffs reaching up to 3,521% on solar panel imports from four Southeast Asian countries: Cambodia, Vietnam, Malaysia, and Thailand. This decision follows a year-long investigation into allegations that Chinese manufacturers were circumventing existing tariffs by routing their products through these
The U.S. government’s recent decision to impose new fees on Chinese-built vessels marks a significant escalation in the ongoing trade and industrial rivalry between the world’s two largest economies. According to the Office of the U.S. Trade Representative (USTR), the action targets what it describes as “unreasonable and discriminatory practices”
