China's Factory Prices Surge Fastest in Four Years
China’s factory gate prices rose at their fastest rate in almost four years last month, official data showed, signaling the impact of higher energy prices from the Iran conflict. by @TomHale_ https://t.co/uaNNSWoVEY https://t.co/OEof6XTBwU
Cutting U.S. Reliance on Chinese Pharma Supply Chains
SCIENCE, SUPPLY CHAINS, GEOECONOMICS, AND POLICY INCENTIVES The Pharma Choke Point: How to Reduce U.S. Dependence on Chinese Pharmaceutical and Biotechnology Supply Chains Important new study from @TomBollyky, @RushDoshi, @Prof_Yadav_SCM & @OliviaWKosloff https://t.co/gyXNs1OSxH
Trump’s Iran War Pushes US Oil Stocks to 20‑year Low
STOCKPILING: Trump’s Iran war has driven US oil stocks to their lowest level in two decades as his administration drains stockpiles to contain surging prices and exporters capitalise on the drop in Middle Eastern supply. by @JamieSmythF FT 👉https://t.co/ofiW8LdvtB https://t.co/HZsHVB0rtE
Firozabad Glass Industry Employs 1 Million, Generates $1 Billion Revenue
Up to 1 million people are employed directly or indirectly by Firozabad’s glassmaking industry, with about 200 companies generating more than $1bn in annual revenue and $200mn in exports, according to The All India Glass Manufacturers’ Federation. by @AndresSchipani...
EU to Systematically Use Tariffs, Quotas Against China
NEWS: EU commissioner for industrial strategy, Stéphane Séjourné, says the European Union will deploy import quotas and tariffs more systematically because European industries like chemicals, metals and clean technology were at risk of being destroyed by unfair Chinese competition. by @ian_c_johnston...
U.S. and Mexico Schedule Bilateral USMCA Joint Review Talks
USTR announces that the United States and Mexico will hold a series of bilateral negotiating rounds related to the first Joint Review of the United States-Mexico-Canada Agreement (USMCA). - May 28-29, Mexico City - June 16-17, Washington, DC - July 20 (week thereof),...
Watch Rare Earths and AI as US‑China Economic Levers
Rare earths, the AI ecosystem, and export controls: While it may be too soon to know whether the U.S. or China will ultimately blunt the other’s economic weapons, it's not too soon to know what signs to watch for. NEW, by...
EU Bill Caps Single-Supplier Imports at 40%, Forces Diversification
Proposed EU law would set ceilings, expected to be about 30 to 40 per cent, for what can be bought from a single supplier, like China. The rest of the components would need to be sourced from at least three...
Xi’s All‑Encompassing Industrial Policy Redefines Global Strategy
Great @WSJ from @greg_ip: "Xi Jinping has elevated Chinese industrial policy into something the world has never seen. It targets almost every industry and region, demand as well as supply, services as well as goods, the sophisticated and the mundane. Its...
Trump, Xi Secure Fragile Trade Truce, White House Seeks Stability
After a bruising trade war consumed most of 2025, Donald Trump and Chinese President Xi Jinping agreed last fall to an uneasy economic truce. The White House, struck by Xi’s demonstrated willingness to push back hard on Trump’s tariffs, now...
US Chamber Warns Limited Window to Counter China’s Supply‑chain Push
US Chamber of Commerce has warned that countries have only a “finite” window to respond to Chinese policies that are deepening reliance on its supply chains and harming the global economy. The Washington-based lobby group said Beijing was “doubling...
US Imports From China Plunge, Vietnam and India Rise
China’s share of goods imported to the U.S. has fallen from 22% at the start of Trump’s first term in 2017 to just 7.5% in the first three months of this year, as American companies have shifted supply chains for...
Trump Proposes US‑China Trade Board Ahead of Summit
The Trump administration has proposed a US-China "Board of Trade" as a deliverable for the Beijing summit between the two presidents this week. Details thus far are scant. If I were a journalist on the trip, these are the first questions...
China’s New Swagger in EU Trade War Explained
Thanks to the AMAZING @fbermingham for explaining how China got that swagger to fight its trade war with the European Union, and what Brussels is doing about it. https://t.co/mkXPVVokbU
US‑China Talks Target Chinese Purchases of Key U.S. Exports
"Discussions will focus largely on trade issues, namely the Chinese purchases of American agricultural goods, energy products and aerospace technologies such as Boeing airplanes, a senior U.S. official said. The leaders will also discuss establishing a U.S.-China board of trade...