Tag: China
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The escalating China-Japan dispute over rare earths is a textbook case of modern supply-chain weaponization: one that is reshaping regional trade dynamics in Asia and accelerating a broader rethinking of U.S. and allied industrial strategy. Over the past several years, China has steadily expanded its export-control toolkit in response to U.S. tariff actions and broader…
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Soybeans are one of the most globally traded agricultural commodities, but their importance goes far beyond food and feed. They are a cornerstone of U.S. agricultural exports and a critical input for China’s food security strategy. For decades, the soybean trade between the United States and China symbolized economic cooperation, with American farmers supplying the…
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Author: Maria Pechurina, Director of International Trade It is Tuesday, November 4th, and the 100% tariff on China we so feared (did we, though, after so many empty threats?) is nowhere to be seen. The internet is exploding with images of President Trump decked out in CCP gear and saluting Chairman Xi, with the recent…
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The United States and China are engaging in two high-level meetings in late October 2025, amidst escalating trade tensions and threats of extremely high tariffs. The negotiations in Kuala Lumpur today aimed to de-escalate friction and pave the way for a crucial bilateral meeting between the heads of state on the sidelines of the Asia-Pacific…
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Author: Maria Pechurina, Director of International Trade @ Peacock Tariff Consulting China is thriving. In recent months, its exports surged despite ongoing US tariff chaos and the decline of US-bound exports by 27%. In September 2025 alone, China’s exports climbed 8.3% year-on-year, reaching a seven-month high of $328.6 billion, even as shipments to the US…
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Brazil’s Beef Trade Rewired: China Surges 38% While U.S. Market Collapses 41% In a striking realignment of global protein flows, Brazil’s beef exports to China surged 38.3% in September 2025 compared to the same month last year, reaching a record 187,340 tonnes. Meanwhile, shipments to the United States plummeted 41% year-to-date, falling to just $102.9…
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The Shockwave: What Happened on October 10 On October 10, President Donald Trump issued a sweeping threat to impose a “massive increase of Tariffs on Chinese products,” citing retaliation for China’s newly announced export controls on rare earth minerals. These minerals are essential to the production of semiconductors, electric vehicles (EVs), renewable energy systems, and…
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Author: Maria Pechurina, Director of International Trade @ Peacock Tariff Consulting The current state of international trade between the U.S. and China is marked by ongoing negotiations, product and company-specific investigations, tariff impositions and attempts to secure mutual concessions. The arrangements are ever-evolving and the legal challenges like the IEEPA lawsuit create additional complexity. We aim to…
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Author: Maria Pechurina, Director of International Trade @ Peacock Tariff Consulting Status Quo: US-India Deeply Intertwined & Complex Trade Relationship Before the recent tariff escalations, the U.S. and India shared a robust and growing bilateral trade relationship. In 2024, total trade reached approximately $212.3 billion, an 8.3% increase from the previous year, signifying a good…
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A Global Power Shift in Motion The year 2025 marks a pivotal moment in the evolution of global commerce. The United States, once the undisputed leader in international trade, has triggered a dramatic reordering of supply chains by imposing sweeping tariffs on Chinese imports. The elimination of the de minimis exemption previously allowing goods under…