Tag: Export Controls


  • China’s Export Controls on Japanese Defense Suppliers: What Global Supply Chain Managers Need to Know

    The Recent Chinese Export Control Actions In a significant escalation of trade tensions between China and Japan, Beijing has imposed targeted export controls on dozens of Japanese companies with defense and aerospace industry connections. These restrictions represent more than a simple tariff dispute-they signal a fundamental shift toward using supply chain weaponization as a primary…

  • China’s Formal Trade Investigations: Building Legal Foundation for Strategic Response

    Introduction: A Shift from Escalation to Structure The global trade landscape has entered a new phase. Rather than responding to U.S. trade actions with immediate tariff retaliation, China has chosen a more deliberate path: opening formal investigations into American trade practices. This strategic decision signals a fundamental shift in how trade tensions are being managed-from…

  • AI‑Driven Memory Chip Shortages Deepen as Tariff Policies Reshape Global Trade

    The global surge in artificial intelligence development has triggered one of the most significant supply crunches the semiconductor industry has ever faced. As companies race to build larger, more capable AI models, the demand for high‑performance memory chips has skyrocketed far beyond what manufacturers can currently supply. High‑bandwidth memory (HBM), DRAM, and NAND flash once…

  • U.S.–China Trade Deal Update

    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…

  • US-China Update: Diplomatic and Economic Engagements, October 2025

    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…

  • Rare Earths, Tariffs, and Trade Shock: October 2025 Risk Outlook

    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…

  • The State of US-China Trade Talks

    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…

  • China’s Chief Trade Envoy Visits Washington as Trump Threatens 200% Tariffs on Rare Earths

    In a high-stakes moment for global trade diplomacy, China’s top trade negotiator, Vice Minister of Commerce Li Chenggang, has arrived in Washington, D.C., for a series of strategic meetings with senior U.S. officials. The visit marks a renewed effort by Beijing to stabilize its economic relationship with the United States amid mounting tensions, particularly surrounding…

  • US Tariffs Hit Malaysia in the China Trade War Spillover

    Author: Maria Pechurina, MA, Director of International Trade @ Peacock Tariff Consulting US Tariffs & Malaysia’s Economic Impact The 24% US tariffs, announced in April 2025, hit Malaysia, which is a popular location for Chinese transshipment, hard. These trade challenges manifested in the key export-led industries such as palm oil, electronics and solar panels, further tightening…

  • U.S.-China Trade Talks & Tariff Adjustments China’s Response to U.S. Tariffs Impact on Global Markets Automotive Tariffs & Industry Impact New Exemptions & Adjustments Industry Responses Potential Consumer Effects Consumer Price Increases Across Key Industries Household Goods & Electronics Retail & Ecommerce Global Trade Responses & Retaliation Canada’s Countermeasure Tariffs European Union & Mexico’s Response…