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Ep 22 - The tariffs “have become a joke” + rare earth controls

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Manage episode 477171511 series 3624714
Content provided by Trivium China. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trivium China or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this week’s podcast, Trivium Co-founder Andrew Polk is joined again by Cory Combs, Trivium’s head of supply chain research, to unpack the latest US-China trade war twists. The two discuss:

  • Friday’s pause in the tariff escalation
  • China’s pointed efforts to signal it won’t escalate further
  • Whether the pause has staying power
  • Why a painful stalemate is still far better than some of the alternatives

The two then examine China’s latest export controls on rare earth elements.

  • Cory breaks down the key dynamics, implications for companies, and what to expect next.
  continue reading

29 episodes

Artwork
iconShare
 
Manage episode 477171511 series 3624714
Content provided by Trivium China. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trivium China or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this week’s podcast, Trivium Co-founder Andrew Polk is joined again by Cory Combs, Trivium’s head of supply chain research, to unpack the latest US-China trade war twists. The two discuss:

  • Friday’s pause in the tariff escalation
  • China’s pointed efforts to signal it won’t escalate further
  • Whether the pause has staying power
  • Why a painful stalemate is still far better than some of the alternatives

The two then examine China’s latest export controls on rare earth elements.

  • Cory breaks down the key dynamics, implications for companies, and what to expect next.
  continue reading

29 episodes

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