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Trump and Xi to Meet at APEC as Tentative Deal Takes Shape on Tariffs and Rare‑Earth Controls

A tentative framework would trade a one‑year delay to Chinese rare‑earth export limits for limited U.S. tariff cuts, with fentanyl curbs and a TikTok deal awaiting signatures.

Overview

  • Both governments confirmed the leaders will hold talks in South Korea on Thursday at the APEC summit, with the trade dispute set to dominate.
  • After preparatory talks in Malaysia, U.S. Finance Secretary Scott Bessent said China is prepared to postpone new rare‑earth export controls by a year.
  • Trump signaled he could reduce some U.S. tariffs if Beijing enforces tighter controls on fentanyl precursor chemicals and cooperates with U.S. law enforcement.
  • Officials say a TikTok arrangement is essentially agreed and awaits leader sign‑off, with the current proposal shifting control of the U.S. business to an American‑led consortium.
  • The U.S. and Japan signed a pact to bolster critical‑minerals supply chains as analysts warn any U.S.–China deal may amount to a short truce given unresolved strategic frictions.