Government ❯ International Relations ❯ Geopolitics ❯ U.S.-China Relations

Trade Policies

U.S.–China Minerals Truce Reopens Rare Earth Flows as India Ramps Magnet Push

The truce buys time for accelerated de‑risking.

Ex-Stellantis CEO Warns Tesla Could Exit Auto Business Within 10 Years as Musk Dismisses the Prediction

Oil Books Biggest Weekly Rise Since June After U.S. Sanctions Hit Rosneft and Lukoil

Report: Microsoft, AWS and Google Plan to Move Hardware and Server Production Out of China by 2026

Rare-Earth Stocks Jump After Tariff Threats, JPMorgan Capital Plan

Record $19 Billion Crypto Liquidation Follows Trump’s 100% China Tariff Threat

Oil Slips After Israel–Hamas Ceasefire as Traders Refocus on Supply Surplus

U.S. Revokes TSMC’s Fast-Track China Export Status, Forcing Licenses for Nanjing Fab

U.S. Pulls Chip-Tool Waivers for Samsung and SK Hynix in China

Nvidia Tops Q2 Estimates and Lifts Outlook as Shares Ease on China Uncertainty

Nvidia Pauses H20 Production as China Pressures Buyers Over Security

ASML Tops Q2 Forecasts but Declines to Confirm 2026 Growth Outlook

Pentagon Takes 15% Stake in MP Materials to Secure U.S. Rare Earth Supply

Tom Cotton Proposes Environmental Waivers to Accelerate Defense Mineral Mining

TikTok Prepares U.S.-Only M2 App Ahead of Investor-Led Takeover

Musk Extends Olive Branch to Trump as Feud Cools

Trump and Xi Schedule London Trade Talks After 90-Minute Call

Federal Appeals Court Reinstates Trump’s Emergency Tariffs Pending Appeal

Nvidia Faces $8 Billion China Revenue Loss as Export Ban Fuels Local Chip Alternatives

Nvidia CEO Criticizes U.S. AI Chip Export Controls During Beijing Visit