
More recent developments

US, China confirm their agreement on rare earth exports
The US and China say they have reached an understanding to expedite rare earth exports to the US. On Friday, the Ministry of Commerce (MofCom) said: "China will examine and approve applications for the export of eligible Controlled Items in… Read More »

NATO readout doesn’t mention China
Daddy likes it short and sweet. On Wednesday, NATO's annual meeting wrapped up in the Dutch city of The Hague. Some context: Historically, NATO has taken the opportunity to blast China for a laundry list of perceived failings, ranging from… Read More »

Macro planner to tweak distribution of consumer subsidies
On Thursday, the macro planner (NDRC) confirmed that it is addressing delays in subsidy disbursement under the consumer goods trade-in program. Some context: Since late May, several provinces have paused issuance of vouchers after exhausting their initial funding. The vouchers have been key… Read More »