Logo 09 Nov 2025

Podcast | What China really agreed to on rare earths + assessing US capability to end reliance on China

Subscribe to keep reading.

Sign up to stay briefed on what the Chinese government is doing, thinking, and saying.

Try it free

Already a subscriber? Log in.

Confusion around what China has officially agreed to in terms of pausing its rare earths, and other critical mineral, export controls persists – even as we are a week out from Donald Trump and Xi Jinping’s trade agreement in South Korea. Significant discrepancies remain between official statements f...



More recent developments

Logo March 7, 2026
Podcast | FYP, GDP, and Ilaria Mazzocco on NEVs

It’s been a big week in China, with the annual government meetings (aka the Two Sessions) kicking off to lay out key policy priorities for the year – and to drop a draft version of the 15th Five Year Plan… Read More »

Logo February 28, 2026
Podcast | Jude Blanchette on how China views “The Rupture” in global politics

2026 has kicked off with a geopolitical bang – from US intervention in Venezuela to threats against Greenland to potential military action against Iran, not to mention the latest tariff turmoil following last week’s US Supreme Court ruling. All of… Read More »

Logo February 14, 2026
Podcast | Heard on the street, Beijing edition

It's been a while between trips, but last week Trivium's Head of Markets Research, Dinny McMahon, was back in Beijing. In this podcast, he and Trivium Co-founder Andrew Polk discuss Dinny's observations and takeaways from the trip. After dissecting the… Read More »