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外汇交易员· 2025-10-14 07:43
Export Policy & Regulation - China's rare earth magnet companies are facing stricter export license reviews since September, with more frequent rejections and requests for supplementary information [1] - The review process has been prolonged, although generally still within the Ministry of Commerce's 45 working day timeframe, but the level of scrutiny is similar to the height of trade tensions in April [1] Export Volume Analysis - China's rare earth exports in September decreased by 31% month-over-month to 4,0003 metric tons, and decreased by 43% year-over-year [1] - China's rare earth exports from January to September increased by 126% year-over-year, totaling 48,3557 metric tons [1] Market Impact - The decrease in September rare earth exports is attributed to the increasing difficulty in obtaining new licenses [1]
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外汇交易员· 2025-10-14 06:04
Trade Dynamics - China's imports of US grain via major ports decreased significantly, with US grain transport ship arrivals down 56% year-on-year from January to September, falling from 72 to 32 [1] - Since July, there have been zero arrivals of grain transport ships from the US at the mentioned ports [1] - Grain transport ships from South American countries like Argentina, Brazil, and Uruguay have increased, averaging over 40 arrivals per month since May, with 90% transporting soybeans [1] - As of September 11, China had not booked any US soybeans for the new sales season, a first since 1999 [1] - The US could lose 14 million to 16 million tons of soybean orders from China if China does not return to the US market by mid-November [1] - The US accounted for one-fifth of China's soybean imports last year, valued at over $12 billion, representing more than half of total US soybean exports [1] - China is using commodities as leverage in broader trade negotiations [1]
X @外汇交易员
外汇交易员· 2025-10-14 05:49
Trade Retaliation - China's Ministry of Commerce to impose countermeasures against US maritime, logistics, and shipbuilding 301 investigation, including adding 5 US-related subsidiaries of Hanwha Ocean Co, Ltd to the countermeasure list [1] - The countermeasures prohibit Chinese organizations and individuals from engaging in transactions and cooperation with the listed entities [1] Market Impact - Hanwha Ocean's stock in South Korea experienced a sharp decline, dropping by 8% [1] Industry Investigation - Ministry of Transport to investigate the impact of the US 301 investigation on China's shipping, shipbuilding industries, and related supply chains [1] - The investigation will also cover whether Chinese entities have assisted or supported the US in implementing discriminatory restrictions against China in these sectors [1] US-Korea Investment - Of the $350 billion (十亿) of South Korean investment in the US, $150 billion (十亿) is earmarked for US-Korea shipbuilding cooperation, with Hanwha participating in the establishment of an investment working group [1]
X @外汇交易员
外汇交易员· 2025-10-14 04:09
Industry Investigation - The Ministry of Transport, in conjunction with the Ministry of Industry and Information Technology, is investigating the impact of the US Section 301 investigation on China's shipping industry, shipbuilding industry, and related industrial and supply chain security and development interests [1] - The investigation will also cover whether relevant enterprises, organizations, or individuals have implemented, assisted, or supported the US in taking discriminatory restrictive measures against China in the shipping industry, shipbuilding industry, and related industrial and supply chains [1] - The investigation will cover other related matters [1] Potential Measures - The government will introduce corresponding measures in due course based on the investigation results [1]
X @外汇交易员
外汇交易员· 2025-10-14 03:34
特朗普称，自己与强硬者相处得很好，不与软弱者相处记者：尤其是埃尔多安，他们还能在俄罗斯和乌克兰的战争中帮忙吗？特朗普：是的，埃尔多安可以，他受到俄罗斯的尊重。乌克兰的情况，我不能告诉你，但他受到普京的尊重，也是我的朋友。你知道，你明白为什么我和强硬的人相处得很好。我不和软弱的人相处，我和强硬的人相处得很好。我不知道那是为什么，但是埃尔多安对我很好。当北约对埃尔多安有意见的时候，他们经常这样做，他们打电话让我和他谈谈，我每次都能立即解决问题。记者：你想评论一下在座的那些你认为软弱的领导人吗？特朗普：不，我不会对此发表评论，但你可能知道他们是谁，但我不会说。 ...