Interestingly, the market lately has been more concerned about trade, I think, than the the government shutdown, especially this latest flare up between the US and China. So, what happened from your point of view. Because I thought talks were going well, lines of communication were open, and then we learn about this rare earth mineral restriction from China, and now it's back and forth, and things are heating up again.uh they they are and you know the Chinese are trying to backfill the narrative you know sa ...

Geopolitical & Economic Strategy - The US aims to assist China, not harm it, but will respond to economic coercion, viewing the situation as "China versus the world" [1] - China's export controls are deemed unacceptable globally, with the US and its allies resisting being commanded or controlled by China's state economy [2] - The US perceives a risk in depending on China for rare earths and other resources, highlighted by China's actions and its relationship with Russia [5] Trade & Supply Chain Concerns - There are concerns about the reliability of China in the global supply chain, citing potential untrustworthiness [4] - Auto companies reported a slowdown in markets, potentially linked to actions by China [3] - The US is considering a longer-term tariff roll in exchange for a delay, subject to negotiations before a leaders' meeting in Korea [5][6] International Cooperation - The US emphasizes the need for allies to work together, particularly in light of China's actions [4] - Meetings are planned during the World Bank IMF week to address these issues [5]

Intelligence & Security - The report discusses a collapsed China spy case [1] Geopolitical Implications - The case potentially has implications for international relations and security [1]

It is the CNBC Invest in America Forum in Washington, D. C. happening right now.The events bringing together investors, policymakers and industry leaders for conversations about American industrial policy. And Treasury Secretary Scott Bessent is about to speak to our Sara Eisen. Here it comes right now.Let's listen in. >> So thank you, America first. America first.There we go. So the investment boom I mean, it feels like every day we either get an Oval Office announcement from a CEO, some of whom are here t ...

The head of the UK’s foreign office is pushing China to allow Britain to rebuild its embassy in Beijing https://t.co/sxgS9bwXwv ...

Trade Negotiations & International Relations - US is nearing completion of trade negotiations with Korea, ironing out investment details [1] - US-Canada relations are back on track following a meeting between the President and Prime Minister Carney [2] - Discussions with Mexico and India are underway, with potential announcements during an upcoming trip to Asia [2] - A visit to Malaysia is planned, and the President will attend the APEC conference in Korea after visiting Japan [3] - The Vice Premier Julie Fun will meet with US representatives before two conferences [2] Industrial Policy & Strategic Investments - Due to facing a non-market economy like China, the US must exercise industrial policy to ensure self-sufficiency with allies, especially in rare earths [4] - The administration has been taking stakes in private companies deemed strategic and important for the US, with the possibility of more such investments [3] - The government is considering setting price floors and forward buying to prevent China from undercutting market-based processors and refiners in various industries [5] - The government took an equity stake in Intel, which was the conversion of a grant [7] - Private capital is entering the rare earth business, with JP Morgan planning to lend and potentially set up an exchange [8] Rare Earths & Strategic Minerals - China dominates rare earth processing and refining, holding 70% of the mining but 95% of the processing and refining [4] - For 20 years, China has undercut market-based economies in rare earth processing and refining [4] - The US needs a strategic mineral reserve, similar to the strategic petroleum reserve [9] - The leading Chinese rare earth company was previously owned by General Motors and was later sold back to China after five years [10][11] Defense Industry - US defense companies are behind in deliveries, potentially requiring government intervention to encourage more research and fewer stock buybacks [6] - The government, as the biggest or only customer, may need to prod defense companies [6]

US-China Trade Relations & Geopolitics - Market is more concerned about US-China trade tensions than government shutdown [1] - China is attempting to justify its actions regarding rare earth mineral restrictions by claiming the US provoked them, but this is not accurate [2] - The US views China's actions as a broader issue affecting the world, not just a bilateral problem, and is seeking a coordinated response with allies [3] - The US does not want to damage China's economy, nor does it believe China wants to damage the US economy, but the US will assert its sovereignty [5] - Rare earth export controls are seen as a sign of decoupling, but the US does not want to decouple from China [6] - High-level communication between the US and China is ongoing, and a meeting between President Trump and Xi Jinping is still planned [9][10] - The level of trust between the two leaders has prevented further escalation of the situation [11] Strategic Reshoring & Supply Chain - COVID-19 served as a test run for bringing back strategic industries [7] - 10-20% of the current investment boom is aimed at reshoring 5-7 strategic industries [7] - Strategic industries include pharmaceuticals, semiconductors, shipbuilding, steel, and rare earths [8] - The US possesses leverage over China through semiconductors, aircraft engines, and various minerals [6][7]

Trump's bailout could have the added effect of hurting American farmers, who we should note are already suffering immensely under the effects of Trump's chaotic whipssawing global trade war. For the second time in a decade, Trump has picked a fight with China at the expense of American farmers who make up obviously a pretty sizable portion of his political base. You see, American farmers grow a lot of soybeans and China buys them.Last year, China brought over half, 52% of our total soybean exports. They are ...

Trump's plan to draw back from the world to Fortress America could give China a free hand for global dominance, @halbrands writes (via @opinion) https://t.co/XhQoc6v1Qt ...

To counter Russia and China in the high north, America must expand its icebreaker fleet. To do so quickly, it will need Finland’s help https://t.co/5ADc1gKKhr ...