Core Points - The supply issues of rare earths and the Nexperia semiconductor situation are severely impacting the European automotive industry, causing significant concern among EU member states [1] - The EU is preparing to engage in discussions with a high-level Chinese technical delegation regarding rare earth issues, indicating a desire to find a resolution to the supply crisis [1][2] - The Dutch government's intervention in Nexperia has led to a freeze on assets and operations, which is expected to disrupt the supply chain for automotive manufacturers in Europe, particularly in Germany [4][5] Group 1: Rare Earth Supply Issues - The EU is facing a potential crisis in the automotive sector due to rare earth supply disruptions, prompting discussions of retaliatory measures against China [1] - A high-level Chinese delegation is scheduled to visit Brussels to discuss rare earth issues, with preliminary meetings already taking place [1][2] - The EU is exploring options to mitigate the impact of rare earth supply shortages, including local production and diversification of suppliers [5][7] Group 2: Nexperia Semiconductor Situation - The Dutch government has mandated a freeze on Nexperia's assets and operations, which has raised concerns about the impact on the global automotive supply chain [4][5] - Nexperia's operations in China are facing challenges due to the Dutch government's intervention, leading to reduced output and supply chain complications [4][5] - The German government is actively engaging with affected companies to address potential supply chain difficulties stemming from the Nexperia situation [5][7] Group 3: EU's Trade Measures and Responses - The EU is considering new regulations that would impose conditions on Chinese companies operating in Europe, including technology transfer and local content requirements [7] - Discussions among EU member states are ongoing regarding potential retaliatory trade measures against China, with a focus on the recent rare earth export controls [7][8] - The EU is preparing a list of trade measures to enhance its negotiating position in discussions with China, reflecting a strategic approach to the ongoing trade tensions [7][8]

印度果然不靠谱，眼看中国打响的对美关税反击战到了关键时刻，印度政府嘴上画大饼，鼓吹要效仿中国反制美国，结果到了真刀真枪上阵时，又当起了缩 头乌龟，甚至还扯中国的后腿。 据环球网报道，印外长苏杰生表示，中国在多个领域与美国一较高下，这对印度具有启发意义，暗示要跟进中国反击美国。 实话说，印度政府也不是第一次说要反制美国了，可始终雷声大雨点小，说白了莫迪害怕印度报复后，美印关系彻底没救了。 这两天中美交锋进入白热化，美国妄图搞对华以打促谈的老把戏，中国直接用反制亮明立场。 自从国庆节以来，中国反击美国的行动堪称是眼花缭乱，不但动用了稀土底牌，还在造船业等领域与美国正面硬刚，这直接把美国打得没有脾气了。特朗普 政府在看到100%关税威胁不见效后，美副总统和美财长开始打圆场，一个呼吁中国理性，另一个澄清称对华关税不一定发生。 值得一提的是，中美在这边斗得火热，眼看中国占据了关税战上风，印度的醋坛子彻底打翻了。 早在5个月前，印度就向世贸组织发去通知，计划对美国部分商品加征报复性关税，然而至今都没有下文。 当然，印度自己没骨气反抗也就算了，我们并不指望莫迪政府对美国硬起来，但是至少不要拖后腿吧，但印度恰恰就是这种心胸狭 ...

Core Points - The article discusses the escalating trade tensions between the U.S. and China, particularly focusing on the U.S. response to China's export restrictions on rare earths and other products [1][3] - President Trump has threatened to impose a 100% tariff on Chinese goods and hinted at retaliatory measures against Chinese imports, particularly targeting used cooking oil (UCO) [1][3] Group 1: U.S.-China Trade Relations - The U.S. is considering retaliatory actions against China for halting imports of American soybeans, which has led to a significant drop in soybean prices in the U.S. [1][3] - Trump has accused China of deliberately stopping U.S. soybean imports and suggested that the U.S. could stop purchasing Chinese cooking oil as a countermeasure [3] Group 2: Used Cooking Oil (UCO) Market - China is a major supplier of used cooking oil to the U.S., with the U.S. accounting for 43% of China's UCO exports in 2024 [3] - The demand for UCO in the U.S. has surged due to the Biden administration's push for green transportation, which relies on UCO for biofuel production [3] Group 3: Implications of Trade Actions - Economists question the effectiveness of targeting Chinese cooking oil, noting that Europe is also a significant buyer of Chinese UCO, with exports to Europe increasing by 45% year-on-year in the first nine months of 2024 [5] - Cutting off UCO supplies from China could adversely affect U.S. domestic reduction plans and energy transition efforts, potentially leading to higher costs for biofuel production [5]

Group 1 - The article discusses Brazilian President Lula's direct appeal to the U.S. regarding the 40% tariff imposed on Brazilian exports, emphasizing the need for a resolution to this issue [2][3] - The 40% tariff increase from 10% to 50% has severely impacted Brazilian exporters, particularly in the coffee and orange juice sectors, with coffee farmers reporting losses and orange juice producers unable to sell their products [2][3] - Brazilian aircraft manufacturer Embraer faces significant financial losses due to the tariffs, estimating a loss of 2 billion reais, and highlighting the negative impact on U.S. suppliers as well [3] Group 2 - Lula argues that the U.S. has benefited from a trade surplus with Brazil over the past 15 years, with a cumulative surplus of 410 billion USD, and that the rationale for the tariff is unfounded [3][4] - The tariffs are seen as a political maneuver rather than an economic necessity, with Lula asserting that the U.S. should not interfere in Brazil's judicial matters [4] - Brazil has initiated a complaint to the WTO against the U.S. for violating trade agreements and is exploring new markets to mitigate the impact of the tariffs [4][5] Group 3 - The Brazilian industry is experiencing significant declines in exports, with a reported 52 billion reais loss and a 22.3% drop in aircraft manufacturing exports [5] - The furniture industry is also suffering, with a substantial decrease in orders from the U.S., which accounts for 30% of its market [5] - Lula emphasizes the importance of mutual respect in trade relations, indicating a willingness to negotiate while maintaining Brazil's sovereignty [5]

Core Viewpoint - Brazil is considering retaliatory trade measures in response to the 50% tariffs imposed by the U.S. on several Brazilian goods, as announced by President Trump [1][3]. Group 1: Government Response - Brazilian President Lula has approved a study to evaluate whether and what retaliatory measures Brazil can take against the U.S. tariffs [3]. - Lula has criticized the U.S. for lacking seriousness in its relations with Brazil, stating that the tariffs harm both Brazilian exporters and American consumers [3]. Group 2: Tariff Implementation - The U.S. government's policy of imposing an additional 50% tariff on certain Brazilian products officially took effect on the 6th of this month [3].

Group 1 - Germany and France are urging other EU member states to support retaliatory measures against US tariffs, aiming for a strong EU stance before the August 1 trade agreement deadline [1] - Germany previously advocated for negotiations with the Trump administration to lower US export tariffs but has shifted to a tougher approach, while France has consistently pushed for retaliatory tariffs to pressure US companies [1] - The EU is considering the use of the never-before-used Anti-Coercion Instrument (ACI), which would allow the EU to block US companies from public tenders, revoke intellectual property protections, and impose import/export restrictions [1] Group 2 - The EU plans to impose a package of tariffs on US imports worth €21 billion starting August 6, with a second round of retaliatory measures targeting US goods valued at €72 billion set for a vote on the same day [2] - The EU Commission is preparing a third list of measures targeting the services sector, including taxes on digital services and online advertising revenue [2] - The EU Commission's trade spokesperson stated that any countermeasures will not be implemented before August 1, as the focus remains on negotiations [2]

Core Viewpoint - The EU is adopting a tougher stance against the US in response to President Trump's announcement of a 30% tariff on EU imports starting August 1, marking a significant shift from negotiation to potential retaliation [1][2]. Group 1: EU's Response Strategy - Germany and France are leading efforts to unify EU member states in support of retaliatory measures against US tariffs, moving from a previously conciliatory approach to a more aggressive stance [2]. - The EU is considering the activation of the "Anti-Coercion Instrument" (ACI), described as a "trade nuclear weapon," which would allow the EU to restrict US companies from participating in EU government procurement and limit trade between the US and EU [3]. Group 2: Retaliatory Measures - If the US proceeds with the planned tariff increase, the EU is prepared to implement a first round of retaliatory tariffs on approximately €21 billion worth of US products, including chicken and jeans, starting August 6 [4]. - A second round of retaliatory measures is being prepared, targeting around €72 billion worth of US goods, including Boeing aircraft and bourbon whiskey, with a vote planned before August 6 [4]. - The EU is also developing a third round of measures aimed at the service sector, which may include taxes on digital services and online advertising revenue [4].

据英国金融时报：欧盟正准备列出对美国服务业可能征收的关税清单以及出口管制措施，作为其可能的 报复措施之一。 ...

Group 1 - The European Union is considering retaliatory trade measures against the United States, specifically targeting American aircraft and automobiles [1]

金十数据7月13日讯，前美国负责欧洲和中东事务的助理贸易代表丹·马拉尼说，他认为特朗普给欧盟的 信是为了推动欧盟达成更好的协议。特朗普此前曾在5月份威胁要对欧盟征收50%的关税，此举似乎加 快了谈判进程。不过，马拉尼说，这封信可能会鼓励欧盟内部那些想要报复的人，他们认为美国对达成 协议并不认真。他说："这些人会觉得他们的观点是有道理的。" 贸易分析师：特朗普信函或致使欧盟报复信念加强 ...