IF THESE RECIPIENTS OF CHINESE GOODS FEEL THE HEAT, WE MAY STILL HAVE THE RISK OF A TRADE WAR MOVING FROM ONE PLACE TO ANOTHER, SO OUR MESSAGE TO EVERYBODY IS BECOME AN TO CHINA, BE CAREFUL. DO NOT PROVOKE OTHER COUNTRIES TO SEE YOU AS A THREAT. HASLINDA: THE IMF IS CALLING FOR CALM AND RESTRAINT AS BEIJING AND WASHINGTON TRADE SHARP BARBS, ESCALATING FEARS OF A DEEPENING TRADE WAR AND GLOBAL FALLOUT FROM TARIFFS.LIVE FROM SINGAPORE, THIS IS "INSIGHT" WITH HASLINDA AMIN WHERE WE DIVE DEEPER INTO STORIES THA ...

Paraguay is betting that closer ties with Latin America’s largest economy Brazil will allow it to weather the trade war between Washington and Beijing, Finance Minister Carlos Fernandez said in an interview https://t.co/7ouEzQC8Vv ...

Geopolitical Relations - The US is considered responsible for the recent escalation of trade tensions with China due to Donald Trump's trade war [1]

Things were moving along, progressing pretty well for a number of months there, and markets seemed to tend to look the other way when it came to US-China relations. But this week they turned they turned pretty sour and it even got personal with the Treasury secretary in the US, calling the one of his Chinese counterparts an engine. And so it's always been a point of tension, the, you know, the differences between the two.But they are they're definitely heating up now and they're a long way from a deal for s ...

Trump is speaking at 3pm ESTGrab your drink of choice...Wendy O (@CryptoWendyO):Trump says we are in a trade war with China.This is bearish for the market.The US government is currently shutdown.Historically since the 1980s during a government shutdown stocks do well….2025 is not real.https://t.co/KVwz3r1jM3 ...

Core Insights - American Battery Technology Co. will proceed with its over $2 billion lithium mine and refinery project in Nevada despite the cancellation of a US Department of Energy grant [1][2] - The company experienced a significant market value loss of over one-third following the announcement of the grant termination [1][4] - The CEO stated that the project completion is still targeted for late 2027, and the company has raised $52 million from public markets to cover costs previously expected to be funded by the grant [2][6] Industry Context - The grant termination coincides with an escalating trade war between the US and China, where batteries are a critical leverage point for China due to its mineral wealth [3] - The Trump administration has highlighted the importance of lithium and other elements essential for energy storage and electric vehicles [3] - China's recent increase in curbs on rare-earth exports has led to market volatility and a strong reaction from the Trump administration [3][4] Financial Impact - The grant, awarded in 2023, was intended to finance the design and construction of a plant for manufacturing battery-grade lithium [5] - As of the grant cancellation date, American Battery had $52 million in reimbursable funds remaining from a total of $58 million [6] - Following a 1,000% increase in share price over the past year, the company's stock plummeted more than 20% and 35% in the two sessions after the grant termination announcement [4]

Market Dynamics & Geopolitics - China is using the U_S_ stock market as a negotiation tactic in trade discussions with the U_S_, leveraging Trump's focus on market performance as a measure of his presidency's success [1] - Uncertainty created by delaying negotiations hurts markets, pressuring Trump to make deals that benefit both the U_S_ and China [1][2] - U_S_ midterm elections in April next year add pressure, as stock market performance influences voter sentiment and impacts Trump's strong economy narrative [2][3] Monetary Policy & Liquidity - The Federal Reserve is hinting at potential rate cuts of 25bps or even 50bps, and signaling the end of Quantitative Tightening (QT) [3] - The Treasury Secretary indicates readiness to take actions to stabilize the economy, implying increased liquidity [4] - Increased volatility is expected in the short term, followed by increased liquidity injections into the market [5] Crypto Market Analysis - Crypto assets are reacting to liquidity flows resulting from policy responses, not just tariffs or headlines [5] - Favorable conditions are emerging, including potential rate cuts, the end of QT, softening inflation data, and rising political pressure, similar to conditions preceding major rallies in 2019, 2020, and 2023 [5][6] - Crypto is now a recognized institutional asset class, integrated into the global liquidity narrative, potentially extending the current cycle beyond the typical November/December peak [6][7] - The current market volatility is viewed as a reset before the next phase of the bull market, driven by pressure leading to policy responses, liquidity injections, and subsequent expansion [7][8]

We'll turn to Washington now where the trade war with China is showing no signs of abating. Aean Jabber is with us now. So what's next, Aean.Yeah, Sarah. What we saw overnight is the Chinese side responding, defending their conduct and defending their man uh in comments to reporters there. The Chinese side saying that uh their conduct in terms of these rare earth materials has been fined and accused the US of stoking panic.And they also defended a lower level trade official who was singled out by Treasury S ...

Core Viewpoint - The U.S. and China are engaged in a dispute over China's recent export controls on rare earth minerals, with both sides accusing each other of creating panic and misunderstanding, while expressing a willingness to engage in trade talks to resolve the issue [2][3][5]. Group 1: China's Position - China claims its export restrictions on rare earths are necessary for national security, aimed at preventing misuse in military applications [6]. - The Ministry of Commerce criticized the U.S. for distorting China's measures and accused it of projecting its own behavior onto others [8]. - Rare earths are essential for U.S. military technology, including weapons platforms like the F-35 and Tomahawk missiles, as well as civilian applications such as electric vehicles and robotics [8]. Group 2: U.S. Response - The U.S. Trade Representative accused China of attempting to control global technology supply chains, with the potential for 100% tariffs on Chinese goods if the situation escalates [4]. - The Trump administration is working to establish a domestic supply chain for rare earths to reduce dependence on China, including a deal with MP Materials, the largest U.S. rare earth miner [9]. - Treasury Secretary Scott Bessent indicated that the administration may take equity stakes in other companies to ensure self-sufficiency and combat market manipulation by China [10][11].

The world’s two biggest economies depend on each other. That means they can also inflict grievous harm on each other. Do they really want a trade war? https://t.co/H4YKKbhoVi ...