India and Canada will work together to secure supply chains in critical minerals and clean energy, according to a joint statement, signaling a reset in bilateral ties amid trade tensions driven by US policies https://t.co/VPttBUNjf0 ...

Group 1 - iREIT on Alpha offers in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, with a strong emphasis on dividend growth opportunities [1][2] - The platform has received 438 testimonials, most of which are rated 5 stars, indicating high user satisfaction [1] - The team includes analysts like Leo Nelissen, who focuses on major economic developments related to supply chains, infrastructure, and commodities [2]

It isn’t just rare earths. China can use its dominance over these three supply-chains to impose pain on its trading partners. https://t.co/dQG3pPYKBe ...

Group 1 - The article promotes iREIT on Alpha as a platform providing in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting its positive testimonials [1] - Leo Nelissen is identified as an analyst focusing on economic developments related to supply chains, infrastructure, and commodities, contributing to iREIT®+HOYA Capital with an emphasis on dividend growth opportunities [2] Group 2 - The article includes a disclosure stating that the author has no stock or derivative positions in the mentioned companies and does not plan to initiate any positions in the next 72 hours, emphasizing the independence of the analysis [3] - Seeking Alpha's disclosure notes that past performance does not guarantee future results and clarifies that no investment recommendations are being made, indicating the nature of the analysis as independent and not reflecting the views of Seeking Alpha as a whole [4]

Core Insights - The article emphasizes the lack of a bubble in the current market despite acknowledging unfavorable risk/reward dynamics [1] Group 1: Analyst Background - Leo Nelissen is an analyst focused on major economic developments related to supply chains, infrastructure, and commodities [1] - He is a contributing author for iREIT®+HOYA Capital, aiming to provide insightful analysis and actionable investment ideas [1] - The analysis particularly emphasizes dividend growth opportunities [1]

It isn’t just rare earths. China can use its dominance over these three supply-chains to impose pain on its trading partners. https://t.co/TOqEKYHd97 ...

US-China Trade Relations - A one-year truce exists in US-China trade relations, but tensions remain from previous policies [1][2][8] - The US accounts for 15% of total global imports, and China accounts for 15% of global exports of goods, highlighting their mutual dependence [5] - The current trade situation is close to pre-"Liberation Day" tariffs, with some exceptions like fentanyl tariffs and licensing regimes on magnets [3][4] - Ambiguity persists on complex issues like Taiwan, TikTok, high-tech chips (BLACKWELL), and China's potential Boeing/oil purchases from Russia [4][5][6] Geopolitical Strategy and Alliances - The US should work with allies to develop secure supply chains, reducing dependence on China for rare earths [9] - Agreements with allies like Australia are crucial, and exploring opportunities in Latin America for rare earths is important [10] - China is considered the biggest competitor and strategic threat to the US, necessitating agreements with countries to pull them out of China's sphere of influence [11] - The US faces distrust and dislike globally, hindering cooperative agreements, despite other countries needing the US market and defense [16] Market Discipline and Future Outlook - Market discipline is expected to prevent an escalating trade war, as it would hurt both the US and China significantly [5][8][9] - The US has been perceived as an unreliable trade partner, with deals being made and then retracted, creating distrust [15][16] - A shift towards cooperative agreements, rather than a "bullying mentality," is needed for improved relations and cooperation [15][16]

Carmakers around the world are planning to scale back production after an export freeze on a Chinese semiconductor company based in Netherlands threatened to disrupt the industry’s supply chains https://t.co/cENNVk3aQJ ...

Trade Agreement & Tariffs - A status quo agreement is expected between the US and China, delaying restrictions on rare earths and avoiding new US tariffs, protecting downside risk for markets [2][3] - Potential upside in the China trade deal could come from tariff reductions if there's an agreement on fentanyl [4] - The US is signing smaller agreements with other Asian countries to restrict China's ability to transship goods, strengthening the US position in trade discussions [4][5] - The President may be considering a 10% tariff on non-USMCA goods from Canada, which are a small and declining portion of goods, as part of negotiations [5][6] - Canada and Mexico are expected to be the greatest beneficiaries on the trade front due to the absence of reciprocal tariffs, leading to the lowest effective tariff rates [6] Deglobalization & Supply Chains - The world is moving towards deglobalization, highlighting the risk of having supply chains located outside the US [9] - Both the US and China are gradually building their own chip and rare earth industries to become more self-sufficient, aiming to avoid disruption to the global economy [9][10] - A trade truce is more likely than a broad deal with China, focusing on minor issues to maintain the status quo [7][11]

The spat between the Netherlands and Beijing over a Dutch-based, Chinese-owned chip maker highlights Europe's need to diversify its supply chains, argues @LionelRALaurent (via @opinion) https://t.co/IxjxklHQ7e ...