EU Debates ‘In-Kind’ China Tariff to Ensure Critical Materials https://t.co/8obYJFtMRK ...

Trade Agreements & Tariffs - An agreement has been reached regarding the purchase of soybeans and other farm products from the US by China, with purchases to commence immediately [1] - A 20% tariff was initially imposed on China due to the import of pentanol [2] - Based on recent statements, the tariff on pentanol from China has been reduced from 20% to 10% [2] Complex Subject - The subject is very complex because it's used for lots of different reasons, including anesthetics and things [2]

and we're going to have a very successful meeting. I have no doubt. >> US President Donald Trump met with Chinese President Xiinping here in Busousan, South Korea.It was a highly anticipated meeting to try and solidify a fragile truce and ease a trade war that has really roiled global markets. The talks resulted in China agreeing to resume buying US soybeans and halting some of the rare earth controls for one year. Earlier, Trump had threatened to impose an additional 100% tariff on China, saying he'd retre ...

US President Donald Trump and Chinese President Xi Jinping agreed to extend a tariff truce, roll back export controls and reduce other trade barriers in a landmark summit.@EngleTV outlines the key outcomes from the meeting https://t.co/QI4JVcQj9i https://t.co/WkXkniSaul ...

Economic Outlook - Mexico faces an economic test balancing growth with a volatile relationship with the US [1] - The country's growth could outpace the US by the end of the decade if Plan Mexico succeeds [3] - Markets are cautiously optimistic, seeing both promise and peril in Mexico's balancing act [4] Trade Relations - Nearly 80% of Mexican exports are bought by the US, ranging from cars to oil [2] - Threats of tariffs from Washington can destabilize the peso and investment [2] Policy & Initiatives - The current administration is focused on industrialization and energy reforms [2] - Plan Mexico aims to transform border states into manufacturing powerhouses [3]

Trade & Tariffs - Trade war discussions heavily involve soybeans, especially below 70 cents [1] - The conversation between Trump and Xi is centered around tariffs and the trade war [3] Political Mentions - Trump mentions "Biden" an average of 2.7 times per appearance [1] - Trump has mentioned "Biden" 111 times this month [1] Geopolitical & Technological Focus - Increased mentions of "Nuclear" by Trump recently [1] - AI is a key battleground between the two countries, particularly regarding chips and processors [2]

Trade Agreement - U S reaches tariff-lowering trade deal with South Korea [1] News Source - The news is available on the provided URL links [1]

President Trump says that a tariff truce extension with Mexico announced by that nation’s leader on Tuesday is a positive step because the country already pays significant tariffs benefiting the US https://t.co/0Plar8IlJb ...

Core Insights - Enphase Energy reported Q3 2025 revenue of $410.4 million, a 13% increase from $363.2 million in Q2, marking the highest revenue in two years, driven by stronger U.S. demand and safe-harbor sales [1][2][6] - Non-GAAP EPS reached $0.90, reflecting a 30% increase from $0.69 in Q2, indicating a strong sequential earnings recovery [1][6] - The company anticipates a sequential decline in Q4 due to softer volumes and tariff headwinds [1] Financial Performance - Q3 revenue: $410.4 million, up 13% from Q2 [6] - Non-GAAP Gross Margin: 49.2%, up from 48.6%, despite a 4.9-percentage-point drag from tariffs [2][6] - Non-GAAP Operating Income: $123.4 million, a 25% increase from $98.6 million [6] - Non-GAAP Net Income: $117.3 million, up 30% from $89.9 million [6] - Free Cash Flow: $5.9 million, down from $18.4 million due to working-capital movements [6] Revenue Breakdown - U.S. Revenue: Increased approximately 29% quarter-over-quarter, driven by robust installer activity and safe-harbor shipments [6] - Europe Revenue: Decreased about 38%, reflecting demand softness and inventory correction [6] Product and Operations - Enphase shipped approximately 1.77 million microinverters and a record 195 MWh of IQ Batteries in Q3 [2] - The installer base for IQ Batteries expanded to over 19,500 globally [6] - New product rollout includes the 4th-gen Enphase Energy System in the U.S. [6] Q4 2025 Guidance - Expected revenue: $310–$350 million, excluding safe-harbor shipments [6] - Gross margin guidance: GAAP 40–43%; non-GAAP 42–45%, each including approximately 5 percentage points tariff impact [6] - Operating expenses: GAAP $130–134 million; non-GAAP $77–81 million [6]

Joining me now is Ontario Premier Doug Ford. Um, thank you so much for being here at this critical time. You've said that you don't regret running the ad. Um, if so, why did you agree to stop running that ad if you don't regret it.>> Well, I mean, first of all, thank you for having me on. I start every interview saying that I love Americans. I spent 20 years of my life.Canadians love Americans, and I know Americans love Canadians. Uh my intention of running that ad is to inform uh the American people and ge ...