Treasury Secretary Scott Bessant and US Trade Representative Jameson Greer are blasting China's move to curb exports of rare earth minerals, calling that action a threat to the global supply chain. Joining us right now for the latest is Michael Silver, the CEO and chairman of American Elements. That is a private US-based company that distributes advanced materials, including rare earths.And Michael, thank you for being with us today. >> My pleasure. Le let's talk a little bit about what you do.You're you're ...

Geopolitics & Trade - US Treasury Secretary predicted a coordinated response from the US and its allies to China's move to control the global supply of rare earths [1] Rare Earths Market - China's move to control the global supply of rare earths is a key concern [1]

I mean, it also gets to the macro question. H how much tougher is it for you to pull off this turnaround right now given what's happening in the macroeconomic environment. Yeah.I here's what I always say to the our team. Uh I think if we get caught up in the noise, I I I think that becomes a distraction. And so trying to keep uh our team here really focus in on what we can control.And what we can control is being focused on sport and the athlete and then making certain we're bringing the most beautiful cove ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the impact of tariffs on global supply chains, particularly freight flows from China to the USA, highlighting ongoing trends in shipping and logistics [1][2][5]. Core Observations - **Freight Volume Trends**: Laden vessels from China to the USA decreased by 6% week-over-week (WoW) and 2% year-over-year (YoY) [1][3]. - **Port of Los Angeles**: Expected sequential imports are set to decrease by 26% in the upcoming week, with a further anticipated decline of 9% two weeks later [3][35]. - **Rail Intermodal Volumes**: Experienced an 8% YoY decline, indicating a shift from previously positive growth trends [3][44]. - **Ocean Container Rates**: Rates fell by 15% sequentially and are down 73% YoY, reflecting significant pressure on shipping costs [3][32]. Potential Risks and Opportunities - **Peak Season Uncertainty**: There is concern that shippers may delay orders due to uncertainty surrounding tariffs, which could lead to underwhelming volume and revenue during the peak season [5][6]. - **Restocking Potential**: If consumer demand remains resilient, there could be a significant restocking event in 2026, which would positively impact freight flows and margins [5][6]. - **Transport Stocks**: The report suggests that transport stocks may face volatility in the second half of 2025 if consumer demand does not increase, but truckers have been upgraded due to a lowered recession forecast [6][5]. Additional Insights - **High Frequency Data**: The report emphasizes the importance of analyzing high-frequency data over multiple weeks to understand tariff-related trends, as weekly data can be volatile [2][4]. - **Logistics Manager Index**: The index indicates that upstream inventories expanded while downstream inventories reverted to expansion after three months of contraction [67][68]. - **Congestion Levels**: The Supply Chain Congestion Tracker indicates fluidity levels are close to pre-COVID baselines, suggesting improved logistics efficiency [51]. Conclusion - The current trends in freight volumes, shipping rates, and inventory levels indicate a complex landscape influenced by tariffs and consumer behavior. The potential for a restocking event in 2026 could provide a significant opportunity for growth in freight flows if consumer spending remains strong.

China should remain an important link in the global supply chain for rare-earth products given its technical expertise and competitiveness, according to Neo Performance Materials Inc., a major western maker of critical materials https://t.co/FhE0knBGXE ...

Core Viewpoint - The Mexican government is planning to increase import tariffs on Chinese goods in the upcoming 2026 budget proposal, citing the need to protect domestic industries from the impact of "cheap Chinese goods," while the underlying motivation is largely influenced by pressure from the United States, particularly from the Trump administration [1][3]. Group 1: Economic Context - Mexico's GDP is projected to grow only 0.8% in 2025, with inflation at 3.7%, indicating a challenging economic environment [3]. - The trade volume between China and Mexico has been increasing, rising from $95 billion in 2022 to $109.427 billion in 2023, highlighting the significance of China as Mexico's second-largest trading partner [5]. Group 2: Political Dynamics - The proposed tariffs cover a wide range of products, including automobiles, textiles, and plastics, reflecting a broad approach to trade policy [1]. - The proposal is expected to be submitted to Congress by September 8, and while it is part of the budget, it may face modifications or rejection [5]. Group 3: Diplomatic Implications - The tariff increase may damage the long-standing cooperative relationship between Mexico and China, potentially leading to a reassessment of Chinese investments in Mexico [7]. - Mexico's actions may be seen as a diplomatic gesture to appease the U.S., but it risks losing balance in its relations with both superpowers [9]. Group 4: Strategic Considerations - The U.S. has shown signs of fatigue in the trade war, with challenges in making substantial breakthroughs despite repeated calls for increased tariffs [11]. - Mexico's decision to raise tariffs could be perceived as a "white flag," potentially alienating both the U.S. and China, and complicating its position in the ongoing trade tensions [11].

Core Viewpoint - NCEW Investment and JD Logistics UK have signed a Comprehensive Logistics Service Agreement to enhance cross-border logistics services and global supply chain efficiency [1][2]. Group 1: Company Overview - NCEW Investment is a leading investment consulting firm in Hong Kong, focusing on diversified trade and investment solutions for global clients [2][8]. - JD Logistics UK is a key logistics enterprise with a mature bonded warehousing system and extensive cross-border transportation network [3][9]. Group 2: Cooperation Details - The agreement includes core services such as B2C cross-border direct mail logistics, B2C cross-border bonded logistics, and B2B cross-border freight forwarding [7]. - Both parties will utilize digital systems for full-process visual management of orders and implement dynamic cost adjustment mechanisms to ensure service stability [4][6]. Group 3: Strategic Goals - The partnership aims to enhance supply chain resilience and improve cross-border service experiences for customers [5]. - Both companies will adhere to international trade regulations and data security requirements, indicating a commitment to compliance and innovation [6]. Group 4: Future Outlook - The collaboration is expected to expand the scope of cooperation, providing more efficient and reliable supply chain services for global customers [6].