globo_gris_transparente

Tag: China

Elementos de tierra rara, tendencias del mercado global y ubicaciones clave.
Globalization

Rising Tensions between US and China over Rare Earths: Sign of Imminent Decoupling

Tensions between the US and China over rare earths, with new Chinese export measures and Trump’s tariff threats, cause losses of over $1.5 billion in two days and put the APEC summit at risk. China controls 85-90% of the global rare earth processing capacity, essential for the supply chain, affecting sectors such as defense, semiconductors and electric vehicles, and companies like Boeing, Nvidia and Tesla, accelerating decoupling.

Leer más »
October 30, 2025
Mapa de Asia del Sureste con influencia económica de EE.UU. y China.
Globalization

Trump in Kuala Lumpur: Tariffs, Rare Earths and Agreements with Malaysia and Cambodia.

President Trump visited Kuala Lumpur to counter China’s economic influence in Southeast Asia, seeking to ensure the supply of rare earths and critical minerals. During the ASEAN Summit, he signed trade agreements with Malaysia and Cambodia, concerned about US tariffs and Chinese presence. The visit aimed to maintain US presence in the Indo-Pacific region and compete with China, despite ongoing economic and strategic uncertainties.

Leer más »
October 30, 2025
Las banderas de la UE y China se estrechan la mano en medio de una disminución de las emisiones globales.
Environment

EU-China Climate Relations: Convergence Over Alignment Ahead of COP30

Trade and political tensions between the European Union and China should not hinder joint efforts to reduce emissions ahead of COP30. As the United States withdraws from the Paris Agreement once again, the EU and China emerge as global leaders in climate change. Although the contributions of both countries so far are insufficient, their collaboration can maintain progress in a fragmented system. China, the world’s largest emitter, shows a decline in its emissions growth, with an increase in renewable energies but maintaining a strong dependence on coal.

Leer más »
October 9, 2025
Mapa que ilustra las rutas de evasión comercial de China a los EE. UU.
Globalization

Is China evading US tariffs through Mexico and Canada?

The document analyzes whether China evades US tariffs through transshipments via Mexico and Canada, incorporation into North American supply chains, and investment in both countries. Evidence of evasion is found mainly through Mexico, and to a lesser extent, Canada. Adjusting trade data for price increases, it is concluded that while evasion is reduced, evidence of this behavior still persists.

Leer más »
September 23, 2025
Un mapa de Europa con infraestructura de defensa y tecnológica interconectada.
Politics

How Europe Can Thrive in a Multipolar World?

Europe faces challenges with Russian military aggression and Chinese technological advancements. The EU must seek strategic autonomy, reform policies, strengthen the defense industry, promote AI, and create an innovation agency for dual-use technologies. Additionally, drive a digital euro, integrate electrical grids, foster a circular economy for critical materials, and reform fiscal rules. Globally, avoid protectionism, lead rule-based trade agendas, and protect global public goods.

Leer más »
September 22, 2025