China hits back at Canada with fresh agriculture tariffs

[冖_冖]

ICYMI - China electric-vehicle battery industry - new export restrictions | Forexlive

China tightening control over its electric-vehicle battery industry

www.forexlive.com

16/07/2025 | 11:59 GMT+8

• China is strengthening its control over electric vehicle battery technology exports to maintain its competitive advantage over the U.S. and other countries.
• On Tuesday, China added EV battery production technologies to its export restriction list, including cathode materials production and metal-processing technologies used in battery manufacturing.
• This move builds on China's existing dominance across the entire EV battery supply chain, from raw material processing to final battery production.
• The new restrictions require Chinese government approval before these technologies can be exported, giving Beijing oversight over technology transfers by carmakers and battery manufacturers.
• The restrictions don't constitute outright bans, but they do subject companies to increased scrutiny when attempting to transfer technologies overseas.

China Tightens Export Rules to Protect Its Lead in Lithium Battery Tech - Caixin Global

China Tightens Export Rules to Protect Its Lead in Lithium Battery Tech - Beijing updates export curbs on processes critical for the development of next-generation batteries

www.caixinglobal.com

Jul. 16, 2025 4:35 a.m. GMT+8

China introduced new restrictions on Monday covering the export of core technologies used in lithium battery production — a strategic move to safeguard its dominance in the global electric vehicle (EV) supply chain.

The Ministry of Commerce and the Ministry of Science and Technology updated China’s official export control list, adding advanced processes critical to the development of next-generation battery materials and lithium extraction.

 

[冖_冖]

Brazil triples rare earth exports to China, a ripple from US-China rift

In first half of 2025, exports reach US$6.7 million, which analysts view as sign of China’s bid to diversify access to strategic minerals.

www.scmp.com

Brazil’s rare earth exports to China tripled in the first half of 2025

Published: 5:47am, 18 Jul 2025

Brazil’s rare earth exports to China tripled in the first half of 2025 just as Chinese imports surged to a record high, fuelling concerns that Beijing-Washington trade tensions may be quietlyreroutingg the world’s supply chains through emerging economies.

The figures are part of a report released on Thursday by the China-Brazil Business Council (CBBC) that shows Brazil’s exports to China fell 7.5 per cent compared to the same period last year, reaching US$47.7 billion.

Imports from China rose 22 per cent to US$35.7 billion. As a result, Brazil’s trade surplus with China narrowed to US$12 billion. It was the lowest since 2019 and half the total recorded in 2024.

Rare earth compound exports reached US$6.7 million, a threefold increase over the first half of 2024. While small in absolute terms, analysts see the growth as a sign of China’s bid to diversify its access to strategic minerals.

Tulio Cariello, research director at CBBC and the report’s author, said the shifting numbers reflected not only China’s evolving industrial policy but also the ripple effects of global trade tensions.

“As the United States and China harden their trade barriers, Brazil ends up absorbing part of that shock,” he said.

 

[ety]

US freezes export controls on China to pave way for trade deal and Trump-Xi meeting






US Commerce Secretary Scott Bessent and Chinese Vice Premier He Lifeng will hold the third round of trade talks in Sweden on Monday (28th). British media reported on the same day that the Trump administration has frozen restrictions on technology exports to China to avoid damaging trade negotiations with Beijing and ensure that Trump can meet with Chinese President Xi Jinping smoothly this year.

British media quoted eight US sources as reporting that the Bureau of Industry and Security of the Commerce Department, which is responsible for export controls, has received instructions in recent months to avoid taking tough action against China.

Chinese and American officials will hold the third round of trade negotiations in Stockholm on the 28th. A few days ago, Besant said that he expected to reach an extension of the truce agreement with China, and the content would cover a wider range of issues, including Beijing's purchase of oil from Russia and Iran.

The report also pointed out that in addition to the considerations of the "Xi-Trump meeting", some officials pointed out that the United States was restrained in export controls because it was worried about retaliation from China, like China's rare earth export restrictions in May.

Foreign Ministry spokesman Guo Jiakun hosted a regular press conference on the 28th. When asked about relevant reports by foreign media reporters, he said that China-US economic and trade cooperation is essentially mutually beneficial and win-win. China has always hoped that the two sides will work together to implement the important consensus reached during the call between the two heads of state, and on the basis of equality, respect and mutual benefit, enhance consensus through dialogue and communication, reduce cooperation, and promote the stability, health and development of China-US relations.

美國凍結對中國出口管制　為貿易協議與「習特會」鋪路

美國商務部長貝森特（Scott Bessent）與中國國務院副總理何立峰將於周一（28日），在頭瑞典展開第三輪睝易談判。有英國傳媒同日引述消息報道，特朗

www-hk01-com.translate.goog

 

[ety]

US freezes export controls on China to pave way for trade deal and Trump-Xi meeting



View attachment 137672


US Commerce Secretary Scott Bessent and Chinese Vice Premier He Lifeng will hold the third round of trade talks in Sweden on Monday (28th). British media reported on the same day that the Trump administration has frozen restrictions on technology exports to China to avoid damaging trade negotiations with Beijing and ensure that Trump can meet with Chinese President Xi Jinping smoothly this year.

British media quoted eight US sources as reporting that the Bureau of Industry and Security of the Commerce Department, which is responsible for export controls, has received instructions in recent months to avoid taking tough action against China.

Chinese and American officials will hold the third round of trade negotiations in Stockholm on the 28th. A few days ago, Besant said that he expected to reach an extension of the truce agreement with China, and the content would cover a wider range of issues, including Beijing's purchase of oil from Russia and Iran.

The report also pointed out that in addition to the considerations of the "Xi-Trump meeting", some officials pointed out that the United States was restrained in export controls because it was worried about retaliation from China, like China's rare earth export restrictions in May.

Foreign Ministry spokesman Guo Jiakun hosted a regular press conference on the 28th. When asked about relevant reports by foreign media reporters, he said that China-US economic and trade cooperation is essentially mutually beneficial and win-win. China has always hoped that the two sides will work together to implement the important consensus reached during the call between the two heads of state, and on the basis of equality, respect and mutual benefit, enhance consensus through dialogue and communication, reduce cooperation, and promote the stability, health and development of China-US relations.

美國凍結對中國出口管制　為貿易協議與「習特會」鋪路

美國商務部長貝森特（Scott Bessent）與中國國務院副總理何立峰將於周一（28日），在頭瑞典展開第三輪睝易談判。有英國傳媒同日引述消息報道，特朗

www-hk01-com.translate.goog

So Trump TACO again in the tariff war with China. But, US wants China to stop buying Russian and Iranian oil ? Dreaming on, who is US ? The ruler of earth, lol ? Chinese REM bans are really hurting American a**.

 

[RajaBaja]

View attachment 129471

China went into an over drive to build an alternative trade market this year, in case with the US, the tariff war prolonged. Good effort!

So Trump TACO again in the tariff war with China. But, US wants China to stop buying Russian and Iranian oil ? Dreaming on, who is US ? The ruler of earth, lol ? Chinese REM bans are really hurting American a**.

The US has a big dependency on China. Everything the US makes is based on electronics and rare earth's are needed for it. That's China.

But the US has a plan to bring in multiple other suppliers starting 2028 so that in case of a confrontation with China, it's essential electronics development can continue.

Lastly, to give this impression that the US doesn't matter to China is false. Chinese majority production will be shut if US stops the trade. The damage is on both sides. But with the US economy, it can withstand the shock. China can't, until it hits a similar GDP ratio to the US, meaning China's internal economy can grow without export in tough times. China is 15-20 years away from that 100% independent factor.

 

[ety]

China went into an over drive to build an alternative trade market this year, in case with the US, the tariff war prolonged. Good effort!




The US has a big dependency on China. Everything the US makes is based on electronics and rare earth's are needed for it. That's China.

But the US has a plan to bring in multiple other suppliers starting 2028 so that in case of a confrontation with China, it's essential electronics development can continue.

Lastly, to give this impression that the US doesn't matter to China is false. Chinese majority production will be shut if US stops the trade. The damage is on both sides. But with the US economy, it can withstand the shock. China can't, until it hits a similar GDP ratio to the US, meaning China's internal economy can grow without export in tough times. China is 15-20 years away from that 100% independent factor.

No, US will hurt more if the trade is completely cutoff between US and China as most Chinese goods exported to US can't readily find replacements from other countries. China can find the 10% of its exports in other markets such as ASEAN, BRI countries, GCC countries and EU as China is already doing now. That's why US backed down not long ago and agreed to drastically reduce the tariffs on both sides to 30% from 245%. Now, China doesn't care much about US restrictions on chips to China, but Chinese ban of REM to US has really hurt the Yanks, that's why they want to freeze on export control to China now. It will take US many years and trillion of dollars to develop REM industry that its defense industry desperately needs. China is the only country saying "no" to Trump's tariff blackmail, even the EU and Japan have kneeled down to US as they have agreed to humiliating trade deals with US now.

 

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China’s exports grow despite tariff turmoil as trade pivots to Africa

While a trade deal with the US is still being fine-tuned and talks are underway, the Chinese economy reports export growth and a rerouting of trade to Africa.

www.euronews.com

Published on 07/08/2025 - 15:28 GMT+2

While a trade deal with the US is still being fine-tuned and talks are underway, the Chinese economy reports export growth and a rerouting of trade to Africa.​

According to data released on Thursday, the nation's exports surged 7.2% in July from a year earlier, while its imports grew at the fastest pace in a year.

China redirects trade flows to Africa​

Exports to the United States sank nearly 22% year-on-year, while imports from America fell almost 19%. But exports to Africa and Southeast Asia surged at double-digit rates as Chinese businesses diverted sales to other markets.

China has become Africa’s largest trading partner, with bilateral trade worth around €141bn in the first half of this year, according to the Chinese General Administration of Customs.

For now, US tariffs on Chinese goods are being considered separately from the new higher tariffs that took effect today for dozens of US trading partners.

China’s global trade surplus for 2025 rose to $683.5bn or around €586bn by the end of July, nearly a third higher than the surplus for the same period last year. The data showed that China’s surplus in July was €84.3bn, while its exports to the United States were €20.3bn more than its imports of US goods.

“With the temporary boost to demand from the US-China trade truce already fading and tariffs on shipments rerouted via other countries now rising, exports look set to remain under pressure in the near term,” Zichun Huang of Capital Economics said in a report.

The economy is holding up, for now​

Economists had been expecting China's dollar-denominated exports to grow less than 6% in annual terms in July, on a par with June's 5.8% rate.

But improved trade with the rest of the world has helped offset the impact of Trump's trade war. Imports rose 4.1% last month from a year earlier, the most since July 2024, with higher shipments of crude oil, copper and soybeans.

China's exports of rare earths that are vital for making many high-tech and other products and Trump has made ensuring US access to such vital minerals a key part of trade negotiations, leading Beijing to promise to loosen some controls.

In July, China's exports of rare earths fell 17.6%, compared with a nearly 50% fall the month before. From January to July, its rare earths exports fell 24.2% in dollar terms, although they rose more than 13% by volume.

Exports of vehicles, fertiliser, ships and auto parts also saw strong growth.

 

[SolarWarden]

So Trump TACO again in the tariff war with China. But, US wants China to stop buying Russian and Iranian oil ? Dreaming on, who is US ? The ruler of earth, lol ? Chinese REM bans are really hurting American a**.

Taco? Are Yu delusional simp? Any deal made is a win for Orange man because the deal that was before his election is GONE! But we know it's not going to be any deal either.

celestial land is bleeding jobs the reason why we yankees don't post about it like Yu celestials would if it were reverse is because we don't care about china. But once the deal is made you can be sure we yankees will be here to gloat a bit.

 

[ety]

Taco? Are Yu delusional simp? Any deal made is a win for Orange man because the deal that was before his election is GONE! But we know it's not going to be any deal either.

celestial land is bleeding jobs the reason why we yankees don't post about it like Yu celestials would if it were reverse is because we don't care about china. But once the deal is made you can be sure we yankees will be here to gloat a bit.

Keep dreaming MAGA red neck, you people will always win.

 

[冖_冖]

Mapped: Top Destinations for Chinese Exports in 2025

Top destinations for Chinese exports in H1 2025, with Africa seeing the fastest growth and U.S. imports declining 10.7% YoY.

www.visualcapitalist.com

In the first half of 2025, China’s global exports showed shifting trade dynamics. While traditional trade partners like the U.S. and EU remained important, new and growing markets played a more prominent role.

In this infographic, we visualize the top destinations for Chinese exports by dollar value, as well as year-over-year changes from H1 2024.

 

[冖_冖]

China July soybean arrivals from Brazil rise 13.9%, data shows

By Ella Cao and Lewis Jackson China's soybean imports from Brazil rose 13.9% in July from a year earlier, customs data showed on Wednesday, while supplies from the United States fell 11.5%.The world's top soybean buyer imported 10.39 million metric tons of the oilseed from Brazil last month, or…

www.tradingview.com

China's soybean imports from Brazil rose 13.9% in July from a year earlier,customs data showed on Wednesday, while supplies from the United Statesfell 11.5%​

​

Soybean farmers warn they 'cannot survive' China trade war

China’s turn to Brazilian soybeans could cost U.S. farmers billions. Export sales of this fall’s U.S. soybean crop are down 81% from the five-year average.

www.farmersadvance.com

Soybean farmers warn they "cannot survive" China trade war​

 

[ety]

Mapped: Top Destinations for Chinese Exports in 2025

Top destinations for Chinese exports in H1 2025, with Africa seeing the fastest growth and U.S. imports declining 10.7% YoY.

www.visualcapitalist.com

In the first half of 2025, China’s global exports showed shifting trade dynamics. While traditional trade partners like the U.S. and EU remained important, new and growing markets played a more prominent role.

In this infographic, we visualize the top destinations for Chinese exports by dollar value, as well as year-over-year changes from H1 2024.

Only a decrease of 10.7% exports to US ? I expect a lot more.

 

[Nuffle]

China July soybean arrivals from Brazil rise 13.9%, data shows

By Ella Cao and Lewis Jackson China's soybean imports from Brazil rose 13.9% in July from a year earlier, customs data showed on Wednesday, while supplies from the United States fell 11.5%.The world's top soybean buyer imported 10.39 million metric tons of the oilseed from Brazil last month, or…

www.tradingview.com

China's soybean imports from Brazil rose 13.9% in July from a year earlier,customs data showed on Wednesday, while supplies from the United Statesfell 11.5%​

​

Soybean farmers warn they 'cannot survive' China trade war

China’s turn to Brazilian soybeans could cost U.S. farmers billions. Export sales of this fall’s U.S. soybean crop are down 81% from the five-year average.

www.farmersadvance.com

Soybean farmers warn they "cannot survive" China trade war​

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[Mero]

The fake jobs numbers of May and June served the purpose to fake the data during the trade war so during negotiations, the US had fake data showing it could survive the trade war, after the trade war is nearly over, the real jobs numbers are there to spur the fed to lower interest rates for a new debt bubble.

If China wants to do something to hurt Trump, take delivery of a lot of gold and silver to decrease supply and raise the price. It means the fed could limit their rate cuts hurting the US economy to stagflation. It also would reward pm investors at the expense of crypto investors because gold and silver could then rise more than crypto.

 

[Mero]

Nations only needed to hold the line and not make the deals, make deals with one another and trade more with one another, use the money that they promise to invest in the US in trade deals to rather spend to keep their economy growing to help key industries. The US would have collapsed and Trump would have been a total failed dictator.