Episode Details
Back to EpisodesEp 22 - The tariffs “have become a joke” + rare earth controls
Published 1 year ago
Description
In this week’s podcast, Trivium Co-founder Andrew Polk is joined again by Cory Combs, Trivium’s head of supply chain research, to unpack the latest US-China trade war twists. The two discuss:
- Friday’s pause in the tariff escalation
- China’s pointed efforts to signal it won’t escalate further
- Whether the pause has staying power
- Why a painful stalemate is still far better than some of the alternatives
The two then examine China’s latest export controls on rare earth elements.
- Cory breaks down the key dynamics, implications for companies, and what to expect next.