Andreas Landwehr

GM’s Rare-Earth Gamble Pays Off as China Tightens Magnet Exports The automaker has quietly seeded the revival of the domestic magnet industry, locking down supply amid trade tensions.

In 2021, GM made the bold bet of investing in rare-earth magnet production in the U.S., as part of a broader effort to cut its reliance on China. GM is now set to be the only U.S. automaker with a large direct supply of American-made rare-earth magnets www.wsj.com/business/aut...

Trump, Xi Spark Another Standoff With World Economy at Risk US President Donald Trump and Chinese leader Xi Jinping’s latest tit-for-tat showdown has both countries claiming the ball is now in the other’s court, with the clock ticking toward another escalation...

Trump and Xi Jinping’s latest tit-for-tat showdown has both countries claiming the ball is now in the other’s court, with the clock ticking toward another escalation in import tariffs www.bloomberg.com/news/article...

China Hosts a Summit on Women’s Rights, While Stifling Activism

Beneath the pageantry, the fight for women’s rights in China has become more difficult in recent years www.nytimes.com/2025/10/13/w...

Retaliation or escalation? Trust between the U.S. and China is fading fast, analysts say The flare-up in tensions between the U.S. and China over the weekend points to deteriorating trust between the world's two largest economies, analysts said.

"On the specific episode the market is focused on, the two sides may still return to the table to find a short-term fix. However, it won't be a lasting solution," said Jianwei Xu, senior economist for Greater China at Natixis. "The trust between them is already gone." www.cnbc.com/2025/10/13/r...

Chinese Exports Surge, Giving Xi Stronger Hand in Trade Fight Chinese shipments overseas grew at the fastest in six months, far exceeding forecasts in a sign of resilience that’s giving Beijing a stronger hand in the latest trade war with the US.

Chinese shipments overseas grew at the fastest in six months, far exceeding forecasts in a sign of resilience that’s giving Beijing a stronger hand in the latest trade war with the US www.bloomberg.com/news/article...

China September exports beat expectations, imports rise at fastest pace since April 2024 Tensions between Beijing and Washington have flared again in recent days as both sides traded barbs and ramped up respective restrictions.

China's exports climbed at the fastest pace in six months in September, while imports logged their strongest gain in more than a year, despite the trade uncertainties. Exports grew 8.3% in U.S. dollar terms from a year earlier, beating expectations www.cnbc.com/2025/10/13/c...

Fears of renewed US-China trade tensions send Asian stocks south | CNN Business Major stock markets across Asia Pacific region sank Monday amid mounting fears of a renewed trade war between the world’s two largest economies, after US President Donald Trump threatened to impose ne...

Major stock markets across Asia Pacific region sank Monday amid mounting fears of a renewed trade war between the world’s two largest economies, after Trump threatened to impose new triple-digit tariffs on Chinese imports www.cnn.com/2025/10/12/m...

Trump’s Fresh Tariff Assault Threatens China’s Fragile Economy Beijing was already seeing growth slow before Trump announced the latest 100% tariff increase, part of a trade-war flare-up that China has blamed on the U.S.

“That is literally an embargo … Who is going to do business with China?” The country was already seeing economic momentum slow before Trump announced the latest 100% tariff increase, part of a trade-war flare-up that Beijing blamed on the U.S. www.wsj.com/economy/trad...

Trump wanted a trade deal. Xi opened a new front instead. Beijing’s rare earth crackdown lays bare the fusion of economic rivalry and national security risk.

“China is flexing its power and trying to show the world that it has the ability to act as a major choke point for global trade.” www.politico.com/news/2025/10...

Trump’s Dealmaking Diplomacy Grows Fragile as China Fires Back President Donald Trump’s preference to cut one-to-one deals with allies and adversaries has been the hallmark of his self-proclaimed dealmaking magic, but with the China trade truce seemingly teeterin...

Trump’s preference to cut one-to-one deals with allies and adversaries has been the hallmark of his self-proclaimed dealmaking magic, but with the China trade truce seemingly teetering on collapse, the fragility of such an approach has been laid bare www.bloomberg.com/news/article...

Trump Announces Additional 100% China Tariff, Tech Controls US President Donald Trump said he would impose an additional 100% tariff on China as well as export controls on “any and all critical software” beginning Nov. 1, hours after threatening to cancel an u...

Trump said he would impose an additional 100% tariff on China as well as export controls on “any and all critical software” beginning Nov. 1, hours after threatening to cancel an upcoming meeting with Xi Jinping www.bloomberg.com/news/article...

Trump to Hit China With Additional 100% Tariff, Citing Restrictions on Rare-Earth Elements The president also said he would impose new export controls on critical software products in response to Beijing’s moves.

President Trump said Friday he would hit China with a 100% additional tariff and impose new export controls on critical software products www.wsj.com/politics/pol...

The World’s Chip Supply Chain Is Bracing for Fallout From China’s Rare-Earth Curbs Businesses across the global semiconductor supply chain are bracing themselves for disruptions from China’s most targeted move yet to limit their supplies of rare-earth materials, which are critical t...

Businesses across the global semiconductor supply chain are bracing themselves for disruptions from China’s most targeted move yet to limit their supplies of rare-earth materials www.bloomberg.com/news/article...

Trump Threatens New China Tariffs, Sees ‘No Reason’ to Meet Xi US President Donald Trump threatened a “massive increase” of tariffs on goods from China and to cancel an upcoming meeting with the country’s leader, Xi Jinping, citing recent “hostile” export control...

Trump threatened a “massive increase” of tariffs on goods from China and to cancel an upcoming meeting with the country’s leader, Xi Jinping, citing recent “hostile” export controls Beijing placed on rare-earth minerals www.bloomberg.com/news/article...

New mock Taiwan government buildings spotted at mainland Chinese military base Japanese media report says simulated Taiwanese government compound for training PLA soldiers has expanded nearly threefold since 2020.

Beijing has built more structures resembling Taiwan’s key government buildings at its military base in Inner Mongolia, according to satellite images obtained by a Japanese think tank, a move that suggests more systematic training for a potential conflict
www.scmp.com/news/china/m...

China’s Rare-Earth Escalation Threatens Trade Talks—and the Global Economy President Trump says the administration is weighing a U.S. response to Beijing’s newest restrictions.

China’s newest restrictions on rare-earth materials would mark a nearly unprecedented export control that stands to disrupt the global economy, giving Beijing more leverage in trade negotiations and ratcheting up pressure on the Trump administration to respond www.wsj.com/world/china/...

China’s New Rare Earth and Magnet Restrictions Threaten U.S. Defense Supply Chains China has imposed its most stringent rare earth and magnet export controls yet, restricting products with even trace Chinese content. This bolsters its leverage ahead of the Trump-Xi meeting and heigh...

The review process gives Chinese authorities significant discretion to delay, deny, or condition exports, effectively introducing a new layer of strategic control over the global supply of rare earth inputs critical to computing and defense technologies www.csis.org/analysis/chi...

China Widens Rare Earth Curbs Ahead of Key Xi-Trump Meeting China has unveiled broad new curbs on its exports of rare earths and other critical materials, as Beijing moves to shore up its trade war leverage ahead of a high-stakes meeting this month between Don...

While it’s unclear how Beijing plans to enforce the rules, they mark an escalation in China’s campaign to wield extraterritorial controls. The curbs mirror Washington’s own export regime, which bans Chinese companies from accessing cutting-edge chips and tools www.bloomberg.com/news/article...

European parliament renews its call on China to release Swedish publisher Gui Minhai, kidnapped 10 years ago Reporters Without Borders (RSF) welcomes a resolution adopted by the European Parliament on 9 October 2025, calling on China to release Swedish publisher Gui Minhai, who was kidnapped by Chinese agent...

European parliament calls on China to release Swedish publisher Gui Minhai, kidnapped 10 years ago
rsf.org/en/european-...

Developing | China sanctions US defence firms, chip data provider in latest curbs Beijing targets 14 entities, most of them based in the US, on the same day it imposed new rare earth export controls.

Beijing has announced sanctions on a slew of Western companies and institutions in the defence sector and a leading semiconductor data analysis provider, marking its latest salvo amid ongoing trade tensions with the United States
www.scmp.com/economy/chin...

How China Threatens to Force Taiwan Into a Total Blackout A Chinese blockade would quickly deplete resources on an island that depends on imported fuel.

Chinese military exercises around Taiwan have sparked an urgent effort in Taipei and Washington to address a critical vulnerability on the island: It is almost entirely dependent on imported fuel www.wsj.com/world/asia/c...

Addressing a Resurgent China: A New Mindset for Strategic Competition • Stimson Center Can either China or the U.S. “win” strategic competition?

„China’s principal competitive challenge to the United States is not military, economic, or diplomatic, but psychological“ www.stimson.org/2025/address...

China Tightens Grip on Rare Earths Ahead of Expected Trump-Xi Meeting Foreign organizations and individuals must now obtain a dual-use export license from China’s Ministry of Commerce before exporting rare-earth products, technologies, or other dual-use items.

China tightened its control over critical minerals used to make high-tech products including electric vehicles and jet fighters, threatening to reignite trade tensions with the U.S. ahead of an expected meeting between Trump and Xi Jinping www.wsj.com/economy/trad...

China unveils ‘major upgrade’ to rare earth controls ahead of Xi-Trump meeting The wider restrictions will give Beijing greater leverage in coming negotiations with the US, analysts said.

China’s restrictions covering the export of technologies related to rare earth mining, smelting and separation, magnetic material manufacturing, as well as the use and recycling of rare earth secondary resources will take effect immediately
www.scmp.com/economy/poli...

How China Threatens to Force Taiwan Into a Total Blackout A Chinese blockade would quickly deplete resources on an island that depends on imported fuel.

A Chinese blockade would quickly cripple the island’s ability to produce electricity. Some 97% of Taiwan’s energy is imported by sea. If completely cut off, its LNG inventory would be fully depleted within days, crippling the ability to produce electricity www.wsj.com/world/asia/c...

Cheer Up, or Else: China Cracks Down on the Haters and Cynics

Cheer Up, or Else: As China struggles with economic discontent, internet censors are silencing those who voice doubts about work, marriage, or simply sigh too loudly online www.nytimes.com/2025/10/08/w...

Handelskrieg: US-Bauern verkaufen nicht die Bohne China spielt einen Trumpf im Handelskrieg und bringt amerikanische Sojabohnen-Bauern in Not. Das Druckmittel aus Peking kommt keineswegs überraschend.

„Trump hat das tatsächliche Kräfteverhältnis bei den Verhandlungen völlig falsch eingeschätzt.“ Meine Analyse für ⁦‪@Table.Media über US-Sojabohnen als Chinas Waffe im Handelskrieg table.media/china/thema-...

A Wargame to Take Taiwan, from China’s Perspective In August 2025, 25 international experts gathered at Syracuse University to do something unusual: plan China's invasion of Taiwan. For two days,

A wargame to take Taiwan, from China’s perspective - and a surprise result: „The United States prepares for the war it can fight or prefers to fight, not the one China expects to win.“ warontherocks.com/2025/10/a-wa...

Trump to Unveil Farmer Aid as China Shuns U.S. Crops

“I’m going to do some farm stuff this week.“ Trump to Unveil Farmer Aid as China Shuns U.S. Crops www.nytimes.com/2025/10/07/u...

For decades, the U.S. business community was the loudest voice for engagement with China. That it is now leading the call for a tougher line isn’t just a shift in lobbying strategy—it's a verdict on two decades of Beijing's broken promises wsjchina.cmail19.com/t/d-e-gehljy...