exportcontrols

BREAKING: U.S.-China Trade De-Escalation

In a significant move following high-level talks, the United States has extended the suspension of its 24% reciprocal tariffs on Chinese imports for one full year.

Additionally, Washington will suspend for one year the new "50% rule" expanding Entity List export controls—easing restrictions on affiliates owned at least 50% by listed entities.8af7a1fc3f1403cf4d

1/5

2/5: The Tariff Context

These reciprocal tariffs—imposed as retaliation to China's duties—were previously paused amid negotiations. The one-year extension maintains a 10% baseline tariff, providing certainty for U.S. importers and averting a sharp cost spike on billions in goods.

This aligns with President Trump's strategy: leverage for concessions, including China's halt on rare-earth export curbs.6a3d03

3/5: Entity List Relief

The "50% rule," finalized by the Commerce Department in September, automatically extended export bans to subsidiaries and affiliates.

Suspending it for a year unlocks U.S. tech exports (chips, software) to China—a boon for firms like NVIDIA and supply chains in semiconductors—while preserving core national security guardrails.a8df3a

4/5: Market Implications

Equities rally: Tech & industrials lead as trade fears fade.

Commodities shift: Copper dips from highs; rare earths stabilize.

Crypto surges: Risk-on sentiment fuels Bitcoin above $100K.

Global supply chains breathe easier—expect Q4 earnings upside from reduced friction.3c90e5

5/5: What's Next?

This 90-day truce evolution into a yearly pause signals pragmatic diplomacy over escalation. Watch for:

✅ Formal White House EO

✅ BIS guidance on suspensions

✅ Phase 2 talks (IP, fentanyl)

Trade wars cool, markets heat up. 📈

#USChinaTradeWar #TariffsExplained #ExportControls

China includes American companies on the list of untrustworthy entities and imposes export restrictions 🇨🇳🚫🇺🇸

In a move considered a direct escalation in the trade and technological war between China and the United States, Beijing has officially announced the inclusion of several American companies on the "untrustworthy entities list" and has imposed new restrictions on its exports 📉🔒

What does this move mean?

The affected American companies will face difficulties in conducting business within the Chinese market

The restrictions may include export bans or limiting access to vital resources and technologies

A clear Chinese response to recent American sanctions and policies against Chinese companies 🧱⚖️

Potential implications:

Escalation of geopolitical tensions between the world's two largest economies 🌍

Disruption in supply chains, especially in technology, energy, and advanced industries ⚙️💻

New pressures on multinational markets and companies

China sends a message: respond in kind… and with force.
$USDC

#TrumpTariffs
#China #USA #ExportControls #TechConflict