#USChinaTradeTalks
Here’s the latest on the U.S.–China trade talks in London (June 9, 2025):
🏛️ Talks underway
Top-tier U.S. officials—Treasury Secretary Scott Bessent, Commerce Secretary Lutnick, and Trade Representative Greer—are meeting the Chinese delegation led by Vice Premier He Lifeng at Lancaster House to restart stalled negotiations .
The goal: build upon the 90‑day tariff truce reached in Geneva on May 12, resolve export controls on advanced technology, and negotiate a deal on critical rare‑earth minerals .
💡 Key talking points
Rare earth minerals: China has issued some export licenses recently; the U.S. wants a firm “handshake” guaranteeing resumed supplies .
Semiconductors & export controls: The U.S. is signaling possible easing of tech-export restrictions in return for China’s cooperation .
Bracketing the broader conflict are tough topics: Taiwan, fentanyl trafficking, economic model differences, and persistent tariff threats .
📈 Market impact
Global markets reacted positively: Asian stocks rallied (Hong Kong’s Hang Seng up ≈1.4–1.6%), U.S. indexes ticked higher, gold prices edged up on uncertainty .
Investors hope these talks might reduce supply chain bottlenecks, especially for auto, tech, and defense sectors.
🔮 Outlook
This first round in London is meant to “get back on track,” with follow-up days likely .
Analysts caution: meaningful economic reform is unlikely; instead, expect small, tactical wins—more rare earth shipments, limited tech-export easing, and possible short-term agreements on fentanyl control .
