#USChinaTradeTalks Trade Tensions Persist
Despite the truce, May exports from China to the U.S. dropped by ~34‑35% YoY, marking the steepest fall since early 2020 — underscoring how tariffs and export restrictions continue to bite .
Rare earths have taken center stage—China holds near-monopoly control, and U.S. industry is pushing hard for resumed flow of these critical minerals .
