#USChinaTradeTalks

What’s Happening Now?

1. 🇺🇸🇨🇳 Talks Resume in London

As of June 9, 2025, high-level trade talks between the U.S. and China are taking place in London at Lancaster House. The focus is on export regulations for rare earth metals and reinforcing the diplomatic truce agreed upon earlier this year.

2. Rare Earths in the Spotlight

Rare earth elements like neodymium and thorium are essential for the automotive, aerospace, and semiconductor industries. The U.S. aims to push China to speed up export license approvals. In turn, China has begun loosening restrictions, issuing more licenses recently.

3. Tech and Chip-Sector Concessions

White House economic advisor Kevin Hassett confirmed the U.S. is considering easing chip export controls in exchange for stable access to Chinese rare earths—a key step to balancing strategic supply chains.

4. Economic Context and Global Impact

Chinese exports to the U.S. dropped by 34–35% in May, signaling serious disruption.

Despite tensions, both nations appear cautiously optimistic. Trump recently spoke with President Xi, calling the talks "challenging but necessary."

✅ Key Points to Watch

Monday evening: Will there be a rare earth export breakthrough?

Could we see relaxed U.S. chip export rules?

Will the 90-day tariff truce hold—or will new sanctions surface?

🔍 In Summary:

These talks could mark a turning point in easing the trade war. If rare earth and chip exports become more flexible, global supply chains and industrial stability could significantly benefit.