#USChinaTradeTalks 🔄 What’s Happening Now

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🎯 Stakes & Strategic Context

StakeholderObjectiveCurrent StatusUnited States ChinaRetain export leverage, drive concessions on U.S. export controlsHas shown limited license approvals; pushing for relaxation on semiconductor access Markets & industriesSeek clarity amid supply chain risksMarkets remain cautious but hopeful. Nasdaq ticked up on tech optimism; rare-earth shortages still rippling through sectors

⚠️ What’s at Risk & Next Steps

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Timeline: Talks are expected to wrap up today (June 10), with potential follow-up calls or meetings if progress warrants.

📌 Bottom Line

The current London talks are a crucial second round following the Geneva “90-day pause.” The primary goal is restoring stable rare-earth exports in exchange for easing U.S. tech export restrictions. While significant pressure exists on both sides, expectations lean toward incremental progress, not a sweeping deal. High-level political involvement may be needed to seal any substantive agreement.

Would you like a deeper dive into rare-earth minerals affect industries, or how U.S. export controls on semiconductors work?