On this week’s Trivium China podcast, host Andrew Polk is joined by his colleagues Kendra Schaefer (Trivium’s head of tech policy) and Ether Yin (Trivium’s head of policy research) to talk through the latest tech controls from the US on China – and China’s likely reaction.The three discuss:The Trump administration’s move to restrict sales of electronic design automation (EDA) software to ChinaThe EDA landscape in China and whether Chinese tech firms can step in to fill this void in the semiconductor supply chainA spate of other US restrictions on chemicals for semiconductors, butane and ethane, machine tools, and aviation equipmentHow the Chinese will react to these moves, and what they suggest about the Trump administration’s internal coordination on China (or lack thereof)What it all means for the 90-day trade truce – and the prospects for wider tech and trade negotiationsThis stuff is pretty wild – and pretty depressing – but stick with us to the end, because we at least try to close on an upbeat note.
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Ep 26 - China explores its key points of trade leverage: rare earth export control updates + sanctions threats
Ep 25 - Trivium Markets - Trade war ceasefire + export control latest + courting LATAM
In this week’s pod, Trivium co-founders Andrew Polk, Trey McArver, and Ether Yin all sat down together in DC to discuss the recent de-escalation in the US-China trade war.They guys also drilled down on China’s move to grant licenses for critical mineral exports to the US, as part of the temporary trade reprieve.And finally, the gents discussed where Beijing was really focused this week – deepening ties with Latin America.You definitely won’t want to miss this one!
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Ep 24 - Trivium Markets - China ramps up economic support + doubling down on exports
It’s been a long time coming, but Beijing is finally ramping up economic support to counter the fallout from tariffs.In this week’s podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss the wave of monetary policy measures rolled out by financial regulators on Wednesday.The gents get into the nitty gritty of China’s financial system – with forays into PBoC relending facilities, provident fund mortgages, and insurance companies’ capital requirements – to explain just what officials hope to achieve.They then round things off with a chat about the latest developments in the US-China trade war, and touch on China’s plan to double down on exports in the years ahead.Enjoy!
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Ep 23 - Trivium Markets and Politics - On Protracted (Trade) War
In this week’s podcast, Trivium co-founders Andrew Polk and Trey McArver examine Beijing’s latest thinking on trade tensions with the US – as both sides settle in for a sustained confrontation. The two discuss:Whether Beijing has Trump’s numberThe shifting narrative on China’s ability to sustain hostilitiesConflicting reports as to whether China and the US are actively negotiatingChina’s patient approach to stimulus – with the recent Politburo meeting opting not to provide additional domestic economic supportThe Politburo study session on AI – and how China is trying to position itself globallyAs always, there’s lots to chew on!
Trivium China is an analysis firm that specializes in monitoring Chinese government policy. From our offices in Beijing, Shanghai, and DC, we break down Beijing's latest moves on the economy, technology, energy, climate, and agriculture.
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