Ep 22 - The tariffs “have become a joke” + rare earth controls
In this week’s podcast, Trivium Co-founder Andrew Polk is joined again by Cory Combs, Trivium’s head of supply chain research, to unpack the latest US-China trade war twists. The two discuss:Friday’s pause in the tariff escalationChina’s pointed efforts to signal it won’t escalate furtherWhether the pause has staying powerWhy a painful stalemate is still far better than some of the alternativesThe two then examine China’s latest export controls on rare earth elements.Cory breaks down the key dynamics, implications for companies, and what to expect next.
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Ep 21 - Trivium Markets and Politics - US-China tariff dumpster fire
In this week’s Trivium China podcast, Trivium co-founders Andrew Polk and Trey McArver unpack the whirlwind tariff tit-for-tat between the US and China over the past week.The two discuss:Whether we are now locked in an unstoppable escalatory spiralPossible off-ramps for de-escalationHow each side is misreading the otherThe best- and worst-case scenarios from hereChina’s likely policy support for the domestic economy amid sky-high tariffsBuckle up!
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Ep 20 - Trivium Markets and Politics - Xi meets foreign execs, China’s Liberation Day reaction, and Beijing’s latest efforts to develop flying cars
In this week’s podcast, Trivium China Co-founder Andrew Polk links up with Trivium Co-founder Trey McArver. The two:Pick up on last week’s conversation about foreign businesses in China, walking through Xi Jinping’s big meeting with foreign CEOs on FridayDiscuss China’s intervention in the Panama port deal between BlackRock and CK HutchisonPreview China’s likely response to Trump’s Liberation Day tariffsThen Andrew speaks with Trivium’s Head of China Tech Policy Research Kendra Schaefer to get into Beijing’s latest efforts to develop flying car technology.This one covers a lot of ground – and you won’t want to miss any of it.
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Ep 19 - Trivium Markets and Politics - Beijing courts global CEOs + sharpens economic coercion tools
This week, Trivium China Co-founder Andrew Polk sat down in Shanghai with fellow Co-founder Ether Yin and Trivium’s Head of Geopolitical Research Joe Mazur to discuss:Global businesses in Beijing for the China Development ForumThe messages Chinese leaders are sending to the business communityThe stark contrast in mood between domestic and foreign businesses in ChinaWhether consumer sentiment is finally turning a cornerBeijing’s latest updates to the Anti-Foreign Sanctions Law
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Ep 18 - Trivium Markets and Politics - Action plan on consumption + trade war impacts on agriculture
In this week’s podcast, Trivium China Co-founder Andrew Polk is joined by Trivium’s Director of China Ag Research Even Pay. The two first discuss the biggest policy move out of China over the last week:· Beijing’s big new plan to boost consumption this yearSpoiler alert: There’s a lot in the plan, but we’re still skeptical it will be enough to get consumers to pull out their wallets any time soon. Andrew and Even then discuss how all the latest moves in the US-China trade war are impacting China’s ag sector – and Xi Jinping’s view of food security. · They also touch on what may be coming next on the ag, food security, and trade fronts. Enjoy!
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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