PolicyTrade

China Tightens Rare Earth Export Controls, Escalating Trade Tensions with US

China has imposed sweeping new controls on rare earth exports, tightening its grip on global supply chains for critical minerals. The move has triggered immediate retaliation threats from the Trump administration and renewed trade war tensions ahead of expected high-level negotiations between the two economic powers.

Trade War Escalation Over Critical Minerals

China has implemented significant new restrictions on rare earth elements exports, according to reports from the country’s Ministry of Commerce. The recently published “announcement No. 62 of 2025” establishes stringent controls that analysts suggest could dramatically impact global technology and defense supply chains.

ManufacturingSemiconductorsTrade

TSMC Accelerates U.S. Expansion With Advanced 2nm Chip Production in Arizona Facilities

Taiwan Semiconductor Manufacturing Company is reportedly accelerating its U.S. operations with plans to introduce cutting-edge 2nm chip production in Arizona. Sources indicate the expansion includes additional land acquisition and advanced manufacturing capabilities to meet extraordinary AI-driven demand from American clients.

Major U.S. Expansion Plans

Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly planning a significant acceleration of its Arizona operations, according to recent earnings call discussions. Sources indicate the chip manufacturing giant is preparing to secure a second large land parcel near its existing facilities to support expanded production capacity. The expansion appears driven by extraordinary demand from American technology companies seeking domestic semiconductor manufacturing capabilities.

PolicyTrade

Diplomatic Tensions Rise as China Condemns UK Spy Allegations

China has denounced British politicians for allegedly smearing the country over a collapsed espionage prosecution. Meanwhile, former Trump adviser John Bolton faces indictment and Starbucks considers a $4 billion China stake sale. Financial markets show shifting risk appetites as regional bank concerns resurface.

China-UK Diplomatic Row Intensifies Over Espionage Case

Beijing has launched a strong condemnation of what it characterizes as British efforts to “smear and defame China” regarding a recently collapsed espionage case, according to reports from the Financial Times. The Chinese embassy in London reportedly issued warnings to the UK government to cease actions that could undermine bilateral relations.