14 h. ago India in touch with China about supply chain predictability after rare earths curbs

India in touch with China about supply chain predictability after rare earths curbs  Reuters

Politics

23 h. ago China's racing to build its AI ecosystem as U.S. tech curbs bite. Here's how its supply chain stacks up

China's racing to build its AI ecosystem as U.S. tech curbs bite. Here's how its supply chain stacks up  CNBC

Politics

23 h. ago China's racing to build its AI chip ecosystem as U.S. curbs bite. Here's how its supply chain stacks up

China's racing to build its AI chip ecosystem as U.S. curbs bite. Here's how its supply chain stacks up  CNBC

Politics

23 h. ago Chery to debut in third quarter as carmaker uses Hong Kong as a springboard

Chery Automobile, China’s second-largest carmaker by volume, is seeking to complete its Hong Kong initial public offering (IPO) in the third quarter of this year, its chairman said. At the 2025 International Automotive & Supply Chain Expo in Hong Kong on Thursday, Yin Tongyue said the company was seeking to use the city as a launching pad into the global market. Chery, based in Wuhu in eastern Anhui province, has filed its intention to list on the Hong Kong stock exchange. “We hope to have more...

Politics

52 h. ago ‘Making a dent’: race is on to reap rare earths elsewhere amid China’s dominance

Beijing’s imposition of rare earth export restrictions from April – playing its trump card in the face of Washington’s intensifying tariffs and tech curbs – helped send a message to Washington ahead of this week’s discussions over bilateral export-control issues. Considered a trump card because rare earths have an outsized impact on auto, electronics and defence industries, and China dominates the supply chain, the trade in such critical minerals is widely expected to be among the key topics...

Politics

3 d. ago China’s Grip on an Obscure Rare Earth Metal Threatens the West’s Militaries

China’s Grip on an Obscure Rare Earth Metal Threatens the West’s Militaries  The New York Times

Events

3 d. ago Ahead of US trade talks, China’s rare earth trade data from May sends a message

In a reflection of Beijing’s ability to quickly leverage its dominance over the critical-mineral supply chain, the value of rare earth elements exported by China last month plunged by nearly half compared with a year prior. The official data came as analysts have been saying that China’s export controls over large quantities of critical minerals are like the ultimate trump card in trade negotiations with the United States. The world’s second-largest economy exported rare earth elements worth...

Politics

4 d. ago “All roads lead back to China,” declares Dealmed CEO Michael Einhorn of his multiyear supply

“All roads lead back to China,” declares Dealmed CEO Michael Einhorn of his multiyear supply-chain odyssey  Fortune

Economics

7 d. ago The world's auto supply chain is in the hands of a few Chinese bureaucrats

The world's auto supply chain is in the hands of a few Chinese bureaucrats  Reuters

Politics

7 d. ago White House extends exclusions for Section 301 China tariffs

White House extends exclusions for Section 301 China tariffs  Supply Chain Dive

Events

8 d. ago CNBC's The China Connection newsletter: AI integration gives China supply chains an even greater advantage

CNBC's The China Connection newsletter: AI integration gives China supply chains an even greater advantage  CNBC

Politics

9 d. ago China's rare earth curbs threaten India's auto sector, EV production

China's rare earth curbs threaten India's auto sector, EV production  The Economic Times

Events

1 week ago Boeing’s China hopes face trade war headwinds, supply chain risks: analysts

Boeing expects Chinese airlines to resume orders that were paused during the trade war with the United States, but analysts warn supply chain constraints and tariff uncertainties could slow actual deliveries. Kelly Ortberg, CEO of the American aircraft giant, said Chinese airlines have confirmed they would begin taking deliveries of Boeing planes this month after Beijing and Washington agreed to a 90-day trade truce in May. In April, Ortberg was quoted as saying that deliveries to China had been...

Events

1 week ago Retailers shift supply chains to reduce risks from Trump’s tariffs on China

Retailers shift supply chains to reduce risks from Trump’s tariffs on China  Fox Business

Politics

1 week ago How dependent is America’s arsenal on China’s critical mineral supply?

The US defence sector is dependent on critical minerals for its advanced weapon systems, but it has relied on China to meet its demands. As Beijing tightens export restrictions, there is a growing risk to the Pentagon’s military readiness and supply chain security. The big picture China dominates the global supply of rare earths, including more than 90 per cent of the world’s processing and refining. It also has an edge in most other critical minerals, such as refined gallium, of which it...

Politics

1 week ago Hong Kong regains favour with investors, companies: Deutsche Bank

Hong Kong’s corporate activity and yuan-driven business have been revitalised as global market participants strengthen ties to China’s economy amid tariffs and geopolitical tensions, according to a senior executive at Deutsche Bank. Companies and investors have increased their exposure to China and hedged against the US dollar as they adjusted their supply chains and portfolios amid market volatility, said Ole Matthiessen, head of corporate banking for Asia-Pacific, Middle East and Africa,...

Economics

2 w. ago Why remaining tariffs could clip Chinese airlines’ wings, and Boeing’s

Despite recent tariff cuts, remaining duties on imports from the US could force Chinese buyers of Boeing jets to pay millions of US dollars more than before and, along with worldwide delivery delays, contribute to a sharp slowdown in the growth of China’s aviation capacity, analysts said. Held back by tariffs and global supply chain constraints, China’s civil aviation passenger capacity is likely to grow by an average of 3.1 per cent a year until 2028, analysts at China International Capital...

Politics

2 w. ago Boot Barn targets 5% China sourcing share for exclusive brands

Boot Barn targets 5% China sourcing share for exclusive brands  Supply Chain Dive

Events

2 w. ago How China’s rare earths monopoly threatens Fortune 500 companies: ‘Its the biggest gun they have to our heads’

How China’s rare earths monopoly threatens Fortune 500 companies: ‘Its the biggest gun they have to our heads’  Fortune

Events

2 w. ago Two Bills Targeting Forced Labor in Chinese Supply Chains Reintroduced in US Congress

Two Bills Targeting Forced Labor in Chinese Supply Chains Reintroduced in US Congress  Ropes & Gray LLP

Events