China’s export boom far from over
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China's steel exports hit a record monthly high in December, fuelled by front-loading driven by Beijing's announcement of an export licence requirement for shipments from 2026.
While those import taxes seem to be shrinking U.S. trade with China — and its accompanying trade deficit — China’s trade surplus with the world actually grew last year, by a whopping 20%. Chinese exports grew to pretty much everyplace in the world except the U.S.
China escalated its trade tensions with Japan on Wednesday by launching an investigation into imported dichlorosilane, a chemical gas used in making semiconductors, a day after it imposed curbs on the export of dual-use goods that could be used by Japan's military.
China has still not bought one bushel of new crop soybean exports from the U.S. and they may not with U.S. product facing up to a 23% tariff. Last year at this time China had bought 250 million bu. of U.S. soybeans but this year is buying from South ...
US grants TSMC annual license to import chipmaking tools to China, balancing export controls and global semiconductor supply chains.
Gold soared in 2025, both on the export and import side. Cars were among the worst performers. No commodities better expressed the impact of President Trump’s tariffs.