Dmitri Alperovitch talks with Sarah Stewart, CEO at Silverado and former senior US trade negotiator, about the Trump-Xi meeting in South Korea. They discuss the details of the agreement reached and why it is a temporary trade truce at best.
00:00 Introduction
01:13 US Objectives for the Trump-Xi Meeting
08:43 The Rare Earths Truce
11:29 A Temporary Truce, Not a Deal
12:31 China's Historical Record of Delivering on Their Commitments
16:11 Why This Truce Is Unlikely to Last a Year
17:39 Deals With the Rest of the World
18:45 Strategic Implications of the Malaysia Trade Deal
20:27 No Concessions on AI Chips Export

Dmitri Alperovitch talks with Sarah Stewart, CEO at Silverado and former senior US trade negotiator, about the Trump-Xi meeting in South Korea. They discuss the details of the agreement reached and why it is a temporary trade truce at best. 00:00 Introduction 01:13 US Objectives for the Trump-Xi Meeting 08:43 The Rare Earths Truce 11:29 A Temporary Truce, Not a Deal 12:31 China's Historical Record of Delivering on Their Commitments 16:11 Why This Truce Is Unlikely to Last a Year 17:39 Deals With the Rest of the World 18:45 Strategic Implications of the Malaysia Trade Deal 20:27 No Concessions on AI Chips Export

Why The China Trade Truce Is Unlikely to Last

Geopolitics Decanted is a podcast featuring geopolitical analysis and in-depth expert interviews on topics ranging from War in Ukraine, Great Power Competition with China, changing nature of warfare, sanctions and export controls, semiconductors and cybersecurity. This is a podcast for people who care about the details and are seeking a comprehensive understanding of global issues, not just the sound bytes. It is hosted by Dmitri Alperovitch, Chairman of Silverado Policy Accelerator (www.silverado.org), a Washington DC-based non-profit with a mission to promote prosperity and global competitiveness for America and its allies by accelerating bipartisan strategic, economic and technological policy solutions.

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Geopolitics Decanted is a podcast featuring geopolitical analysis and in-depth expert interviews on topics ranging from War in Ukraine, Great Power Competition with China, changing nature of warfare, sanctions and export controls, semiconductors and cybersecurity. This is a podcast for people who care about the details and are seeking a comprehensive understanding of global issues, not just the sound bytes. It is hosted by Dmitri Alperovitch, Chairman of Silverado Policy Accelerator (www.silverado.org), a Washington DC-based non-profit with a mission to promote prosperity and global competitiveness for America and its allies by accelerating bipartisan strategic, economic and technological policy solutions.

Geopolitics Decanted is a podcast featuring geopolitical analysis and in-depth expert interviews on topics ranging from War in Ukraine, Great Power Competition with China, changing nature of warfare, sanctions and export controls, semiconductors and cybersecurity. This is a podcast for people who care about the details and are seeking a comprehensive understanding of global issues, not just the sound bytes. It is hosted by Dmitri Alperovitch, Chairman of Silverado Policy Accelerator (www.silverado.org), a Washington DC-based non-profit with a mission to promote prosperity and global competitiveness for America and its allies by accelerating bipartisan strategic, economic and technological policy solutions.

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Why The China Trade Truce Is Unlikely to Last

Why The China Trade Truce Is Unlikely to Last

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