CHINA S EXPORTS MORE AFTER DITCHING THE USA, THE WORLD BANK SAYS
DATA UNDERLINE THAT CHINA DOES NOT NEED THE US CONSUMER MARKET
COMES AS CHINA TIGHTENS EXPORT CONTROLS ON RARE EARTH METALS AND COMPLEX REFINING TECH, POTENTIALLY LEAVING US, NATO WITH THE CAPACITY TO PRODUCE NEW WEAPONS FOR YEARS TO COME
CUT OFF OF RATE EARTHS WILL CAUSE FACTORY CLOSURES, MASS UNEMPLOYMENT AND STOCK MARKET CRASH IN US, GERMANY AND UK
CAN CONTINUE TO PIVOT TO NEW BRICS, ASIAN ECONOMIC BLOC USING SEPARATE PAYMENT SYSTEM WITHOUT THE DOLLAR
ISRAEL, USA, UK, EUROPE AND THEIR ELITE MAY BE WITHOUT ANY OR FEW DEFENCES OR EVEN CAPACITY TO WAGE OFFENSIVE WAR FOR LONG
From media
President Trump’s tariff offensive against China appears to be backfiring as Beijing sidesteps U.S. consumers and boosts exports elsewhere. Chinese shipments to the U.S. plunged 27% in September, but overall exports rose 8.3%—their highest total this year—driven by strong demand from Europe and other markets. The World Bank now expects China’s economy to grow 4.8% in 2025, while it downgraded U.S. growth to 1.4%. Despite Trump’s renewed threat of 100% tariffs, analysts at UBS and Deutsche Bank say both sides appear open to compromise, with markets betting negotiations will resume soon.
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Six months later and it seems Beijing has simply circumnavigated the U.S. by focusing on increasing its exports to the rest of the world. The diversification has been so successful that China’s export market is actually tracking significant growth despite the trade war.
According to data released by the General Administration of Customs, China’s shipments to the U.S. fell 27% in September, the sixth month of double-digit declines to its once most valuable customer. Meanwhile it charted strong growth to areas like the European Union (currently operating under a 15% tariff rate from the White House), leading to export growth to non-U.S. countries of 14.8%.
The shift away from the U.S. means exports are actually up 8.3% in September compared to a year ago, raking in $328.6 billion—its highest total for 2025 so far.
China’s economy is fairing better than expectations outlined back in April, when President Trump first made his tariff plans known.
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Conversely, in June the World Bank cut its expectations for U.S. growth by 0.9 percentage points to 1.4% for 2025.
This backdrop means Trump’s threat last week to impose 100% tariffs on China may not have held the potency it once did.
https://fortune.com/2025/10/13/trump-china-exports-tremendous-difficulties-trade-tariffs/
This mirrors the US “foreign direct product” rule and could lead to a Chinese “Entity List” to monitor global end-users, extending enforcement beyond China’s borders. These provisions target broader supply chains, affecting industries that rely on REEs for magnets, lasers and etching processes.
This backdrop means Trump’s threat last week to impose 100% tariffs on China may not have held the potency it once did.
https://fortune.com/2025/10/13/trump-china-exports-tremendous-difficulties-trade-tariffs/
This mirrors the US “foreign direct product” rule and could lead to a Chinese “Entity List” to monitor global end-users, extending enforcement beyond China’s borders. These provisions target broader supply chains, affecting industries that rely on REEs for magnets, lasers and etching processes.
The impacts will ripple across industries, particularly in the US. Up to 30% of US Pentagon initiatives, including F-35 avionics, could face delays due to REE shortages. Aviation giant and defense contractor Boeing may also encounter production setbacks from limited access to specialized magnets.
In semiconductors, firms like Nvidia, Intel and Apple may see costs rise by around 25%. The EV sector, including Tesla, Ford, and GM, faces potential production cuts of 15-30% due to shortages.
Beyond the US, European companies like Airbus and automakers such as Volkswagen, Hyundai and Toyota, along with Taiwan’s TSMC chip maker, also stand to be significantly affected.
The impacts will ripple across industries, particularly in the US. Up to 30% of US Pentagon initiatives, including F-35 avionics, could face delays due to REE shortages. Aviation giant and defense contractor Boeing may also encounter production setbacks from limited access to specialized magnets.
In semiconductors, firms like Nvidia, Intel and Apple may see costs rise by around 25%. The EV sector, including Tesla, Ford, and GM, faces potential production cuts of 15-30% due to
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