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February 17, 2025 35 mins

In this episode of The Negotiation podcast, host Todd Embley speaks with Joe Mazur, Senior Analyst at Trivium China, on the complexities of the U.S.-China relationship in the early days of the second Trump administration. 
Joe offers a comprehensive overview of the trade measures implemented by the U.S. since Donald Trump's re-election. He analyzes the motives behind the tariffs and their potential to escalate into more aggressive actions. He also analyzes China’s response to U.S. tariffs, which included a series of non-reciprocal measures. Joe explains their strategic significance and implications for future negotiations.
The conversation also touches on recent U.S. restrictions in the semiconductor industry, highlighting the critical role this sector plays in the broader technological conflict between the U.S. and China and the closure of the de minimis exemption for Chinese goods. 
Listeners will gain a comprehensive understanding of the current state and potential future of US-China economic relations, the strategic motivations behind recent policies, and the implications for companies from various sectors.

Discussion Points:

  • Overview of U.S. trade measures since Trump's reelection and their strategic underpinnings.
  • Analysis of China's non-reciprocal countermeasures and their potential strategic goals.
  • Impact of U.S. policies on the critical semiconductor industry and the broader tech conflict.
  • Insights into the closure of the de minimis exemption for Chinese goods and its significance.
  • Discussion on the brief suspension of Chinese packages by the U.S. Postal Service and its implications.
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