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GulfLander

Major
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New demands
US retailers demand Chinese firms pay shipping costs as trade pressure grows
For years, US retail giants paid to ship goods from China to America. But that is changing as costs spiral amid the trade war
Stage Group, a leading garment maker from Zhejiang, has been paying the logistics costs on 60 per cent of its US-bound shipments since the end of May, a sales representative from the company said. Shipping costs are not the only area where China’s factories are being squeezed. Earlier this month, sources told the Post that US retailers were pushing their Chinese suppliers to shoulder up to 66 per cent of the costs of US tariffs, whereas previously those fees were paid by the American buyers.
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4Tran

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I remember saying the same thing some time ago, I got the feeling the Chinese leadership isn't interested in forming blocs or another Cold War. All that it does it plays into the US advantages. China will do well to turn down any stupid Yalta 2.0 agreement and continue downplaying any new Cold War, there's no cold war there's just a waning power trying to re-live its glory days and it's lashing out because it knows its best days are behind it.
On paper it looks like a disadvantage for China, but I don't think it actually works to China's advantage. One of the problems in working with power blocs is that it highly favors the established powers. It's just too politically costly for smaller countries to shift to the emerging power's power bloc because it can mean getting cut out from the markets of the other power bloc. If China were to form a formal power bloc, it's hard to see countries like Indonesia or Chile joining it. And yet these countries have China as the largest trading partner and their politics are likely to favor the Chinese viewpoint as opposed to the American one. Moreover, it also allows China to remain unengaged if these countries find themselves in conflicts with other powers.

I think the more likely reason would be those rare earth processors in Jiangxi and else where in China are suffering significant losses as result of Beijing's export control. On the one hand, China's own tech industry will always be the biggest customer for the country's rare earth industry. However, export is still very important. Thus, my own hypothesis would be permitting sales to US and EU car industries (after verifying that the end users would not be military) as a way to ameliorate losses suffered by these rare earth processors. However, should there be evidence emerge that the end users in US, Japan, or EU divert their imported magnets/minerals to their respective countries' military industrial complex, Beijing could always cut off supplies at a moment's notice.

What I am looking for now regarding tomorrow's US-China trade talk would be if Washington would resume the export of C919 parts and some IC components/software/EDA in exchange of China maintaining the current (but licensed) of rare earth to civilian end users in the West. Yet, bans for defense end users would remain (meaning end products like F35s would have to get those rare earths elsewhere with higher price) in place.
Chinese rare earth producers shouldn't be suffering much. Currently China's industry consumes so much that there won't be much surplus production, and what surplus there is can be drawn into China's strategic stockpiles. Overall, the dollar value of the entire rare earth industry is very small - only a few billion per year. This is so little that it's easy for China to forgo the revenue yet it's utterly critical for a large host of industries so it's effectively the world's strongest bargaining chip.
 

FairAndUnbiased

Brigadier
Registered Member

This girl has more guts than the entire Chinese government. Only a few decades ago, it was the Chinese people who were being killed, starved, raped and experimented on, just like the Palestinian people today. Where is the Chinese navy flotilla delivering food to Gaza?
Ask Turkey, Egypt, Iran, Saudi Arabia or Pakistan to do it first.
 

ficker22

Senior Member
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BillRamengod

Junior Member
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there is a saying by a chinese critic who authored a book "ugly chinese" 丑陋的中国人 comparing japanese to chinese, "individual japanese looks like a pig but a team of them looks like a dragon. Individual chinese looks like a dragon but a team of them looks like a pig - even worse than a pig."
Why quote from 古墓派's book in 2025? That's some real reverse-racism shit.
 

siegecrossbow

General
Staff member
Super Moderator
there is a saying by a chinese critic who authored a book "ugly chinese" 丑陋的中国人 comparing japanese to chinese, "individual japanese looks like a pig but a team of them looks like a dragon. Individual chinese looks like a dragon but a team of them looks like a pig - even worse than a pig."

Why quote from 古墓派's book in 2025? That's some real reverse-racism shit.
When China wins they should hire a Caucasian incel to draft a book called “The Ugly Anglos” that explains how ritualistic pedophaelia by the Western ruling elite led to the downfall of their empire.
 

iewgnem

Senior Member
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Sources on RE: (from Reuters)


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Sources on Harvard student visas: (from WSJ, and CCTV)


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So, what's not real? Tomorrow there'll be a meeting in London to negotiate further trade deals. But by now, it's an exchange of the two sides. Though both operations, no matter issuing licenses or opening student visas, can be rolled back in a sec if one side is not happy in the coming days. However, students are not as strategically significant as rare earth. Also, RE is out of control from China once it's abroad, but visas of several insignificant Chinese students are always in US' control. :rolleyes:


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This has been talked about already and you need to read more than the headlines, this instance is China giving permit for Chinese RE exporters to start review and submit purchase applications by US automakers, they still need to pass review. The squeeze to date wasnt from a ban, it was due to 2/3 of applications being held up over sanction compliance.

China's export control system was set up to prevent sanctioned entities, i.e. western military from getting anything, but also to prevent stockpiling. The system require buyers to provide tracing and procedures to prove where each magnet will end up, if destination is stockpile or suspecious motors it'll be rejected, if destination is specific vechile with VIN provided it will be aporoved.

Export control isnt a ban, anyone who can prove compliance will and has been given approval, the hold up has been from western companies who struggle to prove compliance, due to either time or they actually do stockpiling. The only thing China said it'll do here is to priortize review of US applications, theres no change in export control requirements.

If anything this system killed off the entire RE stockpilling business
 
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