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Situation ReportNov 7, 2025 | 17:33 GMT

EU, China: Nexperia Chip Exports Pave Way for Netherlands To Relinquish Control of Dutch Chipmaker

The CEO of German car parts supplier AUMOVIO said shipments of chips from Dutch-headquartered semiconductor manufacturer Nexperia's China unit have resumed and that the company received an exemption from Chinese export controls, the Financial Times reported on Nov. 7.

Environment, Science & Technology

Situation ReportOct 28, 2025 | 16:11 GMT

U.S., Mexico: New Tariff Reprieve Underscores Positive Bilateral Relations

Mexican President Claudia Sheinbaum said U.S. President Donald Trump agreed to extend bilateral trade negotiations "for a few more weeks" and postpone an impending Nov. 1 deadline to increase U.S. tariffs on Mexican goods, Reuters reported on Oct. 27.

Situation ReportOct 27, 2025 | 17:34 GMT

U.S., Thailand, Cambodia: Peace Declaration, Trade Agreements at ASEAN Summit

Thailand and Cambodia signed a joint declaration, overseen by U.S. President Donald Trump, broadening their July 28 ceasefire, with each agreeing to pull heavy weapons from their shared border, deploy additional neutral observer teams and release prisoners, Reuters reported on Oct. 26.

Military & Security

Situation ReportOct 27, 2025 | 16:49 GMT

U.S., Canada: Trump Rules Out Talks With Carney After Threatening New Tariffs

U.S. President Donald Trump told reporters that he does not want to meet with Canadian Prime Minister Mark Carney at the Asia-Pacific Economic Cooperation summit later this week and said he does not anticipate reviving trade talks with Canada anytime soon, Bloomberg reported on Oct. 25.

Situation ReportOct 24, 2025 | 14:44 GMT

U.S., Canada: Trump Cancels Trade Talks With Canada Due to Anti-Tariff Ad

U.S. President Donald Trump announced in a Truth Social post late on Oct. 23 that he was ending all trade talks with Canada due to a video ad paid for by the province of Ontario and running in U.S. markets featuring former U.S. President Ronald Reagan criticising tariffs.

Situation ReportOct 17, 2025 | 15:48 GMT

Europe, U.S.: Nexperia Tells Automakers It Cannot Guarantee Supply of Chips

European chip maker Nexperia notified European automobile manufacturers and their suppliers on Oct. 10 that it could not guarantee delivery of the chips they need for their automotive supply chains, the European Automobile Manufacturers' Association, or ACEA, revealed in an Oct. 16 statement.

Environment, Science & Technology

Situation ReportOct 9, 2025 | 16:26 GMT

Germany: Berlin Unveils Measures To Support Growth and Auto Industry

Germany's coalition government reached an agreement on a package of measures to revive the country's slowing economy, support the automotive industry and reduce welfare spending, DW reported on Oct. 9.

Situation ReportSep 18, 2025 | 17:08 GMT

Canada, Mexico: Ottawa and Mexico City Seek To Boost Trade and Align Positions Ahead of USMCA Renegotiation

Canadian Prime Minister Mark Carney will hold a one-on-one meeting with Mexican President Claudia Sheinbaum and another meeting with Mexican business leaders during a two-day visit to Mexico City, Global News reported on Sept. 18.

Situation ReportSep 17, 2025 | 17:55 GMT

U.S.: National Security Tariffs on Auto Parts May Expand

The Commerce Department's Bureau of Industry and Security published an interim final rule on Sept. 16 saying it would consider requests by either automakers or auto part producers to place new tariffs on imported auto parts not currently covered by existing auto tariffs, including "advanced technologies."

Situation ReportSep 17, 2025 | 16:43 GMT

EU, India: Brussels Announce Strategic Agenda for India Relations

The European Union unveiled a "new strategic agenda" for its bilateral relations with India, setting out plans to deepen cooperation across security, trade, technology, space and migration, a statement by the European Commission read on Sept. 17.

Situation ReportSep 12, 2025 | 18:43 GMT

China, Mexico: Beijing Likely To Retaliate Against Auto Tariffs

Late on Sept. 11, a Chinese Ministry of Commerce spokesperson addressed Mexico's impending tariffs on Chinese automobiles by saying, "Any unilateral tariff increase by Mexico…will be seen as appeasement and compromise of unilateral bullying" by the United States, The Wall Street Journal reported on Sept. 12.

Situation ReportAug 21, 2025 | 15:07 GMT

U.S., EU: Joint Statement on Trade Deal Framework Details Auto, Pharmaceutical, Chip Tariffs

Under the final U.S.-EU framework trade agreement, the United States will lower its 27.5% tariffs on European automobiles to 15% once the European Union introduces legislation to lower industrial tariffs and provide preferential market access for some U.S. agricultural goods, according to a joint statement on the matter released on Aug. 21.

Situation ReportAug 8, 2025 | 16:24 GMT

Japan, U.S.: Automobile Tariff Pledge a Much-Needed Win for Tokyo and Ishiba

Japanese trade envoy Ryosei Akazawa said in Washington on Aug. 7 that his U.S. interlocutors had agreed to have President Donald Trump issue a new executive order in a "timely" manner clarifying the reduction in U.S. automobile tariffs on Japan and that new U.S. tariffs on Japan will not compound with old ones, The New York Times reported on Aug. 8.

Situation ReportAug 1, 2025 | 17:22 GMT

South Africa: Trump Administration To Slap 30% Tariffs on South African Exports

The United States is planning to impose 30% “reciprocal” tariffs on South Africa from Aug. 7 following Pretoria’s failure to reach a trade deal by Aug. 1, Reuters reported on Aug. 1.

Situation ReportJul 31, 2025 | 16:27 GMT

U.S.: Copper Prices Fall After Tariff Executive Order Narrows Scope

U.S. copper prices fell by nearly 20% on July 30 after U.S. President Donald Trump signed an executive order placing 50% tariffs on a narrower selection of copper products than expected starting Aug. 1.

Situation ReportJul 31, 2025 | 16:07 GMT

South Korea, U.S.: Trade Deal Provides Auto Sector Relief, But May Expedite Security Negotiations

U.S. President Donald Trump announced on July 31 that South Korea and the United States have concluded a trade deal in which the United States will impose 15% tariffs on South Korean goods, with auto tariffs also dropping from 25% to 15%, according to Reuters.

AssessmentsJul 26, 2025 | 14:00 GMT

A Cambodian soldier stands on a truck with a rocket launcher in Cambodia's Oddar Meanchey province, which borders Thailand, on July 25, 2025.

The Weekly Rundown: U.S. Tariff Deadline Passes, Thai-Cambodian Border Tensions Persist

A look at what the coming week will bring -- and a list of recommended RANE articles from the week that was.

Military & Security

Situation ReportJul 18, 2025 | 15:50 GMT

U.S., EU: Brussels To Propose Tit-for-Tat Tariff Reduction on Auto Sector

The European Union is offering the United States a tit-for-tat tariff reduction on vehicles that would see the United States reduce its 25% tariff on European cars to 17.5% in exchange for the European Union reducing its tariffs on U.S. cars to 0%, the Financial Times reported on July 17.

Situation ReportJul 14, 2025 | 19:00 GMT

U.S., Mexico: Trump's Tariff Threat to Have Limited Impact on Mexico if USMCA Exemption Persists

Mexican President Claudia Sheinbaum said her administration would seek to reach a deal with the United States to avert the 30% tariff on Mexican imports U.S. President Donald Trump announced on July 12, El Economista reported on the same day.

On GeopoliticsJul 9, 2025 | 19:40 GMT

U.S. President Donald Trump arrives to speak during a rally at a steel plant in West Mifflin, Pennsylvania, on May 30, 2025.

A Look at Trump's Evolving Tariff Strategy

For the rest of his term, Trump will continue to use tariffs to secure foreign policy concessions on both trade and non-trade matters, even if he starts shifting away from broad, global tariff threats to ones focused on specific countries or goods.

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