China

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Environment, Science & Technology

Global Trade

The Chinese Ministry of Commerce on July 15 announced a new licensing requirement for the export of eight manufacturing technologies for the electric vehicle battery supply chain, effective immediately.

China: Country Adopts Licensing Requirements for Certain EV Battery, Lithium Extraction Technologies  

U.S.-China Relations

United States

Vietnam

Vietnam's leaders were surprised after U.S. President Donald Trump unilaterally announced a 20% tariff rate on Vietnamese exports on July 2 because, according to sources cited in a July 11 Politico report, this was almost double the 11% rate Hanoi had reportedly agreed to in its trade negotiations with the White House.

Vietnam, U.S.: Lack of Consensus on Trade Deal Puts It In Jeopardy

Canada

In a letter published on Truth Social on July 10, U.S. President Donald Trump threatened to increase tariffs on Canada to 35%.

U.S., Canada: Trump Threatens New 35% Tariff on Canadian Goods 

U.S. President Donald Trump told reporters on June 11 that his administration was sending letters to trading partners in the next week or two telling them "what the deal is," and for them to take it or leave it.

U.S.: Trump Says Final Trade Deal Offers To Be Sent Within Weeks, Door Opens for Tariff Delays

In a May 23 post on Truth Social, U.S. President Donald Trump threatened to impose a 25% tariff on all imported iPhones, calling on Apple to manufacture the devices in the United States.

U.S.: Trump Threatens Apple With 25% Tariff on iPhone Imports

Europe

U.S. President Donald Trump announced plans to impose a 50% tariff on all EU imports starting June 1 in a post on Truth Social, arguing that negotiations with the bloc are "going nowhere."

U.S., Europe: Trump Threatens 50% Blanket Tariff on EU Goods Amid Stalled Talks

EU: Economic Growth Likely To Slow

Assessments

Japan

South Korea

Taiwan

A photo taken on Feb. 21, 2025, shows Subaru vehicles bound for shipment at a port in Yokohama, Japan. 

Military & Security

Politics

The deal is a win for Japan's economy and its ruling party, but it may hasten Prime Minister Ishiba's exit. It will also help South Korea and Taiwan secure their own U.S. trade deals.

U.S. Trade Deal Is a Mixed Victory for Japan, a Template for Regional Partners

Euro banknotes lie atop U.S. dollar banknotes.

The dollar's depreciation against the euro will likely persist due to U.S. trade and fiscal policy uncertainty, which will hurt European exports but also reduce the risk of destabilizing U.S. financial policies.

Making Sense of Dollar Weakness and Euro Strength

Snapshots

Indonesia

Containers are unloaded from a ship at a terminal of Tanjung Priok Port, the main seaport in Jakarta, Indonesia, on Jan. 24, 2025. 

In exchange for a lower U.S. tariff rate, Indonesia accepted significant concessions, including purchasing commitments and regulatory changes, that risk limiting its long-term autonomy and industrial policy goals.

To Avoid Steeper Tariffs, Indonesia Reaches High-Stakes Trade Deal With the U.S.

Bangladesh

The entrance to the International Monetary Fund headquarters is seen in Washington, D.C.

While Bangladesh is making progress in its IMF program, risks persist, including political uncertainty, low foreign exchange reserves and high U.S. tariffs on its vital garment sector.

Bangladesh's Economic Outlook: Progress and Persistent Challenges

Columns

On Geopolitics

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

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. 

A Look at Trump's Evolving Tariff Strategy

Bahrain

Kuwait

Oman

Qatar

Saudi Arabia

United Arab Emirates

Energy

Over the next decade, Gulf Arab states will increase oil and gas exports to emerging Asian markets, seeking alternatives to the U.S. amid tariff uncertainty. But the region's military and tech ties with the U.S. will remain strong.

Geopolitics of Trade: Gulf Arab States Balance Diversification With Enduring U.S. Ties

Vietnam's Foreign Ministry spokesperson Pham Thu Hang answers reporters' questions about the new Vietnam-U.S. trade deal during a press conference in Hanoi on July 3, 2025. 

The deal reduces planned U.S. tariffs on Vietnamese goods from 46% to 20%, but the lack of key details also introduces significant compliance uncertainty and investment risks that could ripple across Asian supply chains. 

The Vietnam-U.S. Trade Deal Reduces Tariffs, but the Devil Is in the Details

Iran

Israel

Australia

India

A photo taken in Tehran, Iran, on June 26, 2025, shows an Iranian political banner hanging near the remains of a residential building struck by an Israeli attack. 

Israel-Hamas Conflict

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

The Weekly Rundown: Fragile Iran-Israel Ceasefire Holds, U.S. Tariff Deadline Approaches

U.S.-Iran Relations

Argentina

Bolivia

Brazil

Paraguay

Uruguay

A photo shows the national flags of Mercosur countries waving in the wind.

The South American trade bloc's July 2-3 summit will likely advance two key initiatives: increasing member state autonomy on tariff decisions and finalizing free trade deals with countries seeking to avoid U.S. tariffs.

The Mercosur Summit Will Focus on Advancing Tariff Autonomy and Trade Deals

Brunei Darussalam

Cambodia

Laos

Malaysia

Philippines

Singapore

Thailand

The Geopolitics of Trade

The impending full implementation of sweeping U.S. tariffs threatens to significantly disrupt export-driven ASEAN economies, which is driving countries to seek alternative trade partners.

The Geopolitics of Trade: U.S. Tariffs Give Impetus to ASEAN Trade Diversification

Sub-Saharan Africa

Germany

France

United Kingdom

Italy

Rescue teams work at damaged buildings in Nobonyad Square following Israeli airstrikes on June 13, 2025, in Tehran, Iran. 

Russia-Ukraine Conflict

The Weekly Rundown: G7 Leaders' Summit, More Israeli Attacks on Iran

Belize

Chile

Colombia

Costa Rica

Cuba

Dominican Republic

Ecuador

El Salvador

Guatemala

Guyana

Haiti

Honduras

Mexico

Nicaragua

Panama

Peru

Suriname

Venezuela

(L-R) Colombian Foreign Minister Laura Sarabia, Chinese Foreign Minister Wang Yi and Honduran Foreign Minister Eduardo Enrique Reina attend a plenary session of the China-CELAC ministerial meeting at the Great Hall of the People on May 13, 2025, in Beijing, China. 

Latin America and the Caribbean will welcome China's increased engagement, but strong ties to the West and China's economic slowdown will limit Beijing's influence in the region.

Despite Stronger Trade Ties, China's Influence in Latin America Will Remain Limited

Global Trade

SITUATION REPORTS

China: Country Adopts Licensing Requirements for Certain EV Battery, Lithium Extraction Technologies

Vietnam, U.S.: Lack of Consensus on Trade Deal Puts It In Jeopardy

U.S., Canada: Trump Threatens New 35% Tariff on Canadian Goods

U.S.: Trump Says Final Trade Deal Offers To Be Sent Within Weeks, Door Opens for Tariff Delays

U.S.: Trump Threatens Apple With 25% Tariff on iPhone Imports

U.S., Europe: Trump Threatens 50% Blanket Tariff on EU Goods Amid Stalled Talks

EU: Economic Growth Likely To Slow

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