United States

China

Economics

Politics

China's commerce ministry announced on Nov. 9 that it had suspended for one year its December 2024 decision to ban exports of germanium, gallium, graphite, tungsten and antimony to the United States, though these exports are still subject to an export licensing regime.

China: U.S. Minerals Export Ban Paused, Fentanyl Precursor Exports Curbed

U.S.-China Relations

Netherlands

Environment, Science & Technology

A Chinese Ministry of Commerce spokesperson said on Nov. 1 that China would "consider" authorizing the export of chips from Dutch-headquartered semiconductor manufacturer Nexperia's China unit to individual companies, the Financial Times reported.

U.S., China, Netherlands: Nexperia China Chip Shipments To Resume, But Uncertainty Remains

The U.S. and Chinese trade teams met Oct. 25-27 in Malaysia, with both sides suggesting they had agreed on a number of terms that could be turned into a formal deal when U.S. President Donald Trump and Chinese President Xi Jinping meet Oct. 30 in South Korea, The New York Times reported.

U.S., China: Envoys Agree on Trade Terms Ahead of Xi-Trump Meeting

U.S. Trade Representative Jamieson Greer announced that the United States was launching a Section 301 trade investigation into whether China complied with Phase 1 of the 2020 U.S.-China trade deal, Bloomberg reported on Oct. 24.

U.S., China: U.S. Probe Portends New Tariffs Over Phase 1 Noncompliance

China announced on Oct. 14 that it was sanctioning five U.S. subsidiaries of South Korean shipbuilder Hanwha Ocean and could announce further retaliatory measures over new U.S. Section 301 investigations into China's maritime sector. The same day, U.S. and Chinese port fees on each other's ships came into effect.

U.S., China: China Sanctions South Korean Shipbuilder's U.S. Units as Port Fees Come Into Effect

U.S. President Donald Trump posted on Truth Social on Oct. 12 that Chinese "President Xi [Jinping] just had a bad moment," in reference to China's Oct. 9 expansion of rare earth export curbs, and that "The U.S.A. wants to help China, not hurt it." 

U.S., China: U.S. Open to De-escalation, But Deal Terms Growing More Contentious

Europe

Cyber

Global Trade

The Dutch government has temporarily taken control of Chinese-owned semiconductor manufacturer Nexperia, citing risks to national and European technological security, the Financial Times reported Oct. 12.

Netherlands, China: Dutch Government Seizes Control of Chinese-Owned Chipmaker 

U.S. President Donald Trump announced the United States will impose a 100% tariff on Chinese goods on top of existing tariffs, effective Nov. 1 or sooner, in response to new Chinese export licensing requirements announced the previous day, the president said in an Oct. 10 Truth Social post.

U.S., China: Trump Announces New 100% Tariff on China, Export Controls on Critical Software

Assessments

Brazil

Iraq

Syria

Campaign posters Nov. 6 ahead of Nov. 11 Iraqi parliamentary elections in central Baghdad.

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

The Weekly Rundown: Iraqi Elections, a U.S.-China Deal Enters Effect

Snapshots

U.S. President Donald Trump (L) and China's President Xi Jinping leave after their talks at the Gimhae Air Base, in Busan, South Korea, on Oct. 30, 2025. 

The framework deal favors China by boosting its export competitiveness, but future escalations with the U.S. are likely over the coming year due to differing interpretations of the new measures and ongoing trade tensions.

China Secures Favorable U.S. Trade Deal, New Escalations Still Likely

Brunei Darussalam

Cambodia

Timor-Leste

Indonesia

Laos

Malaysia

Myanmar

Philippines

Singapore

Thailand

Vietnam

U.S. President Donald Trump (center) poses for a group photo with the leaders of (L-R) Singapore, East Timor, Vietnam, Cambodia, Malaysia, the Philippines, Brunei, Indonesia and Laos during the ASEAN leaders summit on Oct. 26, 2025. 

Military & Security

The summit highlighted the Southeast Asian bloc's attempts to boost internal unity and economic integration amid the U.S.-China rivalry, but it also exposed structural divides and external pressures that hinder unified action and leave ASEAN states vulnerable to coercion.

The Takeaways From the 2025 ASEAN Summit

Cameroon

Cote d'Ivoire

Tanzania

Argentina

Japan

South Korea

Supporters of Argentine President Javier Milei's Liberty Advances (LLA) party wave flags during a campaign rally in Rosario, Argentina, on Oct. 23, 2025.

The Weekly Rundown: Argentina Holds Midterm Elections, Trump Travels to Asia

Media

Sub-Saharan Africa

Americas

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Asia-Pacific

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South Asia

Forecast Webcast

Israel-Hamas Conflict

Russia-Ukraine Conflict

Join our analysts for this webcast recording exploring key topics identified in RANE's 2025 Fourth-Quarter Forecast.

2025 Fourth-Quarter Forecast Webcast

The fourth quarter will bring shifting trade tactics, evolving wars, and pivotal elections and flashpoints worldwide that will test governments’ stability and market confidence.

2025 Fourth-Quarter Forecast: An Excerpt

Chinese Vice Premier He Lifeng arrives for trade talks with US Secretary of the Treasury Scott Bessent at the foreign ministry in Madrid on Sept. 14, 2025.

A Trump-Xi phone call and a fourth round of U.S.-China trade talks have yielded few concrete results, showing that negotiations on trade and TikTok will remain slow-going.

Despite Trump-Xi Phone Call, U.S.-China Trade Talks Struggle To Gain Traction

Flag of China on a red-painted printed circuit board.

Advancements in China's semiconductor sector are reducing Chinese companies' reliance on foreign technology, enabling them to push back more firmly against Western hegemony.

China's Chip Advances Increase Beijing's Leverage in Talks With the U.S.

Chile

Israel

Qatar

United Kingdom

Russia

Qatar's Prime Minister and Foreign Minister Sheikh Mohammed bin Abdulrahman al-Thani addresses a press conference following Israeli strikes in Doha on Sept. 9, 2025. 

The Weekly Rundown: Qatar Hosts an Arab-Islamic Summit, EU Announces New Sanctions on Russia

Columns

On Geopolitics

A portrait of former U.S. President Ronald Reagan is seen in the background as U.S. President Donald Trump speaks to reporters in the Oval Office of the White House in Washington, D.C., on April 22, 2025.

In just seven months in office, the Trump administration has pursued a series of highly unconventional economic policies that, taken together, amount to the deepest government interventionism into the U.S. economy of any president since the Reagan era.

The Visible Hand: Trump's Interventionism Reshapes American Capitalism

U.S. President Donald Trump speaks during the "Winning the AI Race" summit hosted by All‑In Podcast and Hill & Valley Forum at the Andrew W. Mellon Auditorium on July 23, 2025, in Washington, D.C. 

Relaxed U.S. export controls on key semiconductors will enable Chinese companies to accelerate their advancement of AI-focused chips.

How U.S. Export Concessions Could Boost China's AI Ambitions

Palestinian Territories

India

U.S. President Donald Trump (R) looks at Russia's President Vladimir Putin on Nov. 30, 2018, during the G20 Leaders' Summit in Buenos Aires, Argentina. U.S. President Donald Trump and Russian President Vladimir Putin are expected to meet in the coming days.

Energy

The Weekly Rundown: A Trump-Putin Summit, the Deadline for a U.S.-China Tariff Pause

U.S.-China Relations

SITUATION REPORTS

China: U.S. Minerals Export Ban Paused, Fentanyl Precursor Exports Curbed

U.S., China, Netherlands: Nexperia China Chip Shipments To Resume, But Uncertainty Remains

U.S., China: Envoys Agree on Trade Terms Ahead of Xi-Trump Meeting

U.S., China: U.S. Probe Portends New Tariffs Over Phase 1 Noncompliance

U.S., China: China Sanctions South Korean Shipbuilder's U.S. Units as Port Fees Come Into Effect

U.S., China: U.S. Open to De-escalation, But Deal Terms Growing More Contentious

Netherlands, China: Dutch Government Seizes Control of Chinese-Owned Chipmaker

U.S., China: Trump Announces New 100% Tariff on China, Export Controls on Critical Software

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