Key findings
– The summit between US President Donald Trump and mainland Chinese President Xi Jinping lowered the temperature, not the stakes: both sides signaled a managed stabilization in ties, but the deliverables remain narrow and reversible, and see unresolved points from Taiwan to trade architecture.
– Geopolitics continue to actively redraw supply chains, from Strait of Hormuz-related shipping detours and softer US import volumes to the growing use of feeder ports, overland corridors and inventory strategies as firms chase continuity at higher cost.