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Showing research about China

20190520-first-cut-total

Downturn Predictions Defied as U.S. Imports Spring Up in April

U.S. seaborne imports grew 3.5% year over year in April – arguably the first normalized month following the lunar new year period and earlier tariff volatility. It may be the last for a while given the increase in tariffs on Chinese imports applied from May 10. Imports from China increas... Read more →

20190510-us-renewables-total

Solar Power Lights Up as Tariffs Become Business-as-Usual

The U.S. has reached two million solar power installations, double the level of three years ago. That’s come despite the imposition of tariff-rate quotas (TRQ) after the section 201 review by the Trump administration in Jan. 2018. Despite the TRQ there was a 110.8% rebound in seaborne im... Read more →

20190510-trade-war-us-imports

Trump’s Tariffs Proved More Effective Than Xi’s in March

The U.S.-China trade war continued to go in America’s favor in March. U.S. imports of list 1+2 products  – where 25% duties were applied by the Trump administration in July and August – fell 33.1% year over year in March. Meanwhile imports of list 3 goods, where there have been 10%... Read more →

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Tesla Sees Battery Supplies Falling as Cobalt Feels the Blues

Tesla’s manager for battery metal supplies, Sarah Maryssael, has flagged an emerging shortage of battery metals including cobalt. That comes as cobalt prices have fallen 41.2% in the three months to May. 8 versus 4Q 2018. The collapse in prices may be linked to lower U.S. demand, where T... Read more →

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