Ep 22 - The tariffs “have become a joke” + rare earth controls

In this week’s podcast, Trivium Co-founder Andrew Polk is joined again by Cory Combs, Trivium’s head of supply chain research, to unpack the latest US-China trade war twists. The two discuss:Friday’s pause in the tariff escalationChina’s pointed efforts to signal it won’t escalate furtherWhether the pause has staying powerWhy a painful stalemate is still far better than some of the alternativesThe two then examine China’s latest export controls on rare earth elements.Cory breaks down the key dynamics, implications for companies, and what to expect next.