Why The China Trade Truce Is Unlikely to Last

from Geopolitics Decanted with Dmitri Alperovitch · host Dmitri Alperovitch, Sarah Stewart

Dmitri Alperovitch talks with Sarah Stewart, CEO at Silverado and former senior US trade negotiator, about the Trump-Xi meeting in South Korea. They discuss the details of the agreement reached and why it is a temporary trade truce at best. 00:00 Introduction 01:13 US Objectives for the Trump-Xi Meeting 08:43 The Rare Earths Truce 11:29 A Temporary Truce, Not a Deal 12:31 China's Historical Record of Delivering on Their Commitments 16:11 Why This Truce Is Unlikely to Last a Year 17:39 Deals With the Rest of the World 18:45 Strategic Implications of the Malaysia Trade Deal 20:27 No Concessions on AI Chips Export

Episode metadata supplied by the publisher feed · Published Oct 31, 2025

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Why The China Trade Truce Is Unlikely to Last

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This episode was published on October 31, 2025.

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