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Artwork for Geopolitics Decanted with Dmitri Alperovitch
Geopolitics Decanted with Dmitri Alperovitch · Oct 31, 2025 · 23 min

Why The China Trade Truce Is Unlikely to Last

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

0:00-23:42

transcript

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show notes

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

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