Trade War Oct 19, 2026: China Curbs Drone and Tunnel Borer Exports
Trade war: China’s new dual-use export curbs, Rubio’s Samarkand deal push and final Canadian lumber duties lead Monday’s update.
Reporting on Economic Analysis.
Trade war: China’s new dual-use export curbs, Rubio’s Samarkand deal push and final Canadian lumber duties lead Monday’s update.
Trade war: Rubio links the Graham Act waiver to India and energy prices as Vietnam signs with EFTA and China’s Li Qiang visits Tashkent.
Trade war: Trump waives Graham Act tariffs on Russian oil buyers; China drafts AI and solar tech export curbs; EU readies tools.
Trade war update: Commerce finalizes pulp duties on Brazil and Norway, India blames Chinese barriers for its deficit, and Beijing warns the EU.
US-China trade war: FMC proposes $200,000 Spanish ship fees; Commerce resets Italian pasta margins; EU summit opens on imbalances.
Trade war update: China’s September surplus hits $133.53 billion, Beijing opens the Canton Fair and Taiwan is named as an Alaska gas buyer.
Trade war update: China calls the EU hybrid cap growth, Iran auto and rail sanctions are published, and Beijing eases aviation exports.
Trade war update: EU adds 1,600 Russia listings and presses the US on the Graham Bill as a metals-content rule nears publication.
Bessent says the US-China truce runs to January 10, 2027, with no Federal Register notice yet; US goods deficits with Vietnam and Taiwan exceed China’s.
IEEPA tariff refunds: CBP says about $126B is paid or sent for payment, and a trade court certified a class for importers who never filed. What it means.
The EU and China trade a hybrid-car deal for rare-earth licences, Beijing warns on a US pact, and tanker freight hits $41 a barrel.
Treasury sanctions 17 firms and 17 tankers in Iran’s shadow fleet, the EU agrees 1,600+ Russia listings, Brent nears $105 and Wolfspeed wins a $1.5B loan.
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