What’s going on? The US and China reached a new agreement on rare earth minerals. What does this mean? Why should I care? The bigger picture: Green is back Zooming out: Missing you, export Content source: 1. Finimize (2025) Medium Rare. https://finimize.com/content/medium-rare [Accessed on Jun 28, 2025]
Tag: export
Ep 168: China’s slower manufacturing activity and growth forecast, and the Eurozone’s CO2 emission price boom
What’s going on? In August, China’s manufacturing activity shrank for the first time since April 2020. What does this mean? China’s economy seems to be finally slowing down after having outperformed its rivals’ during the pandemic: a widely followed manufacturing activity survey (asking factory managers how busy they’ve been compared to the month before) showed activity in…
Ep 128: Vietnam Steel Industry: Rising demand and Fierce competition
What’s going on? The demand for Steel in Vietnam is expected to grow with positive macroeconomics signals, capital outflows from China, and newly-signed free trade agreements. Along with that, competition appears to be sharper with the strong growth of Hoa Phat and the shrinking of Pomina and Vinakyoei. The rising demand drivers Volume Steel consumption…
Ep 78: Exports Fan
What’s Going On Here? A key survey of eurozone activity showed the bloc’s export-driven manufacturing sector – though still shrinking – ticked up in November. What Does This Mean? The promising data for the eurozone’s manufacturing sector raised hopes that the worst of the region’s recent industrial slump may finally be over. But the bloc still has…
Ep 46: Chin Up, China
What’s Going On Here? China’s economy grew 6.2% in the second quarter of 2019 versus a year before (its slowest rate since the end of the Cold War). What Does This Mean? While the growth rate was in line with economists’ expectations and with China’s target of 6-6.5% for 2019 as a whole – a close inspection of the…
with HT 