#tariffs-on-china

#tariffs-on-china

Shipping costs have increased by more than 10 percent in the past month due to the US-Israel war on Iran. The 60-day waiver for the Jones Act aimed to lower energy costs but has had little impact on oil prices, which continue to rise amid the ongoing conflict.

China has actually closed the model performance gap, and that means that the quality of the models coming from China are becoming at a neck and neck pace with the United States.

The government of Daniel Noboa announced that, starting May 1, the security tax on imports from the neighboring country will be raised from 50% to 100%. This decision is based on national security criteria, after observing the lack of implementation of concrete and effective measures regarding border security by Colombia.

Nvidia's Q3 FY2026 earnings call revealed China data center revenue grew sequentially on "export-compliant copper products," but CFO Colette Kress noted it "remains well below levels prior to the onset of export controls." Nvidia has been selling export-compliant chips to China for two years, and China previously represented 20-30% of revenue share. NVDA is up 0.77% over the past week while Advanced Micro Devices ( NASDAQ:AMD) surged 12%. Nvidia's stock has shown limited movement following the news, while AMD has captured significant momentum.

President Trump hates the United States' trade deficit. Indeed, he is so concerned about the "economic and national security risks" the deficit creates that he imposed a tariff regime that raised geopolitical tensions across the globe.The only problem is that his tariffs don't appear to be rebalancing the huge volume of goods and services the U.S. imports, versus its declining exports.

China recorded strong exports in 2025 with a record $1.2 trillion trade surplus, as producers shifted their focus to markets other than the US amid Trump's tariffs. Customs data showed that Beijing's global surplus rose 20% from the previous year, which saw a $992 billion surplus. Exports in 2025 stood at $3.7 trillion and imports at $2.58 trillion, government data showed on Wednesday. The record surplus was aided by a 6.6% bump in exports in the month of December when compared to December 2024,