4D·

🇨🇳🤝🇺🇸 #TradeWar-Update

China has quietly and secretly created a "whitelist" of US-made products that are exempt from the 125% punitive tariffs affected companies are informed discreetly and the list remains secret. Reuters


✨ Already known exceptions

  • 💊 Active pharmaceutical ingredients
  • 🖥️ High-performance microchips
  • ✈️ Aircraft turbines
  • NEW: US ethanes for China's petrochemical industry (Satellite Chemical, Wanhua, etc.).
  • Profiteers on the US side: Enterprise Products (EPD), Energy Transfer (ET). Reuters


🧐 Why this is important

Dual strategy: Beijing holds the hard line on foreign policy, but alleviates domestic cost explosions. Reuters

Participation principle: Companies are allowed to report "critical imported goods" - the list could continue to grow.

Impact check: Authorities survey companies to quantify real damage of the tariff spiral.


📈 Possible winners


⚠️ Risk: Exemptions are revocable & depend on negotiation progress between Trump administration and Beijing.

#China
#USA
#Zölle
#Aktien
#Chemie
#Halbleiter
#Pharma
#Energy
#getquin

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