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
- US chip suppliers ($NVDA (+3,35%)
$AMD (-2,71%) ) & pharmaceutical players ($LLY (+0,22%), $JNJ (-0,33%)) - Ethane export duo $EPD & $ET
Chinese customers like Satellite Chemical, Sinopec, Wanhua- GE Aerospace thanks to turbine exceptions
⚠️ Risk: Exemptions are revocable & depend on negotiation progress between Trump administration and Beijing.
#China
#USA
#Zölle
#Aktien
#Chemie
#Halbleiter
#Pharma
#Energy
#getquin
