Eve here. The Anglosphere Press found that the US is more than a small pickle when it comes to tariffs in China, stagnating in trade contracts (per Treasury Secretary Bessent). As shown below, Trump has similar problems in Mexico, although more serious, due to the level of bilateral energy trade.
As typical for Trump, he did not understand that he agreed to China’s withdrawal at tariffs on his release date. China has agreed to end the halt of rare earth transport to the United States. Apparently the reopening of that trade was slower than the US wanted. Contra-playing fantasy, you cannot turn these steps off or place them on like a water supply.
But what was lost in Trump and his amateur team was that China agreed to resume rare earth transport only with regard to the United States, and made no commitment regarding the operation of US multinationals or foreign suppliers of intermediate products to the US. I’ve mentioned this Tweetstorm in the link before, and it’s definitely worth revisiting.
2. This means that the loophole in buying Korea and Japan has finally been closed. Now they are desperate, my guess is that this export control is beginning to hit the US, and their stockpiles are very low. When you think about it, it’s actually amazing…
– Missley (@missquanyi18) June 2, 2025
4. China has decided to interfere forever. This is fundamentally important. For me, this rare earth magnet export ban is so important that I will not give up on EUV lithography. Hugses said yesterday that the US would defend Taiwan…
– Missley (@missquanyi18) June 2, 2025
6. Processing facility. China has already mastered the techniques behind creating magnets for EV motors that can operate on the 200c. In the West, China will be processing processing technology in at least 10 years… pic.twitter.com/flaajg2a03
– Missley (@missquanyi18) June 2, 2025
It’s no wonder Trump is screaming that it’s difficult to negotiate with XI. Why is he necessary when the US is loudly threatening that China is the largest geostrategic threat in the US and that our troops need to “pivot” east to cut them down to size?
More goals for China:
Trump has made an insane blunder that drove countries around the world into the arms of Chinese people. Trump destroyed trade relations and China left the US in the cold. XI does not need to trade with the US, he says Trump is trading all over the world…
-Alex Cole (@AcnewSitics) June 4, 2025
As a result of Trump’s trade war, there is a very decent chance that Ford and General Motors will have to open a brand new factory in *China*.
SNL could not write this ridiculous script at this point. pic.twitter.com/gxummeykro
– Spencer Hakimian (@spencerhakimian) June 4, 2025
Now, to the equation for Mexico’s energy trade portion.
Haley Zalemba, a Mexico City-based author and journalist. It has been originally published Oil price
- The US and Mexico have developed important energy trade ties, with US natural gas exports increasing dramatically over the last few decades, creating high levels of economic interdependence.
- Experts argue that the energy trade between the US and Mexico is so important to both countries’ economies that it could largely be protected from tariff threats that could be used for diplomatic leverage.
- Mexico is heavily involved in the US strategy of converging energy supply chains, maintaining good relations between the two countries’ leaders, essential to their economic and energy goals.
Customs whiplash under the Trump administration raised many concerns about US relations with Canada and Mexico’s first and second largest trading partner. This is especially true in the energy trade. This depends on all members of the US-Mexico-Canada Agreement (USMCA) to keep the economy healthy. Experts acknowledge the important role of energy trade for all stakeholders and argue that strengthening these relationships is important in these unstable times.
This applies to everything in North America, but especially to the US-Mexico energy trade relationship, which has expanded significantly over the last few decades. In January this year, natural gas pipeline exports from the US to Mexico have reached a point 19.92 billion cubic feet. This represents a 10-fold increase since 2012 and a nearly 200-fold increase since 1990. This rapid growth makes the two economies more closely related than ever.
Experts say that the scale and rapid expansion of this relationship has led the US and Mexico to need healthy energy trade relationships for their respective economic well-being. “For Mexico, reliable access to competitively priced US energy is essential to maintaining economic growth, enabling industry competitiveness, and stabilizing the electrical grid,” A said. Recent Opinion Pieces From the hill written by Duncan Wood. “At the same time, Mexico has become an essential customer for the US, so the recession of Mexico’s demand will spread through infrastructure companies that have built pipelines and terminals to serve US refineries, gas producers and southern markets,” Wood continues.
This means that tariffs can pose a major threat to continental trade agreements and fundamental parts of the economy. But that could also mean that tariffs did not actually stand the opportunity. In April this year, Carlos Guadalama, senior energy consultant at the World Bank, said the energy trade between the two countries is very integrated and important. Inherently protected from dutiesand Trump’s tariff rope a dope implies that dope with Mexico is based on the threat of the sky.
“At this point, I don’t think tariffs will affect bilateral energy trade because I saw the US threaten Mexico’s tariffs several times,” Guadalama told Natural Gas Intelligence. “I think Trump uses tariffs as a threatening mechanism, so that the Mexican government is complying with the US in other areas of demand and interest beyond energy. Personally, I don’t think it’s effective in bilateral trade when it comes to energy,” he said.
This means that two new US and Mexico presidents, Donald Trump and Claudia Sheinbaum, will need to maintain good relations and high levels of diplomacy if they want to continue making money from the Mexican grid, and Mexico wants to grow their economy using relatively inexpensive and rich American energy imports.
Furthermore, maintaining energy trade ties with Mexico is of paramount importance to the US’s own energy strategy. Move from the global supply chain to near-sales loads of friends. Around this time last year, the Atlantic Council reported that cooperation between the two new regimes of the US and Mexico was important to ease their dependence on trade with China. The US plan close to the energy supply chain – bringing the production line closer to home – highlighting Mexico.
At the time, when the potential consequences of US elections were still subject to much debate, the Atlantic Council advised, “The US should seize the opportunity to work with the Sinbaum administration to strengthen Mexico’s energy sector, thereby enabling supply chain security to approach. So far, Trump has played Mexico like they did. But this mutually beneficial energy market needs may just blow smoke away.
