Research & Analysis

Trade ministers from 12 G20 countries, the EU, and Poland on Wednesday signed a US-led joint statement on addressing structural excess capacity. The statement does not directly mention China, but the sectors named in the document — autos and electric vehicles, batteries, chemicals, foundational semiconductors, and solar panels — are dominated by China. Six other G20 members, including China, did not sign.

USCBC interviews Andy Rothman, founder of Sinology LLC, on the potential for reviving consumption in China. Despite weak consumer confidence, he remains upbeat, pointing to top-level signaling and untapped spending potential.

This tracker monitors direct diplomatic interactions between the United States and China, documenting high-level meetings, phone calls, and official visits between American and Chinese government officials, starting with the second Trump administration.

The Federal Communications Commission (FCC) is becoming an active avenue for US restrictions on Chinese imports. As Presidents Donald Trump and Xi Jinping meet in Washington, the FCC’s growing actions on China shift the risk calculus for the Busan truce. While the United States may perceive import restrictions as outside the scope of the agreement reached between the countries in May 2025, China has signaled that FCC controls constitute a “serious violation.”

As Congress looks to complete its work before the midterm elections, USCBC members should closely monitor negotiations over the 2027 National Defense Authorization Act (NDAA), an annual must-pass bill that sets policies and funding for the Defense Department. As in recent years, Congress is using the NDAA as a vehicle to address China-related economic and national security concerns.

Treasury Secretary Scott Bessent and US Trade Representative Jamieson Greer are expected to meet Vice Premier He Lifeng this weekend for a final round of negotiations in New York before the Trump-Xi meeting next week. Secretary of State Marco Rubio and Chinese Foreign Minister Wang Yi had a phone call on Thursday to discuss “high-level interactions in the spirit of equality, respect and reciprocity,” according to the Chinese readout. President Donald Trump plans to greet Chinese President Xi Jinping at Joint Base Andrews on Wednesday, before the September 24-25 summit.

USCBC interviews Lizzi C. Lee, fellow at the Asia Society Policy Institute’s Center for China Analysis, on the roots of China’s excess capacity in clean technology like solar and EVs, how it can avoid repeating the same cycle in robotics, and where MNCs can help advance the country’s rebalancing agenda.

Three US security agencies on Tuesday issued an advisory alleging that Chinese AI firms trained their models on the outputs of US models, calling for a coordinated response from the US government, private sector, and allies. The advisory also recommends that US AI companies strengthen detection of anomalous accounts and usage patterns, use downgraded models to respond to suspected distillation requests, and share intelligence across model providers, cloud platforms, and API aggregators.

This calendar includes key diplomatic engagements, international summits, trade fairs, economic forums, and policy milestones that will shape bilateral relations between the US and China throughout the year. Events range from USCBC-hosted conferences and Chinese government meetings to multilateral gatherings such as APEC, G7, and G20 summits, offering stakeholders a strategic planning tool for navigating the evolving US-China landscape.

This tracker monitors trade and economic actions between the United States and China from January 2025 to present. It documents tariffs, export controls, investigations, entity list additions, and other trade-related measures announced by both governments, providing announcement dates, effective dates, sources, and summaries of each action. The tracker is regularly updated to help members stay informed about the evolving US-China trade relationship.