Research & Analysis

The National Defense Authorization Act (NDAA) for 2027 is coming into focus after the House and Senate armed services committees advanced their versions of the bill earlier this month. Amendments to the House bill have been submitted for consideration, with Senate-side amendments expected to be released soon. The NDAA is must-pass legislation and often serves as a vehicle for China-related provisions that might not advance on their own.

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.

The export controls and sanctions tracker lists all active Commerce, Treasury, and State Department export controls aimed at China—including Hong Kong. This tracker is updated regularly and an archived tab will be added in the future as entities and individuals are removed from US government blacklists.

USCBC interviews Yi Fuxian, senior scientist at the University of Wisconsin–Madison, on the factors behind China’s demographic decline, the impacts on its economy, and emerging commercial opportunities.

Exports from China are facing a new threat to their competitiveness: carbon border taxes. The EU’s carbon border adjustment mechanism, which took effect in January, requires the bloc’s importers to pay for the carbon emissions of the goods they purchase. Similar legislation is set to take effect next year in the United Kingdom, and Canada, Japan, Australia, and South Korea all have carbon import taxes in the legislative pipeline.

Beijing is systematically executing its AI+ Action Plan across specific industries, with the energy sector its most recent focus. On May 8, four Chinese government agencies jointly issued the Action Plan for Promoting the Mutual Empowerment of AI and Energy, offering an early glimpse into how Beijing will operationalize its AI ambitions. In explicitly linking AI development and energy security, the document solidifies China’s strategy of embedding AI in existing industrial systems rather than treating AI as its own separate industry.

On June 1, China’s State Council released the Regulation on Outbound Investment, elevating the issue to the State Council level and expanding oversight to factor in national security, technology transfer, capital flows, and data. The new rules will take effect on July 1.

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.

The Department of Defense (DOD) on Monday released an updated 1260H list, which designates Chinese military-linked companies. Chinese tech giants Alibaba and Baidu, automaker BYD, biotech firm WuXi AppTec, robotics company RoboSense Technology, and router maker TP-Link are among those newly added.

US-China relations remain companies’ greatest challenge in the China market, and despite the truce, both governments continue to release new economic security policies. Against this backdrop, the business environment remains challenging for most companies. This year, China’s macroeconomy returned as companies’ second-biggest challenge.