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Trump’s 2027 minerals deadline runs into US supply reality
Trump’s plan to end US reliance on Chinese critical minerals faces challenges
China’s exports decelerate on conflict disruptions and seasonal distortions
Exports rose just 2.5% y-o-y in March, while imports increased by 28% y-o-y
Beijing steps up UAE engagement, pairing conflict diplomacy with an energy push
China’s president pitched a four-point peace framework, while its premier pushed deeper energy cooperation with the UAE
Two-speed China: exports fly, corporate profits lag
China generated a USD 1.2 tn trade surplus in 2025, with exports at record highs.
Masdar to power farming with solar, Biobank links up with Astrazeneca, Jotun goes long-term, Abu Dhabi backs Bain, and GSU + China partner on energy
Masdar linked up with Elite Agro Holding for the region’s first agricultural PV project
THIS MORNING: Sharjah eyes RMB-denominated loan + Emirates NBD back in talks with India’s RBL Bank?
Plus: Dubai Loop to open next year?
China tightens control on rare-earth minerals
The US is directly affected as it sources 70% of its rare-earths exports from China
THIS MORNING: Fuel prices rise in October + Spinneys ventures outside of the Gulf with first stores in Philippines
Plus: Keeta plans mns of USD in investments in the UAE
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