Global Scans · China · Weekly Summary

WHAT'S NEXT?: Any disruption in economic activity between China and the United States will necessarily affect other Asian and world economies. How China handles Donald Trump's administration, its relationship with Russia and develops its leadership ambitions will be key areas to watch intently in the coming years.

• [New] Vestas, the largest wind turbine maker outside China, said it expects global offshore wind capacity to grow 20-25% per year until 2030, but that Europe needs faster licensing, better auction designs and grid expansion to support a build-out. Yahoo Finance
• [New] China will terminate its various investigations targeting U.S. companies in the semiconductor supply chain, including its antitrust, anti-monopoly, and antidumping investigations. Sandler, Travis & Rosenberg, P.A.
• [New] China committed to purchase at least 12 million metric tons of U.S. soybeans during the last two months of 2025 and at least 25 MMT in each of 2026, 2027, and 2028. Sandler, Travis & Rosenberg, P.A.
• [New] The White House claimed that China will also issue general licenses valid for exports of rare earths, gallium, germanium, antimony, and graphite for the benefit of U.S. end users and their suppliers around the world. Sandler, Travis & Rosenberg, P.A.
• [New] As regulatory and technological momentum builds behind electric vehicles, consumer uptake remains slower than expected, traditional sales models are evolving, and competition from fast-moving Chinese manufacturers is intensifying. Future of the Car
• [New] China has established itself as the dominant EV producer globally, and low-cost EVs will likely put pressure on national economies and erode profit margins for domestic legacy manufacturers. The Conference Board
• [New] From January to October, China's NEV wholesale sales are projected to reach 12.05 million units, representing a 30% year-on-year increase. CnEVPost
• [New] Secretary of State Marco Rubio told Trump that Blackwell sales would threaten national security, as it would boost China's AI data-center capabilities and backfire on the United States. Just Security
• [New] China agreed to suspend export controls on rare earths announced in October, take measures to stop the flow of fentanyl, remove retaliatory tariffs, and purchase at least 12 million metric tons (MMT) of U.S. soybeans in 2025 followed by 25 MMT in 2026, 2027, and 2028. Forvis Mazars
• [New] Asia-Pacific is the fastest-growing region, with an expected CAGR of 31% from 2025 to 2030, driven by digitalization initiatives in countries like India and China. Virtue Market Research
• [New] The countries with the largest number of people with diabetes are, and will be in the year 2025, India, China, and the U.S. PubMed
• [New] China will eliminate controls on rare earth elements. Morningstar, Inc.
• [New] China is expected to delay its rare earth licensing regime and resume US soybean purchases, signaling improving trade relations. The Times Of India
• [New] China may possess 1,500 nuclear weapons by 2035, with strike capabilities from land, sea, and air (known as a full nuclear triad). CNN
• [New] China will begin easing an export ban on automotive computer chips vital to production of cars across the world as part of a trade deal struck between the US and China. BBC News
• [New] Throughout late 2029, naval combat in the South China Sea intensified, which led to the entrance of Vietnam, Japan and Laos into the war against China. Future
• [New] China has made hydrogen a central part of its plan to reach carbon neutrality by 2060. News.Az
• [New] China will effectively suspend implementation of additional export controls on rare earth metals and terminate investigations targeting US companies in the semiconductor supply chain. Yahoo Finance
• [New] With iPhone momentum and holiday demand on its side, Apple is forecasting 10-12 percent overall revenue growth and what could be its strongest holiday quarter ever. / China Moneycontrol
• China will for the first time have survivable (mobile) theater nuclear forces capable of conducting low-yield precision strikes on U.S. and allied forces and infrastructure across East Asia, in contrast to its historic practice of fielding only larger yield weapons. The Heritage Foundation
• For China, guaranteed palm oil supplies provide essential inputs for food processing, industrial production, and bioenergy, helping to stabilise supply chains and reduce vulnerability amid a complex geopolitical environment. CSPO Watch
• With nearly all LFP cathode materials still made in China, Western nations now face a glaring supply chain vulnerability. All Penny Stocks
• By 2030, over 95% of planned low-emissions hydrogen production in industry is expected to be located in North America, China, the European Union, the Middle East, and India. Mercomindia.com

Last updated: 07 November 2025