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[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

Last Modified

2024-11-29

Update Frequency

Not

Format

PDF

Overview

Summary
Since the Trump administration initiated the U.S.-China trade war during its first term, the U.S. has imposed a series of extensive tariffs on China. This has not only profoundly altered global supply chains and international trade patterns, but also prompted retaliatory measures from China, thus exacerbating global economic uncertainties. Based on Trump’s discourse on U.S.-China trade during his campaign, this report will explore the potential impact of a Trump 2.0 on U.S.-China trade relations.

Table of Contents
1. Trump’s Impact on U.S.-China Trades
(1) Retrospect on U.S.-China Trade War
(2) Trump’s Trade Policies
(3) Entrepot Trades and Key Regions for China

2. Key Cabinet Picks for Trump’s Second Term

3. Energy Policies of Trump’s Administration
(1) Importance of IRA Subsidies on US Solar Suppliers
(2) Will the IRA Really Be Completely Repealed?
(3) Biden’s and Trump’s Respective Trade Policies on Solar (Photovoltaic) Products

4. TRI’s View
(1) Trump Will Adopt More Aggressive Policies Towards China, Continuing to Monitor and Restrict
Entrepot Trade
(2) Trump’s Administration to Promote Fossil Fuel Adoption, Potentially Impacting Renewable
Energy

＜Total Pages：24＞

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[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

Overview

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

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Research Reports

USD $200

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

Overview

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the Impact of U.S. Ban on Chinese Automotive Software and Hardware

[Selected Topics] AI Chips to Extricate Smartphone Market from Negative Growth and Gradually Become Market Mainstream

[Selected Topics] Outlook for Network IC Design: Growing Demand for Wi-Fi 7 (Presentation)

[Selected Topics] DeepSeek Optimizes AI Deployment Costs and Creates New Sources of Memory Demand

[Selected Topics] The Development and Forecast of EV Traction Inverters and Power Semiconductors

Selected TopicsRelated Reports

[Selected Topics] QoQ 8.0% & YoY 84.4% in 4Q24 Server DRAM Revenue under Incessant Demand for DDR5

[Selected Topics] China’s Local Government Subsidies Boost Global Smartphone Production, Driving a QoQ Growth of 9.2% for 4Q24 and Coming to a Total Annual Volume of 1.224 Billion Units

[Selected Topics] With Bit Shipments Shrinking, Mobile DRAM Revenue Fell Again in 4Q24

[Selected Topics] TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

[Selected Topics] TSMC’s Advanced Nodes Stood Out as Total Revenue of Global Top 10 Foundries Climbed 9.9% QoQ to a New Record in 4Q24

[Selected Topics] CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

Download Report

USD $200

Membership

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the Impact of U.S. Ban on Chinese Automotive Software and Hardware

[Selected Topics] AI Chips to Extricate Smartphone Market from Negative Growth and Gradually Become Market Mainstream

[Selected Topics] Outlook for Network IC Design: Growing Demand for Wi-Fi 7 (Presentation)

[Selected Topics] DeepSeek Optimizes AI Deployment Costs and Creates New Sources of Memory Demand

[Selected Topics] The Development and Forecast of EV Traction Inverters and Power Semiconductors

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