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Geopolitics Decanted with Dmitri Alperovitch
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Why The China Trade Truce Is Unlikely to Last

24 min•31 oktober 2025

Dmitri Alperovitch talks with Sarah Stewart, CEO at Silverado and former senior US trade negotiator, about the Trump-Xi meeting in South Korea. They discuss the details of the agreement reached and why it is a temporary trade truce at best.

00:00 Introduction

01:13 US Objectives for the Trump-Xi Meeting

08:43 The Rare Earths Truce

11:29 A Temporary Truce, Not a Deal

12:31 China's Historical Record of Delivering on Their Commitments

16:11 Why This Truce Is Unlikely to Last a Year

17:39 Deals With the Rest of the World

18:45 Strategic Implications of the Malaysia Trade Deal

20:27 No Concessions on AI Chips Export

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