Alicia Garcı́a-Herrero
Alicia Garcia Herrero is a Spanish economist and academic based in Hong Kong. She has been the chief economist for… more
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As the U.S. continues to suffer from the threat of rare-earth element shortages, it will likely ramp up investment in alternative rare earth sources and refining capabilities.
Views for @asia.nikkei.com: Still, even if another trade war ceasefire is reached in South Korea, the latest round of exchanges has deepened mistrust and is 'likely to accelerate the bifurcation of supply chains.'
asia.nikkei.com/economy/trad...
asia.nikkei.com/economy/trad...
China's rare-earth miners flying high as export rules tighten
Prices, profits and shares trend upward amid high-stakes US negotiations
asia.nikkei.com
Views for @cnbc.com: " #China’s restrictions go much further than its previous export controls. Beijing is expanding export controls to five additional rare earth elements. It is also imposing controls on technology, equipment and labor used for refining the minerals."
www.cnbc.com/2025/10/13/r...
www.cnbc.com/2025/10/13/r...
Rare earth stocks surge on U.S.-China trade dispute over critical minerals
President Donald Trump on Friday threatened China with a "massive" increase in tariffs in retaliation for Beijing imposing strict controls on rare earths.
www.cnbc.com
Some thoughts for @scmpnews.bsky.social on #China: "Local governments – especially those with fiscal problems – need foreign investment to boost employment, which has become a key concern for many grass roots officials amid China’s economic slowdown."
www.scmp.com/economy/chin...
www.scmp.com/economy/chin...
‘Quantity to quality’: what China’s next 5-year plan means for foreign investors
Beijing has pledged to open up even more to foreign investment. But some officials are becoming more selective about the projects they want.
www.scmp.com
#Japan: #Takaichi’s political foundation to revive part of Abenomics shaken after Komeito opts out
aliciagarciaherrero.substack.com/p/japan-taka...
aliciagarciaherrero.substack.com/p/japan-taka...
My Op-Ed for Asia Times: " #China’s rare earths squeeze leaves #US dangerously exposed."
asiatimes.com/2025/10/chin...
asiatimes.com/2025/10/chin...
China’s rare earths squeeze leaves US dangerously exposed - Asia Times
The recent intensification of US-China trade frictions, marked by China's expanded export controls on rare earth elements (REEs) announced on October 9,
asiatimes.com
Some views for @BBC Newshour on the escalation of #US-#China trade war. (22'35'' - 26'50'')
www.bbc.com/audio/play/w...
www.bbc.com/audio/play/w...
BBC Audio | Newshour | Gaza prepares for the first phase of Trump peace plan
Donald Trump says Hamas is gathering the Israeli hostages "now" ahead of Monday deadline
www.bbc.com
My TV interview with @bloomberg.com this morning on the spiraling trade spat between the world's two leading economies.
finance.yahoo.com/video/natixi...
finance.yahoo.com/video/natixi...
Natixis' Herrero on US-China Trade Spat
Natixis Chief Economist for Asia Pacific Alicia García Herrero speaks on Bloomberg's The Asia Trade about a spiraling trade spat between the world's two leading economies.
finance.yahoo.com
Se l’incontro tra #Xi e Trump dovesse saltare potrebbe ripartire l’escalation, ma il presidente americano ha bisogno di un accordo.
Le mie opinioni citate da la repubblica: #Washington sta cercando di portare la produzione dei processori più avanzati sul suo territorio, e Pechino non vuole.
www.repubblica.it/economia/202...
www.repubblica.it/economia/202...
García-Herrero (Bruegel): “Dietro l’escalation cinese sulle terre rare ci sono i chip di Taiwan”
L’economista e analista: “Washington sta cercando di portare la produzione dei processori più avanzati sul suo territorio, e Pechino non vuole. Se l’incontro t…
www.repubblica.it
Mi entrevista sobre la crisis de confianza entre EE.UU y #China después de que China reforzara los controles a la exportación de tierras raras y #Trump respondiera con dureza.
www.youtube.com/watch?v=gA5r...
www.youtube.com/watch?v=gA5r...
ALICIA GARCÍA-HERRERO: “China está apretando a Trump para que no ceda con Taiwán"
YouTube video by Negocios TV
www.youtube.com
Export controls on recycling technology could also hit Apple's $500 million partnership with MP Materials to recycle rare-earth magnets in California.
#China knows the dependence is going to be less, so they need to hit now. Noveon Magnetics, the only U.S. manufacturer of rare earth magnets, still relies on China for raw materials.
Views for @asia.nikkei.com: "The #export controls will hit the U.S. rare-earth magnet industry in particular 'very seriously', because its efforts to reduce dependency on China are still in their infancy. "
asia.nikkei.com/business/tec...
asia.nikkei.com/business/tec...
China's rare-earths shock: 5 things to know about the latest curbs
Tech manufacturers are braced for disruption but non-China producers could get a boost
asia.nikkei.com
#China's #Fiscal Problem Will Persist Under the Current Growth Model
aliciagarciaherrero.substack.com/p/chinas-fis...
aliciagarciaherrero.substack.com/p/chinas-fis...
Basically, while the tone towards China may be worse, the actions might not be. And the problem they have is that the US is not willing to do more on China. So it’s going to be very hard for Takaichi to get the US on the Japanese side on that front.
Takaichi’s nationalist stance would also lead to increased military spending, mainly benefiting the US, though foreign policy towards China might be moderated by the coalition with the pacifist Komeito party.