Chinese President Xi Jinping met with US leadership in two-day summit talks, signaling openness to cooperation on trade, Taiwan, and Iran while warning against escalation over Taiwan. China has already reinstated export licenses for hundreds of US beef suppliers, a concrete early gesture of goodwill. The talks come against a backdrop of active tariffs on US oil and gas that have disrupted global fuel flows since the trade dispute escalated.
A genuine US-China trade thaw would be a meaningful tailwind for energy exporters, agricultural producers, and multinational companies with China exposure — all of which have been repriced lower under tariff pressure. If China lifts energy tariffs, US LNG exporters and oil majors stand to recover lost volume. Conversely, the Taiwan warning signals that any diplomatic progress remains fragile and could reverse fast.
Ongoing: US-China summit second day and any joint statement or communiqué. Watch for announcements on energy tariff rollbacks or additional agricultural license renewals. Next major pressure point: any Taiwan Strait military activity or US arms sale announcement that could derail talks.
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