
The Trivium China Podcast Ep 55 - Can US-China relations remain a calm amidst the geopolitical storm?
28 snips
Feb 6, 2026 Joe Mazur, Trivium China’s geopolitical lead, and Even Pay, director of ag and trade policy research, join to unpack surprising US-China calm in 2026. They discuss the Busan truce, Trump’s April China visit, the Xi–Trump call, US moves in Latin America, and whether soybeans or sanctions could become bargaining chips. They also explore China’s 2026 No. 1 Document and shifts in ag policy, productivity, and rural support.
AI Snips
Chapters
Transcript
Episode notes
Phone Call Set Stage For April Visit
- Xi-Trump call likely aimed to set groundwork for the April state visit, with Xi dangling concessions.
- Xi also issued a gentle warning on Taiwan arms sales, showing limits to concessions.
Watch Ag Purchases As Bargaining Chips
- Watch for agricultural purchases as leverage in US-China negotiations before April.
- Monitor sanctions and defense-related lists as likely bargaining chips tied to any extra purchases.
Latin America Pressure Has Limits
- U.S. actions in the Western Hemisphere have created a chilling effect on China's regional footprint.
- Yet China retains deep, time-tested economic ties in Latin America that won't disappear overnight.
