Even Pay

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.

Even Pay, head of agricultural, trade, and commodities research, focuses on minerals, energy, and supply chains. Joe Mazur, head of geopolitical research, analyzes China’s foreign policy and strategic moves. They discuss China’s energy and resource security, how decade-long reserves pay off, Beijing’s limited diplomatic levers, regional supply roles, and broader geopolitical risks and opportunities.

In this discussion with Even Pay, Director at Trivium China and an expert in agriculture policy and geopolitics, captivating insights into China's latest consumption boost plan unfold. They express skepticism about its effectiveness in reviving consumer spending. The conversation also covers the ramifications of the U.S.-China trade war on agriculture, with a focus on food security and China's strategic agricultural innovations. They touch on the evolving dynamics of trade relations and what lies ahead for global commodities markets.