Joe Mazur

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.

Ether Yin, Head of policy research at Trivium China, specializes in navigating Chinese government policy, while Joe Mazur leads geopolitical research focusing on U.S.-China relations. They discuss the resurgence of consumer confidence in Beijing, fueled by increased tourism and spending on luxury items. The duo also unpacks the latest challenges in U.S.-China trade talks and the implications of China's geopolitical stance for international relations, particularly in light of G7 dynamics and EU concerns. Tune in for insights that blend economic trends with hot geopolitical takes!