Commentary: US-China trade tensions hit shipping sector as tariffs and fees escalate

As South Korea prepares to host APEC 2025 Korea in Gyeongju on October 31, attention is focused on a potential high-stakes meeting between US President Donald Trump and Chinese President Xi Jinping. However, rising tensions over China’s expanded REE export controls and special port fees imposed on US-flagged vessels have intensified the trade conflict ahead of the summit. If unresolved through negotiation, these escalating trade barriers risk inflicting severe economic damage that could leave both the US and China worse off, while also harming Taiwan, Japan, and South Korea as collateral victims.

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China’s Ministry of Commerce vows to ‘fight to the end’ as hawks rise before 4th plenum

Amid China’s toughest-ever rare earth export controls, China’s Ministry of Commerce on October 14, 2025, reiterated a firm stance against the US, stating that if Washington continues tariff hikes and escalates export restrictions, Beijing will “fight to the end,” but “if there’s talk, the door is open.” This signals a tougher posture in ongoing trade negotiations.

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Beyond the rack: how OCP is wiring the world for AI

The Open Compute Project (OCP) Global Summit, held at the San Jose Convention Center, drew a record crowd of more than 11,000 participants, underscoring the event’s growing importance in the global data center industry. Two major developments stood out during the keynote session: an expanded OCP board reflecting stronger collaboration across the ecosystem, and a strategic shift in technical focus from rack-level designs to power and connectivity beyond the data center.

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