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Trump Xi Call Signals a Trade Thaw, but Tariff Friction Stays High

Trump and Xi’s 4th February 2026 call reinforced the late 2025 trade truce, with a quantified soybean purchase uplift but no fresh US tariff cuts. For importers, it’s warmer tone, structurally high friction, with key watchpoints around an April Beijing visit, rare earth pauses, and tariff legal risk.

Feb 5, 2026

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6 min read

US Critical Minerals Trade Zone and Project Vault: What It Means for Supply Chains

The US is building a critical minerals “trade zone” with allies via FORGE and Project Vault, using coordinated offtake, reference pricing and strategic stockpiles to reduce China reliance and stabilise supply chains.

Feb 5, 2026

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6 min read

Trump and Modi’s 18% Tariff Truce: What It Really Means for India to US Importers

On 2nd February 2026, the US cut India’s “reciprocal” tariff rate to 18% and rolled back an extra 25% duty tied to Russian crude. It’s not “cheap again”, but it is suddenly model-able. Here’s what changes first, which categories benefit, and what to rework in your landed cost maths before the next policy snap back.

Feb 5, 2026

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5 min read

Daily Digest Sourcing Spotlight- Supply Chain, Retail & Trade 5th Feb

Daily News Digest: Today's Top Headlines - 5th February, 2026

Feb 5, 2026

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4 min read

Premium Daily News Digest with The Sourcing Spotlight: Supply Chain, Retail & Trade Analysis - 5th February, 2026

Daily News Digest: Supply Chain, Retail & Trade Analysis - 5th February, 2026

Feb 5, 2026

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8 min read

Archive

Trump Xi Call Signals a Trade Thaw, but Tariff Friction Stays High

US Critical Minerals Trade Zone and Project Vault: What It Means for Supply Chains

Trump and Modi’s 18% Tariff Truce: What It Really Means for India to US Importers

Daily Digest Sourcing Spotlight- Supply Chain, Retail & Trade 5th Feb

Premium Daily News Digest with The Sourcing Spotlight: Supply Chain, Retail & Trade Analysis - 5th February, 2026

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