Export-controlled goods as bargaining chips Utilizing leverage in US-mainland China trade

This paper analyzes how export-controlled goods are increasingly used as strategic bargaining chips in US-mainland China trade negotiations, highlighting affected commodities, trade patterns and the implications for organizations when conducting regulatory compliance to lessen exposure to export risk.

Unlock critical insights for navigating the new era of trade negotiated, export-controlled items
As US-mainland China relations enter a new phase of strategic competition, export controls have become powerful bargaining chips — reshaping global supply chains, market access and the future of high-tech industries. For exporters, shippers and trade finance executives, understanding the evolving landscape of controlled goods is no longer optional — it is essential when adopting a proactive approach to the management of a risk and compliance screening program.

Key takeaways from this whitepaper

• Strategic export dominance and import dependency:

Identify the goods and commodities where the US and mainland China hold critical leverage — spanning rare earths, lithium, semiconductors and many other advanced manufacturing inputs.

• Intertwined value chains:

Understand how deeply intertwined supply chains are and how this amplifies the impact of export controls, with both economies reliant on each other for key technologies and raw materials.

• Shifting trade patterns:

Discover how new export restrictions and licensing requirements are driving transshipment, rerouting supply chains and changing the classification of certain critical goods.

• Regulatory agility and risk:

Learn how the increasingly nimble US and Chinese export control regimes can implement swift policy changes that may disrupt business operations overnight.

• Beyond dual-use goods:

Prepare for a potentially broader scope of controlled items — including commodities previously outside traditional export control lists, such as video game controllers, ethane and lithium batteries.

• Actionable guidance for organizations:

Get expert recommendations on compliance, risk mitigation and supply chain adaptation to stay ahead of regulatory changes and trade disruptions.

Ready to leverage exclusive trade data and sector analysis from S&P Global’s proprietary tools and data-driven insight? Download the S&P Global Market Intelligence and S&P Global Commodity Insights joint whitepaper to gain authoritative, actionable intelligence on how export controls are being wielded as leverage by the US and mainland China.

Sources: S&P Global Market Intelligence; S&P Global Commodity Insights; proprietary sector analysis.

For more information visit: S&P Global Market Intelligence | S&P Global Commodity Insights