Davos: USTR Jamieson Greer on Trade With EU, Greenland, China Investments in Canada

Watch on YouTube ↗  |  January 21, 2026 at 08:57  |  9:48  |  Bloomberg Markets
Speakers
Jamieson Greer — US Trade Representative

Summary

US Trade Representative Jamieson Greer spoke at Davos with Bloomberg's Annmarie Hordern about trade tensions with the EU over Greenland, critical minerals cooperation, Canada-China relations, and Chinese transshipment. He said the EU trade deal is separate from Greenland but acknowledged European tariff concerns, defended US actions on critical minerals, and downplayed Canada's China pivot. On chips, he said export controls remain fluid and are decided case-by-case, with older technologies becoming less sensitive over time.

  • Greer says Greenland is a national security issue separate from the EU trade deal.
  • He says the EU has not yet lowered tariffs as promised under the trade agreement.
  • The US is supporting domestic critical minerals mines and facilities while negotiating with allies.
  • Greer downplays Canada's China deal but is watching Chinese investment in Canada.
  • USTR tracks Chinese transshipped goods and may address rules of origin.
  • Greer defends case-by-case chip export licensing and says export controls are fluid.
  • He says Congress can legislate on chip export controls if it chooses.
  • He reflects on his working-class background and the American opportunity model.
Ideas
Jamieson Greer US Trade Representative 3:10
US policy backs critical minerals expansion
Greer says the United States is taking unilateral actions to support new critical minerals facilities and mines while working with allies and negotiating critical minerals arrangements to counter China's choke points. This policy support could be a key catalyst for critical minerals producers and projects, though he does not give a direct price or investment recommendation.
Jamieson Greer US Trade Representative 6:56
Chip export controls remain fluid for China
Greer defends the case-by-case export licensing process for chips to China and says export control policy remains fluid, with older technologies becoming less sensitive and eventually shippable overseas. That makes the regulatory path for advanced AI chip sales to China a live variable for semiconductor companies with China exposure.
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This Bloomberg Markets video, published January 21, 2026, features Jamieson Greer discussing REMX, SMH. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jamieson Greer  · Tickers: REMX, SMH