How the Mideast War is Affecting the Trump-Xi Meeting

Summary

Myron Brilliant discusses the impact of the Middle East war on the planned Trump-Xi summit, noting Chinese frustration with lack of progress and US unpredictability. He covers commercial tensions, energy security, rare earths, and AI governance, but does not offer any specific investment recommendations. The summit is still expected to happen in May despite uncertainties.

• The Middle East conflict adds uncertainty to the timing and deliverables of the Trump-Xi summit.
• Chinese officials are frustrated with the lack of clarity and framework for the summit.
• Both sides are trying to manage national security vs. commercial interests.
• Energy security and diversification were discussed, including renewables and clean tech.
• Rare earths and critical minerals remain leverage points for China.
• AI governance and cybersecurity are areas where the US and China seek frameworks.
• Brilliant expects the summit to happen despite the challenges.
• The dialogue between the two countries has weakened in recent years.