In this paper, we discuss:

  • How the latest US-China summit established a framework of “strategic stability” aimed at managing rather than resolving bilateral tensions;
  • Why trade deals and economic cooperation advanced modestly, while key disputes over critical minerals, tariffs, and technology remain unresolved;
  • How China’s dominance in rare earths and critical mineral processing continues to shape the balance of economic leverage;
  • Why Taiwan, Ukraine, and broader geopolitical competition remained central to discussions despite being largely absent from formal agreements;
  • Whether the new period of “strategic stability” represents genuine de-escalation or simply managed uncertainty in US-China relations.

Download PDF: US-China – June 2026

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