FirstFT: Ukraine and US move closer to signing minerals deal Also in today’s newsletter, Harvard pushes back against the White House and Yuval Noah Harari on the Trumpian world view
https://www.ft.com/content/d9b....bcdd3-cb10-4931-97d1

Trump administration set to impose steep fees on Chinese ships Plan alarms farmers and other exporters while Beijing warns of higher shipping costs and supply chain disruption
https://www.ft.com/content/8ef....4d944-c19d-49bb-89f7

Trump administration set to impose steep fees on Chinese ships Beijing warns planned US port charges will drive up shipping costs and disrupt supply chains
https://www.ft.com/content/8ef....4d944-c19d-49bb-89f7

FirstFT: US LNG shipments to China ground to a halt Also in today’s newsletter, tariffs threaten American AI dominance and Raiffeisen halts Russia unit sale
https://www.ft.com/content/d9b....bcdd3-cb10-4931-97d1

Does the market need to be concerned about AI adoption? And a conversation with Brent Neiman, whose research was cited in the ‘reciprocal tariff’ calculations
https://www.ft.com/content/3c3....977cd-e503-4d71-aa3b