The GDELT Project

Using Gemini 2.5 Pro As A Persona-Based News Recommender Service: A Day Of Automotive Supply Chains & Tariffs

Kalev Leetaru

How do we learn about the major news stories of each day? Increasingly this is through algorithmic filters ranging from temporal trend detectors to social network shares to more elaborate recommender and personalization services, each of which have critical limitations, such as long cold start times learning a user's preferences or the inability to adequately filter for very niche topics. What if we used a LLM like Gemini as the ultimate news recommender service, handing it a textual description of a specific user persona such as "you are a supply chain analyst at a major US automotive manufacturer" and ask it to scan all of the news published worldwide yesterday for articles of relevance and provide a list of those article URLs for the user to read? Such an instant persona-based filtering and recommendation service would allow organizations to instantly create customized feeds precisely and intelligently tailored to each of their employee roles.

Here we demonstrate using Gemini 2.5 Pro's large context window and "thinking/reasoning" abilities to build precisely this kind of persona-based news recommender service for an automotive supply chain analyst by examining everything GDELT monitored on April 19, 2025. To minimize costs we first use Gemini to build a multilingual keyword prefilter using "grep" and provide only the matching article titles and URLs to Gemini for the final analysis. The end results offer an impressive glimpse into the potential of such approaches, though they also demonstrate the critical need for larger context windows: filtering down everything GDELT monitored in a single day to just 7,000 potentially relevant articles in 12 languages and limiting to just their titles, URLs and brief descriptions almost consumed Gemini's entire 1M token window by itself.

Let's start by taking all of the articles GDELT monitored on April 19, 2025 and extracting their URL, title and metadata "desc" fields and concatenating the title and desc fields together:

time jq -cR 'split("\n") | map(select(length > 0) | fromjson? | {url, text: (.title + ". " + .desc)})' ./CACHE/*.json > 20250419.json

In total, this yields a 210MB JSON file. Given the rough estimate that one token equals 4 characters, processing this entire archive would cost around 52.5M tokens, costing around $131 under current Gemini 2.5 Pro pricing. Worse, since Gemini 2.5 Pro has a token window of 1M tokens and accounting for output token margin, we would need to chunk the articles into 60-70+ batches and perform recombination, which we've found to dramatically increase hallucination in news coverage.

Instead, what if we just build a trivial "grep" to prefilter our JSON file? Manually interactively experimenting with GDELT Summary, we discovered that "tariff(s)" and "supply chain(s)" seemed to yield a reasonable set of results. Let's ask Gemini to translate our final boolean query into a grep regex statement:

>Give me a case-insensitive grep that matches "(tariff OR tariffs OR "supply chain" OR "supply chains")"
time cat 20250419.json | grep -iE 'tariffs?|supply chains?' > SUPPLYCHAINTARIFFS.json

This returns 3492 results, but of course, limits us only to English. What if we expand to Chinese and Japanese, of which tariffs and automotive issues have an especial focus?

>Modify the grep above to also search for the Chinese and Japanese equivalents.
time cat 20250419.json | grep -iE '(tariffs?|supply chains?|关税|供应链|関税|サプライチェーン|供給連鎖)' > SUPPLYCHAINTARIFFS-ENCHJP.json

This expands our results to 4708. What if we ask Gemini to expand to all languages that it thinks might cover automotive impacts? It settles on 12 languages (you can see the full list of terms it selected below):

>Modify the grep above to work for all languages that are likely to cover the impact of tariffs or supply chains on the automotive industry in any way.
time cat 20250419.json | grep -i -E "(\b(tariff|tariffs|supply chain|supply chains)\b|\b(Zoll|Zölle|Zolltarif|Zolltarife|Lieferkette|Lieferketten)\b|关税|供应链|関税|サプライチェーン|供給連鎖|관세|공급망|\b(tarif|tarifs|droit de douane|droits de douane|chaîne d'approvisionnement|chaînes d'approvisionnement|chaîne logistique|chaînes logistiques)\b|\b(arancel|aranceles|cadena de suministro|cadenas de suministro)\b|\b(dazio|dazi|tariffa doganale|tariffe doganali|catena di approvvigionamento|catene di approvvigionamento|catena di fornitura|catene di fornitura)\b|\b(tarifa|tarifas|taxa alfandegária|taxas alfandegárias|cadeia de suprimentos|cadeias de suprimentos|cadeia logística|cadeias logísticas)\b|\b(тариф|тарифы|пошлина|пошлины|цепочка поставок|цепочки поставок)\b|\b(tull|tullar|tariff|tariffer|leveranskedja|leveranskedjor|försörjningskedja|försörjningskedjor)\b|\b(gümrük vergisi|gümrük vergileri|tarife|tarifeler|tedarik zinciri|tedarik zincirleri)\b)" > SUPPLYCHAINTARIFFSALLLANGS.json

This more than doubles our results from our original English-only query, to 7159 total articles. Here are the terms in the 12 languages it selected:

Explanation of Added Terms (Examples):

Now let's try to summarize these articles using the following prompt:

Below is a JSON list of news articles from around the world in various languages. Each line is an article and includes two fields: "url" that is the URL of the article and "text" which is the title and a brief description of the article. You are a supply chain analyst at a major US automotive manufacturer. For each article below, identify the ones that are relevant in any way to your job. Ignore all articles that are not relevant to your job. Output a one paragraph top-level summary in English that summarizes the major trends, events, stories from all of the relevant articles. Follow that with a one-page high-level overview with additional detail and include at least one url from one of the relevant articles for each of the themes/trends/events/stories you include as a reference. Then at the end return all of the relevant JSON records and for the non-English ones, add a "translated" field that includes the English translation of the text. Also include a field called "reason" that includes a brief one-sentence description of why you saw the article as relevant.

ARTICLES

Combined, the prompt and articles took 886K tokens. Including the final output below, the model consumed in all 951,428 total tokens: just short of its 1M token maximum.

Below you can see the final results, with the one paragraph summary at top, followed by the top-level page-length cited summary and then the full list of relevant articles. For space purposes we've truncated the list of returned results.

**Top-Level Summary**

The global trade landscape remains highly volatile, primarily driven by the ongoing implementation and negotiation of US tariffs under the Trump administration. Key developments relevant to the automotive supply chain include active tariff discussions between the US and major trading partners like the EU (with Italy playing a prominent role), Japan, and continued high tensions with China. These trade frictions are generating significant economic uncertainty, fueling inflation concerns, leading to price increases across various sectors including e-commerce and potentially consumer goods, and impacting market stability. Directly impacting the automotive industry, these tariffs are influencing manufacturing decisions, causing supply chain disruptions for components like semiconductors and lithium, affecting logistics operations, and leading to tangible consequences such as layoffs at suppliers like Mack Trucks and export halts by manufacturers like Jaguar Land Rover. Companies like Apple are actively lobbying regarding tariff impacts, while others like TSMC show resilience in specific high-tech chip segments. The situation is prompting stockpiling behaviors and legal challenges, such as California suing the US federal government over the tariff policies.

—

**High-Level Overview: Global Trade & Tariff Impacts on Automotive Supply Chain**

The current global trade environment is characterized by significant uncertainty stemming from US tariff policies and ongoing negotiations, creating a complex operating landscape for US automotive manufacturers. Several key themes emerge from recent news:

1. **US Tariff Policy and Negotiations:**
* The US administration under President Trump continues to pursue its tariff agenda, engaging in active negotiations with key trading partners.
* **US-EU Talks:** Italy's Prime Minister Giorgia Meloni has been notably active, meeting with President Trump to discuss potential tariff deals concerning the EU. While optimism is expressed, President Trump indicates no rush to finalize agreements, emphasizing the revenue generated by tariffs. (Ref: https://www.wdsu.com/article/italy-prime-minister-us-meeting/64516153)
* **US-Japan Talks:** Progress has been reported in tariff discussions between the US and Japan, although specifics remain undisclosed amid broader trade tensions. (Ref: https://techstory.in/trump-touts-big-progress-in-tariff-talks-with-japan-amid-rising-trade-tensions/)
* **US-China Relations:** High tariffs (up to 245% mentioned) remain a point of major friction. Reports suggest ongoing communication and potential for negotiations within weeks, though the White House has disputed receiving calls from China, indicating continued uncertainty and potential miscalculations regarding tariff leverage. (Ref: https://www.thehindu.com/news/international/trump-says-us-talking-to-china-on-tariffs/article69462542.ece)
* **Domestic Impact:** The tariff policies are causing political friction within the US, testing GOP unity and prompting legal challenges, such as California's lawsuit against the federal government. (Ref: https://larepublica.pe/mundo/2025/04/17/california-demanda-al-gobierno-de-estados-unidos-tras-la-guerra-comercial-por-los-aranceles-de-donald-trump-gavin-newsom-hnews-451129)

2. **Economic Consequences:**
* **Inflation and Price Hikes:** There's widespread concern about tariffs driving inflation. Federal Reserve officials have flagged this risk. Concrete examples include e-commerce platforms like Shein and Temu raising prices due to tariff changes. Price increases are also anticipated for various consumer goods, including potentially coffee and baby products. (Ref: https://www.ktvq.com/politics/economy/e-commerce-platforms-bump-prices-following-elimination-of-tariff-exemption)
* **Market Volatility:** The uncertainty surrounding tariffs is contributing to market volatility and impacting global growth forecasts negatively. (Ref: https://www.gdnonline.com:443/Details/1350780/Tariffs-war-%E2%80%98will-significantly-hit-global-growth%E2%80%99)
* **Sector Impacts:** Sectors like Med Tech and IT are reporting earnings impacts attributed to tariffs. Tourism is also expected to suffer indirect effects. (Ref: https://www.bioworld.com/articles/719153-ouch-tariffs-hit-med-tech-harder-than-expected)
* **Consumer Behavior:** Reports indicate early signs of consumers stockpiling goods in anticipation of tariff-related price increases. (Ref: https://komonews.com/news/local/early-signs-of-shoppers-stockpiling-goods-as-tariff-threats-loom-on-foreign-made-products-donald-trump-china-canada-mexico-economy-debt-credit-car-loan-groceries-food-wine-electronics-toys-iphone-upgrade-coffee-clothing-crash-stocks-trump-musk-president)

3. **Supply Chain and Manufacturing Impacts:**
* **Automotive Sector:** The auto industry faces direct impacts. Mack Trucks has announced layoffs blaming tariffs and market uncertainty. Jaguar Land Rover suspended exports to the US to assess the situation. Ford has indicated potential price increases due to tariffs and reportedly halted shipments of some models to China. Mazda is pausing production of Canadian-destined CX-50s at its US plant. (Ref: https://www.yahoo.com/news/mack-trucks-announces-layoffs-lehigh-225153225.html)
* **Component Sourcing:** Tariffs and trade tensions affect critical components. Semiconductor supply chains are under scrutiny, with chip design firms and manufacturers like TSMC navigating headwinds, though TSMC reports continued demand for advanced chips. Rare earth minerals and lithium are also areas of concern, with export limits and tariff pleas emerging. (Ref: https://www.newelectronics.co.uk/content/blogs/tsmc-remains-bullish-despite-tariff-headwinds)
* **Manufacturing Shifts & Reshoring:** Discussions highlight potential manufacturing shifts, including reshoring efforts (e.g., Nvidia's push for US AI infrastructure) and the potential benefits/challenges for manufacturing in neighboring countries like Mexico (Tijuana factories). (Ref: https://t.qianzhan.com/caijing/detail/250415-612cfe5f.html)
* **Logistics:** Tariffs are impacting ports and logistics, with concerns raised about slowdowns and disruptions in Southern California and potential effects on global air cargo tonnages. New US port fees targeting Chinese ships add another layer of complexity. (Ref: https://www.kcrw.com/news/shows/kcrw-features/tariffs-ports)

4. **Other Relevant Developments:**
* **Used EV Market:** The used EV market appears less impacted by tariff concerns regarding prices and supply compared to the broader used car market. (Ref: https://www.autoremarketing.com/ar/analysis/for-used-ev-market-no-worries-over-prices-off-lease-supply/)
* **Corporate Lobbying:** Companies like Apple are actively engaging with US officials regarding the potential impact of tariffs on product pricing (e.g., iPhones). (Ref: https://www.thestar.com.my/tech/tech-news/2025/04/18/apple-ceo-spoke-with-lutnick-about-tariffs-impact-on-iphone-prices-washington-post-reports)

—

**Relevant JSON Records:**

"`json
[
{"url":"https://www.wdsu.com/article/italy-prime-minister-us-meeting/64516153","text":"Italy's prime minister meets with President Trump to discuss tariffs on EU. Italy's Prime Minister Giorgia Meloni met with President Donald Trump at the White House to discuss a potential trade deal amid tensions over tariffs. The president said he's in \"no rush\" to make trade deals.","reason":"Reports on US-EU tariff negotiations, directly relevant to import/export costs for automotive parts and vehicles."},
{"url":"https://www.bioworld.com/articles/719153-ouch-tariffs-hit-med-tech-harder-than-expected","text":"Ouch! Tariffs hit med tech harder than expected. First quarter earnings reports from Johnson & Johnson and Abbott Laboratories provided some surprising insights into the likely hit med-tech companies will sustain with current tariffs. The main takeaway? The impact of the trade war with China is far greater than expected by most analysts.","reason":"Highlights the broader economic impact and underestimation of tariff effects, relevant context for supply chain risk assessment."},
{"url":"https://techstory.in/trump-touts-big-progress-in-tariff-talks-with-japan-amid-rising-trade-tensions/","text":"Trump Touts 'Big Progress' in Tariff Talks with Japan Amid Rising Trade Tensions – TechStory. ","reason":"Discusses US-Japan tariff talks, potentially affecting parts and vehicles sourced from or exported to Japan."},
{"url":"https://www.thehindu.com/news/international/cracks-emerge-in-gop-unity-amid-trump-trade-war/article69461252.ece","text":"Cracks emerge in GOP unity amid Trump trade war. Trump's tariff saga tests political loyalty, sparks market chaos, and prompts a rare pause in economic policy.","reason":"Indicates political instability surrounding US trade policy, which creates uncertainty for supply chain planning."},
{"url":"https://www.ktvq.com/politics/economy/e-commerce-platforms-bump-prices-following-elimination-of-tariff-exemption","text":"E-commerce platforms bump prices following elimination of tariff exemption. China-founded online marketplaces Shein and Temu announced that beginning April 25 they'll bump up some prices \"due to recent changes in global trade rules and tariffs.\"","reason":"Shows direct consumer price impact of tariffs, reflecting broader inflationary pressures relevant to component/material costs."},
{"url":"https://turnto10.com/news/nation-world/italys-prime-minister-giorgia-meloni-meets-with-trump-to-discuss-tariffs","text":"Italy's 'Trump Whisperer' takes White House by storm with bold tariff talks. Italy's Prime Minister Giorgia Meloni, often referred to as the \"Trump Whisperer,\" met with President Trump at the White House on Thursday. Known for her strong","reason":"Reports on US-EU tariff discussions involving Italy, relevant to potential automotive trade impacts."},
{"url":"https://www.autoremarketing.com/ar/analysis/for-used-ev-market-no-worries-over-prices-off-lease-supply/","text":"For used EV market, no worries over prices, off-lease supply. As the tariff era begins, perhaps the two biggest concerns for the overall used-car market, now and down the road, are rising prices and the dwindling supply of off-lease cars. To which used electric vehicles say, “What, me worry?” As used wholesale prices begin to creep upward thanks to rising demand coupled with diminished supply, used EVs represent …","reason":"Discusses the impact of the tariff era on the used car market, specifically mentioning EVs, relevant to the automotive industry."},
{"url":"https://www.itv.com/news/2025-04-17/trump-uk-visit-may-happen-in-september-after-invite-from-friend-king-charles","text":"Trump: UK visit may happen in September after invite from 'friend' King Charles | ITV News. It comes as the US president hosts Italian Prime Minister Giorgia Meloni at the White House to discuss tariffs on Italy and the EU. | ITV National News","reason":"Mentions US-EU tariff discussions as context for other political events, relevant to trade policy."},
{"url":"https://www.foxbangor.com/news/national/trump-and-italys-meloni-talk-up-eu-tariff-deal-hopes/article_670bfb53-d603-515e-9c07-838040828889.html","text":"Trump and Italy's Meloni talk up EU tariff deal hopes. Donald Trump and Giorgia Meloni hit an optimistic note about a possible US-EU tariffs deal Tuesday as the far-right Italian prime minister mounted a charm offensive at the White House.","reason":"Focuses on potential US-EU tariff deal negotiations, directly impacting automotive trade."},{"url":"https://www.toonippo.co.jp/articles/-/2002456","text":"日鉄買収、関税交渉の対象外 トランプ氏「別々のもの」｜全国のニュース｜Web東奥. 【ワシントン共同】トランプ米大統領は１７日、日本製鉄による米鉄鋼大手ＵＳスチールの買収計画を巡る対応が、日米関税交渉の議論の対象になるかどうかについて否定的な考えを示した。ホワイトハウスで記者団に問われ「別々のものとして考えることになる」と述べた。ただ、完全には可能性を排除しなかった。 トランプ氏はＵＳスチールを「外国が買収することは望んでいない。この国に残ってほしい」と従来の考えを繰り返し「日本（製鉄）がいなくても再び強くできる」と強調した。 「日鉄には大きな敬意を持っている」とも説明し、買…","translated":"Nippon Steel acquisition excluded from tariff negotiations, Trump says 'separate things' | National News | Web Too Nippo. [Washington Kyodo] US President Donald Trump on the 17th expressed negative views on whether the response to Nippon Steel's plan to acquire US steel giant US Steel would be subject to discussion in Japan-US tariff negotiations. When asked by reporters at the White House, he said, \"We will consider them as separate things.\" However, he did not completely rule out the possibility. Mr. Trump reiterated his conventional view that he does not want US Steel to be acquired by a foreign country. I want it to remain in this country,\" emphasizing that \"(even without Nippon Steel) we can make it strong again.\" He also explained, \"I have great respect for Nippon Steel,\" and…","reason":"Discusses US-Japan trade relations and specifically mentions steel (US Steel/Nippon Steel), a critical automotive material."},

{"url":"http://guba.eastmoney.com/o/news,603128,1541051495.html","text":"就凭借和敦煌网的合作，就值10块钱，关税大战背景下转口，跨境电商生意前所未有。华_华贸物流(603128)股吧_东方财富网股吧. 华贸物流(603128)股吧，股民朋友可以在这里畅所欲言，分析讨论股票名的最新动态。华贸物流股吧，专业的股票论坛社区。","translated":"Just based on the cooperation with DHgate, it's worth 10 yuan. Against the backdrop of the tariff war, transshipment and cross-border e-commerce business are unprecedented. Hua_Huamao Logistics (603128) Stock Bar_Eastmoney Stock Bar. Huamao Logistics (603128) stock bar, shareholders can speak freely here, analyze and discuss the latest developments of the stock name. Huamao Logistics stock bar, a professional stock forum community.","reason":"Mentions the impact of the 'tariff war' on logistics and e-commerce, relevant to supply chain and shipping."},
{"url":"https://www.diariodepontevedra.es/articulo/mundo/trump-exime-telefonos-ordenadores-chips-aranceles-reciprocos/202504121953011385851.html","text":"Trump exime a los teléfonos, los ordenadores y los chips de los aranceles recíprocos. La medida supone un alivio significativo para el sector tecnológico al excluir estos dispositivos tanto del arancel del 125% impuesto a China como del grava…","translated":"Trump exempts phones, computers and chips from reciprocal tariffs. The measure represents significant relief for the technology sector by excluding these devices both from the 125% tariff imposed on China and from the tax…","reason":"Directly addresses tariffs on chips (semiconductors), a critical component in modern vehicles."},
{"url":"https://www.lapresse.ca/affaires/2025-04-11/acheter-le-plus-canadien-possible/les-cereales.php","text":"Acheter « le plus canadien possible » | Les céréales. Acheter canadien, ça peut avoir l’air simple, mais ça ne l’est pas toujours. Si, à l’ère des droits de douane imposés par Donald Trump, on veut faire des choix qui profitent davantage à notre économie, il faut disposer des connaissances adéquates. Dans chaque texte de cette rubrique, on se penche sur une catégorie de produits pour vous permettre d’aller au fond des choses.","translated":"Buy \"as Canadian as possible\" | Cereals. Buying Canadian may seem simple, but it isn't always. If, in the era of customs duties imposed by Donald Trump, we want to make choices that benefit our economy more, we must have the appropriate knowledge. In each text in this section, we look at a category of products to allow you to get to the bottom of things.","reason":"Mentions the impact of US tariffs (droits de douane) on consumer choices and the Canadian economy, relevant to North American trade dynamics."},
{"url":"https://news.mt.co.kr/mtview.php?no=2025041806185779018&MTS_P","text":"트럼프 \"누구도 미국과 경쟁 못해\"…中 침묵에 또 협상 압박 – 머니투데이. 도널드 트럼프 미국 대통령이 17일(현지시간) 상호관세 협상과 관련, \"많은 국가가 미국과 협상하고 싶어하지만 거래를 결정하는 것은 미국\"이라고 말했다. 트럼프 대통령은 이날 백악관에서 진행된 조르자 멜로니 이탈리아 총리와의 정상회담에서 \"아무도 미국과 경쟁할 순 없다\"며 이같이 밝혔다. 동남아 3개국을 순방하면서 트…","translated":"Trump \"Nobody can compete with the US\"… Pressing for negotiations again amid China's silence – Money Today. US President Donald Trump said on the 17th (local time) regarding reciprocal tariff negotiations, \"Many countries want to negotiate with the US, but it is the US that decides the deal.\" President Trump made these remarks at a summit meeting with Italian Prime Minister Giorgia Meloni at the White House that day, saying, \"Nobody can compete with the US.\" While touring three Southeast Asian countries, T…","reason":"Reports on US stance in tariff negotiations (mentioning US-China and US-Italy talks), impacting global trade policy."},
{"url":"https://www.setn.com/News.aspx?NewsID=1642100","text":"川普要製造業移向美國 謝金河點名「2大產業」：不可能在美存活！ | 財經 | 三立新聞網 SETN.COM. 美國總統川普（Donald Trump）拋出對等關稅（Reciprocal Tariffs）政策，對全球經濟影響深遠。財信傳媒董事長謝金河指出，這次台灣的鞋業是川普關稅大刀下首當其衝的產業，直言川普要製造業移向美國，點名成衣及鞋業都不可能在美國存活！","translated":"Trump wants manufacturing to move to the US Hsieh Chin-ho names \"2 major industries\": Impossible to survive in the US! | Finance | Sanli News Network SETN.COM. US President Donald Trump's Reciprocal Tariffs policy has far-reaching effects on the global economy. Hsieh Chin-ho, Chairman of Caixin Media, pointed out that Taiwan's footwear industry is the first to bear the brunt of Trump's tariff cuts. He bluntly stated that Trump wants manufacturing to move to the US, naming apparel and footwear as impossible to survive in the US!","reason":"Discusses the push for manufacturing reshoring due to US tariffs, a major supply chain theme."},
{"url":"https://larepublica.pe/mundo/2025/04/17/california-demanda-al-gobierno-de-estados-unidos-tras-la-guerra-comercial-por-los-aranceles-de-donald-trump-gavin-newsom-hnews-451129","text":"California demanda al gobierno de EE. UU. tras la guerra comercial por los aranceles de Trump. La querella argumenta que los gravámenes, incluidos los del 10% a importaciones, exceden las competencias presidenciales y deben recibir aprobación del Congreso, cuestionando su constitucionalidad.","translated":"California sues the US government after the trade war over Trump's tariffs. The lawsuit argues that the taxes, including the 10% on imports, exceed presidential powers and must receive Congressional approval, questioning their constitutionality.","reason":"Highlights domestic legal challenges to US tariff policy, adding another layer of uncertainty for supply chain planning."},
{"url":"https://www.richmondregister.com/ap/national/the-latest-trump-says-trade-deals-could-be-done-within-a-month/article_2a18a1cf-25e8-5752-bb6a-5ca29ab79115.html","text":"The Latest: Trump says trade deals could be done within a month. After saying earlier in the day that he was “in no rush” to finish trade deals, President Donald Trump said he thought he could wrap up tariff talks “over the","reason":"Reports on the potential timeline for US tariff negotiations, relevant to planning horizons."},
{"url":"https://www.eluniversal.com.mx/mundo/trump-calcula-acuerdos-en-3-o-4-semanas-a-paises-a-los-que-impuso-aranceles-estamos-hablando-con-todo-el-mundo-dice/","text":"Trump calcula acuerdos en \"3 o 4 semanas\" a países a los que impuso aranceles; \"estamos hablando con todo el mundo”, dice | El Universal. Esta semana, la Casa Blanca subrayó que le correspondía a Beijing dar el primer paso en la negociación porque \"la pelota está en su cancha\"","translated":"Trump estimates agreements in \"3 or 4 weeks\" with countries on which he imposed tariffs; \"we are talking to everyone,\" he says | El Universal. This week, the White House stressed that it was up to Beijing to take the first step in the negotiation because \"the ball is in their court\"","reason":"Provides Trump's estimated timeline for tariff agreements, potentially impacting US-China and other trade relationships."},
{"url":"https://finance.eastmoney.com/a/202504173380293980.html","text":"首批锂电\"成绩单\"分化显著 出海布局与价格博弈成焦点 _ 东方财富网. 【首批锂电“成绩单”分化显著 出海布局与价格博弈成焦点】锂价波动与关税冲击之下，锂电行业正面临新一轮博弈。截至4月16日，已有29家锂电产业链上市公司正式公布2024年“成绩单”，其中24家录得盈利，只有9家实现归母净利润正向增长。","translated":"The first batch of lithium battery \"report cards\" shows significant differentiation; overseas layout and price competition become the focus _ Eastmoney.com. [The first batch of lithium battery \"report cards\" shows significant differentiation; overseas layout and price competition become the focus] Under the impact of lithium price fluctuations and tariffs, the lithium battery industry is facing a new round of competition. As of April 16, 29 listed companies in the lithium battery industry chain have officially announced their 2024 \"report cards\", of which 24 recorded profits, and only 9 achieved positive growth in net profit attributable to the parent company.","reason":"Discusses the lithium battery industry facing tariff impacts, highly relevant to EV supply chains."},
{"url":"https://finance.eastmoney.com/a/202504183380402022.html","text":"新挑战催生\"芯\"机遇 科创板芯片设计公司手握\"硬招\" _ 东方财富网. 4月17日，2024年度科创板芯片设计环节行业集体业绩说明会召开，晶晨股份、睿创微纳、聚辰股份等17家公司高管与投资者进行线上互动问答。针对投资者密切关注的新技术、新产品的市场需求、应用进展，科创板公司均进行了解读，并透露了公司产品在人形机器人、低空经济等新兴市场的应用前景。面对美国“对等关税”可能对芯片行业带来的影响，多家科创板公司也给予了正面、乐观的回应。","translated":"New challenges give rise to \"chip\" opportunities; STAR Market chip design companies hold \"hard moves\" _ Eastmoney.com. On April 17, the 2024 STAR Market chip design industry collective performance briefing was held. Executives from 17 companies including Amlogic, Raytron, and Giantec Semiconductor held online Q&A sessions with investors. STAR Market companies interpreted the market demand and application progress of new technologies and products that investors are closely watching, and revealed the application prospects of their products in emerging markets such as humanoid robots and the low-altitude economy. Facing the potential impact of the US \"reciprocal tariffs\" on the chip industry, several STAR Market companies also gave positive and optimistic responses.","reason":"Covers the impact of US tariffs on the chip (semiconductor) industry, a critical automotive component, and company responses."},
{"url":"https://news.mt.co.kr/mtview.php?no=2025041807150017397&type=2&sec=politics&pDepth2=Ptotal&MNE_T","text":"넷플릭스, 실적 호조…트럼프 관세에도 가이던스 유지 '낙관' – 머니투데이. 넷플릭스가 17일(현지시간) 장 마감 후 시장 컨센서스를 웃도는 올 1분기 실적을 발표했다. 넷플릭스는 올 1분기 주당순이익(EPS)이 6.61달러로 집계됐다고 밝혔다. 이는 전년 동기 5.28달러에서 늘어난 것으로 LSEG가 조사한 애널리스트들의 전망치 5.71달러를 크게 웃도는 것이다. 같은 기간 매출액은 105억4000만달러로 전년 동기 대비 1…","translated":"Netflix posts strong earnings… Maintains guidance despite Trump tariffs, 'optimistic' – Money Today. Netflix announced its first-quarter results after the market closed on the 17th (local time), beating market consensus. Netflix announced that its earnings per share (EPS) for the first quarter of this year were $6.61. This is an increase from $5.28 in the same period last year and significantly higher than the $5.71 forecast by analysts surveyed by LSEG. Revenue for the same period was $10.54 billion, up 1…","reason":"While about Netflix, it explicitly mentions maintaining guidance despite Trump tariffs, reflecting broader corporate strategies amidst trade uncertainty."},
{"url":"https://www.otempo.com.br/economia/2025/4/17/dolar-fecha-em-queda-cotado-a-r-5-80-bolsa-fecha-em-alta-aos-129-mil-pontos","text":"Dólar fecha em queda cotado a R$ 5,80; bolsa fecha em alta aos 129 mil pontos. Moeda americana foi impactada pela negociações envolvendo as tarifas de Donald Trump","translated":"Dollar closes down quoted at R$ 5.80; stock market closes up at 129 thousand points. American currency was impacted by negotiations involving Donald Trump's tariffs","reason":"Links currency fluctuations (US Dollar) directly to Trump tariff negotiations, relevant for international sourcing costs."},
{"url":"https://internasional.kontan.co.id/news/ketegangan-memuncak-perang-dagang-as-china-memasuki-fase-paling-gelap","text":"Ketegangan Memuncak! Perang Dagang AS-China Memasuki Fase Paling Gelap. Presiden Donald Trump menandatangani perintah eksekutif yang secara drastis meningkatkan tarif atas impor dari Tiongkok hingga 245 persen.","translated":"Tensions Peak! US-China Trade War Enters Darkest Phase. President Donald Trump signed an executive order drastically increasing tariffs on imports from China up to 245 percent.","reason":"Reports on the escalation of the US-China trade war with specific high tariff figures, directly impacting global supply chains."},

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