Preliminary
Just ahead of the upcoming APEC summit in October, was the easing of Sino-U.S. relations deliberate or natural?
This turn in Sino-US relations has caused great opinions on Trump in the United States, but the policy of the United States is likely to be forced to do nothing...
Double compromise by the US government.
Policy adjustments in the fields of science and technology and energy are a compromise made by the United States to China.
In the chip field, Trump overturned previous regulatory policies, and Trump considered previous chip policies too dull.
Previously, the U.S. government placed the chips of key countries on the label of special customs, and the export of chips became difficult, let alone imports.
The current U.S. government believes that this will stifle U.S. chip innovation, so the old chip rules have been suspended. At the same time, there is a new plan for chip exports. Companies can export chips to foreign countries, but part of the income must be turned over for overall arrangements.
This is a disguised loosening of chip companies and opening up the channel for chip companies to enter the eastern market.
In the field of rare earth, the US is really helpless, China has a number of rare earth technologies, rare earth is usually used in the high-end manufacturing industry.The United States, of course, does not want to be held by the Chinese side, the US has established a rare earth factory, but the reality came too quickly.
The factory mostly refined some lightweight rare earth, the heavy rare earth needed for military, high-end manufacturing can not be refined at all.
Gradually deep dependency has formed in the heart of the U.S., but the U.S. also wants to contain China, claiming to impose tariffs.
However, the final plan to increase tariffs was not implemented. The United States also had to consider itself. If rare earths cannot enter, it will affect local manufacturing. It will not be possible to find alternative suppliers in the short term. After increasing tariffs, it will affect its own costs.
The United States had to make multiple choices, but in the face of interests, the United States "bowed" to China.
Domestic pressure is rising, and real pressure is behind compromise.
The timely adjustment of the U.S. government’s policy toward China was not made by Mattis, but by weighing on domestic pressure.
These pressures that have to be faced have become reasons why they cannot continue to be tough.
The contribution of technology giants is indispensable to the economic structure of the United States. These technology companies not only pay taxes every year, but also have employment issues. The reason why the policy shift of the United States is indispensable to the pressure brought by these companies.
Previously, the U.S. controls on local companies regarding chip issues caused these companies to watch the loss of the market.
China's demand for chips is increasing with the development of AI. Missing out on the China market at this time is equivalent to wiping out the competitiveness of its own technological advantages in the market, which will enable other companies to advance the chip research and development process. At that time, with the diversity of choices, the United States itself no longer has an advantage.
The loss of the corporate market is doomed to the stagnation of corporate development. With the emergence of a new round of US policies, these companies are no longer bargaining with the government. Behind the compromise of enterprises is the problem of people's jobs.
According to the development of the original policy, the occlusion of resource circulation will one day be the double loss of enterprises and employment.
The changeable domestic economic situation has seriously affected various industries, and the government has already faced the problem of "closing the door".
Especially the pressure of tariffs, which forced many US goods to rise in prices due to rising supply costs, was also a huge shock to the lives of the underlying masses.
The purchasing power itself is not much influenced by the economic situation, and the tariff increase is a burden that the U.S. is putting on itself.
Several industry associations have protested, and the automobile association is even more straightforward about the difficulty of building new energy vehicles without rare earth resources, which obviously makes a change for the U.S. government to focus on interests.
The U.S. government once asked Russia for help, but Russia's affairs in Europe can't be settled, and it has no intention of taking care of the United States. It has also extended an olive branch to Ukraine, hoping to exchange resources with Ukraine through military assistance.
With the U.S. government seeking help everywhere, compromising with China has become the most direct way, but this way seems to have been questioned by many parties.
Domestic contradictions are highlighted, and the hard parties are dissatisfied with the current policy towards China.
Trump's package of compromise policies immediately triggered heated internal discussions.
From the perspective of domestic hardliners, the U.S.'s current China policy is to sacrifice security for benefits. The rare earth and chip industries are both related to national security.
On the issue of rare earths, they believe that adding tariffs and then canceling them is a sign of weakness and will be firmly grasped in the hands of China, which is not conducive to the initiative of follow-up cooperation.
Hardliners believe that we can't just focus on the immediate interests and look far ahead, even if we are stuck now, we have to get rid of heavy dependence;
The problem of demanding energy from Ukraine and Russia will reduce the position of the United States in the international community, and the idea of "equal reliance" will not solve the problem, but will fall into a new passive situation.
The chip problem has undermined official export controls. Companies can obtain export licenses by paying money.
Although it can relieve the current pressure on domestic enterprises, the outside world is also constantly looking for opportunities to escape the restrictions of the United States. If the opportunity is seized in cooperation, it will definitely shake the United States 'hegemony in science and technology.
More importantly, domestic hard parties have begun to oppose behavior, hard parties have always not focused on short-term benefits, and viewed as long-term strategic competition.
The problem of institutional deficiencies can be controlled by economic means; but Trump is more concerned about the current economy and people's livelihood demands, after all, these will affect their own dominant position; other impartial intermediaries are also overlooked, both concerned about the economy being damaged and concerned about not being able to take risks, which is exactly what makes the US government's policies have been self-contradictory ahead.
Balancing the interests of all parties is the top priority
By closely observing, it is not difficult to see that the US government’s policy towards China is not weak, it is the result of comprehensive consideration.
Nowadays, the entire world is constantly renewing itself in order to cooperate. It is basically impossible to completely disengage from the issue of globalization.
The U.S. government's policy shift is a choice for the U.S. government to abandon its own interests and satisfy reality. This choice highlights the cooperation and integration between major powers, and extreme confrontation will only be forced to cut itself off.
The views of hardliners in the United States are actually false propositions. It is a good thing to be able to independently develop and develop, but the current tense domestic situation does not apply to this. The hardliners 'views will ultimately pay the bill by enterprises and the public, and social conflicts will not be properly handled. Problems broke out.
Trump's weak policy is a sober judgment of the country. Even if the game between countries still exists, at least the economic interests will not be damaged. As far as the domestic situation in the United States is concerned, finding a balance of interests is the top priority and the most fundamental starting point of the policy.
References:
The United States wants Ukraine to exchange rare earths for military aid, Trump: I hope Ukraine will receive "reciprocal" support from Washington
202502/0510:10:58 Source: The Global Times
The U.S. rare earth giant suddenly suffered a heavy blow! Falling more than 10%, business has stalled!
Source: Securities Times 20 April 2025 11:29
“Trump 2.0” still cannot win the trade war with China
2025-02-12 07:00 Source: China Network
White House AI consultant is eager to defend: I am not soft, I am hard on China2025-10-07 14:34:27 Network of observers
The American eagle has rushed: the house has collapsed! Trump is weak toward China, too many concessions.
2025-10-06 10:56:13 Network of observers