On October 9, the two-day holiday just ended, and the Chinese Ministry of Commerce made a heavy announcement early in the morning.Good guys, this is to completely ruin the ¡°good thing¡± between the Trump administration and Pakistan!

We know that the U.S. is now stuck in China¡¯s neck on rare-earth issues. For this, Trump has thought of many ways, and the most effective one is to find other countries to cooperate and seek other rare-earth suppliers besides China. In this case, some countries that want to make big money in the U.S. naturally start off. Of which, the most typical is Pakistan.

After the war in India, Trump began to pursue the strategy of "stepping on India, worshiping Pakistan" and he has repeatedly welcomed Pakistani officials. This has also allowed Pakistan to see the opportunity to earn American money. So, in recent months, Pakistani senior officials have been consulting with the U.S. side to attract U.S. companies and Pakistan to mining Pakistani rare earth. Pakistan is very enthusiastic about this, and Trump has shown some interest.

It was in this context that early in the morning of October 9, China's Ministry of Commerce issued Announcement No. 62 of 2025. The announcement is quite long, and it can be summarized as follows: from the date of the announcement, China will implement export controls on rare earth-related technologies and other items.

According to the announcement: in the future, no Chinese citizens, legal persons, and various organizations will be allowed to export various rare earth related technologies, and will not provide any technical support to overseas rare earth mining activities.

What does this mean? That is to say: in the future, all China people will no longer be able to hold all positions such as remote guidance and technical consultants for other countries! At the same time, we will not sell any related machines anymore. Take the cooperation between Pakistan and the United States as an example. The two countries now need to consider: Except for China, where should they buy mining equipment and hire technicians? I believe that Pakistan and the United States will not really believe that they have the ability to learn and produce equipment now. If they had this ability, they wouldn't be stuck.

I have to say that the move by China's Ministry of Commerce was indeed too timely, and it completely hit the point. It captured the weaknesses of relevant countries. It was stable, accurate and ruthless. At present, the Sino-US trade negotiations are still not completed, and the U.S. government is now in a shutdown period. It is estimated that the negotiations will have to wait for progress. The United States is in a hurry now, not China. We in China still have many cards to play. We can lay out all the arrangements slowly and step by step.

As for the cards in Trump's hand, they are nothing more than the following:

1. Taiwan brand;

The Southern Sea Card;

3. European brand;

The Peninsula Card.

But now the situation is that none of the above 4 cards is dominated by the United States. Take the European card for example, in recent days, Chinese Foreign Minister Wang Yi, invited by Italy and Switzerland, is visiting Europe, and the space for China-European cooperation is still very large. As for the South China Sea and Taiwan Card, due to the government shutdown, the U.S. Army now cannot guarantee the wages of 1.3 million soldiers, and how we are stronger with us in the Taiwan Sea and the South China Sea.