Trump said he would impose a 100% tariff increase.
First of all, it is not us who should panic, but our opponents.
Second, now is the most important moment for us to take action.Not to mention anything else, let's think about it: if the rare earth card is played, more than 1,000 weapon systems, more than 20,000 core components, and 87% of the supply chain in the United States will collectively fall into trouble due to serious problems.
At that time, who dares to ride a small boat filled with the world and glorify? it can be said that the future development prospects of the U.S. military industry are extremely dim.
Third, the various inflated reports they published around the world in the past two daysFirst, OpenAI said to invest in Oracle, Oracle said to buy NVIDIA chips, NVIDIA then announced to invest in OpenAI, forming a triangular cycle.
In addition, the United States is building a "Skynet", and its state-owned assets are about to invest in Intel. The future goal is to forcibly nationalize Nvidia. But I want to ask you: Can the series of operations mentioned just now be achieved without the support of rare earths?
I tell you that our capital markets fell slightly after Friday’s events, with the highest crash in overseas virtual currency markets of 99.99%.
Now is the crucial moment, but can Trump really bring down the 100% tariffs?I think not necessarily, now is the best time for us to do it.
Have you ever wondered why it happened now and not before? There are two major camps in the United States:The Republican Party represented by Trump and the Democratic Party represented by Biden previously had completely different strategies. The Trump camp adheres to "America First" and requires the world to serve it.
Imagine, if in the Biden era, we suddenly launched a rare-earth policy, Biden shouted, and the EU cooperated to counter, how should we respond?
Now, after Trump came to power, pressuring the European Union, diverting the Russian-Ukrainian conflict, interfering in the Middle East affairs, and supporting Israel for the humanitarian crisis in Gaza has sparked global indignation.
The old ancestor said "to help, to help", when our rare-earth policy directly refers to the U.S. chip manufacturing industry, he shouted, how many "partners" will really help him?
To give another example, Everyone will understand why this is a critical moment of a lifetime--Has there ever been a stage in human history where global development relied on a single factor or metal? Friends who respond quickly must have thought of oil.
After the breakup of the Bretton Woods system in 1971, why did the United States control the global order in the name of "oil" and dominate the global settlement system?
Question: Why did we hold a rare earth strategy ten or twenty years ago but did not hide it?Twenty years ago, China's industry, energy, automotive, people's livelihoods and even petrochemical industries depended on oil at least 20 percent.
In the past two decades, we have made every effort to promote the investment of "the belt and road initiative" and accelerate the transition from oil to new energy. I remember that in 2018 or 2019, new energy accounted for more than 50% of my country's new power generation equipment.
Today, we account for almost 90% of the global photovoltaic production capacity. it can be said that in the past century, no time has been more suitable than now to shock the world with rare earth.
Why is now the best time to fight back? We can only play the rare earth card once, and there is no turning back when we open the bow-in twenty years, the rare earth card will be meaningless.
Since rare-earth resources will be developed in other parts of the world, we are only leading the way in rare-earth separation technology and manufacturing processes. Currently, our rare-earth prices are only 40%-50% lower than other production regions in the international market, and the most concern is the undercapacity.
In the next three years, even if the world accepts a 30%-50% increase in rare earth prices, production capacity will still be the core bottleneck problem; But ten or twenty years later, rare earth separation technology and equipment may not be impossible to break through. Therefore, Now playing rare ground cards, at least logically we won’t lose.
In addition, we are famous for:
First,The US Strategic Foundation Corporation signed a memorandum of cooperation with Pakistan on September 8 and has begun transporting the first batch of goods to the United States. It is reasonable for us to follow its "long-arm jurisdiction" and restrict the export of professional rare earth refining equipment.
Second,The United States imposed a high port tax on China ships and commodities during the National Day holiday period. There is nothing wrong with us to impose additional shipping fees.
Third,On October 7, the U.S. House Select Committee on Strategic Finance issued a document to win the EU to further block China chips (not only for advanced processes, but also mature processes). This is equivalent to a carnival by global technology giants but excluding China.
For example, there are two tables of guests in the bar. We don't care if you drink and dance, but if you want to turn our table, I'm sorry-we run this bar, so don't drink the wine at your table.
If you want to continue drinking, check out our table: on October 15th there will be a full conference, full of drinks, all self-help.
Someone is worried about the impact of high tariffs, high port charges?I tell you: the tariffs really hurt not us. Compared to the list of Chinese-U.S. imports and exports of goods, our exports to the U.S. are more high value added products, the U.S. exports to us are most soybean, potatoes.
If the same proportion of tariffs or port fees is imposed, who will have a greater impact?The price of soybeans and potatoes has doubled, will everyone still buy them? Maybe I'll just go to a restaurant and eat shredded pork with fish flavor.
Therefore, the official spokesman stressed that the relevant countermeasures are aimed at safeguarding fair competition in the international shipping and shipbuilding markets, are a legitimate defense, and hope that the US side will correct the mistakes, move forward, and resolve the problem through consultation.
From the point of view of the game theory, our counter-attack time is good. Trump profoundly praised the "art of negotiation", the usual strategy is to open the price first, wait for the other party to press the price and then make concessions.
But this time he didn’t take the first step, and found that we’ve been “placed on his face” and rushed to become agitated on social media.When do people get agitated?
The more angry he is, the more he declares to the world that the United States is powerless on the issue of rare earth, but instead accelerates the approach of countries such as Europe to us.
Why do we want to “light the sword” in the 93rd parade?Give a clear signal: When our six-generation starts to crush the lead, you can be angry, but you can’t lose your mind.
No matter from the military, energy reserves, global public opinion, or the key position of strategic metals, now is the best time to show your trump cards. After 1973, the United States was able to "use oil to command its princes." Why can't we "rely on rare earths to make the world" today?
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