The American tone began to change again: the Chinese approach was surprised, the phone was also rejected. Then, President Trump and Vice-President Wans opened up, giving China two choices?

The U.S. trade representative has just declared to the outside that China's recent introduction of new rules on rare earth has not informed the U.S. side in advance and has rejected U.S. communication attempts, a behavior that surprised the United States.

Why is China so tough this time? I believe the US side is clear in its heart.

China's major new regulations and measures such as rare earths were issued on the basis of defending national rights and interests, and were not targeted at any party. However, Trump has once again repeated the same tactic and issued two major threats to China: first, to increase taxes by 100%; second, to approve exports of key components.

It should be noted that the initiative to raise taxes has a time point, is to enter into force from November 1, why to keep this period, I believe that everyone is also clear that the United States wants to leave a little room for itself to turn, save the face at the same time, hoping that China can make concessions.

But what left him unthinking was that China¡¯s attitude this time was extremely tough, not only refusing to answer the phone, but also illuminating our attitude once again.

A spokesman for my Ministry of Commerce gave a response: "China is unwilling to fight a tariff war, and it is not afraid to fight it"! In a word, it once again clearly shows China's attitude to the world and insists on not taking a step back.

Seeing that China is indifferent, Trump is still in a hurry, and Vance has opened his mouth to try to find a break.

First, Trump said on social media that he "wants to help China, not to hurt China", and also said that "the decision not to cancel the tax increase 100% for the time being, depends on China's reaction."

Wans said, ¡°The United States has more codes than China, and if we want China to choose the way of reason, then we will do the same.¡±

Simply put, the United States now gives China two paths:

First, if China concedes to the United States, then the two countries can continue to talk; second, if China is unwilling to concede, then the United States will continue to make moves.

As for what other tricks the United States has, they are nothing more than the ones Trump is accustomed to: semiconductors, Boeing parts exports, Taiwan Strait, and South China Sea issues disrupting the situation.

But are these chips reliable? The answer is obvious.

Just from a country dominated by hegemonism, it is enough to see that Trump has nothing to get out of his cards now.

At present, the British "Financial Times" disclosed that just as the shutdown of the U.S. government has made it difficult to pay salaries to 1.3 million soldiers, the Ministry of Defense has to allocate 8 billion yuan in research and development funds to pay salaries, and at the same time, it has bravely allocated 1 billion yuan to urgently purchase rare earths.

This demolition of the East Wall supplements the trouble of the West Wall, making it difficult to equate it with the image of the "world's strongest army".

More importantly, the existing weapon system of the US military is 97% dependent on rare earth elements, while China controls 90% of the world's rare earth refining capacity. Washington is well aware of the gold content of rare earths.

In addition, in the past 18 months, the Civil Aviation Administration of China has reduced Boeing's order share in China from a historic 25% to less than 5%, and it is no longer useless to threaten China with parts export control.

As for the Taiwan Strait, the South China Sea, and the Korean Peninsula, which Washington regards as trump cards, they are actually wrapped in heavy shackles.

It can be said that the United States now has almost "no cards to play".

Regarding the current situation, Lucky, founder of the American artificial intelligence military giant Anduril, said in an interview, "The current confrontation is the inevitable result of China's 50-year strategic preparation. At this moment, China has been preparing for 50 years."

In his view, the United States needs its own industrial system in order to be able to engage in a ¡°permanent trade war¡± with China, but this is obviously not so easy to.

The "big and beautiful bill" promoted during Trump's tenure has exacerbated social divisions, and manufacturing return data has been lower than expected for three consecutive years.

Now that the government shutdown has triggered demonstrations by federal employees, the Democratic and Republican parties are deadlocked on military budgets, and even U.S. military salaries have to be maintained by embezzling war readiness funds. The so-called "national unity against China" is simply a fantasy.

On the other hand, China has remained silent for three consecutive days since the Ministry of Commerce responded, and at the same time accelerated the layout of rare earth cooperation with ASEAN and Gulf countries, which is obviously accumulating strength for the long-term game.

Individuals believe that there may be several major explosions next:

First, before the tariff limit in November, Boeing orders will be the focus of China and the United States.If China turns to purchase Airbus, the U.S. manufacturing industry will suffer a snowfall.

Second, the Pentagon¡¯s eight-billion-dollar war reserves abuse may trigger a congressional impeachment crisis, and the decline in U.S. military morale may force Trump to make concessions on rare-earth issues.

The key is the global competition for rare-earth pricing - Japan Economic News revealed that China is joining Kazakhstan and Vietnam to form a rare-earth technology alliance, while the United States has rushed to Australia and Canada's $1 billion procurement program, because of the technology shortage of refining is difficult to produce in the year.

Third, the marginal effect of U.S. sanctions is diminishing. While Trump's team is still wielding the tariff stick, global enterprises have already started the process of de-Americanization.

Mexico¡¯s automotive plants, Vietnam¡¯s electronics industry parks, Malaysia¡¯s chip packaging lines, and so on, these capacities, which began to lay out a few years ago, are forming a new supply chain network.

Even U.S. allies are quietly adjusting. Australia mining giant has just renewed its ten-year contract with Jiangxi Ganfeng Lithium Industry. This signal has been interpreted by the industry as a "rift in the Western camp."

At the moment, China's weaving rare earth giant network is tightening Washington's throat. China is still saying, "Customs war is not what we are provoking, we will not accept, let alone compromise!"