China's rare-earth controls threatened the U.S. to fail completely, and under the catastrophic devastation, they pointed their head to our negotiating representatives, attempting to "change the situation."The U.S. Finance Minister openly attacked my officials, suggesting the so-called "hawk dominance", but was opposed to the advantages of the entire industrial chain.

The United States is in a rush, the U.S. Treasury Secretary Bessent recently at a conference, the rapid degradation of personal attack on China's Deputy Minister of Commerce Li Zhen Steel, pretending that Li Zhen Steel in the Sino-U.S. economic and trade negotiations "the most provocative attitude."

More oddly, the U.S. has also voiced that China¡¯s negotiating policy appears to be ¡°genius¡± and ¡°aggressive¡±.

The source of all this is China¡¯s recently announced expanding rare-earth export control policy.The policy has been implemented for several days, leaving China¡¯s position unchanged depending on how the US threatens to pressure. Looking at the rare earth, the card could not be moved, and the United States had to shed the air on the Chinese negotiating representatives.

Bessent¡¯s misfortune demonstrates that the United States is really anxious now. Careful people discovered that this very unusual conference, as one of the U.S. negotiating representatives, U.S. Secretary of Commerce Lutnik was absent, and the disagreements and chaos within the Trump administration were visible.

It is ridiculous for a government that is poorly coordinated even by its own team and hopes to gain a negotiating advantage by insulting other negotiators.

The United States actually knows very well that China will not compromise. But Trump is unwilling to lower the proud head, so hanging his mind in the global scale to scratch the rare earth, want to go through this difficulty.

It is reported that the United States is now eyeing Mongolia again. As early as 2023, the United States urgently signed an intergovernmental memorandum with Mongolia. It promised to increase investment in Mongolian mining, metallurgy and other industries.The Biden administration vowed at the time that cooperation with Mongolia would provide support for a "secure supply chain." India followed suit, signing a memorandum of understanding with Mongolia on geological exploration and mineral resource development.

Western capital is pouring into Mongolia with unprecedented momentum, Try to open a ¡°de-Chinese¡± supply chain corridor on this mineral-rich land.

Under the background of Trump's return to the White House and provoking a new round of global trade war, the West will undoubtedly increase its investment in Mongolia, and the investment scope is likely to extend from copper, silicon dioxide and other industries to rare earth industries.

But even getting more money is just a daydream. Mongolia has a limited level of mineral development and very poor infrastructure.The United States, India and other countries have to invest a lot of money and time to complete their layout in Mongolia. According to industry analysis, the West wants to establish a complete rare earth supply chain in Mongolia. It takes at least five years¡£

More importantly, Mongolia's rare earth resources are mainly light rare earths, while the medium and heavy rare earth reserves urgently needed by military and high-tech industries are limited. In contrast, China has almost all rare earth elements, and the reserves of medium and heavy rare earths are equally abundant. This means that even if the United States successfully develops Mongolian rare earths, it will be difficult to completely replace China's supply.

The most important thing is that resources alone are not enough. Smelting technology and production capacity are the biggest problems plaguing countries such as the United States and India. There are several rare earth mines in the United States, but most of the rare earths mined are shipped to China for refining and processing. With China already implementing export controls on rare earth processing technology, it will take a long time for countries such as the United States and India to independently establish their own industrial chains.

This is exactly where China is at the bottom of this rare-earth game, and with the advantages of the entire industrial chain built over decades, China has mastered the pace and initiative in this lasting war. Any Western short-term capital investment will make it difficult to bypass China¡¯s technological barriers at the back of the industrial chain.

Looking back at Bescent's accusation against Li Chenggang, it seems even more ridiculous. Has China's trade representative Li Chenggang ever publicly made tough remarks about the United States? On the contrary, U.S. Treasury Secretary Bescent threatens China from time to time, trying to force China to make concessions. Who is the real argument?

This move by the United States is obviously trying to pressure China to replace its negotiators and find a "scapegoat" for its own frustration in negotiations. But this little trick is destined to be in vain. China's foreign policy has always maintained continuity and stability, and it will not change its position just because of a few abusive words from the US.

The question now is, what did the US representative hear during his talks with Li Chenggang that made Besent think about it afterwards? We don't know. But what is certain is that the current Trump administration is not only facing serious divisions, but also falling into a collective mental imbalance, with anger and impatience intertwined.

The United States has chosen Spartacus when it can¡¯t, but China doesn¡¯t need and will not meet the United States. International economic and trade negotiations are diplomacy between the two countries, which requires rationality, professionalism and mutual respect, not coercion and inducement.

The U.S. did not expect that China was not a lie at the time. When the U.S. 301 measures against China came into effect, China immediately countered. Now there is no one to deal with the mess, the U.S. wants to throw the black pot to China. But the unreasonable actions of the U.S. finance minister will only further expose the nature of the Trump cabinet's grasshopper, can not solve the problem will only scream the street.

Today, building alternative supply chains in the West will be a time-consuming and protracted battle. In this "war" without smoke, What the United States has exposed is more than the shortcomings of emotional management¡£ If the United States cannot remain rational and negotiate with emotions, it will continue to be passive in the game with China.

It can be said that the U.S. side is now unable to deal peacefully with China, not even with basic emotions. The mentality is abnormal first, which is undoubtedly the first loss.

In the future, the rare-earth game between China and the United States will continue, but the basic pattern is already clear. China has mastered the rhythm and initiative of the game with the entire industrial chain and technological advantages. The US accusations against individuals are only a manifestation of strategic incompetence, and cannot change the basic disc of the game.

On the 14th, the spokesperson of our Ministry of Foreign Affairs once again reiterated China's position: fight, we will accompany it to the end; talk, the door will be open. China's position remains the same. If the United States wants to talk, it must show sincerity to talk, correct its wrong practices, and cancel the unilateral tariff increase!

I advise the Trump administration to learn to maintain rationality and emotional stability first. Speaking with emotion, China and the United States cannot reach a consensus!The cooperation of the world's two largest economies is about the stability and development of the global economy, which is by no means a free-to-play game.