William Huo Profile picture
Apr 10 13 tweets 2 min read Read on X
The U.S. tried to weaponize food against China. Now Brazil feeds the dragon, and Washington's farmers are left holding the bag. This is how China secured its most sacred asset: the People's Rice Bowl.

aspistrategist.org.au/brazilian-soyb…
China always knew the U.S. couldn’t be trusted. Especially when it came to the most critical link in national security: the People’s Rice Bowl. 1/12
For years, the U.S. was China’s key supplier of soybeans, corn, and meat. But Washington’s weaponization of trade and trust forced Beijing to reassess. 2/12
The Trump-era trade war was a wake-up call. Sanctions and tariffs made one thing clear: America was willing to starve Chinese livestock for leverage. 3/12
So China pivoted—hard. And in walked Brazil, with wide open farmland, compliant governments, and no sermons about “rules-based orders.” 4/12
Brazil became China’s agri lifeline. Massive soybean exports, beef shipments, and corn trade all surged—replacing the once-dominant U.S. 5/12
China didn’t just switch suppliers. It invested: ports, railways, logistics networks across Brazil were quietly bought, funded, and secured. 6/12
Brazil’s agribusiness welcomed it. Profits soared. No geopolitical lectures, no Cold War baggage—just soybeans and slaughterhouses. 7/12
Meanwhile, U.S. farmers got whiplash. Years of building China ties gone in a tweetstorm. The Midwest was sacrificed on the altar of hawkish bluster. 8/12
Beijing’s doctrine is clear: food security is national security. They’ll never let a foreign power control what feeds the masses again. 9/12
The U.S. overplayed its hand, turning interdependence into a weapon. China responded by removing the blade from its own throat. 10/12
You don’t mess with the People’s Rice Bowl and expect to stay in the room. China’s grain bin diplomacy is now a masterclass in strategic decoupling. 11/12
From grain to geoeconomics, the world’s tables are turning—and the U.S. just lost its seat at dinner. 12/12

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More from @wmhuo168

Apr 11
China just changed the definition of where a chip comes from—and it's a masterstroke. It's not a ban. It's a bureaucratic scalpel. And it just flipped the semiconductor power game on its head.

chinadaily.com.cn/a/202504/11/WS…
China’s new chip import rule is precision warfare, not protectionism. It targets a key loophole: where chips are packaged versus where they’re fabricated. That distinction changes everything. 1/14
Until now, many U.S. chips entered China labeled as “non-U.S.” simply because they were packaged in Suzhou or Wuxi. The silicon may have come from Oregon, but a Chinese backend gave it a new passport. 2/14
Read 15 tweets
Apr 11
America has four shipyard slips left. China builds more warships than the rest of the world combined. The US Navy is a legacy brand running on fumes—and someone should tell Taiwan the truth.

breakingdefense.com/2025/04/in-fir…
“It was the best of times, it was the worst of times...” but only if you stood on opposite ends of the Pacific. In China: shipyards roar. In America: four drydocks wheeze and cough, kept alive by contractors and congressional inertia. 1/18
Across China, Dalian, Jiangnan, and Huludao hum with purpose, cranking out frigates, carriers, and destroyers like Toyotas. The PLAN builds more ships annually than the rest of the world combined. 2/18
Read 19 tweets
Apr 11
Washington thought it could freeze China’s AI ambitions with sanctions. But Huawei just launched 5nm chips using 2010s tech, proving that when you block the door, China builds its own escape route.

trendforce.com/news/2025/04/1…
Huawei is now mass-producing its Ascend 910C AI chips at SMIC using Deep Ultraviolet (DUV) lithography and Self-Aligned Quadruple Patterning (SAQP)—a move that wrecks the myth of China’s "crippled" chip sector. 1/16
Washington swore DUV alone couldn’t get China past 14nm. Guess what? SMIC just tapped out 5nm-class chips without a whiff of EUV, making U.S. tech sanctions look like slapping duct tape on a volcano. 2/16
Read 17 tweets
Apr 11
While Americans gamble on stonks and crypto, China’s middle-aged aunties are quietly stacking gold like it’s wartime. When the system breaks, they won’t panic — they’ll be ready.

Unknown to most Americans: Chinese people, in addition to being compulsive savers, are also relentless gold hoarders. Especially middle-aged women, known as “dama,” who treat gold like Americans treat Tupperware. 1/14
During dips in global gold prices, these aunties march into jewelry stores and clean out the shelves. Their timing is often better than Wall Street’s. 2/14
Read 15 tweets
Apr 11
America made MAGA the national villain, but the real looters wear suits, speak at Davos, and never see a courtroom. This thread isn’t about Trump—it’s about the elites who actually broke the country.

truthout.org/articles/trump…
It says a lot about American politics when MAGA gets all the heat while the people who actually wrecked the economy still run the show like nothing happened. 1/17
The media paints MAGA as the only threat to democracy. Meanwhile, the Wall Street crowd and their policy lapdogs stay off-camera, never held accountable. 2/1
Read 18 tweets
Apr 10
France builds bullet trains. China lays down 25,000 miles of rail. America? We can’t get a line past a golf course without a lawsuit and a Wall Street pitch deck. Here’s why we’re stuck in the slow lane.

grist.org/looking-forwar…
France guillotined its aristocracy, nationalized infrastructure, and made state-led development a cultural norm. China rebooted everything in 1949 with a Communist revolution and never had to ask a homeowner’s association for permission. 1/15
Both countries built the political machinery to override landowners, crush delays, and build fast. That’s how you get 25,000 miles of high-speed rail in China and the TGV zipping through France. 2/15
Read 16 tweets

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