Another tariff extension 🤭 China should charge subscription fees for these 90 day extensions. US can have a small discount if they buy 90 day subscriptions for "keep TikTok running" and "Trade War ceasefire" together as a Super Taco package deal...🧵

theguardian.com/us-news/2025/a… 2. All this showed how important China's trade to the US than the other way around. They just can't admit and say it out loud. It's probably worse for the US for everyone to find out that China doesn't need the US as much as they lie about it.  That would confirm how China is...

As expected modi will visit Tianjin for SCO summit. As much as I want for CPC to kick India while it's down. CPC will not do that. One thing to remember about modern China is that it leaves emotions at the door when conducting diplomacy. China is not going to punish India...🧵

https://twitter.com/SpoxCHN_LinJian/status/1953833973110722791

2. in retaliation for earlier slights and backstabbing, no matter how tempting that may be.
So after India has just be rejected and humiliated by trump and the west, China might just give him a deal. Not because China forgives or forgets his earlier behaviour, but because the...

India predicament is a cautionary tale of all wannabe vassals of the US. India openly threw their lot in with the US at the expense of their relations with just about everyone else on earth, but arrogantly thought they were entering a partnership...🧵
theguardian.com/us-news/2025/a… 2. with America and the West instead of vassalage and servitude.
The cherry on top was that they tried to slap around their neighbours thinking they are part of the big boys gang now, but ended up being b***h-slapped by Pakistan in self defence. Which utterly disgusted trump...

Haha poor Euros 🤭 as if you have a choice, you are a vassal of America. You do as you are told, but if you look beyond the smokescreen, they are actually fine being harvested by the US like this. The Western empire consisted of the US as the head...🧵

theguardian.com/commentisfree/… 2. The EU as minor arm, and some small appendages like Canada, Australia, Japan SK etc. This empire is in dire threat of being defeated by China. The empire took decades to build and is a lasting relationship. Trump is fleeting, The power emitted by this alliance is what gives..

The US can keep practicing with its vassals as much as they like. But when it comes down to it, none of them are willing to risk their necks over Taiwan. South Korea will never be involved because of North Korea, The Europeans will still be too busy dealing with Russia...🧵

https://twitter.com/Reuters/status/1948703552127340582

2. That leaves you with Japan (which will also be dealing with NK ballistic missiles, if it decides to go to war with China) and Australia which is waiting patiently for decades to get their AUKUS nuclear submarines 🤭 I don't count the Philippines because they can barely feed...

You see, all signs pointing to the abandonment of Taiwan 🤭 the biggest questions that I believe everyone in the west is asking for is "for what we are going to fight for?" If its to stop China's rise, then that ship sailed long ago, if the issue is...🧵

ft.com/content/046267… 2. because "semiconductors" then may be over before it begin, the US is moving TSMC to US whatever is the hype of invasion or tariff TSMC is going to the US whatever they like it or not. And for Japan there is even less justification given that the rise of TSMC was a big reason..

Been quite busy lately, so haven't been able to post 🧵 but let's start, These kinds of article miss the point entirely. China is already a superpower about equal in strength to the US. Sure, its military doesn't have the same global reach, and it's...🧵

foreignpolicy.com/2025/07/04/chi… 2. diplomatic structure is very different. But China is also trying to achieve very different goals, so looking at it from a purely American lens is never going to work in real life. We can also tackle the main points:
1. The US attempt to contain China has not only not worked...

The US strike on Iran is not a sign of strength on the contrary, it is the unmistakable sign of imperial terminal decline. US gave Israel the planes and the bombs. The US did not want Israel to start a war with Iran. They did it anyways.
When you cannot control own vassal...🧵 2. something is clearly wrong. If your vassal believes you're weak and can be easily manipulated, that means you're weak. You're perceived as weak. A vassal probably knows you better than anyone else.
Strength controls or shapes events. The US now has events shape them...

Now it's increasingly likely than ever that the US will directly invade attacks Iran.
Iran's biggest move would be waiting for the best time (when as many forces are concentrated in the Gulf as possible) to close the Straits of Hormuz through mining...🧵
theguardian.com/world/live/202… 2. and striking all hostile naval ships and bases inside the constrained Gulf from short range with ASMs, attack boats, and mini-subs.
This would inflict immediate damage and provoke a ground war. A war that US and it's allies are unprepared for. It takes months to organize...

Tell me who is surprised by this? I have been saying this many times. Taiwan will not be the next conflict after Ukraine war, it will be Iran, and here we are. Now Israel and Iran is fighting a full blown war with no end in sight. Now the US war plan...

theguardian.com/world/2025/jun… 2. Against China that scheduled to take place around 2027 just went up in smoke thanks to Bibi 🤭. Now Israel is going to suck up even more US THAAD interceptors, missiles, JDAMs. With rare earth embargo, Every missile fired by Israeli or US militaries now becomes irreplaceable..

Like I said previously, Restrictions on rare earth export are national security based and are part of a framework established long before trump came to power, they're also global. The US also has nothing to exchange. China already solved the chip...

cnbc.com/2025/06/06/tru… 2. Problem. While the US still has no solution on how to process rare earth anytime soon. What the US is getting is 6 months licences, amount will be monitored or capped.
Dependent on how trump and his team gives concessions, the duration and amount can change. China from now...

Look at this, this just showed how unprepared the 🇺🇲 is 🤭
They really had no contingency at all after all these years,
China only agreed to suspend non-tariff countermeasures against the US, but rare earth export control was a global measure...🧵
wsj.com/world/china/u-… 2. Which means that the loopholes of buying through South Korea and Japan is finally closed. Now they are desperate, my guess is this export control has started taking their toll on the US and their stockpiles is critically low. It's actually amazing when you think about it...

Looks like the US has raised the white flag 🤭 what can I say? Like chairman Mao used to say, the americans are not reasonable, give them no choice then they will be reasonable. As long as I can remember, 🇨🇳 always did 3 things to undermine 🇺🇲 power...🧵

bloomberg.com/news/articles/… 2. • Direct intervention such as Korean War or lately trying to distance herself from the US Dollar hegemony.
• Try to split the american alliances.
• Hurt US politicians domestically by withholding big orders for stuff.
Since the trade war started this round with Trump short.

What can I say? 🤷‍♀️ One of the Avichina stocks listed in HK went up 6% in an hour after opening. I bet many middle Eastern countries are going to write blank cheques on Chinese military companies now 🤭...short 🧵

https://twitter.com/sentdefender/status/1919956236721619140

2. I remember this indian infographic from a year or two ago. this aged like fine wine 🤭 Can you imagine if actual J-20s are up against rafale? It would be like F-18 against Mitsubishi zero 🤣...

Now I understand why trump is so desperate for Xi to pick up that phone, hyperinflation will hit not only for consumer products but also food as well. China is supposed to have less arable land than the US but food isn't expensive in China...🧵
yahoo.com/news/spooked-t… 2. yet in the US, prices keep go up and up and up. How is it that in China food is cheap while in agriculturally bountiful US it's expensive? Most meat is expensive in the US. Why? With all the agricultural surplus in the US, feeding livestock shouldn't be a problem. The answer..

That's too late, its very likely that stock has been resold and production schedules rebooked.
China has been incredibly quick in announcing support for domestic firms impacted by the tariffs, one of the core measures is to help suppliers find new customers. It’s been nearly...🧵

https://twitter.com/rwang07/status/1916177259632988233

2. a month since the tariffs were announced. Especially if american business represents a significant proportion of a Chinese manufacturer’s order book, they would not have been just sitting on their hands staring at the phone desperately waiting for a call back like...

This just shows how desperate Trump is to make up an obvious lie like that 🤭 I dont think he has mentally adjusted to the reality that China has already wrote US off. This is total decoupling, that is what the americans wanted, and we finally ...🧵

abcnews.go.com/amp/Internatio… 2. Said let's do it for real this time. This US is like a customer who contributed 11% of your profits, suddenly demanded to take over your factory and make you work for him instead in return for a meager salary. Of course the factory owner would prefer not to do any business...

This basically an admission that US has become the underdog and they only way to possibly confront China would be with 100+ allies🤭 The only people who still honestly think that US can solo China with leverage, are poorly-educated angry MAGA...🧵

bloomberg.com/news/newslette… 2. People who think that selling to the US is 80% of China's GDP. The only problem with that strategy is, these "allies" are even more dependent on Chinese market, industrial supply chain and critical inputs. Like I wrote before. Every supply chain on earth pass through China...

Haha I didn't even expect Trump to blinked this quickly 🤭basically no tariffs on electronics and solar products.  these products make up around 43-45% of China’s exports to the US—that’s somewhere between 225 and 236 billion for a year. So much for 🧵...

bbc.com/news/articles/… 2. the tough talk about decoupling from all the maga supporters, turns out US can’t just cut off China, who would have thought Here are the complete list of exemptions, as you can see there are many critical inputs that the US simply cannot produce...
content.govdelivery.com/bulletins/gd/U…

this is an important detail in China's export control on rare earths: it's not just against the US, it's global. In other words China already low-key established the mechanism to actually embargo the US from access to any and all manufactured goods regardless if the company...🧵

https://twitter.com/GlobeEyeNews/status/1909277911875526872

2. tries to produce them in third party countries, for example if you sell anything to US that China doesn't like, you get cut off from electric motors, or anything else China adds to export control.
China is playing for either unconditional american surrender or annihilation..

Well, as expected China retaliated with a tariffs of her own, it was quick wasn't it? 🤭 this is the problem with americans, is that they always think that only them have the right to strike. They always forget that other countries can counterpunch...🧵

reuters.com/world/china-hi… 2. It is obvious trump's tariffs are meant to force manufacturers to move to the US to reindustrialize america. Well apparently China heard that US wants to reindustrialize and decided to casually throw a rare earth ban mini-nuke at it to welcome that effort 🤭 you see if ...