Washington Wins Headlines, Beijing Wins the War: The Rare Earth Power Shift

The world let out a collective sigh of relief today. Bloomberg's reporting preliminary signs that tensions between the world's two largest economies are finally cooling off. But make no mistake—this détente didn't come from Washington playing nice. It came from Beijing seizing the initiative and forcing America's hand.

Why has the offensive become the defensive? Because Washington's brutal, indiscriminate approach cost it the moral high ground and strategic advantage. China anticipated the backlash, deployed countermeasures early, and watched America's overreach become its weakness.

Washington's Scorched Earth Mistake

Brutal and indiscriminate was Washington's approach —destructive measures targeting thousands of Chinese enterprises' exports without distinction. What's the “Affiliates Rule”? Economic collective punishment, weaponized at scale.

This cost America the moral high ground entirely. Trump's administration showed no restraint, no consideration for consequences—only a scorched-earth determination to destroy the other side by any means necessary.

This "collective punishment" doesn't just cut off Chinese enterprises' technological pathways—it simultaneously devastates American companies while throwing global supply chains into complete chaos. That cost Washington its credibility worldwide. Such unreasonable behavior, harming others while inflicting damage on itself.

What America didn't anticipate was that China's countermeasures came swiftly and with surgical precision—nothing symbolic about it. The rare earth card struck directly at the heart of American high-end manufacturing.

Rare earths: China's knockout weapon. Once Beijing plays the rare earth controls card, Washington needs to pull its head out of the sand as the tides shift. US Treasury Secretary Scott Bessent admitted both sides reached consensus on a trade agreement framework, stating Trump's earlier threat of “100 percent tariffs if the Chinese impose their rare earth global export controls” is “averted”. He then added that China "had threatened to put a global export licensing regime, and I believe that they are going to delay that for a year while they re-examine it."

America's Rare Earth Dilemma

With rare earths under China's control, America cannot complete its supposed "grand project" of rare earth self-sufficiency in one year. Not even close. If Washington wants stable rare earth supplies from China to keep its enterprises alive, there's a brutal negotiation gauntlet ahead. If Trump tries his "art of the deal" theatrics again, he'll find himself instantly reset to square one—April 2nd's tariff war starting line—and Beijing holds all the leverage to make that happen.

China has transformed from weakness to strength—this shift is massive. You could say it's won the fight against the entire world.

From Hand Grenades to Hydrogen Bombs

Let's dial back. On the eve of the Korean War in 1950, as Mao Zedong deployed troops and generals, he summoned Deng Hua from Guangzhou to Beijing immediately. Upon meeting, he got straight to the point: "It looks like Truman won't give up in Korea. Your task is to defend the Northeast border, but be prepared to fight the Americans, be prepared to fight an unprecedented major war, and be prepared for them to use atomic bombs. If they use atomic bombs, we'll use hand grenades, grasp their weakness, follow them closely, and ultimately defeat them."

Deng Hua responded: "Yes, grasp their weakness and fight accordingly. They fight with their advantages, we fight with ours—this is our good method for dealing with the American military." Deng Hua later served as the first Vice Commander and first Vice Political Commissar of the Volunteer Army, assisting Peng Dehuai in commanding the entire war.

"They use atomic bombs, we use hand grenades" later became a celebrated phrase—but how tragic those words were when spoken back then. Mao Zedong had to consider the worst-case scenario of America using atomic bombs against the volunteers in Korea, so he issued this order to such an important commander and political commissar—even facing a "doomsday weapon," the volunteer army must persist with hand grenades. At any cost, defend the homeland and protect the nation.

China has transformed itself completely. Forget atomic bombs and nuclear bombs—we've got hydrogen bombs now. Is that why America and the entire Western bloc fear China? No. Or that China would prevail in conflict yet again, with inferior weapons? Also no.

The Real Weapon That Changes Everything

What the US-Western bloc fully recognized in 2025 is that there exists a "doomsday weapon" powerful enough to immediately suffocate all manufacturing industries and technological development: rare earths.

Will this be deployed at any time? Here's the thing: China pursues "mutual respect, peaceful coexistence, and win-win cooperation"—it doesn't even want to use hand grenades.

Still don't believe it? This time Trump won all the headlines—China-US détente, crisis averted. If Trump manages to play nice without going from his "art of the deal" type threats to “TACO”, the Nobel Peace Prize is ripe and ready for him to take.

Deep Blue

** The blog article is the sole responsibility of the author and does not represent the position of our company. **

Trump's talking up his China visit next year with all the enthusiasm of a dealmaker closing a big one. Fine. But the thing is: America's got to pick between two paths ahead. Either Washington works with Beijing to uphold a genuine international order—not the selective "rules-based" playbook the West loves to cite—or it rallies the old imperial gang for an "Empire Strikes Back" scenario across the Asia-Pacific.

Two days back, China's carrier Fujian slipped through the Taiwan Strait. First time since commissioning. The Fujian isn't just China's third carrier—it's the first one designed, developed, and built entirely in China, and it's got electromagnetic catapults. That's not just hardware. That's a statement.

Then, Washington green-lit $11.15 billion in arms sales to Taiwan—the biggest weapons package to the island in U.S. history. The Pentagon's spin? The sales "serve “U.S. national, economic, and security interests by supporting the recipient’s continuing efforts to modernize its armed forces and to maintain a credible defensive capability." China's Foreign Ministry didn't mince words today: U.S. arms sales to support (Taiwan) independence will only backfire on itself.

Okinawa Radar Games
Meanwhile, the U.S. and Japan are making their big moves. On December 15, Japan's Ministry of Defense signed a land lease deal to deploy mobile radar on Okinawa's easternmost island—all to track Chinese carriers and aircraft operating between Okinawa and Miyako islands. Beijing's spokesperson fired back with a pointed question: Is Japan creating incidents and engaging in close-range provocations to provide cover and excuses for its own military expansion? Is it following the track of right-wing forces down the evil and dead-end path of militarism?

Here's something worth to note: Japan's an old imperial power too. And it was once a major carrier nation.

Back in September, the U.S. military website Army Recognition broke the story that China's first nuclear-powered carrier, the 004, is already under construction. When foreign media pressed China's Defense Ministry on whether "China is building a fourth aircraft carrier and whether it will be nuclear-powered," the spokesperson played it cool: they "do not have specific information."

But as the saying goes: God is in the details. Expert analysis suggests the PLA's aiming to go toe-to-toe with America's supercarrier USS Gerald R. Ford. The 004 nuclear carrier is expected to displace somewhere between 110,000 and 120,000 tons with a length of 340 meters—outclassing the Ford-class at 100,000 tons and 337 meters. The 004's projected to carry over 90 aircraft, beating the Ford's roughly 75.

Twenty-Five Years, Three Carriers
What can you call a miracle? Everyone knows aircraft carriers were the domain of major industrial powers from the early 20th century, taking a full century of development to achieve dominance over the seven seas. Here's some context: China purchased the Varyag in 1999 and started refitting it at Dalian Shipyard on April 26, 2002. On September 25, 2012, it was officially renamed Liaoning and entered service. China went from zero to carrier capability in just 25 years. Are Chinese carriers really viable? That's the question many netizens keep asking—mainly the ones from Japan.

The great architect and Bauhaus pioneer Ludwig Mies van der Rohe summed up his life's work by pointing out that architecture lives in the details. "Precise details and vivid vitality can create a great work," he said. Flip side? Sloppy details destroy order and rules—as terrifying as the devil himself.

China's carrier success reflects its industrial achievements and excellent execution capability—rooted in outstanding historical traditions. Look at the infrastructure built during the “Spring and Autumn” and “Warring States” periods: the Qin Speedway, Dujiangyan, Zhengguo Canal, and the Great Wall. You'll quickly realize that Chinese culture goes way beyond mere "craftsmanship." What's the difference? Strategic vision combined with meticulous attention to detail.

Trump's Details Problem
Trump doesn't sweat the small stuff—but he can't establish himself through integrity either. Take the Nobel Peace Prize, for instance. Today's world isn't the world of 200 years ago. America's current situation looks exactly like Spain's futile attachment to the Americas back then. But perhaps it's even worse, and this comes down to details: U.S. carrier aircraft repeatedly lose wheels during takeoff, and there have been incidents of accidentally shooting down their own planes in the darkness.


Postscript: Don't know what you're thinking, Trump. But if you want to fight, you've got to get the details right first—especially quality control. A superpower can't be this sloppy and disorganized, yeah?