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[@RushDoshi](/creator/twitter/RushDoshi)
"Important (and surprising) details on Chinas negotiation tactics from USG officials in todays FT. Doesnt look like the US is about to back down but we will see: - In August Li Chenggang previewed many of Chinas current lines of attack that played out over the last week. He was pretty unhinged and very aggressive in stating that the US would face hellfire if things didnt go his way. - A second senior US official said Beijing was using the US commerce department action which was introduced in late September as a total pretext to proceed with a policy that had been in the works for some time."  
[X Link](https://x.com/RushDoshi/status/1978066077134287098) [@RushDoshi](/creator/x/RushDoshi) 2025-10-14T11:51Z 34.8K followers, 161.8K engagements


"Glad to offer the following to @Lingling_Wei on PRC views of Trump: It is precisely Chinas belief that Trump will foldas he appeared to do on magnets earlier this yearthat has led them to massively escalate said Rush Doshi"  
[X Link](https://x.com/RushDoshi/status/1978515209414119619) [@RushDoshi](/creator/x/RushDoshi) 2025-10-15T17:35Z 34.8K followers, 55K engagements


"This is the future of Europes industrial base and ours unless we band together"  
[X Link](https://x.com/RushDoshi/status/1979172363716444280) [@RushDoshi](/creator/x/RushDoshi) 2025-10-17T13:07Z 34.8K followers, 65.5K engagements


"This looks like trolling. But who knows"  
[X Link](https://x.com/RushDoshi/status/1977421091657400696) [@RushDoshi](/creator/x/RushDoshi) 2025-10-12T17:08Z 34.7K followers, 15.3K engagements


"This is the only sustainable long-term path out: building scale with allies"  
[X Link](https://x.com/RushDoshi/status/1976707056318267456) [@RushDoshi](/creator/x/RushDoshi) 2025-10-10T17:51Z 34.8K followers, 32.4K engagements


"@clark_packard I remember agreeing very much with that testimony so I was surprised by your skepticism of these methods of effectuating diversification (offtake purchase commitments price floors) on the timeline we need to hit. But if Ive misunderstood then please let me know"  
[X Link](https://x.com/RushDoshi/status/1978993630858674638) [@RushDoshi](/creator/x/RushDoshi) 2025-10-17T01:17Z 34.8K followers, XXX engagements


"NEW: In the Sunday @nytopinion Kurt Campbell and I argue America alone cant match Chinas scale. With "allied scale" its no contest. But if Trump keeps alienating US partners we'll never get thereand the next century will be China's to lose"  
[X Link](https://x.com/RushDoshi/status/1964776985126642066) [@RushDoshi](/creator/x/RushDoshi) 2025-09-07T19:45Z 34.8K followers, 398.8K engagements


"China is winning the trade war. They have strong cards but the truth is the Trump team inadvertently helped them. Per the @WSJ the reason China massively escalated in the last XX hours is because it believes Trump will fold - just as he did on magnets - without reaching for any US leverage in response. That is why - in a remarkable break from past run-ups to big summits - they've gone all-in on the trade war just three weeks before the meeting: X Sweeping declaration of control over the entire global tech supply chains that goes far beyond "small yard high fence" X New port fees on US ships 3"  
[X Link](https://x.com/RushDoshi/status/1976655818889035923) [@RushDoshi](/creator/x/RushDoshi) 2025-10-10T14:27Z 34.8K followers, 633.7K engagements


"Good frame here from Dean. China has crafted a policy that gives it the power to forbid any country on Earth from participating in the modern economy. Those who equate Chinas action with Americas chip controls are missing the sheer scale of what China has done"  
[X Link](https://x.com/RushDoshi/status/1977075138425503818) [@RushDoshi](/creator/x/RushDoshi) 2025-10-11T18:13Z 34.8K followers, 145.9K engagements


"Recent PRC Ministry of Commerce public remarks are a must-read. Beijing seems a little rattled by the global response but is resolved to keep the regime. Three points. X They're worried about the global reaction to their moves. So they stressed (twice) verbatim that these export control measures on rare earths are not prohibitions/bans (). 2The do not want to withdraw the controls. They also stressed these controls are their sovereign right. () X They haven't announced a response to Trump's threats. They say only the boilerplate "they do not want to fight but aren't afraid of fighting.""  
[X Link](https://x.com/RushDoshi/status/1977368655387127814) [@RushDoshi](/creator/x/RushDoshi) 2025-10-12T13:39Z 34.8K followers, 131.5K engagements


"No this is escalatory and Beijing officials privately admit it (just ask them). The equivalent action to what the PRC did on rare earths would be to require all chips made using US tech to *have a license* in order to be sold globally. We have never done that"  
[X Link](https://x.com/RushDoshi/status/1978149341249380584) [@RushDoshi](/creator/x/RushDoshi) 2025-10-14T17:22Z 34.8K followers, 77K engagements


"We should do this sparingly but quickly and boldly in the areas where our dependencies (rare earths magnets API) are greatest. Chinas rare earth licensing regime is (belatedly) changing the conversation on American reindustrialization"  
[X Link](https://x.com/RushDoshi/status/1978606230370419155) [@RushDoshi](/creator/x/RushDoshi) 2025-10-15T23:37Z 34.8K followers, 43.3K engagements


"These are floors (perhaps with government offtake) so companies have an incentive to invest because they know China cant drop the price and bankrupt them. I think it was Catos ideological blinders on free trade and opposition to government support for alleviating critical dependencies that helped get us to the point where China can choke the US economy"  
[X Link](https://x.com/RushDoshi/status/1978782322230272197) [@RushDoshi](/creator/x/RushDoshi) 2025-10-16T11:17Z 34.8K followers, 29.5K engagements


"Amusing: The PRC blames the US for global backlash over its declaration of veto power over all goods made with rare earths worldwide. The U.S. interpretation seriously misinterprets and exaggerates Chinas measures deliberately causing unnecessary misunderstanding and panic"  
[X Link](https://x.com/RushDoshi/status/1978854982209212640) [@RushDoshi](/creator/x/RushDoshi) 2025-10-16T16:06Z 34.8K followers, 51.5K engagements


"Not so sure growth from a low base is all that astonishing especially when the total is far below its level in comparable economies. Chinese mercantilism financially represses the countrys workers and consumers for the benefit of industry and exporters"  
[X Link](https://x.com/RushDoshi/status/1979587168004608044) [@RushDoshi](/creator/x/RushDoshi) 2025-10-18T16:35Z 34.8K followers, 35.5K engagements


"The PRC is extorting the UK on sovereign matters from the prosecution of spies to the construction of this embassy. It is reminiscent of Chinas XX demands to Australia in 2020. Washington should stand with London in pushing back"  
[X Link](https://x.com/RushDoshi/status/1979654037927825597) [@RushDoshi](/creator/x/RushDoshi) 2025-10-18T21:01Z 34.8K followers, 16.2K engagements


"Two charts seem relevant right now"  
[X Link](https://x.com/RushDoshi/status/1976660983520317783) [@RushDoshi](/creator/x/RushDoshi) 2025-10-10T14:47Z 34.8K followers, 90K engagements


"President Trump pulls down APEC meeting in response to Chinese escalation. It seems he is finally paying attention to the fact he is losing the trade war. Now its time for him to push back. Ive been predicting financial sanctions I think that may be where this heads"  
[X Link](https://x.com/RushDoshi/status/1976686186195206618) [@RushDoshi](/creator/x/RushDoshi) 2025-10-10T16:28Z 34.8K followers, 109.6K engagements


"This account @teortaxesTex gets a lot of good faith engagement from China and tech policy experts. It shouldnt. Its proudly racist. Just found out the (anonymous) poster is obsessed with posting anti-Indian racial content focused on racial IQ pseudo-science and has a habit of calling any anonymous account with which it disagrees Indian and sub-human. This site is pretty messed up but still. Weird stuff"  
[X Link](https://x.com/RushDoshi/status/1976828442302701882) [@RushDoshi](/creator/x/RushDoshi) 2025-10-11T01:53Z 34.8K followers, 29.5K engagements


"Our great threat is to ban PRC cooking oil And soybeans weren't the hostile act; the unprecedented rare earth licensing regime was. I am not sure Trump is trying to "win" the trade war. Maybe all Trump wants is to sell soybeans. Beijing will see this as weakness"  
[X Link](https://x.com/RushDoshi/status/1978199213663023312) [@RushDoshi](/creator/x/RushDoshi) 2025-10-14T20:40Z 34.8K followers, 74.6K engagements


"The PRC planned to close Nexperia and move production to China. Theyve done this repeatedly after acquiring US companies (including a US rare earth magnet manufacturer). The Dutch government did the right thing. And Chinas coercive response reveals the shape of Pax Sinica"  
[X Link](https://x.com/RushDoshi/status/1979562921341735255) [@RushDoshi](/creator/x/RushDoshi) 2025-10-18T14:59Z 34.8K followers, 89.8K engagements


"@HongshenZhu Not if the question is whether Chinas consumption is artificially low in ways that exacerbate global imbalances"  
[X Link](https://x.com/RushDoshi/status/1979589334614319443) [@RushDoshi](/creator/x/RushDoshi) 2025-10-18T16:44Z 34.8K followers, XXX engagements


"We can make things in America especially if we work with our friends and partners"  
[X Link](https://x.com/RushDoshi/status/1979597594264514609) [@RushDoshi](/creator/x/RushDoshi) 2025-10-18T17:17Z 34.8K followers, 13.5K engagements


"Someone sent me this so figured Id reply. I blocked Glenn because hes often rude not because I disagree with him (as he implies here). Id told him on multiple occasions that if he cant engage in good faith others wont engage him anymore. Life is short and this app is toxic enough"  
[X Link](https://x.com/RushDoshi/status/1979663235004387538) [@RushDoshi](/creator/x/RushDoshi) 2025-10-18T21:37Z 34.8K followers, 19.8K engagements


"The TikTok deal is looking like a complete surrender by the admin. And it may even be illegal. If true the US will let Beijing determine what appears on the news feeds of XXX million US TikTok users. Not quite America first. Even advisors to the deal are renouncing it"  
[X Link](https://x.com/RushDoshi/status/1967935971485458517) [@RushDoshi](/creator/x/RushDoshi) 2025-09-16T12:57Z 34.8K followers, 522.1K engagements


"It is precisely Chinas belief that Trump will fold that has led them to massively escalate. They think he is weak and also crazy but more weak than crazy. But he has cards is being backed into a corner and may escalate. If he folds again the tectonic plates will shift"  
[X Link](https://x.com/RushDoshi/status/1978133124803424710) [@RushDoshi](/creator/x/RushDoshi) 2025-10-14T16:17Z 34.8K followers, 48.2K engagements


"At long last the Trump team turns to allied scale to offset Chinas scale. But will they join us"  
[X Link](https://x.com/RushDoshi/status/1978461518657397241) [@RushDoshi](/creator/x/RushDoshi) 2025-10-15T14:02Z 34.8K followers, 33.8K engagements


"@Molson_Hart Plenty of interaction over the last six months led to this point. If you disagree with him which I occasionally did it tends to be obvious. Though more often I actually agreed with him"  
[X Link](https://x.com/RushDoshi/status/1979885201259159798) [@RushDoshi](/creator/x/RushDoshi) 2025-10-19T12:19Z 34.8K followers, XXX engagements