耶伦也坐不住了，称美国正被中国“捏着短板”，关税战是自己打自己

Core Insights - Former US Treasury Secretary Yellen highlighted that the US is vulnerable to China, particularly in the context of the ongoing tariff war, which she described as self-sabotaging for the US economy [1] Group 1: Dependence on Chinese Resources - The US defense supply chain relies on China for over 1,900 critical minerals used in weapon systems, including essential rare earth elements for advanced military equipment like the F-35 fighter jet and nuclear submarines [3] - China controls 90% of global rare earth refining capacity, making it difficult for the US to establish an independent supply chain despite significant investments [3] Group 2: Impact on Clean Energy Technology - The tariff war has adversely affected US clean energy technology, as China is the largest exporter of rare earths and a key producer of solar panels and lithium batteries, holding over 70% of global solar panel production capacity [5] - US companies face a potential 30% increase in costs if they attempt to bypass Chinese supply chains, leading to halted solar projects and delayed clean energy transition plans [5] Group 3: Economic Consequences of Tariffs - Since the escalation of US-China trade tensions in 2018, American households have seen an average annual increase of 7% in consumption costs, largely due to tariffs on Chinese goods [7] - Approximately 40% of imported products are used for domestic production, meaning tariffs have raised manufacturing costs, resulting in layoffs and reduced investments [8] - The US GDP experienced a 0.3% decline in Q1 2025, marking the worst performance since the pandemic recovery, underscoring the negative impact of the tariff war on the economy [8] Group 4: China's Resilience - China has shifted from an export-oriented model to a dual-circulation development strategy, allowing it to maintain a robust internal market and a complete industrial chain, giving it an advantage in the tariff conflict [9] Group 5: US Economic Policy Challenges - The US has misjudged globalization, benefiting from low-cost goods through offshoring while neglecting the fragility of its supply chains, leading to significant costs when attempting to decouple from China [8] - Yellen's warnings suggest that unilateralism will isolate the US further, and a cooperative approach is essential for economic recovery [8]