贸易霸凌

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特朗普对欧盟下手,德专家:所有对美妥协的国家都挨了美国一巴掌
Sou Hu Cai Jing· 2025-07-16 05:20
Group 1 - The article highlights China's proactive stance against the US trade war, gaining respect from other nations while urging them to unite against US unilateralism and trade bullying [1] - The trade negotiations have slowed down, with President Trump warning countries of potential tariffs that could be several times higher if they do not reach agreements with the US, showcasing his "maximum pressure" strategy [3] - The EU has felt significant pressure and has made concessions to the US, such as canceling the planned digital tax, but this has not led to leniency from Trump, who announced a 30% tariff on EU goods starting August 1, shocking EU nations and raising concerns of an impending economic recession [5] Group 2 - The EU's internal divisions have hindered a unified response to the US, with some countries advocating for retaliation while others prefer a conciliatory approach, as indicated by EU Commission President von der Leyen's decision to extend the timeline for countermeasures [6] - German economist Feichner commented that the significant tariff adjustments might be part of the US's negotiation strategy, but Trump's aggressive tactics are a heavy blow to countries attempting to negotiate and calm tensions [7] - A comparison between the EU and China reveals that the more assertive a party is against the US, the more cautious Trump becomes, as seen in his handling of the rare earth issue with China versus the EU's submissive stance [9] - The EU's lack of a swift counter-response to Trump's tariffs, unlike China's firm stance, indicates a potential ongoing weakness in their ability to retaliate effectively, leading to their current predicament [10]
将从实力地位出发与美贸易谈判,印度硬气起来?美国遭遇回旋镖
Sou Hu Cai Jing· 2025-07-14 03:55
Group 1 - Trump announced a 25% to 40% tariff increase on 14 countries, including Japan and South Korea, effective August 1 [1] - The negotiations between the U.S. and these countries have been challenging, with significant differences, particularly regarding security issues linked to trade [1] - Trump's approach towards these countries has been aggressive and dismissive, contrasting sharply with his cautious tone when discussing China [4][6] Group 2 - The U.S. Treasury Secretary expressed a desire for respectful dialogue with China, indicating a recognition of the intertwined interests between the two nations [8] - There is concern within the Trump administration about the potential consequences of a breakdown in relations with China, especially in critical sectors like rare earths [8][10] - Trump's tariff strategy appears to be a means to achieve greater benefits, with an understanding that engaging in dialogue with China is preferable to direct confrontation [10]
一夜连写14封信,特朗普都用了一个词,再折腾下去,美国得先出局
Sou Hu Cai Jing· 2025-07-08 17:02
Group 1 - The U.S. has threatened tariffs on 14 countries, with rates as high as 40%, violating international trade rules and disregarding the most-favored-nation principle [1][3] - The U.S. is using national security as a justification for these tariffs, which has been criticized by the WTO as inappropriate in non-war situations [1][3] - Developing countries, such as Laos, are particularly vulnerable to these tariff threats, which could significantly increase their operational costs [3][5] Group 2 - The U.S. is perceived as engaging in hegemonic behavior, with other countries expressing frustration and calling for a reevaluation of the U.S.'s role in the WTO [3][5] - There is a growing sentiment among nations to potentially exclude the U.S. from the WTO, although achieving this requires a significant consensus [1][3] - The long-term implications of U.S. tariff policies may lead to a decline in the dollar's dominance and the emergence of new currencies for trade settlements [5]
中国立下贸易规矩:谁敢配合美国,联合损害中国利益,必强硬回击
Sou Hu Cai Jing· 2025-07-08 03:58
Core Viewpoint - The article highlights China's strong opposition to any trade agreements that compromise its interests in exchange for tariff reductions, particularly in the context of the U.S. negotiating with other countries to exclude China from supply chains [1][3]. Group 1: U.S.-China Trade Relations - The U.S. is attempting to negotiate trade agreements with countries like India and the EU, aiming to weaken China's position by offering tariff exemptions in exchange for cooperation against China [1][3]. - The U.S. has imposed significant tariffs on global trade partners, with Chinese goods facing tariffs as high as 145%, which has severely impacted global supply chains [1][3]. - China has issued a warning that any country cooperating with the U.S. to undermine its interests will face strong retaliation [1][3]. Group 2: Strategic Responses - China is prepared to implement targeted countermeasures, including restrictions on rare earth exports, which are crucial for U.S. military and industrial applications [3][5]. - The U.S. relies heavily on China for rare earth materials, with 83.7% of its supply coming from China, posing a risk to its military supply chain [5]. - China retains the right to regulate its agricultural imports from the U.S., which could significantly impact U.S. farmers, particularly in key agricultural states [5][6]. Group 3: Multilateral Trade Dynamics - The article suggests that China's stance is becoming a cornerstone for multilateral trade order, as it calls for alliances against U.S. trade bullying [6][8]. - The U.S. has faced challenges in achieving substantial trade agreements, with claims of reaching deals with multiple countries being met with skepticism [6][8]. - The urgency of the situation is emphasized, as the deadline for negotiations approaches, testing the strategic resolve of involved nations [8].
中国59亿投资刚落地印尼,转眼就要帮美国解决稀土难题,什么操作
Sou Hu Cai Jing· 2025-07-02 07:13
Core Viewpoint - Indonesia has made a significant shift in its economic strategy, moving from a major investment in electric vehicle battery production with Chinese companies to seeking cooperation with the United States on rare earth elements within 48 hours, driven by the pressure of high tariffs imposed by the U.S. [2][7][10] Investment and Economic Impact - The electric vehicle battery industrial park initiated by Chinese companies, including CATL, represents a total investment of $5.9 billion and is expected to create 8,000 jobs, marking the largest investment in Indonesia's renewable energy sector to date [3][5] - The industrial park is set to position Indonesia as the largest automotive battery production center in the ASEAN region [5] Tariff Pressure and Strategic Shift - Indonesia's government is responding to a 32% tariff imposed by the U.S., which significantly impacts its export-driven economy, prompting a need for urgent negotiations with the U.S. [10][11] - The Indonesian government is leveraging its rare earth reserves, estimated at 2.8 million tons, to negotiate tariff reductions with the U.S. [15] Challenges in Rare Earth Cooperation - Despite having substantial rare earth reserves, Indonesia lacks a complete refining system, which complicates its ability to effectively collaborate with the U.S. on rare earth production [21][23] - The U.S. also faces challenges, as it has limited production capabilities and relies heavily on China for refined materials, indicating that both countries may struggle to establish a successful partnership [21][23] Historical Context and Diplomatic Relations - The article highlights the risks of small countries like Indonesia attempting to balance relations between larger powers, as seen in past instances with Vietnam and the U.S. [25][31] - The narrative suggests that Indonesia's recent actions may lead to further demands from the U.S., as showing weakness in negotiations often results in harsher terms [31][34]
自己人掀掉牌桌?特朗普关税被紧急叫停?
Sou Hu Cai Jing· 2025-06-04 10:21
Group 1 - The U.S. has delayed the implementation of a 50% tariff on EU wine and alcoholic beverages until July 9, 2025, providing temporary relief for European exporters and U.S. importers [3] - The EU is heavily reliant on the U.S. market for wine exports, with over 60% of U.S. wine imports coming from Europe in 2024 [5] - The French economy is particularly vulnerable, with wine and beverages accounting for €4.1 billion (8.4% of total exports) and aerospace products at €9.1 billion (18.8% of total exports) to the U.S. in 2024 [6] Group 2 - The EU is seeking a negotiated solution to avoid new tariffs on agricultural products, while also preparing countermeasures worth €100 billion against U.S. products [5][8] - The ongoing trade tensions have led to uncertainty for French exporters, particularly in key sectors like wine, cosmetics, and aerospace [6][8] - The U.S. International Trade Court has ruled against Trump's tariff policies, indicating potential legal challenges to the administration's trade strategies [9][11]
看到中国胜利,印度也对美国揭竿而起!
Sou Hu Cai Jing· 2025-05-21 23:11
Core Viewpoint - India is shifting from a submissive stance to a more assertive position in response to U.S. tariff policies, indicating a significant change in its trade strategy and diplomatic relations with the U.S. [1][3] Summary by Sections U.S.-India Trade Relations - The U.S. steel and aluminum tariffs impose a 25% punitive tax, resulting in a $1.91 billion tariff burden on India's $7.6 billion worth of exports, particularly affecting key industries like auto parts and textiles [3] - India has prepared a retaliation list targeting U.S. agricultural and electronic products, and is considering suspending the U.S.-India Trade Facilitation Agreement [3] Shift in India's Diplomatic Stance - Previously, India adopted a conciliatory approach towards the U.S., reducing tariffs on vehicles from 13% to 3.8% and preparing a 270-page concession list to negotiate tariff exemptions [3][4] - The turning point occurred after a ceasefire agreement between India and Pakistan, where U.S. President Trump claimed credit, provoking a strong backlash from India and highlighting its national pride [4] Influence of China's Trade Strategy - China's successful negotiation tactics during its trade war with the U.S. serve as a model for India, demonstrating that a firm stance can yield favorable outcomes [4][5] - India's Finance Ministry is reassessing its approach to the U.S., with Modi indicating a desire to assert India's position in trade negotiations [5] Potential Economic Impact - If India implements its retaliatory measures, bilateral trade with the U.S. could decrease by 12% within six months, significantly affecting U.S. farmers reliant on exports to India [5] Regional and Global Implications - India's assertiveness may inspire other countries like Brazil and Turkey, which are also affected by U.S. tariffs, to collaborate on countermeasures [7] - This shift could represent a broader challenge to U.S. trade dominance and signal the beginning of a multipolar trade landscape [7]
黄靖:欧洲看到了中国对美国的态度,没有必要自找麻烦
Sou Hu Cai Jing· 2025-05-16 08:47
Group 1 - The core viewpoint of the articles revolves around the ongoing trade negotiations between the EU and the US, highlighting the challenges and uncertainties faced by the EU in light of recent developments in US-China trade talks [1][4][12] - The EU initially aimed for compromise in negotiations with the US but shifted to a more hardline stance after realizing that concessions were not reciprocated by the US [2][4] - The recent US-China consensus has unexpectedly strengthened the EU's position, providing them with more confidence in their negotiations with the US [4][11] Group 2 - The EU's strong stance is influenced by historical tensions with the US, including Trump's support for right-wing parties in Europe, which complicates potential cooperation against China [2][6] - The EU recognizes that aligning with the US against China could lead to significant backlash from China, making such a strategy risky [7][8] - The EU's primary focus remains on achieving favorable terms in negotiations with the US rather than antagonizing China, as the economic implications of prolonged trade tensions are concerning [8][9] Group 3 - The EU is aware of the political dynamics within the US, particularly the upcoming midterm elections, which may affect Trump's willingness to engage in aggressive trade policies [12][13] - There is a consensus that the EU should seek to establish a trade agreement with China before the US and EU reach a deal, to maintain leverage in negotiations [13] - The articles suggest that the EU's approach will be cautious, aiming to avoid unnecessary escalation while seeking to lower tariffs and improve trade relations with the US [9][12]