US–CHINA RIVALRY: IT’S NO LONGER ABOUT “WINNING”

• U.S. assumed China was fragile — one crisis away from collapse

• Trade wars, tariffs, and export controls aimed to slow Beijing… but China didn’t blink

• Recent negotiations mostly returned to the status quo, with some U.S. restrictions rolled back

Why China still holds structural power:

• Dominates rare earth minerals for EVs, defense, electronics

• Supplies key ingredients for hundreds of medicines

• Leads in EVs, batteries, solar, robotics, and commercial drones

• Scaling rapidly in AI, quantum tech, and advanced manufacturing

Strategic shift:

• U.S. must adapt — China is no longer just “catching up”

• China is building parallel systems in tech, energy, manufacturing, and defense

• Betting on collapse has repeatedly failed

📌 Bottom line:

China is not disappearing — it’s entrenching itself.

Underestimating this shift risks being positioned for a world that no longer exists.

#Macro #Geopolitics #USChinaRivalry #GlobalMarkets #SupplyChains