Trump’s Ambivalence on Taiwan Opens a Historic Opportunity for China Deterring an attack on the island has been a bedrock American policy for 75 years. Xi Jinping sees a chance to change that.

Xi Jinping sees a historic opportunity in Trump’s ambivalence about Taiwan www.wsj.com/world/china/...

China Isn’t Rushing Taiwan—It’s Squeezing It Slowly Plus, without mechanisms to make any war catastrophic for Beijing, one expert warns, failure to deter it in the Taiwan Strait could plunge the world into chaos.

A US intelligence assessment suggests China is in no hurry to attack Taiwan. But Hoover's Eyck Freymann warns that Beijing is instead running a “campaign of exhaustion.”

@wsj.com's @lingling-wei.bsky.social spotlights Freymann's new book, “Defending Taiwan: A Strategy to Prevent War with China."

China’s New Trade Negotiator Is Ready to Play Hardball He Lifeng, Beijing’s economic gatekeeper, has a clear mandate from Xi Jinping: China won’t be catering to the U.S.

NEW (#Economy) via @WSJ.com's @lingling-wei.bsky.social:

#China's New Trade Negotiator Is Ready to Play Hardball
He Lifeng, Beijing’s economic gatekeeper, has a clear mandate from #Xi Jinping: China won’t be catering to the U.S."
www.wsj.com/world/china/...

U.S.-China Trade Truce Risks Falling Apart Over Rare-Earth Exports The U.S.-China trade truce in Geneva earlier this month hinged on Beijing agreeing to resume crucial mineral exports. Now China is slow-walking the concession, and the pact is in jeopardy.

NEW (#Economy) via @WSJ.com's @lingling-wei.bsky.social, Gavin Bade & Brian Schwartz:

"U.S.- #China Trade Truce Risks Falling Apart Over Rare-Earth Exports
Agreement struck in Geneva centered on Beijing’s promise to speed critical mineral export licenses"
www.wsj.com/world/china/...

Is a New U.S.-China Cold War Already Underway? YouTube video by U.S. Chamber of Commerce

Many thanks to Jay Sapsford at U.S. Chamber of Commerce for the opportunity to share some thoughts on the trajectory of the U.S.-China relationship, from mutual engagement to what could be a drawn-out breakup. Thanks for listening/watching.

www.youtube.com/watch?v=LsPa...

Breakdown in U.S.-China Relations Raises Specter of New Cold War What is at stake as economic ties careen off the rails is overall global security and economic stability for years to come.

Breakdown in U.S.-China Relations Raises Specter of New Cold War: What is at stake as economic ties careen off the rails is overall global security and economic stability for years to come.
(@lingling-wei.bsky.social WSJ-unlocked)
www.wsj.com/world/china/...

Thank you, Paul. Yes, hard to overstate the importance of the moment we are in today.

Phase 2: The Art of the Deal with China Join WITA and the Asia Society Policy Institute for a discussion on the Phase Two deal

As Trump raises tariffs on China, is the chance of negotiating a Phase 2 trade deal still on the table? Join us & @witadc.bsky.social on April 22 for a timely discussion with Christopher Adams, Craig Allen, Jeff Gerrish & @lingling-wei.bsky.social moderated by Wendy Cutler.

Register now👇

Thank you for listening!

Hearing @lingling-wei.bsky.social talk thru this dynamic and the latest movements of the trade war on today’s @wsj.com THE JOURNAL pod was both helpful and not at all calming

China Wanted to Negotiate With Trump. Now It’s Arming for Another Trade War. Communication between Washington and Beijing is at a standstill, raising the prospects of a long cycle of tariff retaliation. “Trump and Xi are locked in a paradox of pressure and pride.”

The lack of communication between the Trump administration and Beijing shows no signs of letting up.

by @lingling-wei.bsky.social

China Wanted to Negotiate With Trump. Now It’s Arming for Another Trade War. Communication between Washington and Beijing is at a standstill, raising the prospects of a long cycle of tariff retaliation. “Trump and Xi are locked in a paradox of pressure and pride.”

Beijing’s inability to think beyond formal diplomatic protocol has been a mismatch w a Trump team willing to engage only w those closest to Xi. What lies ahead is likely to be a cycle of tit-for-tat retaliation, making it hard to even start negotiations in near term.

www.wsj.com/world/china/...

In this week’s WSJ China, we highlight a path-breaking report by CSIS on who’s funding China’s shipyards. Thanks for reading our award-winning newsletter! (It does feel good to say that 😉) With Clarence Leong wsjchina.cmail19.com/t/d-e-sidlyh...

Thank you!

Exclusive | China Explores Limiting Its Own Exports to Mollify Trump Chinese officials weigh Japan’s 1980s strategy—restraining exports while charging more—for products such as electric vehicles or batteries.

The return of VERs? Sometimes old trade policy instruments, long dead and buried, can stage a comeback . . .
www.wsj.com/economy/trad...

Just got one! And thank you for the shout-out.

Thank you, Jeff, and hi!

Thank you for the insightful thread, Michael. Lots of food for thought.