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China orders airlines to suspend Boeing jet deliveries amid trade war

trophy33

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I keep saying this, but China will not blink first. Someone really needs to explain this in simple, easy to understand terms to Trump.

Thomas Friedman has been saying more or less the same thing. Unfortunately, we don't have adults in charge in Washington.

 
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Nithavela

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I keep saying this, but China will not blink first. Someone really needs to explain this in simple, easy to understand terms to Trump.
They also don't blink second. They keep staring no matter how much you blink.
 
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trophy33

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I keep saying this, but China will not blink first. Someone really needs to explain this in simple, easy to understand terms to Trump.
I think Trump already knows, because he already blinked first.
 
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Bradskii

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They also don't blink second. They keep staring no matter how much you blink.
There's a story, apparently not true, but which serves to illustrate the way they think. One of their foreign ministers was asked what he thought about the French Revolution. He said that it was too early to tell. They think long term.
 
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durangodawood

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There's a story, apparently not true, but which serves to illustrate the way they think. One of their foreign ministers was asked what he thought about the French Revolution. He said that it was too early to tell. They think long term.
I understand thats a classic misquote. He was talking about the 1968 student unrest in Paris, not the 200ish year old event.
 
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NxNW

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I understand thats a classic misquote. He was talking about the 1968 student unrest in Paris, not the 200ish year old event.
A similar example: When the Vietnam piece talks were set up, Vietnam booked the hotel for two years.
 
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Richard T

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I keep saying this, but China will not blink first. Someone really needs to explain this in simple, easy to understand terms to Trump.
Since they insist on taking Taiwan, the USA should not blink either. While most tariffs do not make sense, historically the USA has always given less preferential trade to those that oppose USA ideas and posture themselves against the USA.
The problem is that Thailand and the rest of Asia need the latitude to step things up. Time to make a sweet deal with the rest of Asia and leave China in the cold. It's a good plan to start looking for rare earth minerals now, but no need to colonize.
 
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DaisyDay

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Since they insist on taking Taiwan, the USA should not blink either. While most tariffs do not make sense, historically the USA has always given less preferential trade to those that oppose USA ideas and posture themselves against the USA.
The problem is that Thailand and the rest of Asia need the latitude to step things up. Time to make a sweet deal with the rest of Asia and leave China in the cold. It's a good plan to start looking for rare earth minerals now, but no need to colonize.
Our foreign policy is Trump's sandbox to play with.
 
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rambot

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Since they insist on taking Taiwan, the USA should not blink either. While most tariffs do not make sense, historically the USA has always given less preferential trade to those that oppose USA ideas and posture themselves against the USA.
The problem is that Thailand and the rest of Asia need the latitude to step things up. Time to make a sweet deal with the rest of Asia and leave China in the cold. It's a good plan to start looking for rare earth minerals now, but no need to colonize.
And, let's point out the obvious, I am not convinced there is a significant excitedness from anyone in dealing with Trump's administration.
 
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Bradskii

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Time to make a sweet deal with the rest of Asia and leave China in the cold.
And what is actually happening is that Trump is dumping on Asia and everyone else is turning to China. It's the exact opposite of what you'd want to happen. And this is is the art of the deal?

From here: https://www.chathamhouse.org/2025/0...push-southeast-asia-uncomfortably-close-china

'Trump’s so-called reciprocal tariffs, announced on 2 April, have hit Southeast Asia particularly hard, throwing countries’ short-term economic plans into disarray, undermining the basis of their long-term development models, and pushing them further into an uncomfortable embrace with China, their largest trading partner.

Southeast Asian governments were shocked to be targeted with tariff rates similar to or higher than China’s 34 per cent, from Cambodia (at 49 per cent) to Vietnam (at 46 per cent) and Indonesia (at 32 per cent)

Even as it frets about the impact on its own economy, Beijing is seeking to make political capital from Trump’s missteps. China is positioning itself to Southeast Asia, and the rest of the world, as the responsible defender of the global trading system and rules-based order, in contrast to American unilateralism and economic coercion.

Xi Jinping, the General Secretary of the Chinese Communist Party, is likely to emphasize that message if he proceeds with a possible visit to Cambodia, Malaysia and Vietnam later this month.

As China and its neighbours risk being squeezed out of the US market, he wants to see greater economic integration with Southeast Asia and more market access for Chinese companies. Xi will also advance his vision of an ‘Asia for Asians’, where China dominates and the US is marginalized.
 
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Gene2memE

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Just under 75% of Boeing's (very substantial) commercial aircraft order backlog is with airlines outside of the US. That includes about 130 aircraft in China (Chinese airlines had halted Boeing deliveries between mid 2018 and late 2023, first over the 737 MAX crashes, then due to US tariffs, then due to COVID, then due to the 787 safety issues, then due to US tariffs again).

Boeing can pivot deliveries to US customers - airlines and leasing firms - but that's a strategy that has a very definite shelf life.

First of all, US air travel growth is slowing, so airlines don't need as many new aircraft as they did previously. Secondly, US airlines only have the pilots/crews and facilities to take delivery of a set number of aircraft. Finally, US lessors are not in a position to take delivery of jets if they can't move them to customers.

So, Boeing (and US airlines) might be able to offset some of the tariff impact in the short term. However, if things go on for 6 months or more Boeing is really going to start suffering.
 
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FireDragon76

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And what is actually happening is that Trump is dumping on Asia and everyone else is turning to China. It's the exact opposite of what you'd want to happen. And this is is the art of the deal?

From here: https://www.chathamhouse.org/2025/0...push-southeast-asia-uncomfortably-close-china

'Trump’s so-called reciprocal tariffs, announced on 2 April, have hit Southeast Asia particularly hard, throwing countries’ short-term economic plans into disarray, undermining the basis of their long-term development models, and pushing them further into an uncomfortable embrace with China, their largest trading partner.

Southeast Asian governments were shocked to be targeted with tariff rates similar to or higher than China’s 34 per cent, from Cambodia (at 49 per cent) to Vietnam (at 46 per cent) and Indonesia (at 32 per cent)

Even as it frets about the impact on its own economy, Beijing is seeking to make political capital from Trump’s missteps. China is positioning itself to Southeast Asia, and the rest of the world, as the responsible defender of the global trading system and rules-based order, in contrast to American unilateralism and economic coercion.

Xi Jinping, the General Secretary of the Chinese Communist Party, is likely to emphasize that message if he proceeds with a possible visit to Cambodia, Malaysia and Vietnam later this month.

As China and its neighbours risk being squeezed out of the US market, he wants to see greater economic integration with Southeast Asia and more market access for Chinese companies. Xi will also advance his vision of an ‘Asia for Asians’, where China dominates and the US is marginalized.

He's treated Vietnam like garbage, which is the exact opposite of what you'ld want to do, if you want to isolate Beijing. Instead, Vietnam and China have started developing closer ties, a reverse of what was happening under previous US administrations.
 
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Jermayn

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There's a story, apparently not true, but which serves to illustrate the way they think. One of their foreign ministers was asked what he thought about the French Revolution. He said that it was too early to tell. They think long term.
Yep. Most of them seem to think they are coming back after they die (reincarnation).
 
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FireDragon76

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Yep. Most of them seem to think they are coming back after they die (reincarnation).

That has almost nothing to do with East Asian political theory. And FWIW, not everybody in that region of the world, including China, is a Buddhist and has those beliefs.
 
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wing2000

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And what is actually happening is that Trump is dumping on Asia and everyone else is turning to China. It's the exact opposite of what you'd want to happen. And this is is the art of the deal?

From here: https://www.chathamhouse.org/2025/0...push-southeast-asia-uncomfortably-close-china

'Trump’s so-called reciprocal tariffs, announced on 2 April, have hit Southeast Asia particularly hard, throwing countries’ short-term economic plans into disarray, undermining the basis of their long-term development models, and pushing them further into an uncomfortable embrace with China, their largest trading partner.

Southeast Asian governments were shocked to be targeted with tariff rates similar to or higher than China’s 34 per cent, from Cambodia (at 49 per cent) to Vietnam (at 46 per cent) and Indonesia (at 32 per cent)

Even as it frets about the impact on its own economy, Beijing is seeking to make political capital from Trump’s missteps. China is positioning itself to Southeast Asia, and the rest of the world, as the responsible defender of the global trading system and rules-based order, in contrast to American unilateralism and economic coercion.

Xi Jinping, the General Secretary of the Chinese Communist Party, is likely to emphasize that message if he proceeds with a possible visit to Cambodia, Malaysia and Vietnam later this month.

As China and its neighbours risk being squeezed out of the US market, he wants to see greater economic integration with Southeast Asia and more market access for Chinese companies. Xi will also advance his vision of an ‘Asia for Asians’, where China dominates and the US is marginalized.


Xi Jinping is visiting Malaysia now...

“In the face of shocks to global order and economic globalization, China and Malaysia will stand with countries in the region to combat the undercurrents of geopolitical ... confrontation, as well as the counter-currents of unilateralism and protectionism,”

 
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Richard T

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And what is actually happening is that Trump is dumping on Asia and everyone else is turning to China. It's the exact opposite of what you'd want to happen. And this is is the art of the deal?

From here: https://www.chathamhouse.org/2025/0...push-southeast-asia-uncomfortably-close-china

'Trump’s so-called reciprocal tariffs, announced on 2 April, have hit Southeast Asia particularly hard, throwing countries’ short-term economic plans into disarray, undermining the basis of their long-term development models, and pushing them further into an uncomfortable embrace with China, their largest trading partner.

Southeast Asian governments were shocked to be targeted with tariff rates similar to or higher than China’s 34 per cent, from Cambodia (at 49 per cent) to Vietnam (at 46 per cent) and Indonesia (at 32 per cent)

Even as it frets about the impact on its own economy, Beijing is seeking to make political capital from Trump’s missteps. China is positioning itself to Southeast Asia, and the rest of the world, as the responsible defender of the global trading system and rules-based order, in contrast to American unilateralism and economic coercion.

Xi Jinping, the General Secretary of the Chinese Communist Party, is likely to emphasize that message if he proceeds with a possible visit to Cambodia, Malaysia and Vietnam later this month.

As China and its neighbours risk being squeezed out of the US market, he wants to see greater economic integration with Southeast Asia and more market access for Chinese companies. Xi will also advance his vision of an ‘Asia for Asians’, where China dominates and the US is marginalized.
Yes, just today Malaysia and China signed a new agreement. Malaysia is where some of the chip manufacturing is going, but they could easily just be a client state of China. Smart countries though do play both sides but I think the world to come is going to be carved up much like it was during the Cold War with the USSR. https://www.kln.gov.my/web/guest/-/...laysia-china-community-with-a-shared-future-1
 
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