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What Trump can – and cannot – do to make US manufacturing great again


In his first month back in the White House, Donald Trump sent a clear message to the world: make products in the United States, or prepare to pay tariffs.

The US president has already hiked duties on imports of steel, aluminium and any goods made in China. A trade war with Canada and Mexico was avoided – or, at least, delayed – with a last-minute deal. And a wider reciprocal tariff plan is reportedly in the works.

The moves come as no surprise: reshoring production was also a central goal of Trump’s first administration and former President Joe Biden. But they still represent a decisive break from 50 years of US policy focused on embracing globalisation.

The pivot towards protectionism is partly about creating well-paid manufacturing jobs for Americans. But it is also being driven by a deeper force: the shifting dynamics of the US’ rivalry with China, analysts said.

During Trump’s first term, Washington tried and failed to force Beijing to abandon its “Made in China 2025” industrial strategy. Since then, it has watched with alarm as China rapidly became a leading player in a slew of strategic sectors – from electric vehicles to artificial intelligence.

Now, Washington appears to have concluded that it cannot contain China; instead, it must beat Beijing at its own game.

“The lesson from nearly a decade of Made in China 2025 is clear: technological leadership is not just about who invents the future, but who builds it,” said David Lin, senior director at the non-profit Special Competitive Studies Project, at a US congressional hearing in early February.


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