A coordinated strategy where the U.S., alongside allies, targets sectors where China holds strategic monopolies. Like raw mineral production, lithium-ion batteries production, green energy tech, magnets, semiconductors, pharmaceutical ingredients, and electronics assembly—each of which poses a national security and economic risk to the United States. This is exactly where targeted, coordinated tariffs should come into play.
The goal shouldn’t be to isolate China overnight or bring every job back home—it’s to apply sustained, focused pressure on key sectors while giving U.S. industry time and incentive to rebuild capacity over a realistic, multi-year timeline.
We also need to drop the fairy tale that all manufacturing is coming back. The U.S. economy benefits from global labor dynamics, especially in developing markets—that’s a separate debate, but it’s reality. And even if production returns, most of those jobs will be automated. This is about control of supply chains, not recreating a 20th-century workforce.
A real win means securing our strategic production capabilities without self-inflicted damage.