How does one reindustrialize without ready access to rare earth metals, or lithium? Australia, Brazil, South Africa: none of them have nearly the supply or extraction infrastructure that China does, and they were all tariffed anyways.
This reads like it was conceived largely before the events of the last week, but it lays out at least a coherent policy argument for a broader program of which the “big beautiful tariffs” might be part. I was grateful for a least a scrap of an answer to “what are they thinking?”, beyond the raw turmoil and bewilderment of recent days.