U.S. President Donald Trump shakes arms with members of Congress as he departs following his State of the Union deal with within the Home Chamber of the US Capitol in Washington, DC, on Feb. 24, 2026.
Andrew Caballero-Reynolds | AFP | Getty Pictures
BEIJING — U.S. President Donald Trump prevented immediately naming China in his State of the Union deal with Tuesday, simply weeks earlier than his scheduled journey to Beijing.
In what was the longest State of the Union (SOTU) speech by any U.S. president, Trump coated a variety of subjects from inflation and tariffs to inventory market data.
However notably, he didn’t immediately point out China, apart from a reference to “Russian and Chinese language army know-how” that guarded Venezuelan President Nicolas Maduro in the course of the operation that led to the seize of the overseas chief.
Throughout Trump’s first time period from 2017 to 2021, he made direct references to the Chinese language nation in all three of his State of the Union addresses. The remarks had largely highlighted the risk from Beijing to the U.S.
“Trump would not wish to choose a battle with China in an election 12 months,” mentioned Gabriel Wildau, managing director, Teneo, referring to the approaching U.S. midterm elections in November.
“Stability in U.S.-China relations is a precedence for the president no less than this 12 months and probably for the remainder of his time period,” Wildau mentioned.
With a purpose to preserve that relationship, Trump plans to go to Beijing from March 31 to April 2, the primary journey by a U.S. president since 2017.
However China’s overseas ministry has but to verify actual dates for the go to, identified George Chen, associate at The Asia Group. “That makes Trump look extra determined to go to China greater than how a lot [Chinese president Xi Jinping] desires to host him.”
“The dearth of mentions about China in Trump’s speech is one other instance to point out how Trump stays cautious now about U.S.-China relations,” Chen mentioned.
China and the U.S. ratcheted up tariffs on every others’ items final spring to nicely over 100%, earlier than reaching a commerce truce in October to deliver tariffs under 50% for the following 12 months. Beijing additionally tightened its restrictions on uncommon earths exports worldwide. The Asian nation dominates the worldwide provide chain for uncommon earths, vital minerals utilized in a swath of applied sciences.
“The state of the union confirmed Trump thinks glorifying U.S. army triumphs over weak states like Venezuela makes higher election 12 months politics than combating with China over uncommon earths,” Wildau mentioned.
Uncertainty round tariffs picked up over the weekend after the U.S. Supreme Courtroom final week struck down tariffs that Trump had imposed on a swath of nations final 12 months. Trump then shortly pointed to an alternate foundation for elevating the worldwide tariff charge.
In social media posts on Weibo, two Chinese language state media shops highlighted opposition inside Congress to Trump’s speech. Native consideration in China to Trump’s deal with was in any other case muted.
Trump’s restricted point out of China additionally displays how unpredictable his coverage on Beijing will be, mentioned Yue Su, principal economist on the Economist Intelligence Unit (EIU).
“In contrast, [Democrat U.S. President Joe] Biden persistently referred to China in his speeches, which underscored a level of continuity and predictability in his China coverage,” she mentioned, referring to Trump’s predecessor.
The Democratic Get together’s rebuttal to Trump’s State of the Union Tuesday centered immediately on Beijing.
“However because the president spoke of his perceived successes tonight, he continues to cede financial energy and technological power to Russia, bow all the way down to China, bow all the way down to a Russian dictator and make plans for conflict with Iran,” mentioned Virginia Governor Abigail Spanberger, who gave the rebuttal.
A giant deal coming?
For a U.S. president who has referred to as out Xi by identify in public speeches, the absence of mentioning the world’s second-largest economic system within the SOTU speech marks a strategic transfer.
If Trump seals a deal throughout his Beijing journey, “he might simply body it as a significant achievement for his base,” mentioned EIU’s Su. “And if negotiations don’t go nicely, a retaliatory or hardline strategy may very well be offered in a equally constructive mild domestically.”
Subscribe now
Steven Okun, founder and CEO of Singapore-based APAC Advisors, mentioned that this 12 months, the speech was understandably extra centered on subjects that impression the midterm elections, which do not embrace China.
However he identified that if Trump actually needed to deal with U.S. client affordability, reducing tariffs on China would “present up a lot faster in individuals’s pocketbooks.”
“So, we may even see a deal on tariffs with China finish of March or early April,” Okun mentioned Wednesday on CNBC’s “Entry Center East.”
Many U.S. firm executives are anticipated to accompany Trump on his journey to China in a couple of weeks. Conferences with Chinese language counterparts will be a chance to assist offers, together with Chinese language purchases of U.S. agricultural merchandise.
When requested about Trump’s restricted dialogue of China, Marko Papic, a chief strategist at world funding analysis agency BCA Analysis, merely mentioned: “A giant deal is coming!”
—CNBC’s Sydney Goh contributed to this report.