Miscellaneous News

Chevalier

Chevalier

Major
Registered Member
GulfLander said:
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That’s reminds me, 雙十節快樂！ happy double ten day from the Republic of China, now located on the island of Taiwan.

my twitter feed now is nothing but butthurt Anglos and westerners trying to convince everyone that China is finished and that now Anglos America rare earths can take off! Also, MUH AI STONKS!!

Incidentally, perhaps America should try worshiping Chinese rather than Jews and expect more tangible rewards.
 
I

iewgnem

Captain
Registered Member
I think people are so focused on the RE aspect of China's latest move they're missing an arguably more important aspect: China has for the first time activated control over foreign sales containing Chinese components. Right now this component is RE, but the principle can be applied to everything that touches China's supply chain, and everything touches China's supply chain.

This is a major shift both tactically and strategically and will likely lead to a lot more cards starting to get played going forward
 
vincent

vincent

Grumpy Old Man
Staff member
Moderator - World Affairs
Eventine said:
Eh, still think it's just a negotiation tactic. Both sides are posturing for better position to force a compromise, probably because the talks are not going well behind the scenes due to neither side wanting to give ground, so they're back to posturing.

What's important is that this is between the US and China. It doesn't make sense for China to declare a trade war on the world over rare earths. China cannot win that kind of war.
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Pay attention on what kind of use China banned. All military uses. Ask yourself why China did this and why would China give up her security?
 
TK3600

TK3600

Colonel
Registered Member
Eventine said:
Eh, still think it's just a negotiation tactic. Both sides are posturing for better position to force a compromise, probably because the talks are not going well behind the scenes due to neither side wanting to give ground, so they're back to posturing.

What's important is that this is between the US and China. It doesn't make sense for China to declare a trade war on the world over rare earths. China cannot win that kind of war.
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You can only pick one, earning money from sales or strict export control. And if China is determined to stop US from getting rare earth, then nobody else is getting them to prevent third party sale. Not without case by case license to trusted parties.
 
vincent

vincent

Grumpy Old Man
Staff member
Moderator - World Affairs
Eventine said:
Eh, still think it's just a negotiation tactic. Both sides are posturing for better position to force a compromise, probably because the talks are not going well behind the scenes due to neither side wanting to give ground, so they're back to posturing.

What's important is that this is between the US and China. It doesn't make sense for China to declare a trade war on the world over rare earths. China cannot win that kind of war.
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You must have missed my earlier post:

The Chinese leadership has to assume the West has the capability to build up their rare earth supply chain (not saying it will), thus they know the rare earth card has a shelf life. Playing this card means Chinese leadership considers there is considerable risk of the West starting a war against China in the next few years and want to discourage that for as long as possible, while China build up her arsenal and be ready when the time comes.1.jpeg
 
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