Rare earths are ubiquitous, indispensible, and China effectively has a monopoly on them. It's absolutely the kind of strategic material that you can win a trade war with. Even better, the monetary value of rare earths is very little so China doesn't even lose out by not selling it abroad. The bigger problem might be that the US might not have anything valuable enough to trade for it.
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- Thread starter bd popeye
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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 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
This is a major shift both tactically and strategically and will likely lead to a lot more cards starting to get played going forward
This is where Americans learn software is a lot easier than hardware.
Should’ve added 250% additional tariffs before TACOing.
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?
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.
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.
