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CMP

Captain
Registered Member
sheogorath said:
Will China bail the west again should push come to shove, though?
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Everything has a price. I wouldn't like it. And I'm not going to say it's impossible. But even in that hypothetical scenario, I imagine they would extract an extremely large pound of flesh in exchange for it. They haven't had enough time to extricate themselves from USD assets yet. Instead of providing excess liquidity, I am thinking only 50% of the shortfall, and in exchange for unlimited access to EUV, complete withdrawal of all sanctions on all Chinese companies and individuals, etc. the list should be endless.
 
9dashline

9dashline

Captain
Registered Member
CMP said:
Everything has a price. I wouldn't like it. And I'm not going to say it's impossible. But even in that hypothetical scenario, I imagine they would extract an extremely large pound of flesh in exchange for it. They haven't had enough time to extricate themselves from USD assets yet. Instead of providing excess liquidity, I am thinking only 50% of the shortfall, and in exchange for unlimited access to EUV, complete withdrawal of all sanctions on all Chinese companies and individuals, etc. the list should be endless.
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Like I said, nothing short of a fleet of 747s delivering EUV machines to Beijing should do this time around....

I still prefer China do a hard decouple right now and let the chips fall where they may, no pun intended
 
A

Atomicfrog

Major
Registered Member
CMP said:
Everything has a price. I wouldn't like it. And I'm not going to say it's impossible. But even in that hypothetical scenario, I imagine they would extract an extremely large pound of flesh in exchange for it. They haven't had enough time to extricate themselves from USD assets yet.
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Everything has a cost... making the US crumble have some value. The problem is if they blow a bubble and turn aggressive even more, like paving way to a Marshall Plan number two.
 
C

CMP

Captain
Registered Member
Atomicfrog said:
Everything has a cost... making the US crumble have some value. The problem is if they blow a bubble and turn aggressive even more, like paving way to a Marshall Plan number two.
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Guaranteed that would happen in this scenario. The key condition is to make sure the EUVs are in China and all major sanctioned Chinese corporates get the majority backlog of what they need before any liquidity support begins. Even then, I would expect the CIA and NSA to have sabotage in mind for the EUVs. Bombs, bugs, etc. They would all need to be shipped to the Chinese government first and undergo thorough examination before they forward it to the companies (and before any liquidity support begins).
 
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9dashline

9dashline

Captain
Registered Member
CMP said:
Guaranteed that would happen in this scenario. The key condition is to make sure the EUVs are in China and all major sanctioned Chinese corporates get the majority backlog of what they need before any liquidity support begins. Even then, I would expect the CIA and NSA to have sabotage in mind for the EUVs. Bombs, bugs, etc. They would all need to be shipped to the Chinese government first and undergo thorough examination before they forward it to the companies (and before any liquidity support begins).
Click to expand...
An idea would be to let China secretly hold a US submarine and its crew hostage until the EUV verification can be done proving no tricks, trojans in the EUV machines etc
 
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