Chinese Economics Thread

[CardSharp]

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Considering how much government subsidies went into Chinese rare earths and how little environment regulations there existed, it is not that surprising.

 

[bladerunner]

The article doesnt anything particularly new.The shortage of skilled metallurgists regarding REM extraction has been voiced for quite a few years.

However I guess my itsy bitsy shares in Lynas Corp could be alright because they also mine heavy rare earths.

 

[delft]

The industry consists, according to the Reuters article of two parts: mining and processing. Presumably if you have mined the stuff you can send it to China to have it processed?

 

[bladerunner]

The industry consists, according to the Reuters article of two parts: mining and processing. Presumably if you have mined the stuff you can send it to China to have it processed?

That would compromise ones non reliance on china I

 

[Hendrik_2000]

I guess Im looking at it from a different perspective. I remember reading about 5yrs? ago commentators reflecting upon the future position of Korea with the emergence of China into the consumer electronics field. Many thought Korea's would feel Chinas growth the most because the technology gap in consumer electronics between the two was not considered to have been particularly huge (about2yrs at the most).

In Short Korea hasnt gotten swamped with Chinas emergence whereas Taiwans position is a little more susceptable to Chinas rise.?

I don't think Taiwan position is endanger by Chinese smart set competition. HTC is a Taiwan company that do most of their research and manufacturing in China

If anything there is synergy between them. Korean might not get swamped yet. But they face stiff competition in Asian market from Chinese cheap set

 

[bladerunner]

moved

 

[delft]

That would compromise ones non reliance on china I

You would not be hit by the reduction of China's export, your just hiring capacity in a Chinese plant. You can't do without China, just as you can't do without the US in other matters.

 

[bladerunner]

You would not be hit by the reduction of China's export, your just hiring capacity in a Chinese plant. You can't do without China, just as you can't do without the US in other matters.

For the West the clock is close to striking midnight when it comes to the art of refining rare earths and the making of magnets.Once those skill sets go, it's going to be very hard to get it back, and then their industries that are reliant on those materials are exposed to whatever China cares to charge.
IMO to maintain a degree of independence from China they should be getting together and if necessary, subsidize a few strategic refineries. (Then I might get a return on my shares, self interest first ya know)

 

[Equation]

For the West the clock is close to striking midnight when it comes to the art of refining rare earths and the making of magnets.Once those skill sets go, it's going to be very hard to get it back, and then their industries that are reliant on those materials are exposed to whatever China cares to charge.
IMO to maintain a degree of independence from China they should be getting together and if necessary, subsidize a few strategic refineries. (Then I might get a return on my shares, self interest first ya know)

Is it really that difficult in the refining of rare earth metals and making of magnets?

 

[AssassinsMace]

Not simple magnets. The ones rare earths produce cannot be separated by human strength.