These rare earths have been talked about for years, and yet no one in the Trump admin thought this would be a problem with their trade tariffs? And these are the strategic geniuses leading us to war.
Yes , USA hubris thinking that USA could just boss the Chinese around …., Chinese have a strong national identity and they don’t want to see the “century of humiliation “ repeated with the Sassoons sending in opium …
China now seems to be vetoing Ford Motor attempt to license battery technology that might allow Ford to grain some traction in the e- car market. So USA bans ASML EUV , leading edge AI chips , some high end analog …. And we expected no Chinese response ?
I asked Perplexity AI if there is specific animosity vs Sassoons , and the output claimed that it was very limited ....I was surprised given the Sasson role in humiliating and addicting 10% of the population
Magnesium is next on the chinas list if they just slow down the exports the USA is up the creak and the CV price will go through the roof Israel produces some perhaps they will do a swap with the USA one day bombs for killing civilians for magnesium
Concrete steel aluminium and a host of others all need magnesium in manufacturing process china produces the 85% of the worlds production it takes huge amounts of electricity to make it no one can compete with them
This is the great deep dive on rare minerals and metals production. You also give us a great sense of the scale of production in China relative to America.
Something you should know about earth, production, and distribution is that they’re relatively the same across the world but the way that they’re regulated has adversely affected American production. A big problem with rare minerals is that they have a lot of thorium built-in. And because thorium is radioactive, American regulations are very strict about handling and disposal of thorium.
Now I’m not sure how trying to manages thorium but I think they’ve solved the problem or they wouldn’t bother with it. One of the things China is working on right now is thorium molten salt reactors and that means they have an end in mind Forum not just putting it in the storage and metal drums inside of mountains.
Another thing your article illustrate here is the antipathy that the capitalist class here has towards real manufacturing. America could have built out a fantastic infrastructure and supply chain for earth minerals, but they did not.
I believe the reason for this is that the money is so good not trying to do it that they couldn’t resist and didn’t want to stop the gravy train from rolling. If Trump is really serious about making America great again he’s going to have to get serious about building the public infrastructure that makes rare minerals and metals production profitable .
You see one of the things that China does is that it builds public infrastructure that makes manufacturing cheaper. We don’t do that in America because the people who build infrastructure want to collect rents.
Once we get rid of the rent seekers, we’ll start seeing Production in America. Will start seeing industrial capitalism instead of financial capitalism.
No one can print oodles (warehouse full) of US$ like the USA government can. Once printed... poof... instant real money to spend. Got a debt problem? Goodness gracious, let's (i.e., USA) blame it on ChYna and any other / all other countries! We will pound those countries to dust with tariffs and sanctions for our debt problems! (The only thing that I can't figure out is why countries are holding onto US$s like it was real money)?
You might be able to justify the cost of those planes by considering the cost of the ultra-high tech they incorporate, but you can't justify the planes themselves.
And, actually, you can't justify the cost. In China, military aircraft and naval vessels are manufactured by state-owned entities. In the U.S. they're manufactured by defense contractors. Private, shareholder-owned corporations make our weapons and nobody bats an eyelash over it.
So the public is paying not just for the hardware but also for the profits these corporations make. And these corporations are able to invest some of these profits in lobbying and funding political campaigns -- campaigns in elections that are intrinsically and irredeemably corrupt because they are reliant on funding from giant corporations and ultra-wealthy individuals. You can forget about the U.S. ever having a non-imperialistic foreign policy.
If you comprehend what’s really going on, then you’d realize that over-priced and mediocre quality military products across the range are the actually the GOAL of defense contractors. There is no better way to money launder as no audit is ever to be expected. And Congress, too, is happy about that.
These rare earths have been talked about for years, and yet no one in the Trump admin thought this would be a problem with their trade tariffs? And these are the strategic geniuses leading us to war.
Yes , USA hubris thinking that USA could just boss the Chinese around …., Chinese have a strong national identity and they don’t want to see the “century of humiliation “ repeated with the Sassoons sending in opium …
China now seems to be vetoing Ford Motor attempt to license battery technology that might allow Ford to grain some traction in the e- car market. So USA bans ASML EUV , leading edge AI chips , some high end analog …. And we expected no Chinese response ?
Yes, the Chinese are quite wary of Baghdadi Jews even if they’re knighted into the peerage.
can you elaborate ?
Did you not mention the Sassoons or did I misread?
I asked Perplexity AI if there is specific animosity vs Sassoons , and the output claimed that it was very limited ....I was surprised given the Sasson role in humiliating and addicting 10% of the population
Magnesium is next on the chinas list if they just slow down the exports the USA is up the creak and the CV price will go through the roof Israel produces some perhaps they will do a swap with the USA one day bombs for killing civilians for magnesium
Concrete steel aluminium and a host of others all need magnesium in manufacturing process china produces the 85% of the worlds production it takes huge amounts of electricity to make it no one can compete with them
China ain’t stupid I suspect they are already increasing prices to increase profits now they know Americans will pay anything to get there products
This is the great deep dive on rare minerals and metals production. You also give us a great sense of the scale of production in China relative to America.
Something you should know about earth, production, and distribution is that they’re relatively the same across the world but the way that they’re regulated has adversely affected American production. A big problem with rare minerals is that they have a lot of thorium built-in. And because thorium is radioactive, American regulations are very strict about handling and disposal of thorium.
Now I’m not sure how trying to manages thorium but I think they’ve solved the problem or they wouldn’t bother with it. One of the things China is working on right now is thorium molten salt reactors and that means they have an end in mind Forum not just putting it in the storage and metal drums inside of mountains.
Another thing your article illustrate here is the antipathy that the capitalist class here has towards real manufacturing. America could have built out a fantastic infrastructure and supply chain for earth minerals, but they did not.
I believe the reason for this is that the money is so good not trying to do it that they couldn’t resist and didn’t want to stop the gravy train from rolling. If Trump is really serious about making America great again he’s going to have to get serious about building the public infrastructure that makes rare minerals and metals production profitable .
You see one of the things that China does is that it builds public infrastructure that makes manufacturing cheaper. We don’t do that in America because the people who build infrastructure want to collect rents.
Once we get rid of the rent seekers, we’ll start seeing Production in America. Will start seeing industrial capitalism instead of financial capitalism.
No one can print oodles (warehouse full) of US$ like the USA government can. Once printed... poof... instant real money to spend. Got a debt problem? Goodness gracious, let's (i.e., USA) blame it on ChYna and any other / all other countries! We will pound those countries to dust with tariffs and sanctions for our debt problems! (The only thing that I can't figure out is why countries are holding onto US$s like it was real money)?
You might be able to justify the cost of those planes by considering the cost of the ultra-high tech they incorporate, but you can't justify the planes themselves.
And, actually, you can't justify the cost. In China, military aircraft and naval vessels are manufactured by state-owned entities. In the U.S. they're manufactured by defense contractors. Private, shareholder-owned corporations make our weapons and nobody bats an eyelash over it.
So the public is paying not just for the hardware but also for the profits these corporations make. And these corporations are able to invest some of these profits in lobbying and funding political campaigns -- campaigns in elections that are intrinsically and irredeemably corrupt because they are reliant on funding from giant corporations and ultra-wealthy individuals. You can forget about the U.S. ever having a non-imperialistic foreign policy.
If you comprehend what’s really going on, then you’d realize that over-priced and mediocre quality military products across the range are the actually the GOAL of defense contractors. There is no better way to money launder as no audit is ever to be expected. And Congress, too, is happy about that.
Another great article, Kevin.