Resources and links:
Substack, for video transcript and direct links https://open.substack.com/pub/kdwalmsley/p/us-price-tag-for-chinas-gallium-export
Huawei has one 5G power that is hard for the US to hurt https://www.lightreading.com/5g/huawei-has-one-5g-power-that-is-hard-for-the-us-to-hurt
China bans exports of key microchip elements to US as trade tensions escalate https://www.theguardian.com/world/2024/dec/04/us-china-microchips-export-bans-gallium-germanium
BUILDING RESILIENT SUPPLY CHAINS, REVITALIZING AMERICAN MANUFACTURING, AND FOSTERING BROAD-BASED GROWTH https://www.whitehouse.gov/wp-content/uploads/2021/06/100-day-supply-chain-review-report.pdf
Gallium: China is increasing its influence on the miracle metal as Huawei is working on promising applications beyond 5G
https://en.institut-seltene-erden.de/gallium-china-verstaerkt-seinen-einfluss-auf-das-wundermetall-da-huawei-an-vielversprechenden-anwendungen-jenseits-von-5g-arbeitet/
De-risking Gallium Supply Chains: The National Security Case for Eroding China’s Critical Mineral Dominance
https://www.csis.org/analysis/de-risking-gallium-supply-chains-national-security-case-eroding-chinas-critical-mineral
Fortune, Even the Pentagon can’t completely freeze Huawei out of its operations https://fortune.com/asia/2024/07/03/pentagon-huawei-ban-national-defense-authorization-act/
Tom's Hardware, Pentagon says it's impossible to ditch Huawei telecom gear — officials beg Congress for waiver from Chinese sanctions https://www.tomshardware.com/tech-industry/pentagon-says-its-impossible-to-ditch-huawei-telecom-gear-officials-beg-congress-for-waiver-from-chinese-sanctions
Inside China Business, The Pentagon and FCC have a big Huawei problem: there are no substitutes, and there's no more money
Petroleum supply chain diagram
https://www.researchgate.net/figure/Petroleum-supply-chain-WKP-2015_fig2_320629231
Visual Capitalist, Visualizing the BRICS expansion in 4 charts https://www.visualcapitalist.com/visualizing-the-brics-expansion-in-4-charts/
Inside China Business, Chinese companies are going around US semiconductor export bans. So are American companies.
Closing scene, Jilong Castle, Guizhou
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