Chinese Economics Thread


Overbom

Senior Member
Registered Member
The US and EU wanted to work together to slow down China. China slowed down and again its not good.
The problem for them is that China is smart

When China gets slowed down, the first thing it does is blocking exports to satisfy domestic demand first. Its not a muppet which would deprive its domestic industry of key supplies while exporting these same supplies to the EU/US

The same is for here as well. China is 100% focusing on shifting magnesium towards domestic industries, and if anything is leftover it will be exported to the world
 

PUFF_DRAGON

New Member
Registered Member
But surely it ends up with the same uses once processed. It may not solve their immediate problems but those guys in the EU were talking about an alternate supply line. Anyway unlike rare earths I believe magnesium can be extracted from briney and sea water therefore the sources for magnesium is plentiful.

Extracting Magnesium from sea water is intrinsically much more expensive than extracting it from mines. Same story with "rare earths" which can be extracted from pretty much anywhere including the ocean floor except that it will be much more expensive than Chinese supplied rare earths.

Core issue with rare earth and other mineral extraction is that it is extremely polluting and capital intensive. It will take time to re-orient the supply chains.
 

AssassinsMace

Lieutenant General
Everyone else that has magnesium is already probably reserved for domestic use and/or already bought by other countries. So it's not like it's sitting there like these countries are having yard sales waiting for someone to drive by and buy it. They're not going to produce and refine it without knowing someone has already or is likely to buy it. Or look at agricultural exports. Farmers don't plant unless they know there's going to be a buyer because they'll waste even more money growing crops that no one is buying. The philosophy in the West when they construct a building is they look for clients that sign a contract to rent space enough to justify building it first. In China they build it and then rent space out. That's why the West loved to point out empty building space and stores in malls in China because according to their perspective that means there's no business.
 

Tam

Brigadier
Registered Member
Surge in car building in China could be consuming much magnesium.

This is a watch that tells you how much Western media misreports the real state of car sales. They should remove the number of cars made by joint ventures from their lists and put Western branded cars made by Chinese companies as a separate listing. When all this is done, car manufacturing and sales in China is exploding, some companies in the triple digits and one company by over 1000%!!

 

pmc

Junior Member
Registered Member
Now with all these different crises in EU, this is the best time for China to take advantage (unfortunately China also faces energy crisis which limits any potential gains)
The difference between China and EU is that China is actively improving its situation.
EU is still publishing theoretical papers in all directions.
if not China where EU will find the industrial partner?. i think China is becoming only option to supply vehicles to European market especially battery powered. I was looking at India passenger vehicles sales. it is 40% collapse. India made vehicles majority are low tech by EU standards.
Japan is now in trade deficits. increasingly unable to create surpluses. and majority of Europe still not paying Japanese prices.
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Orthan

Junior Member
Most are pure speculation and wild guesswork and theories
Why is that? because there is a lot of opacity in china, specially in the economic area. If there was more transparency, this wouldnt be happening, at least not to this degree. Why cant anyone disprove what i have wrote?
 

Heresy

New Member
Registered Member
Why is that? because there is a lot of opacity in china, specially in the economic area. If there was more transparency, this wouldnt be happening, at least not to this degree. Why cant anyone disprove what i have wrote?
That's not how the burden of proof works. It is not on us to disprove what you say is true. It is on you to prove what you say is true. Providing sources is not the end all and be all of proof, if said sources themselves come under question and scrutiny.

Second, a lack of transparency does not mean it is suddenly ok to assume the worst or least flattering interpretation of limited data. A lack of transparency and data only means that you simply don't know one way or the other. Absence of evidence is not evidence of absence.

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But let's be honest here. You have a pretty regular history of posting frankly hilariously racist posts about the Chinese's ability to innovate. The fact that you're even around here is more of a testament to the naivety, and in my opinion, unnecessary openness of the forum mods more than anything else. We all know that you're basically using China's relative lack of transparency as an excuse to sprout your racist narrative China's permanent technological inferiority vis a vis the West.
 

ansy1968

Major
Registered Member
That's not how the burden of proof works. It is not on us to disprove what you say is true. It is on you to prove what you say is true. Providing sources is not the end all and be all of proof, if said sources themselves come under question and scrutiny.

Second, a lack of transparency does not mean it is suddenly ok to assume the worst or least flattering interpretation of limited data. A lack of transparency and data only means that you simply don't know one way or the other. Absence of evidence is not evidence of absence.

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...

But let's be honest here. You have a pretty regular history of posting frankly hilariously racist posts about the Chinese's ability to innovate. The fact that you're even around here is more of a testament to the naivety, and in my opinion, unnecessary openness of the forum mods more than anything else. We all know that you're basically using China's relative lack of transparency as an excuse to sprout your racist narrative China's permanent technological inferiority vis a vis the West.
@Heresy hello brother welcome to SDF, you seem to be a reasonable fellow why not join us in the semiconductor thread and debunk them...lol It easy cause China always surprises us and it is this reason Why they post such hilariously racist posts to vent their frustration.;) So we keep in touch and I always look forward on your future post.
 

Orthan

Junior Member
That's not how the burden of proof works. It is not on us to disprove what you say is true. It is on you to prove what you say is true. Providing sources is not the end all and be all of proof, if said sources themselves come under question and scrutiny.
Im not asking people here to prove or disprove the theories that i presented here, not least because i know that no one here really can do that. I asked people what they think of them. And yet, people here get defensive, saying that they "arent credible" and are "western projections" without basing that assertion on anything and instead attaking my posting record.

Second, a lack of transparency does not mean it is suddenly ok to assume the worst or least flattering interpretation of limited data. A lack of transparency and data only means that you simply don't know one way or the other. Absence of evidence is not evidence of absence.
I never said otherwise.

But let's be honest here.
Yes, lets be honest here. Seem to me that you are another poster hiding behind the "anti-china racism" defence in order to delegitimize POV that people may have here.
 

takwb

New Member
Registered Member
That's not how the burden of proof works. It is not on us to disprove what you say is true. It is on you to prove what you say is true. Providing sources is not the end all and be all of proof, if said sources themselves come under question and scrutiny.

Second, a lack of transparency does not mean it is suddenly ok to assume the worst or least flattering interpretation of limited data. A lack of transparency and data only means that you simply don't know one way or the other. Absence of evidence is not evidence of absence.

...
...
...

But let's be honest here. You have a pretty regular history of posting frankly hilariously racist posts about the Chinese's ability to innovate. The fact that you're even around here is more of a testament to the naivety, and in my opinion, unnecessary openness of the forum mods more than anything else. We all know that you're basically using China's relative lack of transparency as an excuse to sprout your racist narrative China's permanent technological inferiority vis a vis the West.
If he is not busy excreting nonsense, he'd have to keep staring at the sight of his own culture's accelerated collapse into chaos, civil war and irrelevance with a front row seat. lol.
 

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