Werent US def sec pursuading asian countries to increase def spending? How will they supply tho, with RE/magnet ban? Some finished product inventory? Or like pay first, product later setup?
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- Thread starter bd popeye
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I think following the projection rule we can start with Ukrainian death being >1 million.
Nobody said defence spending has to involve any physical goods.
Buying Trump coin for example can also be defence spending.
AssassinsMace
Lieutenant General
Wow! You can really appreciate what a company like CATL does from this video. The US blocking this company from the US is insane. There's a whole possible business out there for new American EV companies or even customized EVs which no one seems to be doing. But Americans get upset that China makes just $10 from every $1000 iPhone. They certainly aren't going to like China getting more than a dollar for every hundred dollars from this.
With the current controls, it’s only a matter of time before someone, somewhere will find a solution, since they don’t have a choice.
The existing refining technology and efficiency may not be replicable anytime soon but never say never when it comes to new and novel ways of handling the refining process, tho it will still be years away from commercial viability and scale.
If China wants to continue the ‘if you don’t want to sell me shit, then you are not making the shit’ strat, then it has to leverage the current period of reliance into something more permanent.
Well, there is always something mighty called the wait list. Plus Trump will probably just want big numbers that he can plaster on documents and quote to shut people down. It’s his final term anyway, if nothing major happens in the US, so what does he care about actually delivering.
Well, think about it this way. Every single time when there was a rapprochement between China, Japan, and South Korea, something always happens to reignite tensions again. This definitely won't be the last incident.
Can you elaborate?
They can still buy Chinese made stuff with rare earth already inside. If they really need rare earths for something like F35 they could probably strip a Chinese EV apart for the rare earth and it would still be cheaper than building an entirely new supply chain. Rare earths require insane amounts of Capital expenditures and super slim profit margin.
Also, China just needs to delay western companies enough to catch up and surpass, the leverage would then be with tech and not materials.
AssassinsMace
Lieutenant General
I found this very informative about what’s going on in the AI and semiconductor race.
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manqiangrexue
Brigadier
I think these 2 tried to smuggle something against or neutral to Chinese wishes into the US to study at an American lab in Michigan. I basically cannot think of any instance where you bring a sample from lab A to lab B for study at the detriment of lab B. This person also didn't think it was a big deal because if she thought it would be a high stakes game with US customs, a fungus can easily be smuggled by smearing some spores into a hankerchief and folding it away into your luggage. The only way she could have been caught is if she brought test tubes/petri dishes with samples inside.