Miscellaneous News

plawolf said:

It’s hilarious, delusional even, to seriously suggest that the US could actually build up its own alternative comprehensive RE industry and supply chain.

China sanctioning RE is a similar level strategic move to America sanctioning oil to Japan during WWII. Without access to these critical elements, western advanced manufacturing becomes one massive paperweight. And we all know how the Japanese responded to the American oil sanctions eventually.

This risk of RE move would not have escaped China’s attention, and indeed was probably the overriding concern on China’s side to playing this card. This is why China was very gentle and restrained in the RE card application, to test how America and the west would respond as much as to test how effective the card was.

America and the collective wests response has convinced China that they would respond the same way as Japan did, so now they are kicking in contingency plans to counter the western war prep and no doubt kicking its own war prep into higher gears.

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plawolf said:

The European gambit is to attack that which the opponent must protect try to force America to commit to the defence of Europe, thereby scuttling their plans of a war in Asia at the same time, as not even Trump would be delusional enough to think he can win a two front war against China and Russia.

Even if America did go all in on a two front war, the European theatre would be a useful means of draining American resources and combat power from the Pacific. The bet is that whatever percentage of combat and industrial power China needs to invest in the west to put pressure on the European theatre would cost America a greater (potentially multiple times greater) percentage of their military and industrial power to balance off and avoid a total collapse of their European theatre.

The broader strategic calculus is that if Europe is going to commit to America’s fight no matter what, it’s better to strike at them sooner rather than later. Europe does possess sizeable industrial and populations inheritances. If given time to arm up and dig in, it would be a much more costly and difficult job to take them out than to strike at them immediately.

Additionally, much of Europe’s MIC and industrial production are or can be easily plugged in to supplement American MIC production. Even without access to new RE shipments from China, they will have sufficient consumer and dual use products in circulation that stripping RE from consumer products could potentially become a viable means of feeding western MIC production needs, at least in the short term for some advanced weapons. Attacking them early deprives America of that industrial capability and potential recycled RE pool to support and supply their own MIC production.

Finally, as the age old maxim goes that logistics is fundamental to long term military total victory. Taking Europe allows China and Russia to not only control the Eurasia world island, it also allows them to easily deny America access to resources in the ME and even Africa. Additionally, taking Europe allows China and Russia to threaten CONUS from both oceans and in both coasts. That will significantly weaken their naval and air defences compared to being able to rely on Europe as their secure rear and focus the lion share of their forces to the Pacific.

Sure there are risks to proactively opening up a new front and taking on a significant power, but those risks are massively mitigated by Europe’s puny standing military strengths and the near inevitability of them jumping in on America’s side no matter what given how thoroughly America has infiltrated and compromised their civilian, military, intelligence, media and corporate leaderships.

Finally, opening up the European theatre first opens the possibility of there being no significant military combat in Asia. It might be a modest or even slim chance, but given the potential monumental benefits, it’s well worth the gamble.

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Sardaukar20 said:

Agreed. A comprehensive Rare Earth industry takes decades and plenty of investments to build. Let alone build at scale. The US and friends would have to dismantle plenty of environmental taboo in order to setup lagre scale mining and refining facilities. It requires plenty of investments, skilled manpower, and waste management costs. ROI is gonna take years, maybe even decades for the West. The capitalists don't have the patience to invest in something like that.

Ideally, China restricting RE to the West should be a great opportunity for entrepreneurs. But since genuine entrepreneurship have been systematically crushed by the old and entrenched capitalists and banksters, no actual boom is gonna happen. The same old billionaires and investors are gonna gang up and attempt to setup their own RE industry. And its gonna go the way like how the Americans have attempted to move TSMC's foundries to Arizona. Big talk, big money spent, but too little imagination, and too little results.

I expect little Supapowar India to hype itself up to becoming the next "Global Rare Earth Hub" to replace China. Long story short, its not gonna happen.

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"Russia, Saudi Arabia, Iran, Iraq, Kuwait, Oman, Qatar, Syria, the UAE, Yemen, and Bahrain are leaders in the global energy sector. Together, our countries control over half of the world's oil and natural gas reserves. We account for 53% of global oil supplies and 26% of gas. This situation will continue. However, the changing global technological landscape creates an objective need for a new platform, similar to OPEC for oil, for solid minerals as well.
For example, Russia possesses a large rare earth metal resource base, capable of meeting current global demand for over a century. Technologies for producing separated rare earth metal oxides have been developed, and industrial complexes are under construction for the production of rare earth metals, including the most marketable "magnetic" metals—praseodymium, neodymium, and dysprosium

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During the meeting, a concept for establishing a Project Office and Rare Earth Metals (REM) Cluster in Siberia was presented. It is planned to be located in the Krasnoyarsk Krai. During the discussion, it was noted that the rare earth metals cluster will boost the development of Siberia's industrial, logistics, and educational potential. "The need for its creation stems from the specific nature of the development of technological industries, which require the development of a complete chain—from ore to finished products," noted Alexander Maslennikov, Deputy Secretary of the Security Council of the Russian Federation, who is overseeing the project.

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This new China fee framework is meaningfully impactful as it would affect publicly-listed companies, especially those in the US markets with 25% or more holdings from US-domiciled investment funds,”

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While many of the world’s biggest oil tanker operators are based outside of the US, several have US listings and major US shareholders

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escobar said:

View attachment 162368

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pmc said:

It does not take decades. with today computing and robotics . I doubt India will be allowed in any of high tech field to be independent. The reason is simple. Russia has offered Saudi to create a cartel similar to OPEC for this rare earth minerals with list of countries all Islamic. Russia has now confidence in its technologies implementation faster and larger scale. Russia know or intelligence that existing resources can only last 15 years. and replacement should come from this mineral OPEC much faster since Gulf Royals can better assemble all the west resources more competently. These are two sides of the same science.

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