China halts export of rare earthes

[80zephyr]

No. China doesn't build our Naval Ships.

Wherever you got that from..... I'd stop going there

Yes, I admit I made a mistake. This is what I should have shown:
Commercial shipbuilding in the U.S. is virtually nonexistent: in 2022, the U.S. built just five oceangoing commercial ships, compared to China's 1,794 and South Korea's 734. The U.S. Navy estimates that China's shipbuilding capacity is 232 times our own.

 

[citygator]

once the trade deals start being signed the markets are going to soar ..

Deals that do what?

 

[Nobody911]

Does the Trump administration have a Plan B or Plan C, or do they not know how to fix the problems? lol.

#### Impact on Tech Industries

The halt of rare earth exports by China significantly affects various tech industries, primarily due to the critical role these materials play in modern technology.

1. Supply Chain Disruptions: China produces about 60% of the world's rare earths and processes nearly 90% of them. This means that many tech companies, especially those in the semiconductor and electronics sectors, rely heavily on Chinese supplies. The recent export restrictions threaten to disrupt global supply chains, particularly for major tech players who depend on these materials for manufacturing components like chips, smartphones, and other electronic devices.

2. Increased Costs: As companies scramble to find alternative sources for rare earths, they may face higher costs. The need to source these materials from less established suppliers could lead to increased prices for components, which may ultimately be passed on to consumers. This could also slow down production timelines and innovation as companies adjust to the new supply landscape.

3. Strategic Vulnerabilities: The restrictions highlight the vulnerabilities in the tech industry's reliance on a single country for critical materials. This situation may accelerate efforts in the U.S. and other countries to diversify their supply chains and invest in domestic production or alternative technologies.

4. Impact on Specific Industries: Industries such as automotive, aerospace, and clean energy technologies are particularly affected, as rare earth elements are essential for manufacturing electric vehicles, wind turbines, and various defense technologies. The halt in exports could hinder advancements in these sectors, especially as the world moves towards decarbonization and sustainable technologies.

In sum, China's export restrictions on rare earths pose significant challenges for tech industries, affecting supply chains, increasing costs, and highlighting the need for strategic diversification.

sources:

1. China's rare earth export restrictions threaten global chipmaking supply chains
2. China strikes back at Trump with 34 percent tariff — bans some rare earth exports to the U.S.
3. https://www.reuters.com/markets/com...rts-gallium-germanium-antimony-us-2024-12-03/
4. Rare Earth Elements Are a Key Weapon in US-China Trade War
5. What China’s Ban on Rare Earths Processing Technology Exports Means
6. Optilogic | How China's Rare Earth Metals Export Ban Will Impact Supply Chains In 2025

 

[1srelluc]

Yes, I admit I made a mistake. This is what I should have shown:
Commercial shipbuilding in the U.S. is virtually nonexistent: in 2022, the U.S. built just five oceangoing commercial ships, compared to China's 1,794 and South Korea's 734. The U.S. Navy estimates that China's shipbuilding capacity is 232 times our own.

Quantity does not equal quality. The Chi-Com navy is woeful in quality when compared to the US Navy. There's is mostly a brown water navy aimed at crossing a narrow straight.

 

[JGalt]

Fuck China. They still owe us the Covid.

They still owe us for their Covid.

 

[Manonthestreet]

. . well, analysts have commented that China must invade Taiwan by 2027, ("The Davidson Window",) or lose the advantage.

Davidson: China Could Try to Take Control of Taiwan In 'Next Six Years' - USNI News

China could attempt to take control of Taiwan by the end of the decade, the admiral leading U.S. Indo-Pacific Command said today. Testifying in front of the Senate Armed Services Committee, Adm. Phil Davidson said China’s aggression in the region leads him to believe its goal of seizing Taiwan...

news.usni.org

". . . . Testifying in front of the Senate Armed Services Committee, Adm. Phil Davidson said China’s aggression in the region leads him to believe its goal of seizing Taiwan is a more imminent issue.

“I think our concerns are manifest here during this decade, not only on the development – the numbers of you know, ships, aircraft, rockets, etc. that they’ve put in the field – but the way they’re advancing those capabilities as well in combination with everything that you just cited: Hong Kong . . . and Tibet, and a line of actual control in the South China Sea and the East China Sea,” Davidson told the panel of lawmakers.

“I worry that they’re accelerating their ambitions to supplant the United States and our leadership role in the rules-based international order, which they’ve long said that they want to do that by 2050. I’m worried about them moving that target closer,” he continued. “Taiwan is clearly one of their ambitions before then. And I think the threat is manifest during this decade, in fact in the next six years.”

China, Taiwan, and the PLA’s 2027 milestones | Lowy Institute

Be prepared to be surprised.

www.lowyinstitute.org

why would they lose the advantage.Our Navy is a shell of its former self

 

[j-mac]

Sounds like Flopper wants us to say my bad, drop to our knees and beg Xi for forgiveness.

His OP is just more fear mongering...

What many people don't understand about China is that they want to control their corner of the planet, and if they were to foolishly attack the US, their economic base collapses overnight, and along with getting their asses kicked back to the 17th century, they would now have no one to buy their cheap shit....Lose/Lose for China.

 

[j-mac]

why would they lose the advantage.Our Navy is a shell of its former self

Thanks rat fink politicians and especially Democrats who have been busy hollowing out our military for decades.

 

[Leo123]

The need for 'rare earth' minerals would significantly decline if the U.S. stopped building electric cars and windmills. There is only 1 rare earth mine in the U.S. currently. The video gives some info on what these minerals are used for.

 

[Manonthestreet]

The need for 'rare earth' minerals would significantly decline if the U.S. stopped building electric cars and windmills.

Perhaps govt should get out of the way of mining.

 

[JGalt]

The need for 'rare earth' minerals would significantly decline if the U.S. stopped building electric cars and windmills. There is only 1 rare earth mine in the U.S. currently. The video gives some info on what these minerals are used for.

Myanmar, Australia, and Thailand also has rare earth deposits that could be mined.

 

[Leo123]

Perhaps govt should get out of the way of mining.

Yes, we have only 1 mine in CA now and even at that, we process the stuff in China. If we can get rid of the 'green' policies we could maybe loosen China's grip on the stuff.

 

[80zephyr]

Quantity does not equal quality. The Chi-Com navy is woeful in quality when compared to the US Navy. There's is mostly a brown water navy aimed at crossing a narrow straight.

Could be. I still don't like it.

 

[Flopper]

The thing is that China has no oil, it has to import all of its oil by sea or pipeline from Russia, and the pipeline hit a few snags.

So SEATO has developed plans to keep oil from China if they start a war.

China typically plays the long game, as Xi said, they will get Taiwan by "2040" or some far off date to keep the generals happy. What might change the calculus is AI and new powerful chips, like NVIDIA makes. Those chips may force Xi's hand on Taiwan.

China has oil pipelines to central Asia and a natural gas pipeline to Russia. The two largest supplies of oil are Saudi Arabia and Russia. Also China has abundant sources of coal and solar now producing 28% of it's electricity. China also has a huge strategic reserve of oil, now topping 500 million barrels which is reserved for the military.

In short, energy will never be a problem for China in a war because unlike United States, China does not fight wars far from it's home land. In fact China has never fought a war in a nation that does not border China.

 

[Edgetho]

Thanks rat fink politicians and especially Democrats who have been busy hollowing out our military for decades.

WHY WOULD YOU CAPITALIZE THE WORD 'democrat'?

They are scum. You can capitalize that if you want to

 

[Manonthestreet]

Yes, we have only 1 mine in CA now and even at that, we process the stuff in China. If we can get rid of the 'green' policies we could maybe loosen China's grip on the stuff.

There are huge deposits off Japan. We have a mountain of Nickel that tampon Tim wont let us touch.

Japan’s Billion-Dollar Breakthrough: The Rare Earth Minerals That Could Rule the World

Hidden beneath the waves near Japan’s Minami-Tori-shima island lies a treasure trove of rare earth minerals valued at $26 billion. This discovery, poised to revolutionize global supply chains for electric vehicle batteries and green technologies, could catapult Japan into a new era of economic...

indiandefencereview.com

 

[kyzr]

China has oil pipelines to central Asia and a natural gas pipeline to Russia. There two largest supplies of oil are Saudi Arabia and Russia. Also China has abundant sources of coal and solar now producing 28% of it's electricity. China also has a huge strategic reserve of oil, now topping 500 million barrels which is reserved for the military.

In short, energy will never be a problem for China in a war because unlike United States, China does not fight wars far from it's home land. In fact China has never fought a war in a nation that does not border China. Compared to the US, China has few nuclear subs. They have only 3 carrier, none are nuclear powered. They have no large troop transport ships capability of moving thousands of troops long distances.

So if China is so flush with oil why did they bribe the Biden Crime Family to buy SPR oil...twice?

 

[Edgetho]

China has oil pipelines to central Asia and a natural gas pipeline to Russia. There two largest supplies of oil are Saudi Arabia and Russia. Also China has abundant sources of coal and solar now producing 28% of it's electricity. China also has a huge strategic reserve of oil, now topping 500 million barrels which is reserved for the military.

In short, energy will never be a problem for China in a war because unlike United States, China does not fight wars far from it's home land. In fact China has never fought a war in a nation that does not border China. Compared to the US, China has few nuclear subs. They have only 3 carrier, none are nuclear powered. They have no large troop transport ships capability of moving thousands of troops long distances.

Complete and utter bullshit. Not just nonsense -- Total bullshit.

Their pipeline from Russia would last about 5 minutes if they went to War with us. Maybe less.

This is the problem with fighting Wars on paper. Totally unrealistic.

The 2nd part, about them fighting from home is accurate. Which is a disadvantage to them.

China don't want to mess with us. We'd kick their asses back to the 12th Century. Millions would die. I'm not talking Nukes. Starvation would get out of control, as would disease, soldiers would be demoralized knowing their families are dying of disease and starvation.

China is in no position to demand anything from us. It is true that they have taken advantage of our lax economic situation with them for the last 75 years. They don't want it to change,

Trump, and most Americans, want it to change. They don't want to change? They can eat it.

We feed the world. Let them eat their Rare Earth Elements. Let them sit down to dinner with their Tecno gadgets.

Russia? Russia can barely feed itself, they're so stupid. China is overpopulated. BIGLY. They need us, we don't need them.

If they don't want to be reasonable, let's FAFO

 

[j-mac]

WHY WOULD YOU CAPITALIZE THE WORD 'democrat'?

They are scum. You can capitalize that if you want to

Auto correct from my Chinese Apple tablet….

 

[Thinker101]

According to the U.S. Trade Representative, China has not contacted either his office or President Trump since April 2nd. In an effort to pressure China back to the bargaining table, Trump repeatedly raised tariffs—at one point up to 145%—yet received no response. The Chinese Ministry of Commerce later suggested that Trump should reconsider these tariff hikes. In turn, Trump issued a 90-day extension, but again, China remained silent. Eventually, Trump hinted that the extension might be cut short.

China did respond—but not in the way Trump had hoped. It announced the suspension of all rare earth and specialized magnet exports. Exporters must now apply for a permit, a process that can take anywhere from 60 days to several months. This delay gives the Chinese government time to assess whether these shipments might ultimately end up in the United States.

Here’s why this move is critical: China produces 90% of the world’s rare earth elements and controls about 70% of the global supply. These minerals are essential for advanced manufacturing, including the production of automobiles, aircraft, communications equipment, and various technologies used by defense contractors. In effect, China has a strategic chokehold—and now the ball is in Trump’s court.

China’s next move may not be economic but military. Xi Jinping has maintained control of the military with assertive declarations that the reunification of Taiwan with mainland China is inevitable. This aligns with a plan introduced in 2019 to integrate Taiwan under a framework similar to that of Hong Kong. However, Xi is quickly running out of options.

China halts critical rare earth mineral exports as Trump teases new tariffs

US president says he will announce tariff rates on semiconductors next week

www.independent.co.uk

Maybe they think Biden is still in office.