[Floating Clouds] Now everyone understands why as early as April, when the first rare earth dispute between China and the United States occurred, the country did not escalate the situation, but waited until today to take action.
Timing is the most important thing in playing strategic games. Just like hunting, you can't shoot as soon as you see a shadow, you have to wait for the prey to fully enter range. When the Sino-US rare earth dispute first emerged in April, many people thought that our actions were too gentle. Looking at it now, that move contained great wisdom.
Everyone knows Trump's temper. It's not easy to follow a donkey, and a hard top will only make him more extreme. This matter has to look back at history. In 1941, the United States imposed a comprehensive embargo on Japan, which pushed Japan, which was short of resources, to a dead end.
To know that in 1937 Japan invaded China, most of the military and industrial raw materials came from the United States, and more than 90 percent of waste steel was supplied by the United States. This breaking-food blockade did not force Japan to surrender, but instead allowed them to risk the attack on Pearl Harbor, dragging the local conflict into the world war.
At that time in April, Trump was relying on the “extreme pressure” package.Today he pulled Chinese companies into the entity list, and tomorrow threatened to impose high tariffs, even the C919 engine and EDA software as codes.
If he had tightened the rare earth valve at that time, he would have joined forces with allies to collectively increase taxes on China's goods, or made a decisive move in the high-tech field, or even provoked trouble in the South China Sea and Taiwan Strait to divert conflicts. The situation would only be more difficult to control.
More importantly, the U.S. had a buffering bottom. China controls more than 90% of the world's rare earth refining production capacity. Of the U.S. Army's 153 main combat equipment, more than 80% of the supply chain of equipment needs to be processed through China's rare earth processing link, which is enough to see our country's key position in the field of rare earth processing.
Each F-35 fighter aircraft needs 417 kilograms of rare earth, each nuclear submarine needs to swallow 4 tons, but in April, the U.S. Department of Defense estimated that the military-industrial reserves could last for 18 months. At this time, the hard blockade, just gave Trump the opportunity to excite the slogan “national security” and maybe even to subsidize forced companies to find a replacement, instead helped him to consolidate domestic consensus.
In those months, the United States was indeed looking for supplements everywhere. First, it targeted Australia's Lynas Company. The other party said that it could purify heavy rare earths. As a result, the production line was not stable, and the oxides still have to be transported to China for refining.
Turning to talk to Brazil, Trump insisted on interfering in other people's internal affairs, and was directly sent back by Lula. Later, Pakistan signed a US $500 million agreement. The mining areas are all in places where the Taliban is active, and it is unknown whether they can be dug up.
Local companies are also not strong. The United States has spent a lot of money to support MP Materials, both with loans and acquisitions. 80% of this company's revenue in 2024 will depend on selling rare earth concentrates to China. Now I want to do processing by myself, but I don't even have heavy rare earth separation technology. The stock price once plummeted by more than 10%, and the long-term debt is more than cash.
Experts at the Center for Strategic and International Studies in the United States all say that they will either face supply chain disruptions or have to come back to negotiate. Trump also wanted to play the idea of rare earths in Ukraine. As a result, the US media broke the news that Ukraine only had scorched earth, and rare earth deposits had not been developed at all. It was necessary to invest $300 million to start mining.
We haven't been away in the past six months, and in April we only tested small cattle knives, limiting the export of rare-earth materials of 7 categories. Wait until the combination kick is placed directly at hand, the Ministry of Commerce and the General Department of Customs jointly issued.
Various forms of key medium and heavy rare earths such as samarium and gadolinium have been brought into control, and even overseas products and related mining and smelting technologies containing more than 0.1% of China's rare earth components have been blocked. This is not only a shortage of food, but also blocks the way to learn to cook.
Trump's life is not easy at the moment. The U.S. government has just shut down for ten days, and more than 4,000 federal employees are about to be laid off. Inflationary pressure is already high. If there is a real tax increase on China, the price increase of mobile phones and home appliances will eventually have to be paid by American consumers, and the farmers in the Republican ticket warehouse will also be unlucky. After all, we have already shifted soybean purchases to Brazil.
In the past, gross mining has caused the ecology of these localities in Jiangxi, Zhejiang state to suffer a great crime, the cost of governance is 380 billion, the profit was only 6.4 billion. Now according to the Export Control Law, it is in accordance with international practices, also to the compliance enterprises open a green channel, BMW, the public have obtained a supply license. This is the strategic determination, no impulse, do not enter, and wait for each other to flourish again, both stable and accurate.
From the April trial to today's precision, this rare-earth game hides the clearest strategic wisdom.It doesn't force the opponent to the cliff or give the opponent a chance to breathe, it both keeps the bottom line of resources and highlights the pattern of great powers.
This tells us that true strength never depends on impulse, but on calmness with planning and then acting. In complex international chess games, such determination and foresight are the strongest confidence.
(Main source: World Wide Web-The two departments jointly issued an announcement to strengthen the export management of medium and heavy rare earths and implement new control measures)
Timing is the most important thing in playing strategic games. Just like hunting, you can't shoot as soon as you see a shadow, you have to wait for the prey to fully enter range. When the Sino-US rare earth dispute first emerged in April, many people thought that our actions were too gentle. Looking at it now, that move contained great wisdom.
Everyone knows Trump's temper. It's not easy to follow a donkey, and a hard top will only make him more extreme. This matter has to look back at history. In 1941, the United States imposed a comprehensive embargo on Japan, which pushed Japan, which was short of resources, to a dead end.
To know that in 1937 Japan invaded China, most of the military and industrial raw materials came from the United States, and more than 90 percent of waste steel was supplied by the United States. This breaking-food blockade did not force Japan to surrender, but instead allowed them to risk the attack on Pearl Harbor, dragging the local conflict into the world war.
At that time in April, Trump was relying on the “extreme pressure” package.Today he pulled Chinese companies into the entity list, and tomorrow threatened to impose high tariffs, even the C919 engine and EDA software as codes.
If he had tightened the rare earth valve at that time, he would have joined forces with allies to collectively increase taxes on China's goods, or made a decisive move in the high-tech field, or even provoked trouble in the South China Sea and Taiwan Strait to divert conflicts. The situation would only be more difficult to control.
More importantly, the U.S. had a buffering bottom. China controls more than 90% of the world's rare earth refining production capacity. Of the U.S. Army's 153 main combat equipment, more than 80% of the supply chain of equipment needs to be processed through China's rare earth processing link, which is enough to see our country's key position in the field of rare earth processing.
Each F-35 fighter aircraft needs 417 kilograms of rare earth, each nuclear submarine needs to swallow 4 tons, but in April, the U.S. Department of Defense estimated that the military-industrial reserves could last for 18 months. At this time, the hard blockade, just gave Trump the opportunity to excite the slogan “national security” and maybe even to subsidize forced companies to find a replacement, instead helped him to consolidate domestic consensus.
In those months, the United States was indeed looking for supplements everywhere. First, it targeted Australia's Lynas Company. The other party said that it could purify heavy rare earths. As a result, the production line was not stable, and the oxides still have to be transported to China for refining.
Turning to talk to Brazil, Trump insisted on interfering in other people's internal affairs, and was directly sent back by Lula. Later, Pakistan signed a US $500 million agreement. The mining areas are all in places where the Taliban is active, and it is unknown whether they can be dug up.
Local companies are also not strong. The United States has spent a lot of money to support MP Materials, both with loans and acquisitions. 80% of this company's revenue in 2024 will depend on selling rare earth concentrates to China. Now I want to do processing by myself, but I don't even have heavy rare earth separation technology. The stock price once plummeted by more than 10%, and the long-term debt is more than cash.
Experts at the Center for Strategic and International Studies in the United States all say that they will either face supply chain disruptions or have to come back to negotiate. Trump also wanted to play the idea of rare earths in Ukraine. As a result, the US media broke the news that Ukraine only had scorched earth, and rare earth deposits had not been developed at all. It was necessary to invest $300 million to start mining.
We haven't been away in the past six months, and in April we only tested small cattle knives, limiting the export of rare-earth materials of 7 categories. Wait until the combination kick is placed directly at hand, the Ministry of Commerce and the General Department of Customs jointly issued.
Various forms of key medium and heavy rare earths such as samarium and gadolinium have been brought into control, and even overseas products and related mining and smelting technologies containing more than 0.1% of China's rare earth components have been blocked. This is not only a shortage of food, but also blocks the way to learn to cook.
Trump's life is not easy at the moment. The U.S. government has just shut down for ten days, and more than 4,000 federal employees are about to be laid off. Inflationary pressure is already high. If there is a real tax increase on China, the price increase of mobile phones and home appliances will eventually have to be paid by American consumers, and the farmers in the Republican ticket warehouse will also be unlucky. After all, we have already shifted soybean purchases to Brazil.
In the past, gross mining has caused the ecology of these localities in Jiangxi, Zhejiang state to suffer a great crime, the cost of governance is 380 billion, the profit was only 6.4 billion. Now according to the Export Control Law, it is in accordance with international practices, also to the compliance enterprises open a green channel, BMW, the public have obtained a supply license. This is the strategic determination, no impulse, do not enter, and wait for each other to flourish again, both stable and accurate.
From the April trial to today's precision, this rare-earth game hides the clearest strategic wisdom.It doesn't force the opponent to the cliff or give the opponent a chance to breathe, it both keeps the bottom line of resources and highlights the pattern of great powers.
This tells us that true strength never depends on impulse, but on calmness with planning and then acting. In complex international chess games, such determination and foresight are the strongest confidence.
(Main source: World Wide Web-The two departments jointly issued an announcement to strengthen the export management of medium and heavy rare earths and implement new control measures)