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China plans to ban exports of rare earth magnet tech

japannews.yomiuri.co.jp

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Re: China plans to ban exports of rare earth magnet tech

#71

Post by gtvwill »

moose_man wrote: post #2

"China is estimated to hold an about 84% share of the global market in neodymium magnets and an over 90% interest in samarium cobalt magnets. Japan, meanwhile, has about 15% of the neodymium magnet market and a less-than-10% share of that for samarium cobalt. If China bans the export of such technologies, it would be difficult for the United States and Europe, which do not traditionally manufacture rare earth magnets…

That moment when a bunch of first world nations are about to realise defense involves more than just troops on the ground. You gotta be able to build everything that enables them being on the ground else rip.

Tbh from a risk point it astounds me the defence sector over the last 30 years with the oodles of money poured into it have failed so heavily at protecting nation state positions. We have traditionally wealthy stable nations states being crumpled by some trade deals. Lol imagine propping your entire way of life up based on the agreement with your competition thay they will fuel your success and requirements.... Comes across as pure madness from anyone with the slightest hint of risk aversion when you take a step back and look at it.

Re: China plans to ban exports of rare earth magnet tech

#72

Post by causi »

sohex wrote: post #46
causi wrote: post #33

Earlier quoted context omitted.

This is not normal decoupling, we're in a full on economic war. In the short term that's terrible. In the long term, pain now will help minimize pain later when China invade Taiwan and US-China trade drops to zero overnight. It's coming sooner or later and the longer you leave your investments in China the more you risk the door slamming shut on your hand.

What does China actually stand to gain by invading Taiwan? Any kind of real analysis based in anything other than nationalistic fervor or fear mongering seems to indicate that they're better served by the status quo.

China the nation stands to gain nothing. Chairman Xi stands to gain, or rather keep, a tremendous amount of power. Taiwan as an independent country flies in the face of party propaganda and official PRC policy.

Re: China plans to ban exports of rare earth magnet tech

#73

Post by baq »

moose_man wrote: post #2

"China is estimated to hold an about 84% share of the global market in neodymium magnets and an over 90% interest in samarium cobalt magnets. Japan, meanwhile, has about 15% of the neodymium magnet market and a less-than-10% share of that for samarium cobalt. If China bans the export of such technologies, it would be difficult for the United States and Europe, which do not traditionally manufacture rare earth magnets…

This and some other export bans happen and we’re looking at 10% fed funds rate. Supply chains are in shambles already.

Re: China plans to ban exports of rare earth magnet tech

#74

Post by exmicrosoldier »

sohex wrote: post #46
causi wrote: post #33

Earlier quoted context omitted.

This is not normal decoupling, we're in a full on economic war. In the short term that's terrible. In the long term, pain now will help minimize pain later when China invade Taiwan and US-China trade drops to zero overnight. It's coming sooner or later and the longer you leave your investments in China the more you risk the door slamming shut on your hand.

What does China actually stand to gain by invading Taiwan? Any kind of real analysis based in anything other than nationalistic fervor or fear mongering seems to indicate that they're better served by the status quo.

from wikipedia: Territorial sea, as defined by the 1982 United Nations Convention on the Law of the Sea,[2] is a belt of coastal waters extending at most 12 nautical miles (22 km; 14 mi) from the baseline (usually the mean low-water mark) of a coastal state. The territorial sea is regarded as the sovereign territory of the state

I would guess that there's oil or shipping lanes or aircraft bases that they would want.

Re: China plans to ban exports of rare earth magnet tech

#75

Post by dmix »

anonymouskimmer wrote: post #50
sohex wrote: post #46

Earlier quoted context omitted.

What does China actually stand to gain by invading Taiwan? Any kind of real analysis based in anything other than nationalistic fervor or fear mongering seems to indicate that they're better served by the status quo.

Possible access to, and control of, most of the world's top chip manufacturing node fabs. > other than nationalistic fervor And as you said, this. Jingoism can be used to bolster those in power. I don't know that Xi could use this boost at this point in his career, but as he seems to want to be Chairman-for-life, he may need it eventually.

There is no scenario where that is a worthy trade off for the immense costs.

Re: China plans to ban exports of rare earth magnet tech

#76

Post by throwaway6734 »

drekk wrote: post #40
augment001 wrote: post #10

Earlier quoted context omitted.

Unfortunately so, but by comparison to China it has a very long way to go.

The US imprisons more of its own citizens per capita and in absolute terms than an "authoritarian" nation-state 4x its population. Remind us the last time China invaded a country as "liberators"? Seeing Americans of all people sit on a high horse is unreal. Like every yank forgot about "shock and awe" or "make their economy scream" It would be great to see westerners measure their own societies by the same yardstick.…

What country do you reside in?

Re: China plans to ban exports of rare earth magnet tech

#77

Post by lisper »

exmicrosoldier wrote: post #74
sohex wrote: post #46

Earlier quoted context omitted.

What does China actually stand to gain by invading Taiwan? Any kind of real analysis based in anything other than nationalistic fervor or fear mongering seems to indicate that they're better served by the status quo.

from wikipedia: Territorial sea, as defined by the 1982 United Nations Convention on the Law of the Sea,[2] is a belt of coastal waters extending at most 12 nautical miles (22 km; 14 mi) from the baseline (usually the mean low-water mark) of a coastal state. The territorial sea is regarded as the sovereign territory of the state I would guess that there's oil or shipping lanes or aircraft bases that they would want.

And fish.

Re: China plans to ban exports of rare earth magnet tech

#78

Post by John23832 »

sohex wrote: post #46
causi wrote: post #33

Earlier quoted context omitted.

This is not normal decoupling, we're in a full on economic war. In the short term that's terrible. In the long term, pain now will help minimize pain later when China invade Taiwan and US-China trade drops to zero overnight. It's coming sooner or later and the longer you leave your investments in China the more you risk the door slamming shut on your hand.

What does China actually stand to gain by invading Taiwan? Any kind of real analysis based in anything other than nationalistic fervor or fear mongering seems to indicate that they're better served by the status quo.

Breaking the first island chain, which is a line of US military hardware at their front door.

This allows them military access to the pacific, which they don’t have now.

Re: China plans to ban exports of rare earth magnet tech

#79

Post by throwawaymaths »

sohex wrote: post #46
causi wrote: post #33

Earlier quoted context omitted.

This is not normal decoupling, we're in a full on economic war. In the short term that's terrible. In the long term, pain now will help minimize pain later when China invade Taiwan and US-China trade drops to zero overnight. It's coming sooner or later and the longer you leave your investments in China the more you risk the door slamming shut on your hand.

What does China actually stand to gain by invading Taiwan? Any kind of real analysis based in anything other than nationalistic fervor or fear mongering seems to indicate that they're better served by the status quo.

This is the wrong question. The right question is: what does the leader of china gain by ordering an invasion of Taiwan?
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