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A company local makes mining trucks [1]. At one event I was at I spoke with someone who was tied into the company and they said that when wars happen their business picks up because copper mining starts back up. War apparently needs a lot of copper too. I never looked into it to verify but it seemed like an interesting bit of data. [1] https://gfworldwide.com/
Not only is it opening up but several other large scale projects are already being considered in the USA, including one in Atolia, California that I have been privileged enough to personally visit. Watch the markets for the metals most used in wartime. That tells you pretty quickly when conflict is near.
I wonder if there’s path dependence there. It _seems_ like just because you build up lots of “defence” tech that doesn’t necessarily mean you _have_ to use it? Or does it? I wonder what happened with those markets during the Cold War.
Tungsten is mostly used in artillery, tank shells, it will take some time to ramp up which makes me think the timing is peculiar along with the happenings in Europe. I see some people are saying it's a win for Australia but I'd say its a bit of a mixed bag given their dependence on China's liquidity. The major question here is are Australians willing to accept a return to the Hawke days for moral solidarity with a co…
Earlier quoted context omitted.
I wonder if there’s path dependence there. It _seems_ like just because you build up lots of “defence” tech that doesn’t necessarily mean you _have_ to use it? Or does it? I wonder what happened with those markets during the Cold War.
Maybe it's also for USA to rebuild supply? That is, if you believe the "US spent too many missiles in Iran" stories.
Tungsten is mostly used in artillery, tank shells, it will take some time to ramp up which makes me think the timing is peculiar along with the happenings in Europe. I see some people are saying it's a win for Australia but I'd say its a bit of a mixed bag given their dependence on China's liquidity. The major question here is are Australians willing to accept a return to the Hawke days for moral solidarity with a co…
Why is it peculiar? Ukraine needs a lot of ammo and the EU is massively ramping up production
>First opened in 1917 to support munitions production in World War I, it shut down three years later when peace crashed the tungsten market. Starting up again in 1938 on the eve of World War II, it was saved twice more as conflict broke out first in Korea and then Vietnam. In 1990, exactly 12 months after the fall of the Berlin Wall, it closed, seemingly for good.
The title is clickbait.
Earlier quoted context omitted.
Maybe it's also for USA to rebuild supply? That is, if you believe the "US spent too many missiles in Iran" stories.
Why would you not believe them? Our defense manufacturing base has withered just like all the other manufacturing sectors. They’re being used faster than they’re being made and no one really planned for this war. Same reason the Strategic Petroleum Reserve is so low.
Fascinating to see how completely normalised this sort of thing has become in the US.
Earlier quoted context omitted.
Why is it peculiar? Ukraine needs a lot of ammo and the EU is massively ramping up production
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Surely that would mean _another_ russian friendly Satellite state that can be used as an invasion point by a resurgent russia?
Surely its in the best interest of the EU (and US, because trading partner and sphere of influence) to make sure ukraine wins? keeping russia in its box and stop it expanding westwards?
Not only is it opening up but several other large scale projects are already being considered in the USA, including one in Atolia, California that I have been privileged enough to personally visit. Watch the markets for the metals most used in wartime. That tells you pretty quickly when conflict is near.