What would be some good stocks to invest to capitalize this? Perhaps some trading in Russian/Ukrainian Stock Exchange? Is there any significant US company listed in Nasdaq or NYSE in this space?
Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
221–230 of 452 posts
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#222Earlier quoted context omitted.
In part, because Taiwan's ADIZ extends over mainland China . https://commons.wikimedia.org/wiki/File:JADIZ_and_CADIZ_and_... (ADIZs are also unilateral and not something set up in international law; they're basically a request)
I agree these stories should not be overblown, and have been a regular occurrence. It isn’t a worrisome escalation. But it is incorrect to say they are happening because the ADIZ extends over Chinese territory. The repeated incursions are out over the ocean, most commonly over the SW corner of the ADIZ which is not over mainland China. China is doing it intentionally, and is both testing and prodding Taiwan.
China is testing and prodding the US, and you'd better believe they're paying full attention to the (lack of) response to the Ukraine situation.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#223Some Russian products that you would like to avoid: * Yandex * Lukoil * WinRAR * Kaspersky * Lada * Russian Standard Original Vodka * Stoli Vodka * Baltika * Lukoil * Gazprom * Kamaz * Masha and the Bear * Kalashnikov * Stolichnaya * Ural motorcycles * VK
WinRAR/rarlabs is a German company.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#224What would be some good stocks to invest to capitalize this? Perhaps some trading in Russian/Ukrainian Stock Exchange? Is there any significant US company listed in Nasdaq or NYSE in this space?
Don't put any money into both stock exchanges right now, especially the russian one.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#225We should be talking about grain, not gas. Russia is the biggest exporter of wheat in the world with 18%. Ukraine accounts for 7% of the world's wheat. https://www.aljazeera.com/news/2022/2/17/infographic-russia-... This conflict will affect 1/4 of the world's wheat which will affect food prices. In 2010 Russia stopped exporting wheat due to wildfires burning their fields (most likely caused by climate change). This…
We should be talking about human lives.
My Ukrainian colleague was terrified for his family today.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#226Earlier quoted context omitted.
Good info. But why is this bad policy? Is globalization really just better? Because "the consumer" (whom is usually also an employee/business owner and a citizen) may be able to buy stuff for a bit less?
Generally anything that gets in the way of pure competition shifts the incentives that players have to make good products or services. When this happens, the consumer is usually the one that gets the bad end of the stick with faulty goods or services, while the producer still gets to keep the proceeds.
Yes, but looking at this only from the perspective of a consumer seems rather limited. One additional consideration, the one we're talking about here, is the importance of being somewhat self-reliant when shit hits the fan.
And even if only consumers matter, what you're saying only hold in theory, given a 'perfect market'. In practice, consumers have imperfect (read: atrociously bad) information, and big corporations hold many unfair advantages.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#227Earlier quoted context omitted.
Every time they do this Taiwan has to scramble their own jets in the air. So most likely it is to test Taiwan's response times and wear out their aircrafts. Each flight of those fighter jets adds to a maintenance cost on top of the fuel costs, which is disproportionately higher for Taiwan considering the size of the economy.
Indeed it apparently costs close to 10% of their military budget just to respond to Chinese incursions. That's a heck of an incentive.
That makes sense. Most of China's military policy seems to be economic. They make cheap subs for defense. US buys really expensive subs so they can attack. They spend some money their military and all the countries around them spend more money on their military. The other countries get poorer since military investment returns nothing so they have to borrow from China for critical infrastructure.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#228Earlier quoted context omitted.
Good info. But why is this bad policy? Is globalization really just better? Because "the consumer" (whom is usually also an employee/business owner and a citizen) may be able to buy stuff for a bit less?
> But why is this bad policy? That's not the right question to ask. The right question to ask is 'Who is this bad for?' The Jones act, for instance, is good for US shipworkers, and for enforcement of US shipping laws, but moderately bad for Hawai'i, and really, really bad for Puerto Rico. Who do you care more about? Preserving the comfort of the continental American middle class employed in maritime transportation, o…
Left unchecked, globalization will likely lead to just a single huge shipworking company, or maybe two or three. Does that benefit shipworkers in either the US or Puerto Rico?
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#229While the trade implications of this war are being consider, let's think of the lives of our fellow hackers. These are people who along side us develop the software of the world.
They're not necessarily soldiers, they're just regular people and right now there are missiles flying at their homes, tanks in their streets.
Surely there is a way we can help the people.
Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking
#230Earlier quoted context omitted.
as a Chinese raised in China myself, this happens pretty regularly since years ago. I don’t think Winnie the Pooh has big balls to attack Taiwan in recent future. China has too much to lose right now.
But China is too much coupled with the western economy to even sanction effectively. I think CCP must be watching this to see the cost and benefits Russia gets for invading Ukraine, which would definitely influence their decision even more than Afghanistan would have. If the cost for Russia is too low, then they wouldn't be risking much.
Militarily attacking Taiwan would destroy the chip factories. China waiting 100 years to get HK back. They will wait for Taiwan. Slow economic warfare and they get it all without messy bullets.