Anonymous
Post 04/14/2025 21:14     Subject: China Suspends Export of Critical Rare Earth Minerals
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:I think he went for nuclear option really fast.
I thought he was going to use rare earth minerals and antibiotics as last resort.


Last resort is China selling off their share of our debt and cratering our bond market.

China has banned rare earth metals and tech before - last december, they banned germanium and gallium because of biden restricted their access to some American tech. However, it seems like the US was able to get the materials from China through 3rd party traders. They have banned exports at other times in the 2000's, including one incident when they stopped exporting to Japan.

This isn't like an ace from the sleeve, more like a noose that they have been tightening for 20-30 years. I wrote before that China controls 80% of processing, but I was wrong - they control 87% of processing. Banning exports to the US as they did in 2024, is not the same as what they are doing today - banning all exports. China was ok with the US getting metals through backdoor channels after the 2024 ban, but pausing all exports until they come up with new regulations could mean they are scrutinizing each export to make sure it doesn't make its way to the US. Aside from ev's, this is not good for the US military. Drones, missiles, aircraft, robots all use these metals.


China owns less than 10% of all outstanding US debt. Japan owns more US debt than them. The lions share of our debt is owned by Americans and American institutions. China won't hurt the US that much that way.

China will be multiple fold hurt more than the US if all trade stops. They export way more than they buy of our stuff.


Did you see what happened to the bond market last week? Trump blinked big time and I can tell you that it was due to a lot less than China selling off $760 billion of treasuries at once. If they did decide to sell off, you can bet that hedge funds getting margin called and portfolio managers will have to sell too. Japan would not want to be left holding the bag. By the way, I don’t think they will sell off at once, that’s a bone headed move that perhaps only Trump would consider. But the threat is there.

Trump seemingly does not understand tariffs, but as a real estate guy who has declared bankruptcy four times and reports losses every year to avoid federal income tax, this guy understands debt very well. He blinked last week because a crashing bond market would spell doom for him and for the U.S.
Anonymous
Post 04/14/2025 21:06     Subject: China Suspends Export of Critical Rare Earth Minerals
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:I think he went for nuclear option really fast.
I thought he was going to use rare earth minerals and antibiotics as last resort.


Antibiotics??


China controls 70% global rare earth minerals and 90% processing.
China produces 90% of US antibiotics ( eg, Penicillin) and 40-50% of generic drug ingredients (APIs)
Medical Devices ( gloves, syringes, MRI components)


And WHY is that? Is it wrong to try and on-shore those manufacturing activities?

Covid-19 taught us that we can't be dependent on China, and yet those who oppose tariffs seem to have forgotten this.
Anonymous
Post 04/14/2025 20:59     Subject: China Suspends Export of Critical Rare Earth Minerals
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:Eh. US has huge stockpiles of rare earth. Rare Earths really aren't that rare. US already has Mountain Pass and used to be the world's leader in rare earth sales until China undercut us. We can just restart Mountain Pass. There are also all sorts of ways to recycle rare earths to extend what we have already for a very long time. Apple largely recycles rare Earths already.


How long will that restart take? 2 years? 5 years? And since when has MAGA and Republicans in general known anything about recycling? Isn't that just some nutty radical leftist BS?


Mountain has already existed for decades. There are enough stockpiles and recycling to hold over for years while MP can be restarted


10-20 years to go from scratch to a fully functioning processor. However the U.S. has a couple that are 2-3 years away and one or two that can process, but capacity is nowhere near what we need. The U.S. has stockpiles, but they would last months, not years.
Anonymous
Post 04/14/2025 20:47     Subject: China Suspends Export of Critical Rare Earth Minerals
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:I think he went for nuclear option really fast.
I thought he was going to use rare earth minerals and antibiotics as last resort.


Last resort is China selling off their share of our debt and cratering our bond market.

China has banned rare earth metals and tech before - last december, they banned germanium and gallium because of biden restricted their access to some American tech. However, it seems like the US was able to get the materials from China through 3rd party traders. They have banned exports at other times in the 2000's, including one incident when they stopped exporting to Japan.

This isn't like an ace from the sleeve, more like a noose that they have been tightening for 20-30 years. I wrote before that China controls 80% of processing, but I was wrong - they control 87% of processing. Banning exports to the US as they did in 2024, is not the same as what they are doing today - banning all exports. China was ok with the US getting metals through backdoor channels after the 2024 ban, but pausing all exports until they come up with new regulations could mean they are scrutinizing each export to make sure it doesn't make its way to the US. Aside from ev's, this is not good for the US military. Drones, missiles, aircraft, robots all use these metals.


China owns less than 10% of all outstanding US debt. Japan owns more US debt than them. The lions share of our debt is owned by Americans and American institutions. China won't hurt the US that much that way.

China will be multiple fold hurt more than the US if all trade stops. They export way more than they buy of our stuff.


China is going all over the world to expand its market.
In the short term US is going to suffer more than China because our only supplier in a lot of critical sectors like antibiotics is China.
Anonymous
Post 04/14/2025 20:33     Subject: China Suspends Export of Critical Rare Earth Minerals
Anonymous wrote:
Anonymous wrote:I think he went for nuclear option really fast.
I thought he was going to use rare earth minerals and antibiotics as last resort.


Antibiotics??


China controls 70% global rare earth minerals and 90% processing.
China produces 90% of US antibiotics ( eg, Penicillin) and 40-50% of generic drug ingredients (APIs)
Medical Devices ( gloves, syringes, MRI components)
Anonymous
Post 04/14/2025 19:55     Subject: China Suspends Export of Critical Rare Earth Minerals
Anonymous wrote:
Anonymous wrote:I think he went for nuclear option really fast.
I thought he was going to use rare earth minerals and antibiotics as last resort.


Antibiotics??


Maybe, just maybe, this will stop American doctors from giving out antibiotics for every sniffle, sneeze and hangnail.
Anonymous
Post 04/14/2025 19:40     Subject: China Suspends Export of Critical Rare Earth Minerals
Anonymous wrote:
Anonymous wrote:I think he went for nuclear option really fast.
I thought he was going to use rare earth minerals and antibiotics as last resort.


Last resort is China selling off their share of our debt and cratering our bond market.

China has banned rare earth metals and tech before - last december, they banned germanium and gallium because of biden restricted their access to some American tech. However, it seems like the US was able to get the materials from China through 3rd party traders. They have banned exports at other times in the 2000's, including one incident when they stopped exporting to Japan.

This isn't like an ace from the sleeve, more like a noose that they have been tightening for 20-30 years. I wrote before that China controls 80% of processing, but I was wrong - they control 87% of processing. Banning exports to the US as they did in 2024, is not the same as what they are doing today - banning all exports. China was ok with the US getting metals through backdoor channels after the 2024 ban, but pausing all exports until they come up with new regulations could mean they are scrutinizing each export to make sure it doesn't make its way to the US. Aside from ev's, this is not good for the US military. Drones, missiles, aircraft, robots all use these metals.


China owns less than 10% of all outstanding US debt. Japan owns more US debt than them. The lions share of our debt is owned by Americans and American institutions. China won't hurt the US that much that way.

China will be multiple fold hurt more than the US if all trade stops. They export way more than they buy of our stuff.
Anonymous
Post 04/14/2025 19:01     Subject: China Suspends Export of Critical Rare Earth Minerals
Anonymous wrote:I think he went for nuclear option really fast.
I thought he was going to use rare earth minerals and antibiotics as last resort.


Last resort is China selling off their share of our debt and cratering our bond market.

China has banned rare earth metals and tech before - last december, they banned germanium and gallium because of biden restricted their access to some American tech. However, it seems like the US was able to get the materials from China through 3rd party traders. They have banned exports at other times in the 2000's, including one incident when they stopped exporting to Japan.

This isn't like an ace from the sleeve, more like a noose that they have been tightening for 20-30 years. I wrote before that China controls 80% of processing, but I was wrong - they control 87% of processing. Banning exports to the US as they did in 2024, is not the same as what they are doing today - banning all exports. China was ok with the US getting metals through backdoor channels after the 2024 ban, but pausing all exports until they come up with new regulations could mean they are scrutinizing each export to make sure it doesn't make its way to the US. Aside from ev's, this is not good for the US military. Drones, missiles, aircraft, robots all use these metals.
Anonymous
Post 04/14/2025 18:59     Subject: China Suspends Export of Critical Rare Earth Minerals
Anonymous wrote:America will grow its own rare earth minerals, as God intended


God has turned His back on the US because Trump is the antichrist, the embodiment of Satan.
Anonymous
Post 04/14/2025 18:54     Subject: China Suspends Export of Critical Rare Earth Minerals
Anonymous wrote:
Anonymous wrote:Eh. US has huge stockpiles of rare earth. Rare Earths really aren't that rare. US already has Mountain Pass and used to be the world's leader in rare earth sales until China undercut us. We can just restart Mountain Pass. There are also all sorts of ways to recycle rare earths to extend what we have already for a very long time. Apple largely recycles rare Earths already.


How long will that restart take? 2 years? 5 years? And since when has MAGA and Republicans in general known anything about recycling? Isn't that just some nutty radical leftist BS?


Mountain has already existed for decades. There are enough stockpiles and recycling to hold over for years while MP can be restarted
Anonymous
Post 04/14/2025 18:44     Subject: China Suspends Export of Critical Rare Earth Minerals
Anonymous wrote:I think he went for nuclear option really fast.
I thought he was going to use rare earth minerals and antibiotics as last resort.


Antibiotics??
Anonymous
Post 04/14/2025 18:42     Subject: China Suspends Export of Critical Rare Earth Minerals
Trump wanted the Chinese leader to call first so he can say I am the winner.
But what we got is a trade war.
Anonymous
Post 04/14/2025 18:41     Subject: China Suspends Export of Critical Rare Earth Minerals
Own the libs by... Using up our rare earth mineral reserves.
Anonymous
Post 04/14/2025 18:40     Subject: China Suspends Export of Critical Rare Earth Minerals
Anonymous wrote:Gee, couldn't see this coming. Let's continue the democrat strategy of being more and more subservient to China because we need to embrace globalism and one-world government.

<roll eyes>


Someone's about to figure out how it feels when that One World Government, that was run by the US reserve dollar since WW II, is now run by China with 4x as many people and all the world's high end manufacturing, while fat, lazy, stupid Americans fail to manufacture anything
Anonymous
Post 04/14/2025 18:37     Subject: China Suspends Export of Critical Rare Earth Minerals
I think he went for nuclear option really fast.
I thought he was going to use rare earth minerals and antibiotics as last resort.