Look at this, this just showed how unprepared the 🇺🇲 is 🤭 They really had no contingency at all after all these years, China only agreed to suspend non-tariff countermeasures against the US, but rare earth export control was a global measure...🧵 #selection-2553.0-2553.66 class="text-blue-500 hover:underline" target="_blank" rel="noopener noreferrer">https://www.wsj.com/world/chin...
2. Which means that the loopholes of buying through South Korea and Japan is finally closed. Now they are desperate, my guess is this export control has started taking their toll on the US and their stockpiles is critically low. It's actually amazing when you think about it...
3. Rare Earth restrictions are already disrupting 🇺🇲 companies in the advanced manufacturing sector especially MIC. These rare earth magnets are necessary to produce the F-35s smart missiles, radars and nuclear submarines. Without them, these weapons production stops...
4. China has decided to permanently hamper 🇺🇲 advanced weaponry production. This is of fundamental importance. To me, this rare earth magnet export ban is so important that I wouldn't give it up even for EUV lithography. Hagseth said yesterday that the US will defend Taiwan...
5. From China and persuaded everyone in asia to gang up on China. No problem, lets see if they can do it without our processed rare earths 🤭 People don't really appreciate just how hard it is to make cutting edge rare earth magnets While the US doesn't even have their own...
6. Processing facilities. China already mastered the tech behind making magnets for EV motors that can operate at 200C. The west are at least a decade behind China is processing technology...
7. China must remain steadfast and goes even more aggressive with rare earth and critical metal restrictions against the US. Even if they offer to lift EUV lithography restrictions. China must maintain the embargo against the US in high-end military manufacturing. End 🧵