As long as the want? Lmao. It's fucking China. They own 90% of the market. The De Beers diamond monopoly was one of the tightest monopolies on Earth and China is demolishing it. If China doesn't want you to have their rare earth minerals, your aren't getting them.
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☆ Yσɠƚԋσʂ ☆ - 2mon
In an optimistic scenario, replicating China's refining capabilities will take a considerable portion of a decade. This affords China ample time to pull ahead technologically while the West faces limitations in producing advanced technology. Consider chip manufacturing as one example. Having bleeding edge fabs isn't going to be much use without the input materials to operate them.
The US attempted a clumsy strategy to impede China's technological advancement, and now, China is demonstrating how it's actually done. As the West gets bogged down trying to figure out rare earth production, China will surge ahead technologically. Furthermore, technology possesses an inherent self-reinforcing characteristic where advanced computers, factory automation, etc., accelerate the development of even more advanced technologies as a result.
21
Commiejones - 2mon
In an optimistic scenario
And even in that scenario the usa would have to have an economic revolution to succeed. The us government would have to own and run the entire RE supply chain. and then what? they are just going to give them to american businesses at market prices and then let those businesses still gouge the government on weapons contracts?
13
201dberg - 2mon
There is no actual chance America succeeds at this point. It's has no production. It's entirely reliant on imperialized nations for its production and it only holds onto those with a bloated military. A bloated military it can't resupply because it has no means of production. Full of outdated, failing equipment, and any "new" equipment doesn't work for shit because what little it IS able to develop, exists just to make money for contractors and doesn't actually work. See the F-35, a jet that's as outdated before it even made it off the assembly lines, and doesn't even fucking work half the time anyway.
13
Commiejones - 2mon
doesn’t even fucking work half the time anyway.
You are giving the f35 way too much credit. Pretty sure it is closer to not working 75% time.
The only way the us will be able to fix its issues is if China has pity on them and lets up on the export restrictions. On the one hand I really hope they don't. On the other i fear what they might do in the resulting rage fit. I could see them using nukes on a 3rd party because even their nuclear deterrent is becoming obsolete. usa loves to start a war just to burn up nearly useless weapons stocks.
11
KrasnaiaZvezda - 2mon
The businessess would only want it if it gave a profit though, and as China hasn't stopped selling RE for peaceful purposes the only way the us could get it to be profitable is by really increasing the price of the weapons they sell, or they'd need to ban the import of RE so they can be the only supplier to themselves, and I doubt the main concern of whoever gets to control the supply will have 'actually supplying it' as their main goal. Profit will be viewed as the main goal and as such the supply will likely be kept to a minimum for maximum profit for the longest possible time, all the while more and more countries that bought weapons from the empire will move to other suppliers, namely China and Russia, growing closer to them along the way.
The imperial core bourgeoisie will likely get even more of the wealth concentrated in their hands continuing to lead to instability and further loss technological or industrial strenght...
10
☆ Yσɠƚԋσʂ ☆ - 2mon
Exactly, it's a herculean task that the US is woefully unprepared to undertake.
9
Darkcommie - 2mon
What if the goal is to use it for their own military instead?
1
cfgaussian - 2mon
I wish this article wasn't paywalled. It sounds really interesting and i would like to read it in full. What would be the legal implications if someone with a subscription were to copy paste the article text here for us?
11
Palacegalleryratio [he/him] - 2mon
Agreed @yogthos@lemmygrad.ml got the text / an archive link?
5
☆ Yσɠƚԋσʂ ☆ - 2mon
unfortunately it's a hard paywall, so only have the part that's there
7
Maeve - 2mon
Archive doesn't bypass the paywall, either, because I also want to read the article.
Also, is he related to those Arnauds?
4
Comrade1917 - 2mon
Who is going to legally punish us here. This isn't normal social media and we don't give our real names on here so it's harder to trace it back here
yogthos in economics
How long can China play the "rare earths card"?
https://arnaudbertrand.substack.com/p/how-long-can-china-play-the-rareAs long as the want? Lmao. It's fucking China. They own 90% of the market. The De Beers diamond monopoly was one of the tightest monopolies on Earth and China is demolishing it. If China doesn't want you to have their rare earth minerals, your aren't getting them.
In an optimistic scenario, replicating China's refining capabilities will take a considerable portion of a decade. This affords China ample time to pull ahead technologically while the West faces limitations in producing advanced technology. Consider chip manufacturing as one example. Having bleeding edge fabs isn't going to be much use without the input materials to operate them.
The US attempted a clumsy strategy to impede China's technological advancement, and now, China is demonstrating how it's actually done. As the West gets bogged down trying to figure out rare earth production, China will surge ahead technologically. Furthermore, technology possesses an inherent self-reinforcing characteristic where advanced computers, factory automation, etc., accelerate the development of even more advanced technologies as a result.
And even in that scenario the usa would have to have an economic revolution to succeed. The us government would have to own and run the entire RE supply chain. and then what? they are just going to give them to american businesses at market prices and then let those businesses still gouge the government on weapons contracts?
There is no actual chance America succeeds at this point. It's has no production. It's entirely reliant on imperialized nations for its production and it only holds onto those with a bloated military. A bloated military it can't resupply because it has no means of production. Full of outdated, failing equipment, and any "new" equipment doesn't work for shit because what little it IS able to develop, exists just to make money for contractors and doesn't actually work. See the F-35, a jet that's as outdated before it even made it off the assembly lines, and doesn't even fucking work half the time anyway.
You are giving the f35 way too much credit. Pretty sure it is closer to not working 75% time.
The only way the us will be able to fix its issues is if China has pity on them and lets up on the export restrictions. On the one hand I really hope they don't. On the other i fear what they might do in the resulting rage fit. I could see them using nukes on a 3rd party because even their nuclear deterrent is becoming obsolete. usa loves to start a war just to burn up nearly useless weapons stocks.
The businessess would only want it if it gave a profit though, and as China hasn't stopped selling RE for peaceful purposes the only way the us could get it to be profitable is by really increasing the price of the weapons they sell, or they'd need to ban the import of RE so they can be the only supplier to themselves, and I doubt the main concern of whoever gets to control the supply will have 'actually supplying it' as their main goal. Profit will be viewed as the main goal and as such the supply will likely be kept to a minimum for maximum profit for the longest possible time, all the while more and more countries that bought weapons from the empire will move to other suppliers, namely China and Russia, growing closer to them along the way.
The imperial core bourgeoisie will likely get even more of the wealth concentrated in their hands continuing to lead to instability and further loss technological or industrial strenght...
Exactly, it's a herculean task that the US is woefully unprepared to undertake.
What if the goal is to use it for their own military instead?
I wish this article wasn't paywalled. It sounds really interesting and i would like to read it in full. What would be the legal implications if someone with a subscription were to copy paste the article text here for us?
Agreed @yogthos@lemmygrad.ml got the text / an archive link?
unfortunately it's a hard paywall, so only have the part that's there
Archive doesn't bypass the paywall, either, because I also want to read the article.
Also, is he related to those Arnauds?
Who is going to legally punish us here. This isn't normal social media and we don't give our real names on here so it's harder to trace it back here