There are now 8 minerals that China restricts to the US. Gallium and germanium began the restricted list follwed by cobalt, graphite, antimony, dysprosium, magnesium, and tungsten. Also China is restricting silicon wafers and rare earth processing IP. There are 26 minerals that China exports to the US which consists of 50% or more of America's imports from China. There are 17 rare earth elements of which dysprosium is the first RE to be restricted. Dysprosium is needed to make RE magnets resist high temperatures. China will continue to restrict its critical minerals list as long as the US keeps applying sanctions and restrictions. It is a question of who chokes first. 60% of US imports from China are by US companies getting their products manufactured in China or their parts produced and sent to the US to be assembled in US products. Both Mexico and Canada assemble US products for export to the US and if Trump applies tariffs against them, he will cause higher prices for US products. Five years ago, Chinese exports to the US made up 21% of China's exports. Today, it is less than 16% and falling. China's total exports for 2024 looks like about 8% growth with China total trade surplus approaching $ one trillion. The US on the other hand has about $850 billion in its trade deficit of which China is 30%. Another startling story is that a recent report on US military electronics said that 40% of the semiconductors used were sourced from China. Add to that the tons of rare earth elements found in US military ships, aircraft, submarines, and missiles. Our politicians 'know not what they do' so soon, maybe in 2025, the US MIC will start to shudder and halt production. Stupid in gets stupid out and the US is looking stupid.
If that 60% of Chinese exports to the US from western owned factories is cut off or heavily tariffed, then western companies are gonna suffer a huge drop in profitability. Western companies like VW will never be able to pay their 190 billion in debt to western banks & hedge funds. The ripple effect of the trade war will severely weaken the western financial system.
We have a lot of Teams and REE they are in the coal fly ash dumps. 1400 in America. Without a particular Dutch company ASML restricted Chinese trade due to America. China can't make much without working with them. Do you really think every place in America that could be legally mined has been checked for those minerals.
That's a very interesting post but I wonder how accurate that 16% is considering they are using intermediate countries which would show up on their exports? It's a rhetorical question but the 16% doesn't seem remotely accurate
Then China started baking their own bread using concrete dust. Which makes sense given that China is also building their buildings using flour! (Tofu-dreg) lol
Which nation has the largest military? He says people go to war over "things". Have you seen Americas military vs other nations? China is a country that still farms rice fields by hand. Tofu dreg country.
Kevin, thank you for this channel. I use this channel to show others the straight facts. You are creating peace by spreading easily digestible news that connects the dots. YOU will go down in history. Please do not stop these videos, absolutely love them.
@@samwisegamgee289 This is actually not entirely true, at least, she did not mean anything bad, Antoinnette has been scapegoated for the mistakes made by the aristocracy. She was Austrian and happen to be married to the wrong king at the wrong time and at the wrong place.
When it comes to rare earth elements, one thing is almost never mentioned. That is technology. These materials are used in high tech products. That means they have high purity requirements. In a 2015 Bloomberg BusinessWeek story, they interviewed the CEO of the biggest rare earth company outside China, an Australian company. She said that she knew Chinese rare earth companies had more than 100 PHD level researchers. Outside China? Zero. Even if the United States gets the raw materials, can they produce components that meet the technical requirements?
yep, in the last twenty years, ninety percent of mining and refining research happened in china. not only the rest of the world no longer have the mines and expertise as those closed decades ago in some case, but in the meantime that old knowledge they might have also got obsolete.
This has become one of my top five channels on RUclips, mainly for the clear, unbiased information you share. I also really like the consistency of the presentation, and the outrage your voice has when discussing how stupid we are in the west. I wish more people could realize that we are our own worst enemies.
@@StephenHermer I tried warning about this in the late 80s Was called a traitor communist 50 cent army against capitalism The guys who won out were the Gordon Chang’s who wrote a book about the coming collapse of China in 2001 I saw him recently flogging his latest book for 2024 on FoX News a while back 🤷♂️
Using zero sum games n scorch earth policies to crush the economies of their perceived rivals may work on many countries but not for China. The US will eventually have to learn the hard way that trade n investments between countries are not one sided but for mutual benefits
Am3ric4 still thinks its 1998 and they rule the world, no one can stand up to them. When infact its 2024 and they are not all that important any longer
For any NATION to Prosper and Survive. Basic Requirements are a) Human Capital b) Land for Food c) Energy for Survival and Manufacturing. Russia has both Land and Energy. China has both Human Capital and Land. Both Countries Combined is terrifying . YET ..... US and NATO are FORCING BOTH of THEN to JOIN TOGETHER !!!! What ... Stupidity and Recklessness.
Donald Trump seems to have this notion that trade between countries have to be equal for each country. The global economy does not work that way. He is stuck in the 1950s and his grandiose plans to hurt China are going to destroy the United States.
Oh yes, recycling is a bad thing. Also, which country has the largest military? BRICS? lol What do Brazil and South Africa offer? You think China and India will ever agree on anything? You think Putin and Xi remotely trust one another?
A simple question, will freedom keep one's belly satisfied? Truth be told, freedom and democracy have been hijacked by the American MIC to gaslight wars around the world, no kidding.
Uncle Sam will accuse China of overcapacity of rare earth minerals by citing unfair Chinese subsidies and who knows Trump might levy a 200% tariff on those minerals or banning them outright or whichever better way to stop America from using Chinese products altogether. After all, Trump is a stable genius. 😂😂😂😂😂
@@brianliew5901 The USA went after China for cutting off rare earths in the past But then China can just cite national security reasons, review, risk, threats 😂 👇 United States Wins Victory in Rare Earths Dispute with China: WTO Report Finds China’s Export Restraints Breach WTO Rules March 26, 2014 USTR
😂❤😢 I am really surprised how far the USA and even Europe have lagged behind China in a number of technologies e.g. China has 4.1 million 5G base stations in spite of sanctions by the USA, Europe and Japan. The USA has only a miserable 100,000 5G base stations and Europe only about 340,000. Something is very wrong with the sanctions.
But of course...it's the people behind the sanctions that are very wrong...look at Ursula...so righteous and proud each time she announces another sanction against Russia.
@@ohmikesroh5904 I like especially the part about the garden, pontificating about it when all can see that the garden is literally bare when the jungle is full of life and fruits.
Its because we in the West chose profits and stock prices over R&D. Monopolies that are "too big to fail" means no motivation to actually develope anything new.
Gallium Nitride is also crucial in other signalinh application, especially in radars. It all work under the same principles. You need antennas that can transmit and receive signals and GaN based antennas are essential for this kind of cutting edge AESA radars. China has so much GaN that they are using AESA radars in everything. The US may have more advanced algorithms but good software only need tome and talents to write. China has plenty of both.
The West has been underestimating Chinese software for a very long time, when we see Chinese software competence, then dominance in the consumer space. When you drive or ride in a Chinese EV, you're seeing cutting edge software that simply works far better than anything in the West. Android Auto and Apple Carplay have nothing on Huawei automation. Same with game software, where Tencent (incl. Game Science) and MiHoYo are winning awards, taking share and earning big revenue over older Western & Japanese competition. Mark my words, Chinese software is going to be the next big thing in a few years.
Gallium was $298/kg in Jan. 2020 and is $931/kg now. It is likely to go up further when the inventory dries out. The most consumption of Gallium in the consumer products might visible LED. China already dominates the LED production. In US, probably only Cree is making visible LEDs. It is likely that Cree will not be competitive soon. When Cree is not, China will control the lighting industry of US. Would it be more scary than anything else?
We'll see this channel grow much more as many are sharing awareness of important topics media ignores as they want to keep "misleading people by any means nessesary" Thanks again 👍
I can sense your frustration over the stupidity and futility of US leaders and advisors. Instead of working together for better future they are trying to maintain a flawed hegemonic system that are doomed to fail by design. And instead of slow descent, they are accelerating their empire's demise.
China knew that having the raw material was not enough. They know they needed the 'Smarts' to mine, process and build the finished goods. Africa has the resources and China is showing them what they need to do to be successful with them. Are you paying attention Africa?!
@@jasoncummings7052 Africa knows already 👇 China starts zero-tariff treatment for 6 least-developed African countries Positive move to continue bolstering bilateral trade, show demonstration effect 8 Aug, 2022 The Customs Tariff Commission of the State Council said last week that it will axe tariffs on 98 per cent of taxable products from “least-developed countries”, including Cambodia, Laos, Djibouti, Rwanda and Togo SCMP 👇 By GT staff reporters Published: Dec 25, 2023 09:45 PM The zero-tariff treatment China had granted for six least-developed African countries officially took effect on Monday. Experts and industry players noted that the move will bolster trade between China and Africa while showing a demonstration effect for China's cooperation with other markets. The Customs Tariff Commission of the State Council, China's cabinet, announced on December 6 that 98 percent of taxable products from Angola, The Gambia, the Democratic Republic of the Congo (DRC), Madagascar, Mali and Mauritania would be exempt from import tariffs starting on Monday. GT 👇 33 AFRICAN COUNTRIES BENEFIT FROM A HISTORIC TARIFF EXEMPTION BY CHINA SINCE DECEMBER 1, 2024 December 2, 2024 As of December 1, 2024, China has implemented a groundbreaking policy: a full tariff exemption for all product lines from over 40 least-developed countries (LDCs), including 33 African nations. This initiative highlights Beijing’s commitment to supporting the economic development of its partners in Africa while strengthening South-South trade ties. Logistafrica
Hey Kevin, you have a sharp mind and a fluid presentation style...but I'm a bit worry about your health. You are looking a bit tired so hopefully you get some rest over the Christmas Holiday period. Take care man.
@@henriettasecker-shao If you are referring to me, then you are talking to the wrong person. I have seen for myself whether US or China and put my feet on the soil in the 2 countries for more than a few occasions.
So far If sanctions/tariffs don't work, the solution has been more sanctions/tariffs. A classic case of doing more of the same and expecting a different result.🤣
I recall back in the 80s Russia had the World’s largest gallium resource. In those years Russia had something like 75% gallium control, so between Russia and China…. they have a whole lot of gallium.
I just asked my artificial intelligence software, and Russian now controls 0.8% of gallium production, and China is 98%. That doesn't leave much for the rest of the world.
Raw materials are important but intellectual technical expertise is more critical overall. The fact that Huawei knows how to take better advantage of Gallium than anyone else is a huge advantage. For example military Radar transmitter arrays using Gallium Nitride are better for three reasons (higher power output, lower cooling requirement, higher frequencies). If China has the edge in Gallium Nitride transistor technology, then Chinese AESA radars will benefit. Western companies may find/develop alternate sources for Gallium but the additional cost drags down the bottom line ability to compete on cost.
No, it's an inclusive pyramid. You need the raw material in the most accessible way to experiment, practise and master the skill of using it in the technical and scientific correct way. So the raw material is as Kevin explains more important than the intellectual and technical expertise, which can only come to be in the process of succesfull winning and refining the raw material. Of course if you have two situations in which the availability and accessibility of the raw material is comparable, than your point is correct.
@@rowo4956 it is not just the ore but the technical knowhow to proper mine and refine it, also, the refining process must be so good to produce very pure mineral, above 98% pure and to do it all economically. if it is not so, then, anyone can just go dig some and process it. it will not be a shortage at all.
Unfortunately, not all of us were financially literate early. I was 35 when I finally educated myself and started taking steps. I went from $176,000 in debt with zero savings or retirement to now, 2 years later, fully debt-free and over $1000,000 net worth. I know that doesn't SOUND like a lot, but I'm incredibly proud of it. Now l'm fast-tracking my wealth building (investing $400,000 annually) and don't owe a dime to anyone. It's a good feeling.,
I thank PATRICIA LOIS ZITO who has always been ther to help me with detailed analysis and recommendations that I would not have had access to otherwise.
Same, I met Patricia Lois zito last year for the first time at a conference in Wilshire, after then my Life has changed for good.God bless Patricia Lois zito
Gallium nitrate (GaN) is the critical material for making active electronic scan phase array radars (AESA), used in jets, destroyers ... without it, they would be the generations behind. China produces over 90% of Gallium supply to the world. Years ago, Japan was cut off such material on suspicions of making weapons. Japan does not make much weapons but their electronic industry suffered from it.
Have U seen how the CHINESE made porcelain 500 years ago with selected materials from rocks , to give especial effects and colors .....thats how FAR CHINA came from !?
I'm trying to comprehend the logistics. I've been building since the 1970's and I don't see any area to stage materials, a way to deliver concrete for the foundations, a place for scaffolding to finish the exterior... Perhaps a tower crane with enough reach was erected, but that seems unlikely. The hotel is beautiful and I'm sure the views are breathtaking! ❤️
Many thanks for your always very good analyses. This one underlines how stupid and ignorant politicians are by putting sanctions on relevant commodity exporting countries. Greetings from Germany
Another informative session. Thank you to Kevin for making me just that little bit more informed with each session. Happy Festive Season to all. Let's all hope for "No Wars" in 2025 & beyond.
Gallium: Global reserves are about 280,000 tons, and China’s reserves are 190,000 tons, accounting for more than 68% of global reserves. Global gallium production in 2023 will be 730 tons, and China's production will be 701 tons, accounting for more than 96%. Producing 1 ton of electrolytic aluminum requires 12,500 kWh of electricity, and refining 1 ton of gallium requires 250 million kWh of electricity. Global aluminum production in 2023 will be 69.86 million tons, and China's output will be 41 million tons, accounting for 59%. The United States wants to get gallium, first build more power stations, and then build electrolytic aluminum plants, refueling!
If the US starts to build out their capacity to produce gallium nitride the Chinese could just flood the market and drive them out of business. Rinse, lather, repeat...🤣
So that wouldn't matter. They would put the gallium nitride in the products they produce. Hint, companies and countries sell products at different prices. They don't have to be the same price.
@@natel9019 Of course it matters since the products at higher prices are not competitive on the world market. Unless you have a monopoly or oligopoly the product with the lowest price will always prevail on undifferentiated goods. Economics 101...🤣
To be fair, China has simply been reacting to each new threat articulated by American officials. Over a decade ago, the US used to talk about how they'd blockade the Straits of Malacca to starve China of the oil they needed, and China responded with "One Belt, One Road" / Band and Road Initiative linking 140+ countries to China in 2014. Then America sanctioned Russian energy exports, which China was happy to absorb. Each time the US says the quiet part out loud, China is paying attention and responds accordingly.
No sir, every reactive measure they took has been a part of a long term vision, eg EV production chain. The most formidable part of Chinese way of thinking is their vision. Staring at a bare rock beach they could tell you it would be world no. 1 port and it eventuated in 7 years. A tale told by a man with awe in his eyes.
Add to that long list of technologies using Galium, Semiconductor “Lasers” for all sort of precision measurements, target tracking, navigation, military applications, Optoelectronics in high speed serial links in data centers and transoceanic data communications ….
China beats the US in terms of development for one central reason. Education. Better Universities, teaching useful (rather than "skim economy") Degrees, and more Ph.D. and M. Phil. Graduates in STEM than any other Country, as well as graduating 100 x the US number of STEM Undergrad. students annually. When your Country "produces" such a disproportionate number of economically high - value individuals, it is reasonable to expect the results we're seeing. For the "Collective West" this situation is becoming worse (in many areas, FAR worse), mainly as a result of the "commoditisation" of the higher education system, with emphasis on "get rich quick" degrees, rather than strategically vital degrees.
I remember back in the 1970s, Americans reassured themselves that the American automobile industry with safe because Toyota just made junk. That was true at the time, but they did things like adopting Deming's quality control process which the American auto makers had rejected.
To add my own two cents; Here in the Netherlands Huawei equipment in the 5G towers has been quietly replaced by Ericsson and Nokia. That new gear is much heavier, bulkier and accident prone that the Chinese electronics, which has been posing a bit of a headache for the people rebuilding the Dutch 5G network.
The Netherlands is not independent in its own, with numerous US military base and Nuclear weapon stored. Its media is tightly controlled by the US backed organisation and even its universities are tightly in the hands by the same forces.
A single official doesn't dictate government policy. She is just a proxy for the group of like minds. Remember who started the trade war, who continue to run with it, and who is coming back to fight on. The two parties are basically the same just of different approaches.
@@tonyc5384 Yes, I fully agree. I specifically singled out Gina Raimondo, as she is the Secretary of Commerce and has been the official apparently tasked with being the official who serves as the main "face" of the economic containment policies aimed at China, and she has been a very vocal advocate of said policies.
It seems nobody in the West has taken seriously all the problems they had with the supply chain during the pandemic. Their conclusions were all "It's the fault of the Just In Time paradigm". Nobody seem to have learn that before you go to war you have to first build up a strategic reserve of all the resources you will need for an extended limited industrial war. They all bet on winning a Shock and Awe Short Victorious War. It is good if you have a hundred to one firepower advantage over the other side. But become very costly when the other side use instead an industrial resources attrition strategy in their defensive posture.
The US has a big nuclear weapons arsenal advantage assuming Russia doesn't help defend China with their large arsenal. The Americans can try to burn everything down in China as that's what the Americans are best at (look at all the CIA led dirty wars - Syria, Libya, Iraq 2003, Ukraine, Bangladesh, Pakistan, etc...). This is what hapens when a country like the US is led primarily by lawyers. Much of China's Politburo for example are engineers and economists.
Kevin, I wish you a Happy and Holy Christmas now. Lots of blessings to you, your family, and your team. Try and have some time out and relax. Thank you for all your info and the work that you do to enlighten the masses. Bao Zhong. ❤
@HughJass-313 Actually China playing Go. The number of legal board positions in Go has been calculated to be approximately 2.1×10^170 which is far greater than the number of atoms in the observable universe
The Chinese leadership and policymakers are 3 steps ahead of their counterparts in the US and the west. They have outmaneuvered their US counterparts every time and on just about everything. It’s interesting to note that China did not immediately retaliate after what the US did to Huawei, instead, they quietly took substantive steps to bolster their semiconductor production capabilities and capacity. Only after they have secured a stronger position did they reciprocate with their sanctions. It’s about time for the US to accept the reality that it’s an exercise in futility trying to “contain” China’s advancements. That is a losing proposition if there ever was one. It would be much better for the US to chill and pursue collaboration and cooperation instead.
Think of galium's importance this way, when you marvel and snicker watching a old movie when the characters are using hardwired telephones, well without galium you might want to go to your local antique dealer just in case, hahahah
Well to be fair the US has quite a bit of resources too, but it seems it's so tangled up in red tape and various issues that it may as well not have them. For example refineries were built to refine not the type of oil that is typically mined in the US, so oil drilled in the US has to be shipped elsewhere for refinement and the oil for US refineries has to be imported. Go figure that one..
Substack, for video transcript and direct links
kdwalmsley.substack.com/p/us-price-tag-for-chinas-gallium-export
There are now 8 minerals that China restricts to the US. Gallium and germanium began the restricted list follwed by cobalt, graphite, antimony, dysprosium, magnesium, and tungsten. Also China is restricting silicon wafers and rare earth processing IP. There are 26 minerals that China exports to the US which consists of 50% or more of America's imports from China. There are 17 rare earth elements of which dysprosium is the first RE to be restricted. Dysprosium is needed to make RE magnets resist high temperatures. China will continue to restrict its critical minerals list as long as the US keeps applying sanctions and restrictions. It is a question of who chokes first.
60% of US imports from China are by US companies getting their products manufactured in China or their parts produced and sent to the US to be assembled in US products. Both Mexico and Canada assemble US products for export to the US and if Trump applies tariffs against them, he will cause higher prices for US products. Five years ago, Chinese exports to the US made up 21% of China's exports. Today, it is less than 16% and falling. China's total exports for 2024 looks like about 8% growth with China total trade surplus approaching $ one trillion. The US on the other hand has about $850 billion in its trade deficit of which China is 30%.
Another startling story is that a recent report on US military electronics said that 40% of the semiconductors used were sourced from China. Add to that the tons of rare earth elements found in US military ships, aircraft, submarines, and missiles.
Our politicians 'know not what they do' so soon, maybe in 2025, the US MIC will start to shudder and halt production. Stupid in gets stupid out and the US is looking stupid.
If that 60% of Chinese exports to the US from western owned factories is cut off or heavily tariffed, then western companies are gonna suffer a huge drop in profitability. Western companies like VW will never be able to pay their 190 billion in debt to western banks & hedge funds. The ripple effect of the trade war will severely weaken the western financial system.
Due to China's rare earth sanctions, a considerable portion of U.S. military production lines will be shut down。
We have a lot of Teams and REE they are in the coal fly ash dumps. 1400 in America.
Without a particular Dutch company ASML restricted Chinese trade due to America. China can't make much without working with them.
Do you really think every place in America that could be legally mined has been checked for those minerals.
That's a very interesting post but I wonder how accurate that 16% is considering they are using intermediate countries which would show up on their exports? It's a rhetorical question but the 16% doesn't seem remotely accurate
How long would it take the US to identify, explore, set up mines, refineries...? How much political will do you think it would take to get that going?
The West said to China: we won't sell you bread
China to the West: fine, we won't sell you flour and we will bake our own bread. LOL😂😅
priceless!!!
With his tone and face expression 😂😂😂
And we can source the wheat elsewhere.
Then China started baking their own bread using concrete dust. Which makes sense given that China is also building their buildings using flour! (Tofu-dreg) lol
@@Hypercube9 Why not? The US uses materials for making rubber mats in their bread.
Madness. Arrogance backed by ignorance.
💯✅️💯✅️💯✅️
That, my friend, is USA at its core
Billionaires spend their time in the Government to use "hold 'em up" tactics with the BIG Military. Then pay pittance if anything.
And a dash of stupidity.
Which nation has the largest military?
He says people go to war over "things".
Have you seen Americas military vs other nations?
China is a country that still farms rice fields by hand.
Tofu dreg country.
I love listening to this guy, he makes such good sense. We in the UK are burdoned with the same type of stupid politicians.
not to worry.
the brilliant and "Best" system called "DEmocracy" means you can vote in the next dumbass stupid bunch of the same same.
Can I say China's hard work for the last 40 years finally paid off? 4000 year old civilization vs 248? I have zero doubt from the beginning.
The US is actually 248 + post renaissance Europe.
@@Lululemon2023what does that even means “post renaissance “?
mainland China is a young nation though (75) - cpc + cultural revolution = rebirth/born again
Why 40 years? None of this would have happened without the foundation laid during the Mao era.
@@Lululemon2023 Lols - ridiculous.
Kevin, thank you for this channel. I use this channel to show others the straight facts. You are creating peace by spreading easily digestible news that connects the dots. YOU will go down in history. Please do not stop these videos, absolutely love them.
The bread and flour comparison is spot on . 👍
an infamous french woman when asked about the lack of bread in her country she suggested that they eat cake
Yes hit the nail on the head. 😊
@@samwisegamgee289 This is actually not entirely true, at least, she did not mean anything bad, Antoinnette has been scapegoated for the mistakes made by the aristocracy. She was Austrian and happen to be married to the wrong king at the wrong time and at the wrong place.
@@samwisegamgee289 Or ice cream...
When it comes to rare earth elements, one thing is almost never mentioned. That is technology. These materials are used in high tech products. That means they have high purity requirements.
In a 2015 Bloomberg BusinessWeek story, they interviewed the CEO of the biggest rare earth company outside China, an Australian company. She said that she knew Chinese rare earth companies had more than 100 PHD level researchers. Outside China? Zero. Even if the United States gets the raw materials, can they produce components that meet the technical requirements?
yep, in the last twenty years, ninety percent of mining and refining research happened in china. not only the rest of the world no longer have the mines and expertise as those closed decades ago in some case, but in the meantime that old knowledge they might have also got obsolete.
Well, USA can put maybe 10.000 MAGA-hat people in the rare earth metal research lab and add a few hundred flat earthers to that.
STEM graduates in the West prefer to make big bucks on Wall Street. That is one reason China views financial industry with suspicion and restraint.
The US will steal Chinese IP, knowing that the WTO is unable to sanction them because the US no longer follows the WTO rules for IP.
Lol! @@fredrik3685
"But they will send entire armies overland to take an oil field away."
Syria: YES, you are correct about your country.
How quickly you forgot about Iraq...🤣
@@DailyBeatings It would be too many to mention if covering all the crimes... So I picked the most recent one.
@@DailyBeatings Nobody ever talks about Syria
Yeah even backing terrorists and now uyghurs *freedom fighters "
@@GregDeman US only has 1,200 soldiers in Syria. At it's peak the US had 170,000 in Iraq, which would be considered an entire army...😎
This has become one of my top five channels on RUclips, mainly for the clear, unbiased information you share. I also really like the consistency of the presentation, and the outrage your voice has when discussing how stupid we are in the west. I wish more people could realize that we are our own worst enemies.
@@StephenHermer I tried warning about this in the late 80s
Was called a traitor communist 50 cent army against capitalism
The guys who won out were the Gordon Chang’s who wrote a book about the coming collapse of China in 2001
I saw him recently flogging his latest book for 2024 on FoX News a while back 🤷♂️
I love his humour.
WHAT ARE THE REST ?
What are the others???
What other channels do you like?
Using zero sum games n scorch earth policies to crush the economies of their perceived rivals may work on many countries but not for China.
The US will eventually have to learn the hard way that trade n investments between countries are not one sided but for mutual benefits
Am3ric4 still thinks its 1998 and they rule the world, no one can stand up to them. When infact its 2024 and they are not all that important any longer
For any NATION to Prosper and Survive. Basic Requirements are a) Human Capital b) Land for Food c) Energy for Survival and Manufacturing. Russia has both Land and Energy. China has both Human Capital and Land. Both Countries Combined is terrifying . YET ..... US and NATO are FORCING BOTH of THEN to JOIN TOGETHER !!!! What ... Stupidity and Recklessness.
Donald Trump seems to have this notion that trade between countries have to be equal for each country. The global economy does not work that way. He is stuck in the 1950s and his grandiose plans to hurt China are going to destroy the United States.
How could this channel be any better! Just outstanding.
Because this channel is about the truth n not supported by Western negative propaganda against China 😅😅😅
Hey wait! You mean printing dollars out of thin air doesn't put us at the top of supply chains? Who would have thunk?!
I'm surprised the US doesn't take more advantage of wind power. Our politicians are fantastic at generating lots of wind 😂
@@Quagma-b2i he said be good 😆
@@A-Ra1111 I'm trying 😂
@@Quagma-b2iwe know you are. Bao zhong ❤
Keep it up China.
China: "No more soup for you, next..."🤣
That's really funny too can't stop laughing ❤
Using an American sitcom line 😂, see you later Felicia
USA: "You didn't give me any bread."
@@egay86292 China: "You’re pushing your luck little man."
US: no chips for China
China: ok, no potatoes for you.
Lol! ❤
Exactly ! Well said
Good one!
smack!
Soon enough, the West will pry galium out of electronics...Like Ursula said about Rusia prying chips from washing machines...😂😂😂
The recycling of used chips are much more cheaper than recycling galium compounds.
😂 good one !
Oh yes, recycling is a bad thing.
Also, which country has the largest military?
BRICS? lol
What do Brazil and South Africa offer?
You think China and India will ever agree on anything?
You think Putin and Xi remotely trust one another?
Except you can't even do that. Once gallium has been turned into semiconductor compounds, it's really hard to separate it out again.
@@jimmychoi5219 you mean the chips they put in the miss iles they sent to Ukraine to fi re off at Russia 😂
Without manufacturing, an invention is nothing but a dream.
Wall street doesn't care about it
Very true
Someone actually said; efficient manufacturing is more difficult than invention.
ancient Greeks invented the jet. just think if they could have got Chinese to build it.
It's not about war and economy. It's all about freedom. A famous quote from hypocrites of West.
All the freedom of the West US residing in Palestine
Hillary Clinton?
Sure, free and dumb.
A simple question, will freedom keep one's belly satisfied?
Truth be told, freedom and democracy have been hijacked by the American MIC to gaslight wars around the world, no kidding.
That narrative is losing traction in the rest of the Non-Western world because as you rightly said, the West is hypocritical.
Uncle Sam will accuse China of overcapacity of rare earth minerals by citing unfair Chinese subsidies and who knows Trump might levy a 200% tariff on those minerals or banning them outright or whichever better way to stop America from using Chinese products altogether. After all, Trump is a stable genius. 😂😂😂😂😂
There's a new one "Forced Machine Labour"
😂😂😂😂😂
0% or 1000% tariffs make no difference if the stuff cannot be imported.
@martinleung212 No, the US refuses to use Chinese rare earth as it has security issues. 😂😂😂😂😂
@@brianliew5901
The USA went after China for cutting off rare earths in the past
But then China can just cite national security reasons, review, risk, threats 😂
👇
United States Wins Victory in Rare Earths Dispute with China: WTO Report Finds China’s Export Restraints Breach WTO Rules
March 26, 2014
USTR
😂❤😢 I am really surprised how far the USA and even Europe have lagged behind China in a number of technologies e.g. China has 4.1 million 5G base stations in spite of sanctions by the USA, Europe and Japan.
The USA has only a miserable 100,000 5G base stations and Europe only about 340,000.
Something is very wrong with the sanctions.
But of course...it's the people behind the sanctions that are very wrong...look at Ursula...so righteous and proud each time she announces another sanction against Russia.
@@ohmikesroh5904 I like especially the part about the garden, pontificating about it when all can see that the garden is literally bare when the jungle is full of life and fruits.
Its because we in the West chose profits and stock prices over R&D.
Monopolies that are "too big to fail" means no motivation to actually develope anything new.
@@nufgorf The thinking was; with money, you can buy anything, until you find out you can't, for some things.
science for effect trumps science for profit.
How hawkish can Gina Raimondo be now..😅
Isn't her term up in a couple of weeks 😭
@userngot12362 she'll be enjoying her humble pie during the next Xmas eve.
Everytime she slapped Huawei with new sanctions, Huawei slapped her back with a new phone.
Not just hawkish - dumb too
@@ysgoh1981yes total lack of anything in her head. Sad woman. She is very anti-China. 😢
Gallium Nitride is also crucial in other signalinh application, especially in radars. It all work under the same principles. You need antennas that can transmit and receive signals and GaN based antennas are essential for this kind of cutting edge AESA radars. China has so much GaN that they are using AESA radars in everything. The US may have more advanced algorithms but good software only need tome and talents to write. China has plenty of both.
Thank you so much for writing that! This is one of my top 3 watched topics. Any recommendations?
DJI' latest release of agras T100 agriculture drone is also equipped with AESA radar
i just bought angker charger 30 watt GAN.. is this the same GAN we talking about?
Ban DJI for national security reasons.@@mingouczjcz3800
The West has been underestimating Chinese software for a very long time, when we see Chinese software competence, then dominance in the consumer space. When you drive or ride in a Chinese EV, you're seeing cutting edge software that simply works far better than anything in the West. Android Auto and Apple Carplay have nothing on Huawei automation. Same with game software, where Tencent (incl. Game Science) and MiHoYo are winning awards, taking share and earning big revenue over older Western & Japanese competition. Mark my words, Chinese software is going to be the next big thing in a few years.
Why would China sell rare earth metal to US,when you treat China so badly.
😮😮😮
US thinks everyone is dumb. Guess who is dumber?
for the "biggest consumer market in the world". china says fckit, we'll make consumers from other countries instead
Oh and China is so nice??
I like your reports which keep me captivated until the very end.
Your videos are very informative.. keep it up
Gallium was $298/kg in Jan. 2020 and is $931/kg now. It is likely to go up further when the inventory dries out. The most consumption of Gallium in the consumer products might visible LED. China already dominates the LED production. In US, probably only Cree is making visible LEDs. It is likely that Cree will not be competitive soon. When Cree is not, China will control the lighting industry of US. Would it be more scary than anything else?
US can use ordinary electric lightbulbs instead without any national security.
@@akakakakakak3084 Or candles.
@@akakakakakak3084 China contorls 84% of Tungsten production.
@@DragonYang01 yup....candle it is then.
@@turtlesoup8134 Will them candles be having catalytic converters for the emissions ???
We'll see this channel grow much more as many are sharing awareness of important topics media ignores as they want to keep "misleading people by any means nessesary" Thanks again 👍
US tried to brakecheck China and got near instant karma. And China has got it all on dashcams. 😂
I can sense your frustration over the stupidity and futility of US leaders and advisors. Instead of working together for better future they are trying to maintain a flawed hegemonic system that are doomed to fail by design. And instead of slow descent, they are accelerating their empire's demise.
The West think chickens come from Macdonalds XDDDDD ask Jamie Oliver
no, chickens come from the supermarket. At least that's what many British think.
China knew that having the raw material was not enough.
They know they needed the 'Smarts' to mine, process and build the finished goods.
Africa has the resources and China is showing them what they need to do to be successful with them.
Are you paying attention Africa?!
@@jasoncummings7052
Africa knows already
👇
China starts zero-tariff treatment for 6 least-developed African countries
Positive move to continue bolstering bilateral trade, show demonstration effect
8 Aug, 2022
The Customs Tariff Commission of the State Council said last week that it will axe tariffs on 98 per cent of taxable products from “least-developed countries”, including Cambodia, Laos, Djibouti, Rwanda and Togo
SCMP
👇
By GT staff reporters
Published: Dec 25, 2023 09:45 PM
The zero-tariff treatment China had granted for six least-developed African countries officially took effect on Monday. Experts and industry players noted that the move will bolster trade between China and Africa while showing a demonstration effect for China's cooperation with other markets.
The Customs Tariff Commission of the State Council, China's cabinet, announced on December 6 that 98 percent of taxable products from Angola, The Gambia, the Democratic Republic of the Congo (DRC), Madagascar, Mali and Mauritania would be exempt from import tariffs starting on Monday.
GT
👇
33 AFRICAN COUNTRIES BENEFIT FROM A HISTORIC TARIFF EXEMPTION BY CHINA SINCE DECEMBER 1, 2024
December 2, 2024
As of December 1, 2024, China has implemented a groundbreaking policy: a full tariff exemption for all product lines from over 40 least-developed countries (LDCs), including 33 African nations. This initiative highlights Beijing’s commitment to supporting the economic development of its partners in Africa while strengthening South-South trade ties.
Logistafrica
Hey Kevin, you have a sharp mind and a fluid presentation style...but I'm a bit worry about your health. You are looking a bit tired so hopefully you get some rest over the Christmas Holiday period. Take care man.
Yes.
It’s maybe because of the weather and the topic😂
Most probably the weather. Early mornings in the cold are brutal
I can’t tell you how much I appreciate what you do
Thank you
Merry Christmas
Christocentric much?
BRICS 2024 and beyond 🥳
This man makes me want to visit China even more.
I eagerly look forward to your analysis.
Keep them coming please.
You should, go to see for yourself.
You should make an effort and go. See for yourself. 😊
@@henriettasecker-shao If you are referring to me, then you are talking to the wrong person. I have seen for myself whether US or China and put my feet on the soil in the 2 countries for more than a few occasions.
You could go right away if your country is granted the non-visa favor by China.
@@stchan8569 I am replying to Jason Cummings not you. Have a nice Christmas if you celebrate it. Bao Zhong. ❤️
"In nature two things are thought to be infinite:
The universe and human stupidity.
The first is still to be proven by science"
Albert Einstein.
I'm a Expat from US living in Liuzhou Guangxi only 3 months, married to Chinese wife 5 years, love your podcast!
Wonderful! Merry Christmas to you and your wife. Lots of best wishes. ❤❤
Our politicians are arrogant and listening to no one. Only real event happening can tell them how wrong they were.
It's coming. America has elected a stupendously ignorant president and administration.
Not really. They listen to $$$.
@@roychang1460they only listen to their political donors.
Outside the US, the US calls it corruption.
So far If sanctions/tariffs don't work, the solution has been more sanctions/tariffs. A classic case of doing more of the same and expecting a different result.🤣
Yes factual and informative. Keep this type of video coming
The American really get what they wish for!
I recall back in the 80s Russia had the World’s largest gallium resource. In those years Russia had something like 75% gallium control, so between Russia and China…. they have a whole lot of gallium.
I just asked my artificial intelligence software, and Russian now controls 0.8% of gallium production, and China is 98%. That doesn't leave much for the rest of the world.
Raw materials are important but intellectual technical expertise is more critical overall. The fact that Huawei knows how to take better advantage of Gallium than anyone else is a huge advantage. For example military Radar transmitter arrays using Gallium Nitride are better for three reasons (higher power output, lower cooling requirement, higher frequencies). If China has the edge in Gallium Nitride transistor technology, then Chinese AESA radars will benefit.
Western companies may find/develop alternate sources for Gallium but the additional cost drags down the bottom line ability to compete on cost.
No, it's an inclusive pyramid. You need the raw material in the most accessible way to experiment, practise and master the skill of using it in the technical and scientific correct way. So the raw material is as Kevin explains more important than the intellectual and technical expertise, which can only come to be in the process of succesfull winning and refining the raw material. Of course if you have two situations in which the availability and accessibility of the raw material is comparable, than your point is correct.
@@rowo4956 it is not just the ore but the technical knowhow to proper mine and refine it, also, the refining process must be so good to produce very pure mineral, above 98% pure and to do it all economically. if it is not so, then, anyone can just go dig some and process it. it will not be a shortage at all.
great content as always. BRICS is destined to prosper if things keep going in this direction
there really is no if about it
Unfortunately, not all of us were financially literate early. I was 35 when I finally educated myself and started taking steps. I went from $176,000 in debt with zero savings or retirement to now, 2 years later, fully debt-free and over $1000,000 net
worth. I know that doesn't SOUND like a lot, but I'm incredibly proud of it. Now l'm fast-tracking my wealth building (investing $400,000 annually) and don't owe a dime to anyone. It's a good feeling.,
I'm 37 and have been looking for ways to be successful, please how??
I thank PATRICIA LOIS ZITO who has always been ther to help me with detailed analysis and recommendations that I would not have had access to otherwise.
Same, I met Patricia Lois zito last year for the first time at a conference in Wilshire, after then my Life has changed for good.God bless Patricia Lois zito
😱Sounds familiar, I have heard her name on several occasions.. and both her success stories in the wall Street journal!
PATRICIA LOIS ZITO?
the fact that the PEntagon keep asking for waiver on the sanction on Huawei 5G product is 'nuff said...
Pentagon knows something that US administration doesn't when it comes to Huawei equipment
Yep, buy the best, and forget the rest
above-the-law class.
Gallium nitrate (GaN) is the critical material for making active electronic scan phase array radars (AESA), used in jets, destroyers ... without it, they would be the generations behind. China produces over 90% of Gallium supply to the world. Years ago, Japan was cut off such material on suspicions of making weapons. Japan does not make much weapons but their electronic industry suffered from it.
“The Middle East has oil, China has rare earths” - Deng Xiaoping, 1987.
nitride. and phased array---i built them at Raytheon.
"We won't sell you bread. That's fine. We won't sell you flour" 😂😂😂
Have U seen how the CHINESE made porcelain 500 years ago with selected materials from rocks , to give especial effects and colors .....thats how FAR CHINA came from !?
Thank you, Kevin!
Your channel is gold.
The view of the hotel at the end...WOW
Yep. Very Neuschwanstein-ish aesthetic.
It's incredible!
@@ZIGZAG12345 There goes the Schwangau tourism. Not that Chinese tourist visit there anyway.
I'm trying to comprehend the logistics.
I've been building since the 1970's and I don't see any area to stage materials, a way to deliver concrete for the foundations, a place for scaffolding to finish the exterior...
Perhaps a tower crane with enough reach was erected, but that seems unlikely.
The hotel is beautiful and I'm sure the views are breathtaking! ❤️
Many thanks for your always very good analyses. This one underlines how stupid and ignorant politicians are by putting sanctions on relevant commodity exporting countries. Greetings from Germany
never heard of Germany. where is that?
Are you being serious?@@egay86292
your reports are top-notch, sadly, people who would really need to hear them never will.
Hahahaha. OMG, you get me rolling on the floor with that Bread analogy.
Damn man. Your posts make so common sense.
I enjoy watching them.
Another informative session. Thank you to Kevin for making me just that little bit more informed with each session.
Happy Festive Season to all. Let's all hope for "No Wars" in 2025 & beyond.
Really appreciate these reports. You do a great service to the world! Thank you for your integrity.
Ugly face of democracy without responsibility.
Correct!!
it's amazing when "big problems" are reduced to absolute simplicity, thanks for your videos!
we call it "teaching."
Gallium: Global reserves are about 280,000 tons, and China’s reserves are 190,000 tons, accounting for more than 68% of global reserves.
Global gallium production in 2023 will be 730 tons, and China's production will be 701 tons, accounting for more than 96%.
Producing 1 ton of electrolytic aluminum requires 12,500 kWh of electricity, and refining 1 ton of gallium requires 250 million kWh of electricity.
Global aluminum production in 2023 will be 69.86 million tons, and China's output will be 41 million tons, accounting for 59%.
The United States wants to get gallium, first build more power stations, and then build electrolytic aluminum plants, refueling!
The chinese ancestors knew exactly were to settle
more likely they tended to stay where they stayed alive.
If the US starts to build out their capacity to produce gallium nitride the Chinese could just flood the market and drive them out of business. Rinse, lather, repeat...🤣
Is that capitalism?
So that wouldn't matter. They would put the gallium nitride in the products they produce.
Hint, companies and countries sell products at different prices. They don't have to be the same price.
gallium is a by product from alluminum, the US first need to seel alluminium cheaper than Chinese alluminum otherwise they going to bankrupt
@@mervynsoo8353 As defined by the US? Of course...🤣
@@natel9019 Of course it matters since the products at higher prices are not competitive on the world market. Unless you have a monopoly or oligopoly the product with the lowest price will always prevail on undifferentiated goods. Economics 101...🤣
Gallium is also used in the most advanced active phased array radars found on top warships, fifth-generation stealth fighters, etc.
Yep!
even tanks have them now. but hey, who needs phased arrays when you got bald eagles?
Arrogance is the detriment of the US…
The planning and patience of the Chinese people is very impressive, they aren’t number two in anything now.
To be fair, China has simply been reacting to each new threat articulated by American officials. Over a decade ago, the US used to talk about how they'd blockade the Straits of Malacca to starve China of the oil they needed, and China responded with "One Belt, One Road" / Band and Road Initiative linking 140+ countries to China in 2014. Then America sanctioned Russian energy exports, which China was happy to absorb. Each time the US says the quiet part out loud, China is paying attention and responds accordingly.
Yep! ❤
No sir, every reactive measure they took has been a part of a long term vision, eg EV production chain. The most formidable part of Chinese way of thinking is their vision. Staring at a bare rock beach they could tell you it would be world no. 1 port and it eventuated in 7 years. A tale told by a man with awe in his eyes.
@@pb3392 Exactly. The Chinese make a plan, stay on task, follow the plan to get results. Then tweak and course correct as needed. Very little waste.
Add to that long list of technologies using Galium, Semiconductor “Lasers” for all sort of precision measurements, target tracking, navigation, military applications, Optoelectronics in high speed serial links in data centers and transoceanic data communications ….
Thank you for this information.
US thinks he can bully anybody 😂😂
why a guy? that's geopolitical sexism.
China beats the US in terms of development for one central reason. Education. Better Universities, teaching useful (rather than "skim economy") Degrees, and more Ph.D. and M. Phil. Graduates in STEM than any other Country, as well as graduating 100 x the US number of STEM Undergrad. students annually. When your Country "produces" such a disproportionate number of economically high - value individuals, it is reasonable to expect the results we're seeing. For the "Collective West" this situation is becoming worse (in many areas, FAR worse), mainly as a result of the "commoditisation" of the higher education system, with emphasis on "get rich quick" degrees, rather than strategically vital degrees.
I remember back in the 1970s, Americans reassured themselves that the American automobile industry with safe because Toyota just made junk. That was true at the time, but they did things like adopting Deming's quality control process which the American auto makers had rejected.
Exact-a-mondo, its been game over for 20 years.
Thank you for all you do for us, Kevin. I wish you to have a Very Merry Christmas and a Wonderful New Year!
Christocentric much?
Amazing info with a heavy side of passive aggressiveness 😂😂. Thank you so much for these videos!
Excellent as usual. I love that your posts are short sweet full of data and pack a wallop. TY.
I always learn alot from your videos, keep on sending out good content for us.
China=Winning.
To add my own two cents; Here in the Netherlands Huawei equipment in the 5G towers has been quietly replaced by Ericsson and Nokia.
That new gear is much heavier, bulkier and accident prone that the Chinese electronics, which has been posing a bit of a headache for the people rebuilding the Dutch 5G network.
good luck
The Netherlands is not independent in its own, with numerous US military base and Nuclear weapon stored. Its media is tightly controlled by the US backed organisation and even its universities are tightly in the hands by the same forces.
At least you supported your own companies
So I started my own boycott of Dutch products. The Gouda had to go as did the Matjes herring. Any hints of what else we could remove?
@@Merdacity Don't forget the wooden clogs.
Another in a never-ending string of self-inflicted wounds caused by Gina Raimondo's policies.
A single official doesn't dictate government policy. She is just a proxy for the group of like minds.
Remember who started the trade war, who continue to run with it, and who is coming back to fight on. The two parties are basically the same just of different approaches.
@@tonyc5384 Exactly. Gina Raimondo is just the mouthpiece of the US government.
@@tonyc5384 Yes, I fully agree. I specifically singled out Gina Raimondo, as she is the Secretary of Commerce and has been the official apparently tasked with being the official who serves as the main "face" of the economic containment policies aimed at China, and she has been a very vocal advocate of said policies.
Brilliant as always so happy I found you channel.
It seems nobody in the West has taken seriously all the problems they had with the supply chain during the pandemic. Their conclusions were all "It's the fault of the Just In Time paradigm". Nobody seem to have learn that before you go to war you have to first build up a strategic reserve of all the resources you will need for an extended limited industrial war. They all bet on winning a Shock and Awe Short Victorious War. It is good if you have a hundred to one firepower advantage over the other side. But become very costly when the other side use instead an industrial resources attrition strategy in their defensive posture.
The US has a big nuclear weapons arsenal advantage assuming Russia doesn't help defend China with their large arsenal. The Americans can try to burn everything down in China as that's what the Americans are best at (look at all the CIA led dirty wars - Syria, Libya, Iraq 2003, Ukraine, Bangladesh, Pakistan, etc...). This is what hapens when a country like the US is led primarily by lawyers. Much of China's Politburo for example are engineers and economists.
Kevin, I wish you a Happy and Holy Christmas now. Lots of blessings to you, your family, and your team. Try and have some time out and relax. Thank you for all your info and the work that you do to enlighten the masses. Bao Zhong. ❤
Have a Merry Christmas everyone🎄
You too, have a great Christmas be happy and stay well. Lots of best wishes to you and your family. ❤
Merry Christmas dear “wise man Kevin”
Keep the professional reporting
Your videos are some of the best out there! Keep up the great information and work on these subjects!
Thank you. Best wishes. Health, joy, wellbeing. 🌞🤸🏽♂️🖖🏼
"we won't sell you any more bread" lol
“We wouldn’t sell you anymore flour”! Classic 🙌🏽🙌🏽
China playing _CHESS..._
U.S. playing *checkers!*
🤣🤣
Correction: Checkers is too complicated. The U.S. is playing tic-tac-toe and keeps losing.
@HughJass-313 Actually China playing Go. The number of legal board positions in Go has been calculated to be approximately 2.1×10^170 which is far greater than the number of atoms in the observable universe
The United States is playing Candy crush
The Chinese leadership and policymakers are 3 steps ahead of their counterparts in the US and the west. They have outmaneuvered their US counterparts every time and on just about everything.
It’s interesting to note that China did not immediately retaliate after what the US did to Huawei, instead, they quietly took substantive steps to bolster their semiconductor production capabilities and capacity. Only after they have secured a stronger position did they reciprocate with their sanctions.
It’s about time for the US to accept the reality that it’s an exercise in futility trying to “contain” China’s advancements. That is a losing proposition if there ever was one. It would be much better for the US to chill and pursue collaboration and cooperation instead.
Excellent points, but the US politicians don't think that way. The sanction-retaliation war will go on for a long time.
North American & European cultures play checkers while China plays chess….. Guess who wins…. Great, factual presentation. Thank you.
Think of galium's importance this way, when you marvel and snicker watching a old movie when the characters are using hardwired telephones, well without galium you might want to go to your local antique dealer just in case, hahahah
However, the phone companies have been busy trying to abandon copper phone circuits
Copper is not cheap at all
Great channel!
Merci beaucoup pour la quantité extraordinaire d'information pertinente à travers tous vos vidéos ou bien travaillés.
Well to be fair the US has quite a bit of resources too, but it seems it's so tangled up in red tape and various issues that it may as well not have them. For example refineries were built to refine not the type of oil that is typically mined in the US, so oil drilled in the US has to be shipped elsewhere for refinement and the oil for US refineries has to be imported. Go figure that one..
America is Jewish scam
This is hilarious. We in the west seem to stumble from mistake to mistake all of our own making.
Very informative and to the point. I value your podcasts very much.
We forgot where things come from...🤣
yeah, like all humans are African?
yeah like we're all Africans?
You have the best, no nonsense reports. Kudos! 👍
Resource Wars- Michael T. Klare!
Very good video.. watching from Singapore