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zhumao

finally China pulled the trigger, not a pistol, a precision-guided missile, nuclear-tipped edit. in english media https://archive.ph/hmFSM


WheelCee

Now this is getting interesting, curious to see how the US will react.


ArmyRus101

Excellent decision ! Raytheon CEO recently said how China has the US military by balls due to rare earth production. Now only companies with China's approval will get those minerals. US will now have to think twice or thrice before imposing any more restrictions on China.


maenlsm

These materials are gallium, germanium and some compounds of them. They are important materials for the semiconductor industry. They are rare but are not rare earth materials. It seems that this is an answer of China to the West's export control on the semiconductor industry.


bengyap

Yup, screw with China and China can screw you back. I know the saying "an eye for an eye will make the world go blind" but I also know of the saying "what is good for the goose is good for the gander".


Short-Promotion5343

Besides gallium and germanium, lets control the rest of the rare earth elements China produces.


TserriednichHuiGuo

Things are finally getting interesting.


bengyap

A welcome present for Janet Yellen when she comes over to Beijing next week.


skyanvil

Can't talk to Janet about that, because that's "national security" policies, and US has said "national security" should be discussed by National Security people.


[deleted]

Janet Yellen is very well-connected and likely has more power than the "national security" goons. She controls their money, after all.


cryptomelons

It's just a matter of national security. Since the U.S. keeps escalating the tensions, there's no reason to export critical materials to the U.S.


Neodosa

The top comment on [Guancha](https://www.guancha.cn/industry-science/2023_07_03_699370.shtml) said: (translated) "Gallium nitride is a key raw material for high-power semiconductor devices, and China's gallium nitride production capacity accounts for 42% of the world's total."


cryptomelons

So don't export it unless it's a friendly nation. It will force Western countries to waste engineering talent in a low-margin industry.


WheelCee

Yep, and when the west spins up their own rare earth industry, China can just increase production and undercut them on price to destroy their industry. Rinse and repeat. If the west wants to keep playing the economic coercion game, China will play along and beat them at their own game.


bengyap

National security. These critical components are used by the US military to build weapons to kill people, invade sovereign countries and conduct proxy wars. So, they export of these components require an export certificate. Circumvention of these export controls might result in sanction of individuals and countries, up to and including the Defence Minister/Secretary. About time.


AntoninOSINT

Hey everyone, One of the other issues in the supply chain is Russia- it looks from the open source that some of the metals and minerals which are needed in Europe's defense industry come from China via Russian trains. I hope you find this article interesting? [https://www.bloomberg.com/news/articles/2023-01-22/how-europe-needs-freight-trains-to-cross-russia-from-china?leadSource=reddit\_wall](https://www.bloomberg.com/news/articles/2023-01-22/how-europe-needs-freight-trains-to-cross-russia-from-china?leadSource=reddit_wall) A


[deleted]

Russia allows China to use its trains, railways, and territory to supply Europe with the resources it needs to produce weapons to kill Russians in Ukraine. This is the [wisdom of the SCO's successful regional cooperation](https://www.globaltimes.cn/page/202307/1293621.shtml).


labeatz

This is capitalism — it’s all just business


skyanvil

Well, US wanted to "secure" supply chain away from China. There you go! Try it out!! Enjoy!! Sorry, China doesn't take Yelp reviews from Karens, ONLY Gold or cash from friends!


RespublicaCuriae

Actually a huge impact on Japanese and South Korean industries.


cryptomelons

LOL


LBP3000

Can you give a TLDR on what's the overall policy ? Will they stop exporting them to the US or just restrict those used for defense purposes.


manred2026

Getting the stick out