It's not a unipolar problem with only unipolar solutions. Find another pressure point and manipulate them. Don't try to solve this with free market strategies since they aren't a free market.
Another point: Sounds like there would be plenty of Rare Earth Elements available for the consumer market it if we didn't use them in the military market. ✌️☮️
The content here sounds like it's extraordinarily deep and insightful. Unfortunately if you know your sh*t, it's mired with delusions, inaccuracies and the boring narrative of China is trying to screw the West. Here's a few points off the top of my head - First, China developed the rare earth industry due to a confluence of circumstances including the need to make money as it modernised and capitalised. It was also coincidental with the West's reaction to corporates polluting the environment in their mining and chemicals industries, which accordingly lead to a huge backlash. Second, the idea that you cannot compete with China because they'll just dump products at lower cost is misguided. China's mining and extraction of rare earth's continues to lose market share due to their environmental regulations and yes, the lack of profitability. As a result, Myanmar now is contributing a lot of feed to China. The profitable parts you're referring to are extremely sophisticated IP (which the western companies are now trying to and have been stealing). Thirdly, the constant narrative of China somehow coming after you is projection? You're welcome to stock pile and buy product to protect yourself. The current pricing is attractive, why not do that? China saw the same issues so were stockpiling at various times including last year due to reliance on Australia for iron ore. And now they've developed solutions with new mines coming online in Africa. This constant blame game is juvenile and sanctimonious. The West has had hundreds of years to move from centralised systems (think feudalism) while they polluted the heck out of the environment, and yet you won't afford a country (and region) who you invaded and ruined a few decades? What a joke.
“We don’t need subsidies as long as we order and set up proper contracts to procure these materials.” So subsidies. Stunning insight as always from Heritage Foundation. Even fucking admitted it. He just hates the word.
NASM could overcome many of these problems with their geological model and resulting land acquisitions with concentrated deposits that are easily leachable and best of all in North America.
The trouble is that would still only address the first stage of the chain. It's the delay in the production of refineries is more likely to the be the bottleneck.
I would say the podcast is based On facts hand picked and chosen for the story that they want to tell the world but it feels very one-sided. For example he keeps referring to Biden as confident throughout most of the podcasts and acts as if he is the most confident president in the US has ever had even though the reality of it is it’s his administration that’s actually behind the show?
36:05 the liberal world just needs to add a little thing called a Tariff’s on china’s rare metals until they start playing by the same rules but the political Will is not there because we think everyone else is the same as us
Why would China want to play by the rules set by a nation that is actively hostile and increasingly bellicose towards them? How would putting tariffs on minerals that we are in desperate need of hurt China more than it hurts us?
@@donderstorm1845 ok so Australia-Sales of new petrol and diesel vehicles are being banned in the ACT by 2035 Starts in 2030 Europeans have banned the sale of new ICE vehicles by 2035 some states are moving quicker and other states are resisting 12 states in America so far but also look at California they are right now trying to implement a 30 cents per mile TAX on EVS Dude, we can get into this. All you want the problem is the progressives have been very open and very honest about what they want
It’s too important/crucial of a resource to rely on the whims of private industry. Governments should build and run production of rare earths. If a government doesn’t have access to the resources or the funds to do it themselves, they should friend shore access to the resource by funding these projects in a friendly nation (like the Netherlands investing in a US rare earth mine)
@@agaperion literally yes. The government isn’t concerned with needing a 2% increase before the end of Quarter 3 of the year. The gov isn’t going to cut corners so that way profit margins increase. A private entity is has little incentive to mine large amounts and store them long term because storage is just burning money to them. These materials are to important to have things like a profit incentive putting the whole operation at risk.
@@agaperionpick your poison I guess. The fiduciary responsibility of the shareholders makes it not financially viable to invest in ship building. So, I guess work on Diplomacy, State department. Cus if the State beckons the industrial base to produce the necessary materials for a major war, well, the fiduciary responsibility of the share holders deems this is financially unwise.
It still takes a long time to establish. The US is currently spending $258 Million to build a single light-refinery in Texas, and construction is still likely to take 3+ years. :-/
Yes but it’s not a free market problem it’s government regulation that is strangling the patient And your joke about letting companies dump it anywhere and everywhere is the problem in this discussion for example Australia has many places it could store the waste products safely! But I believe that looking in to such waste products may have opportunity’s to be used in other industries or products
th-cam.com/video/1jbhW0TqQlA/w-d-xo.htmlsi=tF9jDIkQwzSYBCjb Ok so found this video explaining that windfarms being built in Queensland are exempt from the environmental protection acts and regulations so I guess we can have refining of rare earth metals in Australia if we’re happy to make exemptions for one industry, we can do it for another two
Just dig superficially somewhere in Norway, they have the cheats codes unlocked
It's not a unipolar problem with only unipolar solutions. Find another pressure point and manipulate them. Don't try to solve this with free market strategies since they aren't a free market.
Another point: Sounds like there would be plenty of Rare Earth Elements available for the consumer market it if we didn't use them in the military market. ✌️☮️
43:18 from memory Australia has the right that allows the government to takeover industries of importance
The content here sounds like it's extraordinarily deep and insightful. Unfortunately if you know your sh*t, it's mired with delusions, inaccuracies and the boring narrative of China is trying to screw the West. Here's a few points off the top of my head -
First, China developed the rare earth industry due to a confluence of circumstances including the need to make money as it modernised and capitalised. It was also coincidental with the West's reaction to corporates polluting the environment in their mining and chemicals industries, which accordingly lead to a huge backlash.
Second, the idea that you cannot compete with China because they'll just dump products at lower cost is misguided. China's mining and extraction of rare earth's continues to lose market share due to their environmental regulations and yes, the lack of profitability. As a result, Myanmar now is contributing a lot of feed to China. The profitable parts you're referring to are extremely sophisticated IP (which the western companies are now trying to and have been stealing).
Thirdly, the constant narrative of China somehow coming after you is projection? You're welcome to stock pile and buy product to protect yourself. The current pricing is attractive, why not do that? China saw the same issues so were stockpiling at various times including last year due to reliance on Australia for iron ore. And now they've developed solutions with new mines coming online in Africa.
This constant blame game is juvenile and sanctimonious. The West has had hundreds of years to move from centralised systems (think feudalism) while they polluted the heck out of the environment, and yet you won't afford a country (and region) who you invaded and ruined a few decades?
What a joke.
“We don’t need subsidies as long as we order and set up proper contracts to procure these materials.” So subsidies. Stunning insight as always from Heritage Foundation. Even fucking admitted it. He just hates the word.
40:47 I also bet the power stations Australia has shut down wouldn’t have increased your cost of power as well
Love your podcasts. Cheers!
NASM could overcome many of these problems with their geological model and resulting land acquisitions with concentrated deposits that are easily leachable and best of all in North America.
The trouble is that would still only address the first stage of the chain. It's the delay in the production of refineries is more likely to the be the bottleneck.
Did you hear that the only cobalt mine in the usa suddenly started operating 24 hours a day
Why? There’s an enormous pile of Cobalt in Cobalt Ontario.
It’s not a big deal.
Wait, so now I highlight them on the show and they have 44k followers. Right on. COOOOL
So this podcast is basically 'The West against the Rest?'. Very original.
West is best!
@@LVArturs And?
yes, pretty much, WEST Vs The REST, all the anglo saxons are attacking the planet.
@@LVArturs best at attacking the world and pretending to be the hero or the victim, while demonizing others.
I would say the podcast is based On facts hand picked and chosen for the story that they want to tell the world but it feels very one-sided. For example he keeps referring to Biden as confident throughout most of the podcasts and acts as if he is the most confident president in the US has ever had even though the reality of it is it’s his administration that’s actually behind the show?
36:05 the liberal world just needs to add a little thing called a Tariff’s on china’s rare metals until they start playing by the same rules but the political Will is not there because we think everyone else is the same as us
Why would China want to play by the rules set by a nation that is actively hostile and increasingly bellicose towards them? How would putting tariffs on minerals that we are in desperate need of hurt China more than it hurts us?
29:35 stock piles won’t work due to electrical cars being forced on populations
lol forced
@@donderstorm1845 tell me am I wrong about that point
@@pjackson6688 you are wrong on that point. reading your comments you sound like your average delusional american butthurt boomer tbh.
@@pjackson6688 you are wrong about that point
@@donderstorm1845 ok so
Australia-Sales of new petrol and diesel vehicles are being banned in the ACT by 2035
Starts in 2030
Europeans have banned the sale of new ICE vehicles by 2035 some states are moving quicker and other states are resisting
12 states in America so far but also look at California they are right now trying to implement a 30 cents per mile TAX on EVS
Dude, we can get into this. All you want the problem is the progressives have been very open and very honest about what they want
It’s too important/crucial of a resource to rely on the whims of private industry. Governments should build and run production of rare earths.
If a government doesn’t have access to the resources or the funds to do it themselves, they should friend shore access to the resource by funding these projects in a friendly nation (like the Netherlands investing in a US rare earth mine)
Better to rely on the whims of states?
@@agaperion literally yes. The government isn’t concerned with needing a 2% increase before the end of Quarter 3 of the year. The gov isn’t going to cut corners so that way profit margins increase. A private entity is has little incentive to mine large amounts and store them long term because storage is just burning money to them.
These materials are to important to have things like a profit incentive putting the whole operation at risk.
@omarrp14 Wow.
If you dislike the incentive structures of the market, wait until you learn about the incentive structures of states.
@@agaperion i’m in the military and my wife works a government job that directly competes with private companies…..
@@agaperionpick your poison I guess. The fiduciary responsibility of the shareholders makes it not financially viable to invest in ship building. So, I guess work on Diplomacy, State department. Cus if the State beckons the industrial base to produce the necessary materials for a major war, well, the fiduciary responsibility of the share holders deems this is financially unwise.
Greenland, the 51st State.
🤣🤣🤣 Western bias view 😝😝😝
✌️✌️✌️✌️✌️
Refining isn't exactly rocket science.
It still takes a long time to establish.
The US is currently spending $258 Million to build a single light-refinery in Texas, and construction is still likely to take 3+ years. :-/
Yes but it’s not a free market problem it’s government regulation that is strangling the patient
And your joke about letting companies dump it anywhere and everywhere is the problem in this discussion for example Australia has many places it could store the waste products safely!
But I believe that looking in to such waste products may have opportunity’s to be used in other industries or products
th-cam.com/video/1jbhW0TqQlA/w-d-xo.htmlsi=tF9jDIkQwzSYBCjb
Ok so found this video explaining that windfarms being built in Queensland are exempt from the environmental protection acts and regulations so I guess we can have refining of rare earth metals in Australia if we’re happy to make exemptions for one industry, we can do it for another two