China has near global monopolies on these exports, accounting for 98% of global gallium production, 93% of germanium production, and 49% of antimony production.

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105 points

If the tariffs on solar panels are any indication, this is just going to be an economic stimulus for China’s neighbors, who will be able to sell Chinese minerals to the US at what I at least hope will be a generous markup.

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That’s exactly what is going to happen lmao the U.S. acts like it can do to China what it does to Cuba. Too late for that no buddy, you sent all of your production there!

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It’s like I’m taking crazy pills! Why are you fucking with our manufacture base?! We have no alternative!! We need to replace them before we fuck with them.

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Never interrupt your enemy while they are in the process of making a mistake

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51 points

Same thing happened with honey. Suddenly Vietnam’s honey exports magically increased to more than their domestic production. Of course nobody cared because it’s all theater.

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