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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 366.54+1.2%Nov 5 4:00 PM EST

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To: Snowshoe who wrote (214834)6/9/2025 11:46:07 PM
From: TobagoJack  Read Replies (2) of 217545
 
back to re rare earths, and particularly re HEAVY rare earths, and let <<antimony>> take care of itself.

am continuing to be hopeful that Team USA can solve its rare earths, HEAVY + light earths issues, an issue we of this thread highlighted back in 2010 Message 26615324
<<side note, as the rare earth and other goodness do not stop at the border of china inner mongolia autonomous region, thus giving rush to mongolia (outer) for goodness that can only go one way, the right way; and as chinese geological survey indicates much goodness in tibet autonomous region which can well be developed by tapping the great hydro resource of the region (and so the worry of parched india), it should be obvious that the afghan resource probably does not stop at it border, but spill over in all directions>>
2010 09 23 Message 26843795
full trade war will see the destruction of the global middle class, a class that is the minority in china and the majority everywhere else

life is not just about rocks

in full trade war, hk would make out like a bandit, running trades

in full trade war, europe, russia, and china would opt out, japan must choose its new destiny, india can do whatever, canada would not participate, and usa would be very much alone

who needs a deadbeat debtor as a trade partner anyway?

my read of the situation, pulling back via fractal math to appreciate the full splendor, is that:
- team usa is stirring the pot unbecomingly to forestall the return of a world power to its seat at the head table after 6 hundred years absence
- team china, as did team usa, will tend to make own rules
- as long as team china, usa, and russia playing for self and distinct interest, china can face down usa as it had plenty of times from much weaker positions
- team usa engaging with china periphery of asean is not of consequence (all too small and disorganized) but interesting to watch
- team usa engagement of india is also not of consequence (that mountain is high, and cutting off water is simpler than choking off rare earth) but interesting to watch
- team japan must soon choose its destiny
- all of team usa' efforts going forward must be on borrowed money, and must fund all efforts above the burden willingly accepted by all players, including creditors and would-be creditors
- soon enough russia should recognize an opportunity, and europe should realize a danger
- iow, the game is on, and both japan and usa must print alongside china, and china must print so that it can grow, reform, and be stable
- above be my simplistic read of situation w/o benefit of knowing details of sterilization and repos and swaps and such
- in the mean time, am ramping to renovate abode of in-laws starting march 1st, and am wondering if i should hoard some sony tv flat screens before they run out of components

recommendation, getyourfavoritebasketofmetals
BTW, Sept 23 2010 gold pricing was good, and now better google.com

I just did a HEAVY Rare Earths 'study' by way of DeepSeek on the state of play just now, and report below, but first I note Fox TV highly confident, thinking that Team China panicking even as China not interested in engaging in discussions with any domain unable / unwilling to keep words and know to be such, but never mind, we go with Fox's possibly optimistic take w/r to this week's dialogue in London that is somewhat binary in nature

are there rare earths (i.e. heavy rare earths) that ONLY China has easy access to either mine or process?

what year might US and rest of the world ex-China have own ex-China source of processed heavy rare earths and what are these heavy rare earths used for ?

which nations (including China) are good at or dominate heavy rare earths recycling right now ?
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