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Strategies & Market Trends : World Outlook

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To: Les H who wrote (48216)10/10/2025 1:36:30 PM
From: Les H  Read Replies (1) of 48817
 
China Is Going To Leave The US What America Left Britain: Nothing
By Ian Welsh On October 10, 2025

So, China has slapped draconian export controls not just on rare earths, but on all technology related to rare earths. If you want rare earths you have to beg for permission and certify it won’t be used for anything military or anything technologically related. If you want the rare earths or tech to catch up, you can’t have them. (Like when the US banned advanced lithography machines.)

As an extra fillip, China has also announced that all American ships must pay port fees. (This is symbolic, few ships are flagged American.)

...

As usual, the Chinese played this ice cold. They took their lumps, they devalued the yuan, they made concessions. When Biden came in, he doubled down so they realized it wasn’t just a democratic hiccup, but core policy agreed to by both parties. Then Trump came in and went on his insane tariff blitz. Worked against his vassals, but China doesn’t have to take America’s crap any more and it isn’t.

ianwelsh.net

Negotiations are dead with Russia and China as they've seen what happened to the Palestinians who supposedly got a peace deal but have now lost most of their territory in both Gaza and the West Bank. The whole original Palestine partition plan was set up to fail with Israelis getting almost all desert land, Palestinian territories fragmented, Jerusalem supposedly under international governance, and no restraint on Jewish immigration.
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