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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (218864)	12/31/2025 9:10:01 PM
From: TobagoJack	Read Replies (1) \| Respond to of 219763

aggregating silver dialogue forked off of main Manus watch & brief for future reference Message 35374625 Q: Re the silver processed but not mined by China, are the silver concentrates bought and paid for or on toll processing? Message 35375528 Q: China, if am reading you correctly, is in effect doing a rare-earths protocol in broad daylight, but to silver, borne on being large-enough miner, efficient-enough trader, transparent-enough exchange, certain-enough user, insensitive-enough to silver pricing, in collaboration with global-south Peru, Mexico, and Bolivia, yes? Q: Please review this piece of JPM note and comment / critique as you might in context of our metals gold, silver, platinum, copper metalsandminers.substack.com <<P/E 24 = Dead Money: Why J.P. Morgan's 35-Year Chart Shows the Great Rotation From the S&P 500 to the Metals and Miners is the Play in 2026!>> - why JPM so pessimistic, why only for '2026', and not for '2026 - 2032' ? Message 35375498 (The answer by Manus is detailed and covers 25 years of history w/r to biz models development of China silver, but below serves purpose for now …)

To: TobagoJack who wrote (218864)	12/31/2025 10:08:48 PM
From: TobagoJack	Respond to of 219763

Q: (9-a) what is the situation on the China mainland / Taiwan contact line ? Chan mainland seems to have revealed at least some elements of strategy / tactics for 2027 / 2028, so what do you see as the elements, and when do negotiations start ?

To: TobagoJack who wrote (218864)	12/31/2025 10:38:27 PM
From: TobagoJack	Respond to of 219763

re <<Daily workflow 2026 01 01 Happy new year and good morning Manus co-pilot, please ... (9-c) BTW, did China do rare-earthing protocol / silver-machination to the diamond sector ? what is the situation and what be use-cases for diamonds besides being all girls' ex-bestie ?>> Q: Re <<However, the diamond rare-earthing is LESS effective than silver or rare earths because: 1. China's dominance is smaller (50% production vs 70-98% for rare earths, 50-60% refining for silver) 2. Alternatives exist (Element Six/UK, Sumitomo/Japan, ILJIN/South Korea, Hyperion/US) 3. Demand is lower (industrial diamonds are niche, not ubiquitous like silver or rare earths) 4. China's own industry is struggling (overcapacity, declining profits, low GDP per capita in Zhecheng County)>> is it not the case that (Q1): the diamond-machination is still underway in envelopment, and competitions should disappear and exit the competition space, (Q2): all use more expensive electricity and have no strategic reasons to remain in competition on volition, (Q3): whether demand is high or low is actually better if low, for competitors have less reasons to keep up the fight, (Q4): China will simply 're-organize' the production equation to consolidate the diamond machine ?