The situation caused by Trump to China is out of hand, so it can be assumed that, if the talks announced in May do not go to your advantage, China will hit US with restrictions on exports of critical materials.
Welcome,
According to White home spokesperson Karoline Leavitt on Wednesday, US president Donald Trump's visit to China will take place on 14-15 May. This is crucial due to the fact that it was originally scheduled to take place on 30 March-2 April.
It can be said that the attack on Iran Trump wanted to gain a better negotiating position before starting talks with China. The mediate State is the largest recipient of Iranian oil. To put it plainly - first the operation in Venezuela and then the operation in Iran Trump wanted to deprive China of a large part of external oil supply. While success can be said for Venezuela, Iran's plan clearly does not go as Trump intended, and the best evidence is to change the date of the planned gathering in Beijing.
Iranian oil inactive flows to China
Importantly, although the transport of hydrocarbons through the Ormuz Strait is presently very limited, Iran is making concessions towards its allies, including China.
China was so not completely cut off from Iranian oil. ]]>Conflict in the mediate East]]> It severely impeded delivery, increased costs and increased risk, but Iranian oil tankers inactive scope China, although in smaller volumes and with more uncertainty. China is coping with large stocks, diversification of supplies and increased purchases from Russia.
In any case, the situation caused by Trump to China is out of hand, so it can be assumed that if the talks announced in May do not go to your advantage, China will hit US with restrictions on exports of critical materials.
Chinese dominance of critical natural materials
Let me remind you that the US is very heavy dependent on external supplies in many key natural materials, especially from China. This is shown well by the following graphics on which the natural materials are listed, and the countries on which the USA is dependent on their import. As you can see, China comes here very often, frequently representing 100% of imports.
For the moment, much indicates that the war in the mediate East will not end quickly. That means the U.S. will gotta take care of ]]>supply of key elements]]> To produce advanced weapons that they're using.
For example, the graphic below shows what metals are essential for the production of Tomahawk missiles. I'll remind you, this is precisely the kind of rocket that the Americans killed about 160 girls in 1 attempt, levelling Shajar Tayyiba's primary school with the ground.
As ZeroHedge reports:
"in Washington's stocks of uncommon earths are only adequate for 2 months – this is simply a serious informing to the American defence, technological and safety sector of clean energy. This crisis highlights the sensitivity of our key mineral supply chains, 100% import-dependent key materials."
U.S. cut off from uncommon earth metals
So it is worth tracking the movements that China is making in the mediate East war, due to the fact that we may be reading about the halting of exports of uncommon earth metals or another critical materials from this country.
I would like to add that I am peculiarly curious in this topic, which is why my list of observed assets includes companies specified as:
MP Materials
Energy Fuels
- Lynas uncommon Eart
Illusca Resources
Neo Performance MaterialsIn conclusion, Energy Fuels has late started producing dense uncommon earth metals, which is simply a breakthrough and this importantly increases the function this company plays in forming the non-Chinese supply chain of uncommon earths.
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Source: ]]>Independent Trader - Independent Financial Portal]]>
Author: ]]>Konrad Parsley]]>
