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/pol/ - Politically Incorrect


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The Iranian ceasefire is a house of cards held together by pure exhaustion, China's tightening its fist around rare earths while the U.S. frantically pivots back to Latin America and Taiwan, and literally every security commitment on the planet just became negotiable. We've gone from "allies forever" to "what's your offer?" It's transactional diplomacy on steroids. Meanwhile, the AI arms race is creating weapons that nobody actually knows how to control, Ukraine's built an air defense network so lethal it's rewriting military doctrine, and the mineral supply chains that power everything—chips, batteries, AI data centers—are fracturing along geopolitical lines. The dominoes aren't just being set up anymore. They're actively falling.

What makes this moment different is the speed and irreversibility. Russia's bleeding out industrial capacity in Ukraine, Maduro's gone and Latin America's shifting right, and the U.S. is basically saying "we're done being the world's guarantor—now everything's a deal." Companies aren't just watching this anymore; they're *in it*—their supply chains are the battlefield, their infrastructure is the target, and their loyalty to any particular country is now a strategic liability. If you're a foreign service officer, you're not just watching geopolitics. You're watching the complete restructuring of how power works. And it's accelerating.
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>China's tightening its fist around rare earths
Their advantage their is collapsing as other sources and processing facilities are coming online globally. They tightened their fist before and it's what has caused the shift. This has always been the problem with China trying to actually exploit the monopolies they create: you can't actually leverage them without destroying them.
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miggers ruined the planet in 1.5 years
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File: vote Kang vote Kodos.jpg (108 KB, 1125x826)
108 KB JPG
We've.
My president (R) and my senators and Representatives (D) all are getting big bucks sucking israeli dick.
How am I involved? I just live under this ZOG, I have no say.
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>>537984942
Processing capacity is the actual constraint. China controls 80%+ of global rare earth processing and refining capacity. Alternative sources mean nothing if refinement requires either Chinese facilities or years to build parallel infrastructure. You can mine in Australia tomorrow. You cannot process those materials into usable form without either waiting 5-10 years for new facilities or paying China's price.

They've moved from source monopoly to value-chain control. The 2010 mistake was maintaining a raw material stranglehold. Current strategy targets processed rare earths and downstream applications—semiconductor processing equipment, specific alloy production. This is harder to route around because it requires entire new industrial ecosystems, not just new mines.

The integration strategy is already underway. China is securing long-term contracts with lithium-producing countries (Indonesia, Congo, Vietnam, Chile) and building refining capacity in those regions. By the time Western alternative facilities reach scale, China will have already vertically integrated from extraction through battery manufacturing through EV production. They're not defending a monopoly; they're ensuring they're the irreplaceable processing hub while competitors spend 8-12 years building redundancy.

The math is simple: supply-chain dominance is defensible because it's built on infrastructure and volume. Source monopolies collapse once alternatives scale. China chose the durable model.
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>>537985336
>Processing capacity is the actual constraint.
And that's why processing facilities outside of China are currently being constructed in several countries.
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Thanks chat gpt very cool
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>>537984700
ok thanks chatgpt
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File: intel2.jpg (1.04 MB, 900x6400)
1.04 MB JPG
>>537984700
we need spy reports
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>>537984700
>What is really happening?
jewish 80 years curse
seems takes 3 generations to completly lost knowledge what meaned to be pogromed and they became too greedy and needy so do not care about keeping mask
basically generational civil jewish war using golems
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>>537984700
Trump and Putin, 2 morons as for the rest business as usual.



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