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"Angelo Giuliano 🇮🇹🇨🇭" 群组最新帖子
17.04.202515:14
The iPhone, Apple’s famous product, embodies luxury and innovation, manufactured in China for $400-$500 per unit and sold globally for $1,000-$1,500. In the U.S.-China tariff war, with President Trump’s 145% tariffs pushing to shift production to the U.S., China’s essential and efficient role shines.
Of the iPhone’s total value (100%), China’s contribution—primarily assembly by Foxconn at $2-$4/hour wages—equates to ~$20-$50 per unit, reflecting its unparalleled supply chain and cost efficiency. The U.S. captures ~60-70% of the value through Apple’s marketing, design, and intellectual property. Sophisticated campaigns and branding elevate the iPhone’s perceived worth, driving margins over 60%.
Trump’s tariffs seek to relocate manufacturing, but U.S. production is impractical. Labor costs ($20-$30/hour) could inflate production to $800-$1,200, pushing retail prices to $1,800-$2,500—beyond consumer willingness. Replicating China’s supply chain, with its rare materials and logistics, would cost $30 billion and take years to shift just 10% of production. China’s retaliatory 125% tariffs and U.S. tariff exemptions for electronics underscore reliance on Chinese expertise.
China’s limited profit share highlights its efficient, high-quality manufacturing, while the U.S. reaps substantial profits through perception-driven value. Relocating production remains a costly, distant prospect, affirming China’s vital role in the iPhone’s global success
Of the iPhone’s total value (100%), China’s contribution—primarily assembly by Foxconn at $2-$4/hour wages—equates to ~$20-$50 per unit, reflecting its unparalleled supply chain and cost efficiency. The U.S. captures ~60-70% of the value through Apple’s marketing, design, and intellectual property. Sophisticated campaigns and branding elevate the iPhone’s perceived worth, driving margins over 60%.
Trump’s tariffs seek to relocate manufacturing, but U.S. production is impractical. Labor costs ($20-$30/hour) could inflate production to $800-$1,200, pushing retail prices to $1,800-$2,500—beyond consumer willingness. Replicating China’s supply chain, with its rare materials and logistics, would cost $30 billion and take years to shift just 10% of production. China’s retaliatory 125% tariffs and U.S. tariff exemptions for electronics underscore reliance on Chinese expertise.
China’s limited profit share highlights its efficient, high-quality manufacturing, while the U.S. reaps substantial profits through perception-driven value. Relocating production remains a costly, distant prospect, affirming China’s vital role in the iPhone’s global success
17.04.202510:00
Donald Trump is redefining global alliances. After pressing the European Union to cut economic ties with Russia, he now pushes Europe to distance itself from China, aiming to isolate Beijing. His strategy shifts the U.S. from global hegemon to a leading power in a multipolar world, where nations hold control over their spheres. Here, the U.S. would dominate North and South America while retaining influence over the EU. But let’s be clear—this isn’t just about decoupling from China; it’s about preparing for conflict.
Trump’s plan, however, is misfiring. By alienating China and Russia, he’s inadvertently strengthening their position. Take Vietnam: cautious of an inconsistent U.S., it’s eyeing BRICS membership to align closer with Beijing and Moscow, boosting the BRICS+ alliance. This move also fuels de-dollarization, as nations pivot from U.S.-controlled financial systems, empowering China and Russia’s economic frameworks. Trump’s push for the EU to distance itself from China aims to curb Beijing’s reach, but Europe, dependent on Chinese trade, may resist, straining transatlantic ties and nudging the EU toward autonomy. Critics of U.S. policy see this as a strategic blunder, arguing it hands regional influence to dynamic powers like China and Russia. Supporters call it a realistic reset, but with nations like Vietnam joining BRICS, Trump’s approach may backfire, bolstering a China-Russia-led bloc and a de-dollarized world in a multipolar era.
Trump’s plan, however, is misfiring. By alienating China and Russia, he’s inadvertently strengthening their position. Take Vietnam: cautious of an inconsistent U.S., it’s eyeing BRICS membership to align closer with Beijing and Moscow, boosting the BRICS+ alliance. This move also fuels de-dollarization, as nations pivot from U.S.-controlled financial systems, empowering China and Russia’s economic frameworks. Trump’s push for the EU to distance itself from China aims to curb Beijing’s reach, but Europe, dependent on Chinese trade, may resist, straining transatlantic ties and nudging the EU toward autonomy. Critics of U.S. policy see this as a strategic blunder, arguing it hands regional influence to dynamic powers like China and Russia. Supporters call it a realistic reset, but with nations like Vietnam joining BRICS, Trump’s approach may backfire, bolstering a China-Russia-led bloc and a de-dollarized world in a multipolar era.
17.04.202503:33
Hello from Phuket !!!
To all my followers > "Thank you for your support. Stay sharp, keep asking questions, and remember: the world will always be chaotic, but don’t ever forget to live life to the fullest."
To all my followers > "Thank you for your support. Stay sharp, keep asking questions, and remember: the world will always be chaotic, but don’t ever forget to live life to the fullest."
16.04.202501:15
What if Trump did exactly what China hoped he would do ?
Now China has no more pressure to buy from the US and soon, with the US recession and de-dollarization, Americans will stop consuming like there is no tomorrow
Now China has no more pressure to buy from the US and soon, with the US recession and de-dollarization, Americans will stop consuming like there is no tomorrow
15.04.202512:52
Opinion >
Lawfare and the EU's authoritarian turn: Echoes of JD Vance's warning
https://english.dotdotnews.com/a/202504/15/AP67fe4a7de4b0e343b0e6d445.html
Lawfare and the EU's authoritarian turn: Echoes of JD Vance's warning
https://english.dotdotnews.com/a/202504/15/AP67fe4a7de4b0e343b0e6d445.html
14.04.202521:48
🇨🇳📈 China is built TO WIN the trade war
Trump's tariff war exposed the CRACKS in liberal democracy. Here's why the Chinese economic system is BEST-EQUIPPED to take the lead:
▪️World’s largest manufacturer: China has massive depth and breadth to tool up to what the people used to buy from the US, says author Jeff J. Brown. Its ability to direct manufacturing to targeted sectors is also very fast, Brown says.
▪️Leading logistics center: 8 of the world’s top 10 commercial ports are in China. Almost 20k long trains went to Europe in 2024. Beijing has PLENTY of options for international bilateral commerce OUTSIDE the US.
▪️Supply chain behemoth: China can export and import bigger, better, faster AND CHEAPER. All this is linked to the Belt & Road Initiative’s many layers of cooperation.
▪️Multipolarity factor: During Trump’s 1st term, his three-digit tariffs on China would have been way MORE effective. Today, the multipolar world has changed at warp speed in the interim.
▪️Chilling in the corner: While US investors are in panic mode of supply chain chaos & economic losses, China, "like Putin in Ukraine", holds the cards in global trade, says Hong Kong-based analyst Angelo Giuliano.
▪️Centralization is key: "Trump’s loudmouth bluffs, flooding headlines with no substance, push tariffs and an anti-China coalition." But China's centralized system enables swift policy shifts—subsidies, market stabilization, or redirecting trade—unlike the US.
▪️Сhina won’t allow to be blackmailed: Сhina is de-risking: diversifying markets, building dollar alternatives, and advancing Belt & Road to secure trade against US choke points. "The US dollar, though still potent, is a fading weapon."
▪️Liberal democracy no longer relevant?: China’s 1.4 billion-strong market & state-backed industries absorb shocks, unlike exposed US firms. China’s readiness & trade dominance reveal why US economic fears run deep.
📌Subscribe to @SputnikInt
Trump's tariff war exposed the CRACKS in liberal democracy. Here's why the Chinese economic system is BEST-EQUIPPED to take the lead:
▪️World’s largest manufacturer: China has massive depth and breadth to tool up to what the people used to buy from the US, says author Jeff J. Brown. Its ability to direct manufacturing to targeted sectors is also very fast, Brown says.
▪️Leading logistics center: 8 of the world’s top 10 commercial ports are in China. Almost 20k long trains went to Europe in 2024. Beijing has PLENTY of options for international bilateral commerce OUTSIDE the US.
▪️Supply chain behemoth: China can export and import bigger, better, faster AND CHEAPER. All this is linked to the Belt & Road Initiative’s many layers of cooperation.
▪️Multipolarity factor: During Trump’s 1st term, his three-digit tariffs on China would have been way MORE effective. Today, the multipolar world has changed at warp speed in the interim.
▪️Chilling in the corner: While US investors are in panic mode of supply chain chaos & economic losses, China, "like Putin in Ukraine", holds the cards in global trade, says Hong Kong-based analyst Angelo Giuliano.
▪️Centralization is key: "Trump’s loudmouth bluffs, flooding headlines with no substance, push tariffs and an anti-China coalition." But China's centralized system enables swift policy shifts—subsidies, market stabilization, or redirecting trade—unlike the US.
▪️Сhina won’t allow to be blackmailed: Сhina is de-risking: diversifying markets, building dollar alternatives, and advancing Belt & Road to secure trade against US choke points. "The US dollar, though still potent, is a fading weapon."
▪️Liberal democracy no longer relevant?: China’s 1.4 billion-strong market & state-backed industries absorb shocks, unlike exposed US firms. China’s readiness & trade dominance reveal why US economic fears run deep.
📌Subscribe to @SputnikInt
14.04.202514:23
Trump’s new trade war with China feels like a fading giant’s final swing. This plan, still just talk but pretty likely, aims to rattle China’s massive trade power, leading the way for over 130 countries. It leans on tariffs and sea control, but China’s strength makes this a shaky bet, probably headed for a flop.
The U.S. wants to hit countries cozy with China—like Vietnam or Cambodia—with tariffs as high as 50 percent, while offering softer deals to places like South America. A tariff break for everyone but China tries to pull nations into a team against Beijing. Problem is, China’s factories are the world’s backbone. Countries can’t just walk away from their biggest supplier without their economies taking a hit.
Out at sea, the U.S. Navy could clog China’s trade routes, hauling 80 percent of its oil and half its goods. Charging more for Chinese ships might jack up prices. But China’s clever—it’s got land routes and ports worldwide to slip through. Sure, its large shipments of soybeans, pork, grain, and oil could face hiccups, but deals with Russia and others keep China rock-solid.
The U.S. is pushing hard—blocking tech, hinting at money limits—but China keeps rolling. Most countries will stick with Beijing’s steady trade over Washington’s arm-twisting. The fight’s still on, but China’s got the upper hand to outshine this fading plan.
The U.S. wants to hit countries cozy with China—like Vietnam or Cambodia—with tariffs as high as 50 percent, while offering softer deals to places like South America. A tariff break for everyone but China tries to pull nations into a team against Beijing. Problem is, China’s factories are the world’s backbone. Countries can’t just walk away from their biggest supplier without their economies taking a hit.
Out at sea, the U.S. Navy could clog China’s trade routes, hauling 80 percent of its oil and half its goods. Charging more for Chinese ships might jack up prices. But China’s clever—it’s got land routes and ports worldwide to slip through. Sure, its large shipments of soybeans, pork, grain, and oil could face hiccups, but deals with Russia and others keep China rock-solid.
The U.S. is pushing hard—blocking tech, hinting at money limits—but China keeps rolling. Most countries will stick with Beijing’s steady trade over Washington’s arm-twisting. The fight’s still on, but China’s got the upper hand to outshine this fading plan.
12.04.202515:42
Netflix has complained to Trump : "people stopped watching Netflix series and instead are tuning into Trump's clown show"
12.04.202506:31
TRUMP’S TARIFF GAMBIT:
"Ditch your tariffs, but don’t cozy up to China or help them dodge our sanctions!"
This is a battle cry, a staging ground for conflict.
It’s about splitting the globe in two: "Pick a side—ours or theirs!" It spits in the face of a multipolar world, where harmony and shared goals trump division. China’s vision of unity gets trampled here.
The US thrives in the wreckage—sowing chaos, pitting nations against each other, pulling strings through proxies, and breaking what doesn’t bend.
"Ditch your tariffs, but don’t cozy up to China or help them dodge our sanctions!"
This is a battle cry, a staging ground for conflict.
It’s about splitting the globe in two: "Pick a side—ours or theirs!" It spits in the face of a multipolar world, where harmony and shared goals trump division. China’s vision of unity gets trampled here.
The US thrives in the wreckage—sowing chaos, pitting nations against each other, pulling strings through proxies, and breaking what doesn’t bend.
12.04.202505:39
Trump’s Trade War 2.0: A U.S. Empire’s Speculative, Yet Probable, Misstep Against China’s Trade Supremacy
Introduction
The Trump administration’s latest tariff proposals signal a frantic escalation in its economic clash with China, a nation that anchors global commerce as the primary trading partner for much of the world. Unlike the scattered trade policies of Trump’s first term, these measures outline a seemingly calculated bid to erode China’s dominance in supply chains while propping up a fading U.S. influence. The plan rests on two main efforts: secondary tariffs to pressure nations into severing ties with China, and maritime control to enforce economic constraints. Yet, with a tariff moratorium on all countries except China aimed at rallying an anti-China coalition, this strategy smacks of desperation from a declining empire. Given China’s deep trade networks, the U.S.’s ambitious moves seem more likely to falter than triumph.
Secondary Tariffs: A Weak Attempt to Fracture China’s Trade Empire
Drawing on the U.S.’s tactic of secondary sanctions, which penalize nations for trading with countries like Iran or Russia by threatening exclusion from American markets, Trump’s proposed tariffs seek to unravel China’s vast trade web. Countries deeply integrated with China’s economy—Vietnam, Cambodia, Thailand—could face steep duties ranging from 30 to 50 percent, while those less tied to Beijing, such as parts of South America, might see rates as low as 10 to 25 percent. The aim is to force nations to choose between U.S. market access and their trade with China, the leading partner for over 130 countries.
A tariff moratorium sparing all nations except China betrays the U.S.’s broader goal: to forge an anti-China coalition by offering economic relief as an incentive. The idea is that tariff exemptions will entice countries to dial back trade with Beijing, isolating it economically. But this misjudges China’s grip on global trade. Nations like Vietnam and Thailand rely on Chinese inputs not out of preference but necessity, given Beijing’s unmatched manufacturing scale. Pressuring them to pick sides risks driving them closer to China, whose markets are often their economic lifeline.
The tariffs also target China’s knack for dodging trade barriers. Chinese firms have shifted production to Southeast Asia, with countries like Vietnam and Malaysia serving as hubs that keep China’s supply chains humming. The U.S. aims to hit these nodes hard—Cambodia might face a 50 percent rate, Vietnam 45 percent, Thailand 34 percent—while eyeing Mexico and Venezuela at 25 percent each for allegedly rerouting Chinese goods like steel and electronics. Yet China’s agility and its role as the world’s manufacturing powerhouse make this crackdown feel more like a gesture than a genuine threat. Most nations can’t simply abandon China, their biggest supplier and buyer, without derailing their own economies.
The tariff structure serves as a bargaining tool, with the U.S. offering to lower rates—say, from 34 percent to 10 percent—if countries cut trade with China. The moratorium enhances this pitch, hinting that aligning with Washington’s anti-China agenda could unlock trade benefits. This recalls Trump’s 2018-2019 negotiations with the EU, where tariff threats won minor concessions. But China’s economic clout dwarfs the EU’s, and nations from ASEAN to Latin America know their prosperity depends on Beijing. The U.S.’s vision of a global alliance against China seems doomed to fizzle in a world tied to Chinese commerce.
Full article >
https://open.substack.com/pub/angelogiuliano/p/trumps-trade-war-20-a-us-empires?r=4v2k3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
Introduction
The Trump administration’s latest tariff proposals signal a frantic escalation in its economic clash with China, a nation that anchors global commerce as the primary trading partner for much of the world. Unlike the scattered trade policies of Trump’s first term, these measures outline a seemingly calculated bid to erode China’s dominance in supply chains while propping up a fading U.S. influence. The plan rests on two main efforts: secondary tariffs to pressure nations into severing ties with China, and maritime control to enforce economic constraints. Yet, with a tariff moratorium on all countries except China aimed at rallying an anti-China coalition, this strategy smacks of desperation from a declining empire. Given China’s deep trade networks, the U.S.’s ambitious moves seem more likely to falter than triumph.
Secondary Tariffs: A Weak Attempt to Fracture China’s Trade Empire
Drawing on the U.S.’s tactic of secondary sanctions, which penalize nations for trading with countries like Iran or Russia by threatening exclusion from American markets, Trump’s proposed tariffs seek to unravel China’s vast trade web. Countries deeply integrated with China’s economy—Vietnam, Cambodia, Thailand—could face steep duties ranging from 30 to 50 percent, while those less tied to Beijing, such as parts of South America, might see rates as low as 10 to 25 percent. The aim is to force nations to choose between U.S. market access and their trade with China, the leading partner for over 130 countries.
A tariff moratorium sparing all nations except China betrays the U.S.’s broader goal: to forge an anti-China coalition by offering economic relief as an incentive. The idea is that tariff exemptions will entice countries to dial back trade with Beijing, isolating it economically. But this misjudges China’s grip on global trade. Nations like Vietnam and Thailand rely on Chinese inputs not out of preference but necessity, given Beijing’s unmatched manufacturing scale. Pressuring them to pick sides risks driving them closer to China, whose markets are often their economic lifeline.
The tariffs also target China’s knack for dodging trade barriers. Chinese firms have shifted production to Southeast Asia, with countries like Vietnam and Malaysia serving as hubs that keep China’s supply chains humming. The U.S. aims to hit these nodes hard—Cambodia might face a 50 percent rate, Vietnam 45 percent, Thailand 34 percent—while eyeing Mexico and Venezuela at 25 percent each for allegedly rerouting Chinese goods like steel and electronics. Yet China’s agility and its role as the world’s manufacturing powerhouse make this crackdown feel more like a gesture than a genuine threat. Most nations can’t simply abandon China, their biggest supplier and buyer, without derailing their own economies.
The tariff structure serves as a bargaining tool, with the U.S. offering to lower rates—say, from 34 percent to 10 percent—if countries cut trade with China. The moratorium enhances this pitch, hinting that aligning with Washington’s anti-China agenda could unlock trade benefits. This recalls Trump’s 2018-2019 negotiations with the EU, where tariff threats won minor concessions. But China’s economic clout dwarfs the EU’s, and nations from ASEAN to Latin America know their prosperity depends on Beijing. The U.S.’s vision of a global alliance against China seems doomed to fizzle in a world tied to Chinese commerce.
Full article >
https://open.substack.com/pub/angelogiuliano/p/trumps-trade-war-20-a-us-empires?r=4v2k3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
10.04.202514:00
Trump is enduring a series of profound humiliations:
Struggling to salvage his reputation in Ukraine, frantically attempting to evade accountability for the United States’—and by extension, his own—conspicuous defeat under NATO’s banner.
Following the collapse of his ill-fated tariff gambit against China, he now faces the ignominy of retreating and pleading for leniency.
Struggling to salvage his reputation in Ukraine, frantically attempting to evade accountability for the United States’—and by extension, his own—conspicuous defeat under NATO’s banner.
Following the collapse of his ill-fated tariff gambit against China, he now faces the ignominy of retreating and pleading for leniency.
10.04.202512:36
Lack of Self-Sufficiency: The Global South’s Tariff Struggle
The Global South is hurting from U.S. tariffs, and it’s no surprise why. These countries, spanning Africa, Latin America, and parts of Asia, lack self-sufficiency and independence. They’re vulnerable because they never built the economic strength to handle trade barriers. Here’s the twist: tariffs, the thing causing pain now, could’ve been their shield if they’d used them years ago.
Imagine protecting key industries like steel or farming with tariffs, growing strong at home instead of leaning on shaky foreign markets. Add diversified economies, blending agriculture, tech, and industry, and they’d dodge the trap of relying on one export, like coffee or oil. But that didn’t happen. Why? History’s to blame. Old empires drained their resources, leaving economies built for outsiders. Then globalists, with their free-market rules, kept them dependent, pushing policies that crushed local growth.
Today, when U.S. tariffs hit, these nations can’t pivot. Farmers and workers suffer, tied to a system that punishes weakness. But globalization’s fading, and that’s not all bad. It’s a chance to break free, to rebuild. It won’t be easy, though. Years of neglect mean big hurdles: retraining workers, fixing supply chains, escaping debt. Still, it’s a shot at real sovereignty. The Global South can turn tariffs and diversity into tools, forging economies for their people, if they push through the storm ahead.
The Global South is hurting from U.S. tariffs, and it’s no surprise why. These countries, spanning Africa, Latin America, and parts of Asia, lack self-sufficiency and independence. They’re vulnerable because they never built the economic strength to handle trade barriers. Here’s the twist: tariffs, the thing causing pain now, could’ve been their shield if they’d used them years ago.
Imagine protecting key industries like steel or farming with tariffs, growing strong at home instead of leaning on shaky foreign markets. Add diversified economies, blending agriculture, tech, and industry, and they’d dodge the trap of relying on one export, like coffee or oil. But that didn’t happen. Why? History’s to blame. Old empires drained their resources, leaving economies built for outsiders. Then globalists, with their free-market rules, kept them dependent, pushing policies that crushed local growth.
Today, when U.S. tariffs hit, these nations can’t pivot. Farmers and workers suffer, tied to a system that punishes weakness. But globalization’s fading, and that’s not all bad. It’s a chance to break free, to rebuild. It won’t be easy, though. Years of neglect mean big hurdles: retraining workers, fixing supply chains, escaping debt. Still, it’s a shot at real sovereignty. The Global South can turn tariffs and diversity into tools, forging economies for their people, if they push through the storm ahead.
10.04.202503:19
In case you wonder about Chinese resolve and determination when facing Trump.
It is a proud civilisation state who won't be bullied.
Trump has no clue, his ego, arrogance, and ignorance are emblematic of US society zombified by their sense for superiority and messianic of "manifest destiny"
MAGA is just a slogan here, an experiment of a declining Empire while on the other side, China has been working on Making China great again for 50 years, it was all doing and less talk.
It was hard work, cohesion and scientific/pragmatic approach.
With Trump it is about bumping chest, flexing muscles and talk and talk and talk.
It is a proud civilisation state who won't be bullied.
Trump has no clue, his ego, arrogance, and ignorance are emblematic of US society zombified by their sense for superiority and messianic of "manifest destiny"
MAGA is just a slogan here, an experiment of a declining Empire while on the other side, China has been working on Making China great again for 50 years, it was all doing and less talk.
It was hard work, cohesion and scientific/pragmatic approach.
With Trump it is about bumping chest, flexing muscles and talk and talk and talk.
10.04.202503:19
In case you wonder about Chinese resolve and determination when facing Trump.
It is a proud civilisation state who won't be bullied.
Trump has no clue, his ego, arrogance, and ignorance are emblematic of US society zombified by their sense for superiority and messianic of "manifest destiny"
MAGA is just a slogan here, an experiment of a declining Empire while on the other side, China has been working on Making China great again for 50 years, it was all doing and less talk.
It was hard work, cohesion and scientific/pragmatic approach.
With Trump it is about bumping chest, flexing muscles and talk and talk and talk.
It is a proud civilisation state who won't be bullied.
Trump has no clue, his ego, arrogance, and ignorance are emblematic of US society zombified by their sense for superiority and messianic of "manifest destiny"
MAGA is just a slogan here, an experiment of a declining Empire while on the other side, China has been working on Making China great again for 50 years, it was all doing and less talk.
It was hard work, cohesion and scientific/pragmatic approach.
With Trump it is about bumping chest, flexing muscles and talk and talk and talk.
09.04.202507:23
🇨🇳🇺🇸China's rare metal restrictions: a NAIL IN THE COFFIN for US military industry?
China’s sanctions on Lockheed Martin and Raytheon, plus new restrictions on rare earths and dual-use tech, are seriously disrupting US supply chains dependent on Chinese resources, says analyst Angelo Giuliano.
Giuliano predicts that these restrictions will cause defense production costs to soar, delaying advanced equipment like aircraft and missiles. The US isn’t ready to ditch China as a trade partner in this crucial sector.
🤔 Temporary dislocation? 🌍
Ex-DoD analyst Michael Maloof believes China’s move will cause a “temporary dislocation,” but the US will likely seek alternatives in Latin America, Ukraine, or even Russia before ramping up domestic mining. The fix won’t be quick.
✅Scandium: aerospace woes ✈️
Scandium is essential for aluminum alloys in aviation and rocketry. Restrictions on this rare metal could hit US aerospace hard, as it's key for "extreme strength and low weight," says rare earths expert Ruslan Dimukhamedov.
✅Dysprosium: hot stuff 🔥
Dysprosium is needed for heat-resistant neodymium magnets. Without it, critical defense tech like missiles would face overheating issues. A major concern for defense and tech industries.
✅Samarium: defense needs 🛡
Samarium’s temperature-resistant magnets are used in missile guidance systems and oil wells. Losing access could compromise defense tech, aerospace, and energy sectors.
✅Gadolinium: avoid nuclear crisis ☢️
Gadolinium plays a critical role in nuclear reactors, improving uranium burn-up and lifespan. Restrictions on gadolinium could hit the US’s civilian nuclear sector hard.
✅Terbium: lighting the way 💡
Terbium is key for lighting applications like spotlights and displays. A slow down in production would impact the defense and tech industries.
✅Yttrium: aerospace advantage 🚀
Yttrium is used in aerospace ceramics and heat protection. Losing access could ground key projects like aircraft engines and space tech.
📌Subscribe to @SputnikInt
China’s sanctions on Lockheed Martin and Raytheon, plus new restrictions on rare earths and dual-use tech, are seriously disrupting US supply chains dependent on Chinese resources, says analyst Angelo Giuliano.
Giuliano predicts that these restrictions will cause defense production costs to soar, delaying advanced equipment like aircraft and missiles. The US isn’t ready to ditch China as a trade partner in this crucial sector.
🤔 Temporary dislocation? 🌍
Ex-DoD analyst Michael Maloof believes China’s move will cause a “temporary dislocation,” but the US will likely seek alternatives in Latin America, Ukraine, or even Russia before ramping up domestic mining. The fix won’t be quick.
✅Scandium: aerospace woes ✈️
Scandium is essential for aluminum alloys in aviation and rocketry. Restrictions on this rare metal could hit US aerospace hard, as it's key for "extreme strength and low weight," says rare earths expert Ruslan Dimukhamedov.
✅Dysprosium: hot stuff 🔥
Dysprosium is needed for heat-resistant neodymium magnets. Without it, critical defense tech like missiles would face overheating issues. A major concern for defense and tech industries.
✅Samarium: defense needs 🛡
Samarium’s temperature-resistant magnets are used in missile guidance systems and oil wells. Losing access could compromise defense tech, aerospace, and energy sectors.
✅Gadolinium: avoid nuclear crisis ☢️
Gadolinium plays a critical role in nuclear reactors, improving uranium burn-up and lifespan. Restrictions on gadolinium could hit the US’s civilian nuclear sector hard.
✅Terbium: lighting the way 💡
Terbium is key for lighting applications like spotlights and displays. A slow down in production would impact the defense and tech industries.
✅Yttrium: aerospace advantage 🚀
Yttrium is used in aerospace ceramics and heat protection. Losing access could ground key projects like aircraft engines and space tech.
📌Subscribe to @SputnikInt
记录
02.04.202523:59
2.3K订阅者25.03.202523:59
200引用指数29.03.202523:59
1.7K每帖平均覆盖率03.04.202518:38
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74.97%ERR
04.04.202504:43
Will be in Moscow for Victory DAY. Will be filming, interviewing and writing about it.
For the 80th anniversary of the Soviet victory over NAZI Germany.
Special moment
For the 80th anniversary of the Soviet victory over NAZI Germany.
Special moment
29.03.202502:55
Translation >
"Hey orange man, you can talk as much as you want, I hold the cards and I will have the final say....in the meantime you can talk and I will pretend to listen"
"And yes....I don't mind if you are antigonising with EU, with the btches Starmer and Macron"
"Hey orange man, you can talk as much as you want, I hold the cards and I will have the final say....in the meantime you can talk and I will pretend to listen"
"And yes....I don't mind if you are antigonising with EU, with the btches Starmer and Macron"
25.03.202503:28
# Project 2025: A Power Grab Fueled by Thiel’s Surveillance AI and the Risk of a Dystopian Future
https://open.substack.com/pub/angelogiuliano/p/project-2025-a-power-grab-fueled?r=4v2k3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
https://open.substack.com/pub/angelogiuliano/p/project-2025-a-power-grab-fueled?r=4v2k3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
09.04.202507:23
🇨🇳🇺🇸China's rare metal restrictions: a NAIL IN THE COFFIN for US military industry?
China’s sanctions on Lockheed Martin and Raytheon, plus new restrictions on rare earths and dual-use tech, are seriously disrupting US supply chains dependent on Chinese resources, says analyst Angelo Giuliano.
Giuliano predicts that these restrictions will cause defense production costs to soar, delaying advanced equipment like aircraft and missiles. The US isn’t ready to ditch China as a trade partner in this crucial sector.
🤔 Temporary dislocation? 🌍
Ex-DoD analyst Michael Maloof believes China’s move will cause a “temporary dislocation,” but the US will likely seek alternatives in Latin America, Ukraine, or even Russia before ramping up domestic mining. The fix won’t be quick.
✅Scandium: aerospace woes ✈️
Scandium is essential for aluminum alloys in aviation and rocketry. Restrictions on this rare metal could hit US aerospace hard, as it's key for "extreme strength and low weight," says rare earths expert Ruslan Dimukhamedov.
✅Dysprosium: hot stuff 🔥
Dysprosium is needed for heat-resistant neodymium magnets. Without it, critical defense tech like missiles would face overheating issues. A major concern for defense and tech industries.
✅Samarium: defense needs 🛡
Samarium’s temperature-resistant magnets are used in missile guidance systems and oil wells. Losing access could compromise defense tech, aerospace, and energy sectors.
✅Gadolinium: avoid nuclear crisis ☢️
Gadolinium plays a critical role in nuclear reactors, improving uranium burn-up and lifespan. Restrictions on gadolinium could hit the US’s civilian nuclear sector hard.
✅Terbium: lighting the way 💡
Terbium is key for lighting applications like spotlights and displays. A slow down in production would impact the defense and tech industries.
✅Yttrium: aerospace advantage 🚀
Yttrium is used in aerospace ceramics and heat protection. Losing access could ground key projects like aircraft engines and space tech.
📌Subscribe to @SputnikInt
China’s sanctions on Lockheed Martin and Raytheon, plus new restrictions on rare earths and dual-use tech, are seriously disrupting US supply chains dependent on Chinese resources, says analyst Angelo Giuliano.
Giuliano predicts that these restrictions will cause defense production costs to soar, delaying advanced equipment like aircraft and missiles. The US isn’t ready to ditch China as a trade partner in this crucial sector.
🤔 Temporary dislocation? 🌍
Ex-DoD analyst Michael Maloof believes China’s move will cause a “temporary dislocation,” but the US will likely seek alternatives in Latin America, Ukraine, or even Russia before ramping up domestic mining. The fix won’t be quick.
✅Scandium: aerospace woes ✈️
Scandium is essential for aluminum alloys in aviation and rocketry. Restrictions on this rare metal could hit US aerospace hard, as it's key for "extreme strength and low weight," says rare earths expert Ruslan Dimukhamedov.
✅Dysprosium: hot stuff 🔥
Dysprosium is needed for heat-resistant neodymium magnets. Without it, critical defense tech like missiles would face overheating issues. A major concern for defense and tech industries.
✅Samarium: defense needs 🛡
Samarium’s temperature-resistant magnets are used in missile guidance systems and oil wells. Losing access could compromise defense tech, aerospace, and energy sectors.
✅Gadolinium: avoid nuclear crisis ☢️
Gadolinium plays a critical role in nuclear reactors, improving uranium burn-up and lifespan. Restrictions on gadolinium could hit the US’s civilian nuclear sector hard.
✅Terbium: lighting the way 💡
Terbium is key for lighting applications like spotlights and displays. A slow down in production would impact the defense and tech industries.
✅Yttrium: aerospace advantage 🚀
Yttrium is used in aerospace ceramics and heat protection. Losing access could ground key projects like aircraft engines and space tech.
📌Subscribe to @SputnikInt
03.04.202506:22
Top 30 Countries Exporting to the USA and Trade Dependency Analysis
Below is a list of the 30 largest exporters to the U.S., along with their export dependency on the U.S. market and the U.S.'s reciprocal export reliance on them. Data reflects approximate percentages based on recent trade patterns (pre-2023).
Rationale for U.S. Strength in Applying Tariffs and Coercion
1 Asymmetric Trade Dependence:
◦ Most countries rely far more on the U.S. market than the U.S. relies on theirs. For example:
▪ Mexico: 80% of its exports go to the U.S., but the U.S. sends only 16% of its exports there.
▪ Canada: 75% dependency vs. 18% U.S. export share.
◦ This imbalance gives the U.S. leverage to impose tariffs without facing proportional retaliation.
2 Market Size and Diversification:
◦ The U.S. is the world’s largest consumer market. Losing access is catastrophic for export-dependent economies (e.g., Vietnam, Taiwan).
◦ The U.S. can diversify imports (e.g., shifting from China to Southeast Asia), while smaller economies struggle to replace the U.S. as a buyer.
3 Economic Coercion Power:
◦ Tariffs inflict more pain on target countries. For instance, a 10% U.S. tariff on China impacts 1.7% of China’s GDP but only 0.1% of U.S. GDP.
◦ The U.S. uses this to force concessions (e.g., USMCA renegotiation with Mexico/Canada, Phase One deal with China).
4 Domestic Political Resilience:
◦ U.S. exporters are less vulnerable to foreign retaliation (e.g., only 8% of U.S. exports go to China). This reduces domestic opposition to tariffs compared to countries where exporters dominate politics.
5 Strategic Exceptions:
◦ Even in cases of mutual dependency (e.g., Taiwan’s semiconductors), the U.S. leverages security alliances to mitigate risks, while competitors lack alternatives.
6 Limited Collective Retaliation:
◦ Coordinated retaliation (e.g., EU or ASEAN) is rare due to divergent interests. The U.S. can negotiate bilaterally, exploiting divisions.
Conclusion
The U.S. holds a structurally dominant position in trade conflicts due to asymmetric dependencies, market size, and diversification capacity. Tariffs act as a coercive tool because the economic harm to target countries outweighs the costs to the U.S., enabling the U.S. to reshape trade terms in its favor.
Below is a list of the 30 largest exporters to the U.S., along with their export dependency on the U.S. market and the U.S.'s reciprocal export reliance on them. Data reflects approximate percentages based on recent trade patterns (pre-2023).
Rationale for U.S. Strength in Applying Tariffs and Coercion
1 Asymmetric Trade Dependence:
◦ Most countries rely far more on the U.S. market than the U.S. relies on theirs. For example:
▪ Mexico: 80% of its exports go to the U.S., but the U.S. sends only 16% of its exports there.
▪ Canada: 75% dependency vs. 18% U.S. export share.
◦ This imbalance gives the U.S. leverage to impose tariffs without facing proportional retaliation.
2 Market Size and Diversification:
◦ The U.S. is the world’s largest consumer market. Losing access is catastrophic for export-dependent economies (e.g., Vietnam, Taiwan).
◦ The U.S. can diversify imports (e.g., shifting from China to Southeast Asia), while smaller economies struggle to replace the U.S. as a buyer.
3 Economic Coercion Power:
◦ Tariffs inflict more pain on target countries. For instance, a 10% U.S. tariff on China impacts 1.7% of China’s GDP but only 0.1% of U.S. GDP.
◦ The U.S. uses this to force concessions (e.g., USMCA renegotiation with Mexico/Canada, Phase One deal with China).
4 Domestic Political Resilience:
◦ U.S. exporters are less vulnerable to foreign retaliation (e.g., only 8% of U.S. exports go to China). This reduces domestic opposition to tariffs compared to countries where exporters dominate politics.
5 Strategic Exceptions:
◦ Even in cases of mutual dependency (e.g., Taiwan’s semiconductors), the U.S. leverages security alliances to mitigate risks, while competitors lack alternatives.
6 Limited Collective Retaliation:
◦ Coordinated retaliation (e.g., EU or ASEAN) is rare due to divergent interests. The U.S. can negotiate bilaterally, exploiting divisions.
Conclusion
The U.S. holds a structurally dominant position in trade conflicts due to asymmetric dependencies, market size, and diversification capacity. Tariffs act as a coercive tool because the economic harm to target countries outweighs the costs to the U.S., enabling the U.S. to reshape trade terms in its favor.
10.04.202503:19
In case you wonder about Chinese resolve and determination when facing Trump.
It is a proud civilisation state who won't be bullied.
Trump has no clue, his ego, arrogance, and ignorance are emblematic of US society zombified by their sense for superiority and messianic of "manifest destiny"
MAGA is just a slogan here, an experiment of a declining Empire while on the other side, China has been working on Making China great again for 50 years, it was all doing and less talk.
It was hard work, cohesion and scientific/pragmatic approach.
With Trump it is about bumping chest, flexing muscles and talk and talk and talk.
It is a proud civilisation state who won't be bullied.
Trump has no clue, his ego, arrogance, and ignorance are emblematic of US society zombified by their sense for superiority and messianic of "manifest destiny"
MAGA is just a slogan here, an experiment of a declining Empire while on the other side, China has been working on Making China great again for 50 years, it was all doing and less talk.
It was hard work, cohesion and scientific/pragmatic approach.
With Trump it is about bumping chest, flexing muscles and talk and talk and talk.
10.04.202503:19
In case you wonder about Chinese resolve and determination when facing Trump.
It is a proud civilisation state who won't be bullied.
Trump has no clue, his ego, arrogance, and ignorance are emblematic of US society zombified by their sense for superiority and messianic of "manifest destiny"
MAGA is just a slogan here, an experiment of a declining Empire while on the other side, China has been working on Making China great again for 50 years, it was all doing and less talk.
It was hard work, cohesion and scientific/pragmatic approach.
With Trump it is about bumping chest, flexing muscles and talk and talk and talk.
It is a proud civilisation state who won't be bullied.
Trump has no clue, his ego, arrogance, and ignorance are emblematic of US society zombified by their sense for superiority and messianic of "manifest destiny"
MAGA is just a slogan here, an experiment of a declining Empire while on the other side, China has been working on Making China great again for 50 years, it was all doing and less talk.
It was hard work, cohesion and scientific/pragmatic approach.
With Trump it is about bumping chest, flexing muscles and talk and talk and talk.
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