The Trump tariffs

[Get2choppaaa]

That's what's at the bottom of environmental policy, not the environment. Just paralyzing western nations ability to provide for and defend itself with insane, suicidal policy. They will get 48% of the popular vote in the next election. We have members on this site that are aiming for this end. They attack people from the right, attack capitalism and never offer any viable alternative other than let the system burn.

Exactly correct.

It's "evil" and "satanic" yet those same people fail to comprehend that this world is imperfect. And of course said folks have never actually seen austere environments such as a real war torn country so it's all lip service.

I question the folks harping on this as to if they actually have any wealth themselves. Seems like bullshit to me, so it all makes sense if it comes crashing down.

The pauper in an empire is still a pauper in a vassal state, so who cares if it crashes down...totally a scarcity mentality but one exhibited here very recently.

 

[GrecoRoman]

At the beginning of the year I had uninformed people complaining and putting their investments all to cash because of Tariff uncertainty. It was overwhelmingly stupid. I did nothing and remained aggressive and my investments skyrocketed during the year. The tariffs and the US are fine and strong. Tell them to leave and go live in a real 3rd world shit hole before they complain about this so called fake US economic collapse.

 

[Sandalwood Peak]

With a stroke of a pen millions of aspiring Volvo owner-operators cried out in pain. Is this what you voted for?

 

[Get2choppaaa]

With a stroke of a pen millions of aspiring Volvo owner-operators cried out in pain. Is this what you voted for?

Yes

 

[TruckDriver9]

With a stroke of a pen millions of aspiring Volvo owner-operators cried out in pain. Is this what you voted for?

Yes

 

[Helmsman]

With a stroke of a pen millions of aspiring Volvo owner-operators cried out in pain. Is this what you voted for?

Yes.

 

[TruckDriver9]

It'll be journey to become self-reliant on Rare Earth mining. I'm sure the US Government is very patient when it comes to these things.

Know-how isn't really the problem - after all we are the world's second largest producer of both rare earth metals and elements, despite limited deposits. It's the lack of significant reserves and restricted access to them, that are the problem.

 

[dicknixon72]

Know-how isn't really the problem - after all we are the world's second largest producer of both rare earth metals and elements, despite limited deposits. It's the lack of significant reserves and restricted access to them, that are the problem.

Imagine if - like atomic power - we spent the last fifty years perfecting ways to cleanly mine and refine these elements along with recycling/reprocessing them from end-of-life use products when possible instead of just stopping and outsourcing, how far ahead we would've been by now.

 

[Cooper]

There is a lot of international capacity that is still unexploited that can make up for China's production, but it's going to take 5-8 years.

 

[Get2choppaaa]

There is a lot of international capacity that is still unexploited that can make up for China's production, but it's going to take 5-8 years.

Yep that's right. That's why China is in favor of all the green gay bullshit. They will exploit our naivety or virtue signaling.

Australia, Canada and the US have all the rare earth minerals needed so this isn't really an issue at all if it weren't for our own internal policies

 

[TruckDriver9]

There is a lot of international capacity that is still unexploited that can make up for China's production, but it's going to take 5-8 years.

We'll try to push them out of South America and takeover their operations.

 

[Get2choppaaa]

We'll try to push them out of South America and takeover their operations.

Brazil has a lot. It's easy pickens for China currently.

 

[expectation]

We'll try to push them out of South America and takeover their operations.

Its not possible to plunder your way out of this scenario. It's like @dicknixon72 & @cooper was alluding to, you need institutional expertise (which takes time) and a coherent long term government industry policy strategy to produce REE.

Why Only One Country Produces All REE - Quest Metals

Analyze how one nation controls the rare earth supply chain—through infrastructure, regulation, and cost advantages—and why entry is difficult.

www.questmetals.com

 

[TruckDriver9]

Its not possible to plunder your way out of scenario. It's like @dicknixon72 & @cooper was alluding to, you need institutional expertise (which takes time) and a coherent long term government industry policy strategy to produce REE.

View attachment 24502

Why Only One Country Produces All REE - Quest Metals

Analyze how one nation controls the rare earth supply chain—through infrastructure, regulation, and cost advantages—and why entry is difficult.

www.questmetals.com

I was thinking about a forced buyout of Chinese shares of mining conglomerates by US companies, not a brutal takeover. Something similar to what we've seen in Panama where MSC and BlackRock are trying to buy port assets from CK Hutchison - so far that deal is blocked by China.

 

[TruckDriver9]

US-China trade war takes to the sea.
With the new US port fees targeting Chinese built/owned/operated vessels come into effect, China responds almost symmetrically and announces port fees for US built/owned/operated ships.

In most ways the fees are the same.
The US is charging ships of Chinese owners and operators $50 per net tonne. China will charge around the same: 400 yuan ($56) per net tonne. Chinese port fees will only be charged once per service and capped at five a year, just as in the US.
In addition to US-built and US-flagged ships, which are insignificant, Chinese port fees will be charged to ships owned or operated by any entity in which US individuals or businesses directly or indirectly hold 25% or more of the equity, voting rights or board seats. That’s the same ownership language as in the US port fees, but the effect is very different, given the role of US stock exchanges and US private equity in global shipping. It depends on how China enforces the rule, but taken strictly, this would cover a high number of vessels, including the fleets of most US-listed owners.

Fun fact.
Zim, the Israeli national shipping company will be hit by both sides, as their shares are owned by American companies, and part of their fleet is Chinese-built.

 

[Get2choppaaa]

US-China trade war takes to the sea.
With the new US port fees targeting Chinese built/owned/operated vessels come into effect, China responds almost symmetrically and announces port fees for US built/owned/operated ships.




Fun fact. Zim, the Israeli national shipping company will be hit by both sides, as their shares are owned by American companies, and part of their fleet is Chinese-built.

Maybe I'm missing something, but working in this space in a previous post military career on global shipping and trading....I don't see this as that big of a deal. Majority of the ships are not US flagged or operated.

For context:
Less than 1 percent of container cargo is US flagged.

https://www.bts.gov/content/number-and-size-us-flag-merchant-fleet-and-its-share-world-fleet

Vast vast majority of TEUs are moved by Linerian/Chinese/Hong Kong etc.

Infographic: Flags of Convenience Dominate Maritime Freight

This chart shows the number of vessels with different countries of registration.

www.statista.com

So I see this as really a nothing burger.

 

[TruckDriver9]

Maybe I'm missing something, but working in this space in a previous post military career on global shipping and trading....I don't see this as that big of a deal. Majority of the ships are not US flagged or operated.

For context:
Less than 1 percent of container cargo is US flagged.

https://www.bts.gov/content/number-and-size-us-flag-merchant-fleet-and-its-share-world-fleet

Vast vast majority of TEUs are moved by Linerian/Chinese/Hong Kong etc.

Infographic: Flags of Convenience Dominate Maritime Freight

This chart shows the number of vessels with different countries of registration.

www.statista.com

So I see this as really a nothing burger.

But US equity firms own their shares - and that's what China is targeting.

Chinese port fees will be charged to ships owned or operated by any entity in which US individuals or businesses directly or indirectly hold 25% or more of the equity, voting rights or board seats.

 

[Get2choppaaa]

But US equity firms own their shares - and that's what China is targeting.

Nah, we have the leverage here as the net importer and based on the current language proposed.


From the article:

Unlike the US port fees — which exempt ships in ballast to protect US exporters — the Chinese fees have no exemptions as currently written, meaning that costs would ultimately be passed along to Chinese importers.

“At first glance, these new fees, if they are indeed implemented and enforced as written, are likely to hurt China more than the US, at least in the short term,” said Broekhuizen.

 

[TruckDriver9]

From the article:

Unlike the US port fees — which exempt ships in ballast to protect US exporters — the Chinese fees have no exemptions as currently written, meaning that costs would ultimately be passed along to Chinese importers.

“At first glance, these new fees, if they are indeed implemented and enforced as written, are likely to hurt China more than the US, at least in the short term,” said Broekhuizen.

Yes, as the fee will be dumped by the company on Chinese consumers. And our port fees will be dumped on US consumers.
That's in the short term. In the long term, companies that don't don't qualify for the fees (don't own Chinese-built ships for one, don't have American shareholders for the other) will be at an advantage by delivering goods without any surcharge - this was intended to force shipping companies to invest in non-Chinese built vessels, but with China targeting their stocks we might see some shipping companies withdrawing from American financial markets.

 

[Get2choppaaa]

More delusions from China