Baysource Global

Building Brands Trusted #QualityControl experts. Focus on #Sourcing #ProductDevelopment Go Bucks!

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Inventing a New Product? Read “The Adaption Curve” | LinkedIn http://t.co/oz1f6uYJjZ

[Rochester Americans @AmerksHockey]

Carson Meyer's third period equalizer stands as the goal that sends the Amerks to the Calder Cup Playoffs! #LetsGoAmerks

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@ElonMusk_LordX Beauty

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@alfuratyalatiqe AI is ruining Twitter

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@_joshpray Best thing on the internet yesterday

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@WuWei113 Absolutely 100% correct. And you do what for work?

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Targeted vs. Sweeping Tariffs—Understanding the Impact for China and the U.S. “Historical evidence shows tariffs rarely restore employment to previous highs and often raise downstream job losses.” https://t.co/TccAq5o5fV

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@wakeupbarstool @BFW Probably more to the alumni than the fans

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@xxxxTheKing Fabiocky

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@AVGirl4Life Gilligan Little Buddy!

[Arnaud Bertrand @RnaudBertrand]

Here's a question I know many are wondering about: why did China wait until now to use rare earths as leverage against the US? Why not in the first Trump administration when the US started the trade hostilities? Or when the Biden administration unleashed the chips export controls 3 years ago?

I just watched a fascinating explanation by a Chinese analyst and, unexpectedly, a big part of the explanation is... helium.

I had no idea but as he explains (source here: https://t.co/eUbbU5QIHW), all the way until 2022 China imported 95% of its helium and most of it was controlled by the US. Of the world's ten largest helium producers, four were American companies, and the remaining six all used American technology.

Helium isn't just a party balloons gas: it has plenty of industrial applications for things such as quantum computing, rocket technology, MRI machines, as a coolant for chip lithography equipment, etc.

In a nutshell what he's explaining is that with helium the US had an even stronger card to play if China ever used the rare earths card.

This raised huge alarm bells inside China. In an article published in late 2022 in the journal Frontiers in Environmental Science (https://t.co/eZhyv438LK), several researchers from PetroChina’s Beijing-based Research Institute of Petroleum Exploration and Development stressed that China would be greatly affected if the US imposed a “stranglehold” blockade on helium exports.

So over the past few years there were gigantic efforts in China to break the "helium shackles," with seven helium extraction facilities going into production, and China also switching imports from the US in favor of imports from friendly countries like Russia.

China's research ecosystem also went into overdrive to find solutions to the helium dependency issues, with China's Academy of Sciences awarding its annual 2024 "Outstanding Science and Technology Achievement Prize" to a new helium extraction technology project (https://t.co/eWs163mfaO) because "these scientific and engineering achievements broke the long-standing monopoly of the US and ensured the security of China's helium resources" (https://t.co/d7YquWKFGS)

The result: by the end of 2024 China had cut its helium dependence on the US to less than 5% (https://t.co/wOxm8VRZJj). The "helium shackles" were broken.

That's what most people don't realize: power isn't about intentions or rhetoric - it's about what you can actually do. Many wonder why countries almost never retaliate when the US imposes sanctions or export controls. The answer is simple: they can't. They lack the alternatives, the technology, the supply chains.

China is the first country that systematically worked to eliminate every single pressure point, with humongous efforts. It's not just helium: it's chips, energy, telecommunication, pharmaceuticals, etc.

That's why the rare earth card can finally be played now. Not because China suddenly became aggressive, but because they have developed the capabilities to say "no."

Last word: as a European, this is both depressing and inspiring. Depressing because it highlights the immense magnitude of the task at hand to become genuinely sovereign and develop our own capabilities to say "no." Inspiring because China demonstrated that it can actually be done, and relatively fast if we execute competently. Although with the current crop of folks at the helm in Europe, that last part is admittedly a very, very big "if"...

[Buckeye Show @TheBuckGuys]

Most consistently great College Football Team.

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@AGT and #Lightwire may be the reason the judges might have #partaken this evening.

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@tstoics Planning a wedding on a Home weekend let alone during college football season should be an early warning sign of what’s to come.

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@theskindoctor13 https://t.co/e53ks38HVC

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@AmericanAir Will it be on time is the big question.

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@AmericanAir @ANNIKA59 Last week we experienced a total of 10 hours of delays on AA on outbound and return. Status doesn’t matter. There is something terribly wrong with this airline.

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@AmericanAir we have been delayed four times and now 7 hours today DCA to AVL. Same experience getting to our destination earlier in the week. This is no way to treat your executive platinum or any customers.

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@FentVenables “Peter I’d like you to meet my good Mr. Marshall.” Signed Tommy Hilfinger.

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@ONC187 @donwinslow @grok Apparently good grammar has.

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@CindyXiaodanYu Now that is strong marketing acumen. Maybe suggest the Apple Store too.