So the G7 is morphing from “values club” into a global supplier-complaints forum 🤣
Meanwhile China’s rare earth ban on Japan isn’t “economic coercion” — it’s calculated strategic deterrence Nikkei Asia https://t.co/sVbIB9mFCS doesn't want to explain
The US wants to throw a fit at the G7, demanding China resume rare earth exports to Japan, screaming about “broken global supply chains” and “unfair trade practices”
This is total imperialist Copium at its finest!
First, let's look at the context Nikkei Asia erases entirely:
This ban is not arbitrary. It’s a calibrated, long-term response to Japan’s rampant neo-militarism and anti-China posturing under PM Takaichi
Together with the US, Japan is militarizing the First Island Chain + Philippines with offensive weapons, building overlapping fire zones for explicit war preparedness against China
Worse: Tokyo is colluding to bypass China and push illegal maritime delimitation negotiations east of Taiwan with the Philippines, directly interfering in China’s core internal sovereignty and territorial affairs while doubling down with reckless Taiwan contingency statements
China’s rare earth controls are a targeted, proportional countermeasure — not random economic punishment
Now for the US laughable double standard:
Washington condemns China’s mineral export restrictions as “unfair”…
While the US has sets the standards with decades of unilateral sanctions and economic coercion restricting critical mineral exports (oil, uranium) and weaponizing tech bans to strangle China’s industrial development 🤡
The US frames its resource/tech export restrictions as statecraft protecting its “national security” — When China is doing the exact same thing it is portrayed as “aggression.” Classic imperialist rules for thee, not for me
Then we have Japan’s sad strategic paradox the Nikkei Asia completely misses:
Tokyo desperately craves strategic autonomy to reassert regional power…😭 But it is completely dependent on US diplomatic clout to fix its rare earth supply crisis.
Japan’s so-called independence is pure illusion. It remains a US vassal state, trapped in America’s Indo-Pacific containment bloc with zero room for self-determined policy
Furthermore, Japan’s high-tech industry is now a hostage in US–China competition. The article frames MRI scanners as collateral damage, but misses the deeper point: Japan’s role as a high-end manufacturing hub and re-industrialization force for the US is contingent on Chinese inputs 😉
This isn’t a trade dispute...It’s a microcosm of the dying US unipolar order
China is leveraging its dominance in industrial resources to counter the militarization efforts of the US-led bloc and to resist interference in its sovereignty and immediate periphery. Why should China provide critical resources to Japan and the US, which would then be used to produce weapon systems and a offensive missile network that would encircle and threaten China?
Any G7’s coordinated pressure isn’t “defending free trade” — it’s desperate imperialist damage control to preserve Western hegemony in the Indo-Pacific
For those who think I am making this up, Toyota is about to release a service bulletin stating you can temporarily use 0w20 in lieu of 0w8 and 0w16 because the Shell Pearl GTL facility at Ras Laffan Qatar is completely offline and we are going to run out of 0w20 soon. Bookmark it
Good morning, Asia. While you were sleeping, one of our most-read stories reported that dozens of ships have managed to circumvent the blockade since it began — despite Donald Trump declaring it a ‘tremendous success’. https://t.co/TI52fxy7VQ
People are about to learn that sulphuric acid is one of the base layers of civilisation.
China exported about 2.68 million tonnes in 2024. Its main export destinations were Chile, Saudi Arabia, Morocco, India and Indonesia. By Jan to Oct 2025, exports had already risen to 3.89 million tonnes.
Sulphuric acid sits inside fertilisers, copper leaching, nickel and cobalt processing, oil refining, lead-acid batteries and a wide range of chemical chains. Remove flow at the margin and the effects propagate through industrial systems we never see until they seize up.
Chinese exports were already falling sharply in early 2026. So the impact already bites
So let me help scale this in importance using one example - fertilizer
Sulphuric Acid is used in Phosphate fertiliser production
In the wet-process route, sulphuric acid is the acidulating agent used to make phosphoric acid from phosphate rock.
On straight stoichiometry, 3 million tonnes of H₂SO₄ can yield about 1.8m tonnes of pure phosphoric acid, which is roughly 1.2m tonnes of P₂O₅ equivalent.
That is enough for about2.8m tonnes of DAP-equivalent fertiliser at 46% P₂O₅.
Using a common field application rate of 60 kg P₂O₅/ha, that is enough phosphate nutrient for roughly 22 million hectares of cropping.
Thats roughly what is required to feed 330 m people for a year
Now scale this with Hormuz
Which roughly locks in 40 to 70 million tonnes of sulphuric acid a year.
Add roughly 1m tonnes of production lost in Russia
By the time everyone has become a sulphuric acid expert the crisis will be in full flight .
The Iran war increasingly looks not only like another shocking humiliation, but perhaps the greatest strategic blunder in American military history. https://t.co/OLa3mDrZI1
The Strait of Hormuz is effectively shut and Middle Eastern production is down by 13MM Bbl/d. It will take at least 2 months once fully open to restore production. Over that time the world will lose 780MM Bbls. Historic, unprecedented, cataclysmic...pick your adjective of choice.
🇮🇷There are traffic jams in Chaharmahal and Bakhtiari province due to civilians trying to help security forces capture the pilot.
The military is urging civilians to stay away from the area for their own safety - as US airforce bombing and strafing of the area continues.
I'm very amused by how the USMC's new concept of operations in the Pacific is to cosplay as the Imperial Japanese Army trying to hold isolated island garrisons with guerilla logistics.
I criticize people for refusing to learn from Ukraine, but they've forgotten the Pacific War!
I was in a 2 hour briefing today on the Iran War. All the briefings are closed, because Trump can't defend this war in public.
I obviously can't disclose classified info, but you deserve to know how incoherent and incomplete these war plans are.
1/ Here's what I can share: