Maneuver 😮

[SKULL]

The Chinese have out " Maneuvered " the USA in Strategic Minerals

The Chinese have spent the last years ( possibly decades ) acquiring actual metals or the rights to those metals, whilst the USA has played a " Paper Market ", thinking it was in control.

Trump said so himself " He who holds the Gold makes the rules "

Well the Chinese have spent years positioning themselves to " Hold the Metals " that will make the rules.

2026 may mark an intense year as the Maneuvering ( battle ) for control for Strategic Mineral supply moves into a more " Active " ( kinetic ) phase.

Venezuela is not about Oil. It's about who will control the Vast mineral wealth of " South America " ( Oil is just the cherry on top )

We are surely living in " Interesting Times "

 

[alor]

That quote is widely attributed to former Chinese leader Deng Xiaoping [1].
According to reports, during an inspection tour of a rare earth facility in Ganzhou, Jiangxi province, in January 1992, he stated: "The Middle East has oil, but China has rare earths" (original Chinese: 中东有石油，中国有稀土) [1, 2].
The quote is often used to emphasize the strategic importance of rare earth elements to China's economy and its position in global trade [2].

 

[alor]

https://www.marketwatch.com/story/china-launches-its-silver-weapon-on-jan-1-heres-what-that-means-for-prices-5c543123?

If this feels familiar, it should. China doesn’t invent new tricks. It just runs the old ones on new commodities.

In 2010, Beijing started “licensing” rare-earth exports. Not banning them, mind you. Just requiring paperwork. Approvals. Quotas that somehow never quite met demand. The effect was surgical; as prices spiked up to 4,500%, Western manufacturers discovered they couldn’t build smartphones or missiles without Chinese permission — and a generation of supply-chain executives learned Mandarin the hard way.

The rare-earth squeeze wasn’t dramatic. It was bureaucratic. Death by a thousand forms filed in triplicate.

Silver is getting the same treatment. Chinese refiners now need government approval to export. The qualification thresholds are 80 tons of annual production capacity and $30 million in credit lines. That’s not a regulatory standard. That’s a velvet rope designed to keep most current exporters on the wrong side.

China just nationalized the silver trade without nationalizing a single mine.

 

[SKULL]

https://www.marketwatch.com/story/china-launches-its-silver-weapon-on-jan-1-heres-what-that-means-for-prices-5c543123?

If this feels familiar, it should. China doesn’t invent new tricks. It just runs the old ones on new commodities.

In 2010, Beijing started “licensing” rare-earth exports. Not banning them, mind you. Just requiring paperwork. Approvals. Quotas that somehow never quite met demand. The effect was surgical; as prices spiked up to 4,500%, Western manufacturers discovered they couldn’t build smartphones or missiles without Chinese permission — and a generation of supply-chain executives learned Mandarin the hard way.

The rare-earth squeeze wasn’t dramatic. It was bureaucratic. Death by a thousand forms filed in triplicate.

Silver is getting the same treatment. Chinese refiners now need government approval to export. The qualification thresholds are 80 tons of annual production capacity and $30 million in credit lines. That’s not a regulatory standard. That’s a velvet rope designed to keep most current exporters on the wrong side.

China just nationalized the silver trade without nationalizing a single mine.

Paywall

 

[alor]

pdf

 

[Nugget]

One of the long time Silver Guru's remarked on a video I watched recently about speaking to a mine about the selling of the silver dore and the mine remarked that they had no idea where it was destined, just that they'd sold it.

To me, that just fitted with my negative view on our (the West) so-called elite. The systems we have running are only running because they were so well set up and the guys and gals running the show right now have no real idea wtf they're doing.

 

[STKR]

One of the long time Silver Guru's remarked on a video I watched recently about speaking to a mine about the selling of the silver dore and the mine remarked that they had no idea where it was destined, just that they'd sold it.

To me, that just fitted with my negative view on our (the West) so-called elite. The systems we have running are only running because they were so well set up and the guys and gals running the show right now have no real idea wtf they're doing.

This is pretty normal. Mines sell to intermediaries who then handle the logistics and distribution of the raw material. Keith Neumeyer has spoken about this a few times stating there has never been low demand for silver. It's sold long before it's even mined out of the ground.