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Relations between the United States and China are about to get very frosty. Our sanctions we announced yesterday is going to crush their semiconductor industry with long-term implications. They will likely respond soon and weaponize something like rare earth metals. This is going to put us in a position where we will have to rapidly build out a lot of mining operations in North America to replace our lost access. Short term it could cause significant shortage of materials needed for electric car batteries etc.  United States environmental policy is going to have another capitulation moment soon. Watch for it.

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