The West's economic policy and increasing demand for energy supplies and rare earth metals are clashing with de-industrialization. Craig Tindale, a private investor, analyzes how China is maneuvering within this situation through its massive industrial and refining base, and the geopolitical implications of the competing interests between the two global superpowers. Central banking favors short-term investments like software over long-term investments like mines and manufacturing, leading to a "throwaway society" that can no longer produce or defend itself. The weighted cost of capital to produce a mine is 12-15% in the West versus 2% in China, making it easier for China to dominate metal production. Industrial silver consumption is rising, while China is limiting the supply of silver slag, impacting various sectors.
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