MarketWatts
@RootSwego
20+ Years on the Buy side, Energy, Materials , EM & Commodities
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Japan’s Rare Earth Dilemma: Why Japan after 20 years of diversification is still dependent on China for heavy rare earths for making permanent magnet. Japan, a technological powerhouse that can produce rare earth permanent magnet, remains strategically tethered to China for one…
The Accurate Energetics Systems explosion in Tennessee demands urgent, independent scrutiny. With China moving aggressively toward Taiwan and historical precedents of sabotaging munitions facilities, we cannot dismiss the possibility this was more than an accident. AES provides…
John Fetterman brings the Kennedy Center to complete silence as he delivers this emotional message on stage: “I know and I love people who voted for President Trump. They are NOT fascists, they’re NOT Nazis, they’re NOT trying to destroy the Constitution.” “I REFUSE to call…
The market is very, very complacent and this creates great opportunities. Apparently : 1/ China is going to roll over and be defeated overnight in a hot trade war without pain for the western economies. 2/ Russia and Iran are perfectly happy with their current circumstances and…
The US has 2,000 more data centers than the next ten largest countries combined. via ClearBridge clearbridge.com/perspectives/i…
The LT3000 Blog: Artificial Intelligence or Authentic Stupidity? lt3000.blogspot.com/2025/10/artifi…
In Bank of America's latest fund manager survey, 57% of respondents said "private equity/private credit" is the most likely source of a systemic credit event, the highest conviction on the source of such a disruption since 2022.
Last year, US firms had all top three places. Today, Chinese firms have the whole top five. LM Arena gets its statistics by doing massive global blind tests to see which programs work best
Since this graphic was created, $ORCL is looking to raise another $18 billion in debt. $CRWV has a D/E ratio of 381% and unlike mature tech companies, it is on a doom loop of raising debt in order to cover operating losses. $NVDA has a ton of debt, but they have hidden $45.8…
“There are no people, everything is robotic” Chinese factories are increasingly run by industrial robots. Here are the numbers for new installation last year: China 🇨🇳: 295,000 USA 🇺🇸 + Germany 🇩🇪 + UK 🇬🇧 + France 🇫🇷 + Italy 🇮🇹 = 75,000 Here’s what Australian billionaire…
BHP’s RMB Settlement for Iron ores Is a Shockwave That Will Reshape Global Commodity Trade When BHP agreed to settle 30% of its iron ore spot trades with China in RMB, it didn’t just tweak a payment method—it detonated a fault line beneath the global commodity market. This isn’t…
Rare Earth Elements and the War Machine The U.S. is at a crossroads, just like the West, but they find themselves there due to lack of planning. With China's control over rare earths, how will the U.S. produce its arsenal? An F-35 consumes over 400kg of rare minerals, while an…
🇨🇳 China just weaponized rare earths - again, but this time globally. Beijing’s new MOFCOM Notice No. 61 (2025) goes far beyond past export bans. It now forces foreign companies to seek Chinese approval before re-exporting any product that contains even 0.1% China-origin rare…
Escalation Dominance - Trump does not have it when it comes to replicating China's mining, smelting and processing of REE's : Replicating China's dominance in the rare earth element (REE) market is a monumental task for the United States, requiring a multi-decade commitment and…
3-5 years on AI hardware
Good insights from the head of HPC and AI infrastcuture compute at Azure on the challenges of building an AI datacenter. Designing a data center is sort of like designing silicon :). Note, GPU depreciation point.
This is an exceptionally well-written analysis of amortization cycles and the actual depreciation rate of GPU collateral being utilized in these circular financing structures. Thanks for sharing @RihardJarc 👍 uncoveralpha.com/p/too-much-ai-…
Rare earths aren’t actually rare. Finding them is not the problem. But extracting and processing them is difficult and mostly done by one country: China. China produces 60% of the world’s rare earths and processes nearly 90% of them.
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