trianglestomache

「中国が意地悪をしてレアアースの輸出許可を引き延ばしている。だから日系企業が困っている」 感情的で局所的な悲鳴だけをクローズアップし、 「なぜ中国がそのカードを今切っているのか」 というグローバルな地政学・産業構造の鳥の目を完全に遮断する。 日本のマスコミは、米国や日本が対中半導体輸出規制や経済安全保障（デカップリング）を強化する際は、自由主義陣営の安全を守るための正当な措置として英雄的に報じる。 しかし、中国側が全く同じロジック、つまり自国の安全保障にリスクをもたらす国に対して、戦略物資の輸出を管理・厳格化するというカードを切った瞬間、マスコミは急にそれを不当な嫌がらせや経済的威圧として描き出す。 中国が輸出許可を出さないのは、日本が半導体製造装置や外交的発言で米国に追従して中国を包囲しようとしていることに対する、同じレベルの経済安全保障法の合法的な執行に過ぎまない。 そしてマスコミは単にレアアースと一括りにするが、中国が今、特に輸出ライセンスを絞っているのは、ガリウムやゲルマニウム、そしてガドリーニウムやネオジムといった次世代の心臓部を構成する特定物質だ。 【日本のミリオタ・スペック厨】 「F-35を爆買いだ！次世代半導体のラピダスに国費を投入だ！」 ⇒ カタログスペック上の強さに熱狂する（劇場型政治の観客） 【中国の鳥の目のアプローチ】 ・F-35の最先端AESA（アクティブ・フェーズドアレイ）レーダーの基盤となるガリウムを絞る ・次世代EVやロボットのモーターに必要な高性能磁石のネオジムを絞る ⇒ インフラの原材料を止めることで、日米が熱狂するハイテクの配管を上流から干上がらせる F-35の整備問題やタングステンガスの消滅と同じく、いくら紙上のスペックが優れていても、それを作るための、あるいは維持するための土台（レアアースやタングステン）を中国に握られているという構造を直視すれば、日米が仕掛けている経済戦がいかに脆弱な基盤の上に成り立っているかが分かる。 日本のマスコミが全体構造を説明しないのは、この勝ち目のない構造的敗北を国民に気づかせないためだ。 中国が日系企業への輸出許可を引き延ばしている最大の理由は、日本の素材メーカーが根を上げて市場から退出するまでの時間を稼ぎ、その隙に中国国内の代替メーカー（国産サプライチェーン）へシェアを完全に移行させることにある。 日本の素材産業（関東電化などの優秀な化学企業）は、中国の原材料を買い、それを日本で超高純度に精製して、世界（サムスンやTSMC）に売ることで利益を得ていた。 中国が原材料の輸出許可をダラダラと遅らせれば、日本のメーカーは顧客への納期を守れず、信用を失う。その間に、中国政府は莫大な資金を自国の精製・ガスメーカーに投入し、原材料から精製、最終製品までを中国国内で完結させる垂直統合を完成させる。 日系企業が「中々許可が出ない」と役所の前でお辞儀を繰り返している間に、日本のお家芸であったハイテク素材産業の既得権益そのものが、物理的に消滅させられている。

Ulises Fernando Bernal Miramontes, es el nombre del tipo que hizo burlas racistas a una aficionada coreana. Presidente del colegio de ingenieros topográficos de Jalisco. La inmensa mayoría de los mexicanos repudiamos estos actos

The Japanese Chamber of Commerce and Industry in China recently held a press conference. They complained that although the Chinese government's rare earth restrictions are supposedly only targeting Japan's dual-use (civilian and military) companies, Japanese civilian companies — after submitting their applications — have been waiting a very long time without receiving any approval from China's review authorities. As a result, Japanese civilian companies can't actually get rare earths either. Haha, this looks familiar. Before Xi came to power, the Chinese government—especially at the grassroots level—was oftenly like this: corrupt and intentionally inefficient. When the ordinary Chinese applied something, they'd keep finding all kinds of excuses to drag things out until you bribed them. My suggestion for the Japanese today is that they could try bribing the officials at China's Ministry of Commerce. Give it a shot—who knows, it might work? Of course, if it doesn't, those Japanese will get arrested for bribery. lol. But joking aside, here's my real suggestion for Japanese companies: they could relocate their rare earth-dependent factories from Japan to China. By producing rare earth-dependent components right here in China, they could still supply the U.S. market — and Trump would have nothing to complain about. And I'd suggest they do this quickly — otherwise, Chinese companies will seize the opportunity created by Japan's supply disruption and take over that market share.

China responded coldly to questions about the sanctions on the Philippine defense minister. Good. This is exactly why Chinese people find Teodoro disgusting. Territorial disputes are one thing. But the Philippines under people like him has turned itself into something much uglier: begging China for fuel, fertilizer, and assistance when it needs help, then smearing China the moment it wants to perform loyalty for Washington, while openly embracing Japan — the same imperial Japan that invaded, occupied, and massacred Filipinos. Bataan Death March. Japanese occupation. Manila massacre. That was Filipino blood. And now Manila’s defense chief wants to polish Japan’s return to militarism while calling China the threat? This has crossed the line of basic human ethics. He is not “upholding the nation.” This is political theater by a man using anti-China hysteria to buy relevance from the U.S. and Japan. He takes aid when convenient. He bites the hand when useful. He invites outside powers into the region. He internationalizes disputes. He smears China nonstop. Then he cries when China finally sanctions him. Colonial pets in dog collars often mistake provoking China for diplomacy. So they beg in the morning, bark in the afternoon, and pretend to be statesmen at night. Beijing is not playing these low-down games with them. China simply did what any serious major power should do: Sanction him.

A Korean fan was filming herself at the World Cup when a group of Mexico supporters behind her started pulling their eyes into a slant and laughing at her. Social media tracked the main guy down. He's reportedly the president of Jalisco's college of surveyors….

A Korean fan was filming herself at the World Cup when a group of Mexico supporters behind her started pulling their eyes into a slant and laughing at her. Social media tracked the main guy down. He's reportedly the president of Jalisco's college of surveyors….

The irony is that the U.S. and India are "Major Defense Partners," conduct joint military exercises and cooperate across the Indo-Pacific. Yet the U.S. Navy has launched missile strikes against commercial tankers in international waters and killed Indian merchant mariners. The U.S. Navy had direct communications with the crews of the three foreign-flagged commercial tankers and was fully aware of their Indian nationality before launching the strikes that killed three crew members this week. This echoes March, when the U.S. Navy torpedoed and sank, in India's backyard, an Iranian frigate returning in a non-combat configuration after largely expending its munitions during an India-hosted multilateral naval exercise in which the U.S. also participated. And just as the U.S. Navy did not attempt to rescue the sailors from the sinking frigate, it likewise did not come to the aid of the surviving Indian crew members aboard the three tankers it struck. The rescue efforts were mounted instead by Omani authorities. It is noteworthy that the vessels Washington labels part of a "shadow fleet" transporting crude oil are largely linked to China and Russia. Yet since the Trump-ordered naval blockade began on April 13 without any basis in international law, the U.S. military has not struck a single tanker actively bound for, or coming directly from, either China or Russia. Striking such a vessel would transform a localized naval blockade into a direct geopolitical confrontation with Beijing or Moscow — a line the Trump administration has explicitly avoided crossing. Instead, it has employed kinetic force only against lower-profile vessels, including those carrying Indian crew members. Taken together, these incidents are a sad commentary on the state of India's foreign policy under the present government.

The irony is that the U.S. and India are "Major Defense Partners," conduct joint military exercises and cooperate across the Indo-Pacific. Yet the U.S. Navy has launched missile strikes against commercial tankers in international waters and killed Indian merchant mariners. The U.S. Navy had direct communications with the crews of the three foreign-flagged commercial tankers and was fully aware of their Indian nationality before launching the strikes that killed three crew members this week. This echoes March, when the U.S. Navy torpedoed and sank, in India's backyard, an Iranian frigate returning in a non-combat configuration after largely expending its munitions during an India-hosted multilateral naval exercise in which the U.S. also participated. And just as the U.S. Navy did not attempt to rescue the sailors from the sinking frigate, it likewise did not come to the aid of the surviving Indian crew members aboard the three tankers it struck. The rescue efforts were mounted instead by Omani authorities. It is noteworthy that the vessels Washington labels part of a "shadow fleet" transporting crude oil are largely linked to China and Russia. Yet since the Trump-ordered naval blockade began on April 13 without any basis in international law, the U.S. military has not struck a single tanker actively bound for, or coming directly from, either China or Russia. Striking such a vessel would transform a localized naval blockade into a direct geopolitical confrontation with Beijing or Moscow — a line the Trump administration has explicitly avoided crossing. Instead, it has employed kinetic force only against lower-profile vessels, including those carrying Indian crew members. Taken together, these incidents are a sad commentary on the state of India's foreign policy under the present government.

The irony is that the U.S. and India are "Major Defense Partners," conduct joint military exercises and cooperate across the Indo-Pacific. Yet the U.S. Navy has launched missile strikes against commercial tankers in international waters and killed Indian merchant mariners. The U.S. Navy had direct communications with the crews of the three foreign-flagged commercial tankers and was fully aware of their Indian nationality before launching the strikes that killed three crew members this week. This echoes March, when the U.S. Navy torpedoed and sank, in India's backyard, an Iranian frigate returning in a non-combat configuration after largely expending its munitions during an India-hosted multilateral naval exercise in which the U.S. also participated. And just as the U.S. Navy did not attempt to rescue the sailors from the sinking frigate, it likewise did not come to the aid of the surviving Indian crew members aboard the three tankers it struck. The rescue efforts were mounted instead by Omani authorities. It is noteworthy that the vessels Washington labels part of a "shadow fleet" transporting crude oil are largely linked to China and Russia. Yet since the Trump-ordered naval blockade began on April 13 without any basis in international law, the U.S. military has not struck a single tanker actively bound for, or coming directly from, either China or Russia. Striking such a vessel would transform a localized naval blockade into a direct geopolitical confrontation with Beijing or Moscow — a line the Trump administration has explicitly avoided crossing. Instead, it has employed kinetic force only against lower-profile vessels, including those carrying Indian crew members. Taken together, these incidents are a sad commentary on the state of India's foreign policy under the present government.

The irony is that the U.S. and India are "Major Defense Partners," conduct joint military exercises and cooperate across the Indo-Pacific. Yet the U.S. Navy has launched missile strikes against commercial tankers in international waters and killed Indian merchant mariners. The U.S. Navy had direct communications with the crews of the three foreign-flagged commercial tankers and was fully aware of their Indian nationality before launching the strikes that killed three crew members this week. This echoes March, when the U.S. Navy torpedoed and sank, in India's backyard, an Iranian frigate returning in a non-combat configuration after largely expending its munitions during an India-hosted multilateral naval exercise in which the U.S. also participated. And just as the U.S. Navy did not attempt to rescue the sailors from the sinking frigate, it likewise did not come to the aid of the surviving Indian crew members aboard the three tankers it struck. The rescue efforts were mounted instead by Omani authorities. It is noteworthy that the vessels Washington labels part of a "shadow fleet" transporting crude oil are largely linked to China and Russia. Yet since the Trump-ordered naval blockade began on April 13 without any basis in international law, the U.S. military has not struck a single tanker actively bound for, or coming directly from, either China or Russia. Striking such a vessel would transform a localized naval blockade into a direct geopolitical confrontation with Beijing or Moscow — a line the Trump administration has explicitly avoided crossing. Instead, it has employed kinetic force only against lower-profile vessels, including those carrying Indian crew members. Taken together, these incidents are a sad commentary on the state of India's foreign policy under the present government.

The irony is that the U.S. and India are "Major Defense Partners," conduct joint military exercises and cooperate across the Indo-Pacific. Yet the U.S. Navy has launched missile strikes against commercial tankers in international waters and killed Indian merchant mariners. The U.S. Navy had direct communications with the crews of the three foreign-flagged commercial tankers and was fully aware of their Indian nationality before launching the strikes that killed three crew members this week. This echoes March, when the U.S. Navy torpedoed and sank, in India's backyard, an Iranian frigate returning in a non-combat configuration after largely expending its munitions during an India-hosted multilateral naval exercise in which the U.S. also participated. And just as the U.S. Navy did not attempt to rescue the sailors from the sinking frigate, it likewise did not come to the aid of the surviving Indian crew members aboard the three tankers it struck. The rescue efforts were mounted instead by Omani authorities. It is noteworthy that the vessels Washington labels part of a "shadow fleet" transporting crude oil are largely linked to China and Russia. Yet since the Trump-ordered naval blockade began on April 13 without any basis in international law, the U.S. military has not struck a single tanker actively bound for, or coming directly from, either China or Russia. Striking such a vessel would transform a localized naval blockade into a direct geopolitical confrontation with Beijing or Moscow — a line the Trump administration has explicitly avoided crossing. Instead, it has employed kinetic force only against lower-profile vessels, including those carrying Indian crew members. Taken together, these incidents are a sad commentary on the state of India's foreign policy under the present government.