2025-12-10 04:54:36

The latest report from the Wall Street Journal pointed out that the supply chain control of an oriental power in the field of rare earth minerals has been fully recognized by the market. But what is really noteworthy is that this influence has already extended to the three strategic areas of lithium-ion batteries, mature process chips and pharmaceutical raw materials.

To be honest, this is quite interesting - the global supply chain is like dominoes, you move a piece, and the whole situation has to be reshuffled. In particular, chips and batteries are directly related to hard-core industries such as mining machine computing power and AI infrastructure. Some people always think about engaging in technical blockade, and it turns out that upstream raw materials, midstream manufacturing, and downstream assembly are interlocked, and no one can get rid of anyone.

The essence of the supply chain game? It's about seeing who has more cards in their hand and harder cards. Now this game of chess is far more complicated than it seems.

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MetaverseHermit

· 8h ago

Rare earths, batteries, chips... Thinking about it carefully, I understand why I want to control the upstream It's really a card game, whoever gets stuck at the source wins, there is no such thing as absolute technical independence Mining machine mining also has to eat this set, and the supply chain is a modern art of war What kind of blockade and isolation, in the end they are all talking about economics, not so mysterious I have long seen through that controlling raw materials = controlling the lifeblood of the entire industrial chain

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HashBrownies

· 8h ago

The rare earth has long been seen through, and the key is lithium and chips, which is the real bottleneck --- The supply chain is, to put it bluntly, a game of resource pricing power, and whoever controls the upstream wins --- Mining machines have to rely on other people's chips and batteries, and it is too difficult to be independent --- Dominoes are a great metaphor, if one link breaks, the whole chain will collapse --- Technology blockade? laughed to death, and found that he couldn't do without other people's raw materials --- This game of chess is deep, it seems simple, but it is actually full of intertwined interests --- Lithium batteries and mature process chips are the real strategic resources, and rare earths are false names --- Interlocking is a true portrayal of the current global industrial chain

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0xLostKey

· 8h ago

Rare earths are stuck, batteries are stuck, chips are also stuck... The entire supply chain is a large-scale hostage exchange Decentralization? Brother, the blockchain has to drink this cup of tea, and the mining machine chip has to look at the person's face That's why multi-chain, multi-source, multi-backup, true trust is king The supply chain is, to put it bluntly, another way to play geopolitics Hardware stuck necks are always more heartless than code stuck necks

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FUD_Vaccinated

· 9h ago

Chips, batteries, raw materials... These three things are choked, and they basically strangle the world's neck. There is really nothing to say, just a naked supply chain strangulation game The cost of mining machines is going to rise again, right? Now the mining days are even sadder Blockade technology? Laughing to death, people have already eaten the entire industrial chain. Want to bypass it? simply impossible This is the real geopolitical weapon, harder than any chip ban One ring and one link, want to be independent? It's getting harder and harder unless you have a complete alternative Decentralization has been shouted for so long, but in reality, the supply chain is still centralized to the extreme The industrial chain is completely dependent, which is the most terrifying. Too much money can't save it

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AirdropHunter9000

· 9h ago

As soon as the rare earth iron gate opens, the cost of mining machines takes off directly, which is the beginning of the real test You're right, this game is not that simple, and the chip battery is stuck in the neck more ruthlessly than the technical blockade The supply chain has long been a battleground for soldiers, and whoever controls the upstream will control the rhythm Blockade? Oh, in the end, we still choke each other, and no one could run away Looking at this wave of games, it feels like all countries are secretly adjusting the cards in their hands

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