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๐จ๐จ๐ณ PENTAGON IN PANIC: CHINAโS NEW MISSILE MAKES U.S. AIR POWER BACKBONE OBSOLETE
Lightweight Chinese Fighter Jet, J-10C is being armed with the PL-17, the world's longest-range air-to-air beyond visual range missileโturning hundreds of inexpensive fighters into strategic AWACS-killers. Imagery coming from Chinese media verifies the claims.
๐ธ The PL-17 is a 6m long, 500kg BVR missile, flies above Mach 4, and can hit targets beyond 400 km. Entered service 2022โ2023. It can engage AWACS, tankers, and ISR aircraft from stand-off distances exceeding any Western air-to-air weapon.
๐ธ China fields hundreds of J-10Cs. Each can now theoretically target high-value assets (E-2 Hawkeye, KC-135, P-8) from beyond 300โ400kmโoutside retaliatory range.
๐ธ It can kill AWACS to blind coalition command and control and dismantle tankers to prevent Japanese and U.S. fighters from reaching the Taiwan Strait. The PL-17 turns a 4.5 gen dogfighter into a strategic decapitation tool.
๐ธ A heavy-duty DF-4/3 pylon spotted on the J-10C, previously only seen on J-16s. This adapter is exclusively for PL-17 carriage, confirming the claim.
๐ธ From coastal airbases, the J-10C + PL-17 can threaten adversary AWACS operating over the East China Sea, Philippine Sea, and even approach lanes to the Korean Straitโwithout ever crossing contested lines.
Will the PL-17 deliver a devastating blow to the U.S. in a potential Taiwan conflict?
@NewRulesGeoโFollow us on X
Lightweight Chinese Fighter Jet, J-10C is being armed with the PL-17, the world's longest-range air-to-air beyond visual range missileโturning hundreds of inexpensive fighters into strategic AWACS-killers. Imagery coming from Chinese media verifies the claims.
๐ธ The PL-17 is a 6m long, 500kg BVR missile, flies above Mach 4, and can hit targets beyond 400 km. Entered service 2022โ2023. It can engage AWACS, tankers, and ISR aircraft from stand-off distances exceeding any Western air-to-air weapon.
๐ธ China fields hundreds of J-10Cs. Each can now theoretically target high-value assets (E-2 Hawkeye, KC-135, P-8) from beyond 300โ400kmโoutside retaliatory range.
๐ธ It can kill AWACS to blind coalition command and control and dismantle tankers to prevent Japanese and U.S. fighters from reaching the Taiwan Strait. The PL-17 turns a 4.5 gen dogfighter into a strategic decapitation tool.
๐ธ A heavy-duty DF-4/3 pylon spotted on the J-10C, previously only seen on J-16s. This adapter is exclusively for PL-17 carriage, confirming the claim.
๐ธ From coastal airbases, the J-10C + PL-17 can threaten adversary AWACS operating over the East China Sea, Philippine Sea, and even approach lanes to the Korean Straitโwithout ever crossing contested lines.
Will the PL-17 deliver a devastating blow to the U.S. in a potential Taiwan conflict?
@NewRulesGeoโFollow us on X
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๐ก Geopolitics Without the Chaos
Decode chaosโwithout the MSM spin
We curate complex conflicts into clear, chronological timelines:
โก๏ธ Middle East Mayhem
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โก๏ธ Major Global Events
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No scattered updates. Just structured threads โ so you see how events connect.
๐ค PLUS: Dank memes (for sanity).
If you want context over clutter:
๐ Exclusive Channel
If you'd rather have quick updates:
๐ @MyLordBebo
Decode chaosโwithout the MSM spin
We curate complex conflicts into clear, chronological timelines:
โก๏ธ Middle East Mayhem
โก๏ธ US-China Showdown
โก๏ธ Ukraine-Russia War
โก๏ธ EU Rifts
โก๏ธ Major Global Events
โก๏ธ Culture War
No scattered updates. Just structured threads โ so you see how events connect.
๐ค PLUS: Dank memes (for sanity).
If you want context over clutter:
๐ Exclusive Channel
If you'd rather have quick updates:
๐ @MyLordBebo
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๐จ๐ท๐บ WASHINGTON IN PANIC: PUTIN TEST-LAUNCHES UNSTOPPABLE SARMAT 'SATAN II'
Russia successfully test-fired its new heavy intercontinental ballistic missile RS-28 Sarmat yesterday from Plesetsk Cosmodrome. Putin hailed the launch as a major success and declared the systemโs unmatched capabilities as Strategic Missile Forces commander reported directly to him.
๐ธ Most powerful missile in the world โ warhead yield 4X+ any Western equivalent.
๐ธ Over 35,000 km range, suborbital flight path that defeats all existing and future anti-missile systems.
๐ธ First regiment to go on combat alert at Uzhur division by end of 2026.
๐ธ Accelerates Russia's nuclear modernization drive following the expiration of New START.
๐ธ Highlights shifting strategic balance while the West remains heavily invested in Ukraine.
๐ธ Guarantees any attempt to โdefeat Russiaโ ends with the aggressor turned into radioactive ashes
Do you think Western missile defense systems can handle the Sarmat?
@NewRulesGeoโFollow us on X
Russia successfully test-fired its new heavy intercontinental ballistic missile RS-28 Sarmat yesterday from Plesetsk Cosmodrome. Putin hailed the launch as a major success and declared the systemโs unmatched capabilities as Strategic Missile Forces commander reported directly to him.
๐ธ Most powerful missile in the world โ warhead yield 4X+ any Western equivalent.
๐ธ Over 35,000 km range, suborbital flight path that defeats all existing and future anti-missile systems.
๐ธ First regiment to go on combat alert at Uzhur division by end of 2026.
๐ธ Accelerates Russia's nuclear modernization drive following the expiration of New START.
๐ธ Highlights shifting strategic balance while the West remains heavily invested in Ukraine.
๐ธ Guarantees any attempt to โdefeat Russiaโ ends with the aggressor turned into radioactive ashes
Do you think Western missile defense systems can handle the Sarmat?
@NewRulesGeoโFollow us on X
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๐บ๐ธ๐ก๐ฐ America's Golden Dome Gamble: $1.2 Trillion Defense Shield Can't Stop Chinese & Russian Missiles
President Trump's proposed missile defense system, intended to confront China and Russia, could cost U.S. taxpayers $1.2 trillion over the next 20 years.
Even if built, adversaries with massive nuclear arsenals may still break through via saturation attacks, according to a new report from the nonpartisan Congressional Budget Office.
๐ธ The CBO estimates $1.2 trillion over 20 years. Trump previously estimated the $175 Billion initially.
๐ธ To protect the continental U.S., Alaska, and Hawaii, the system needs 7,800-armed satellites in low Earth orbit, six radar/missile bases to intercept ICBMs, and 35 regional bases to defend against hypersonic and cruise missiles.
๐ธ Satellites in low Earth orbit face atmospheric drag, causing them to drop altitude and burn up within roughly five years โ requiring constant, expensive replacement.
๐ธ Russia or China could still break through via saturation attacks. No air defense system can protect the entire country at any given time. Some missiles will always hit their targets.
๐ธ Russia's RS-28 Sarmat ICBM can carry 10-15 MIRVs plus hypersonic glide vehicles. Ranging 36,000 km โ capable of striking the U.S. via both polar and southern trajectories.
๐ธ China's DF-41 has a range of 12,000-15,000 km, carrying 10 MIRVs at Mach 25. The newer DF-51 may feature FOBS capability โ allowing missiles to approach the U.S. from any direction, bypassing fixed radar arrays.
๐ธ Russia's Avangard (Mach 27) and China's DF-ZF (Mach 5-10) can maneuver unpredictably during reentry, making interception extremely difficult.
Trump's $1.2 trillion missile defense plan appears critically flawed and likely to fail. Satellites are fragile and costly to replace, while saturation attacks can overwhelm defenses.
Chinese and Russian maneuvering warheads and hypersonic speeds make interception nearly impossible. Ultimately, this costly system offers limited, unreliable protection against real threats.
@NewRulesGeoโFollow us on X
President Trump's proposed missile defense system, intended to confront China and Russia, could cost U.S. taxpayers $1.2 trillion over the next 20 years.
Even if built, adversaries with massive nuclear arsenals may still break through via saturation attacks, according to a new report from the nonpartisan Congressional Budget Office.
๐ธ The CBO estimates $1.2 trillion over 20 years. Trump previously estimated the $175 Billion initially.
๐ธ To protect the continental U.S., Alaska, and Hawaii, the system needs 7,800-armed satellites in low Earth orbit, six radar/missile bases to intercept ICBMs, and 35 regional bases to defend against hypersonic and cruise missiles.
๐ธ Satellites in low Earth orbit face atmospheric drag, causing them to drop altitude and burn up within roughly five years โ requiring constant, expensive replacement.
๐ธ Russia or China could still break through via saturation attacks. No air defense system can protect the entire country at any given time. Some missiles will always hit their targets.
๐ธ Russia's RS-28 Sarmat ICBM can carry 10-15 MIRVs plus hypersonic glide vehicles. Ranging 36,000 km โ capable of striking the U.S. via both polar and southern trajectories.
๐ธ China's DF-41 has a range of 12,000-15,000 km, carrying 10 MIRVs at Mach 25. The newer DF-51 may feature FOBS capability โ allowing missiles to approach the U.S. from any direction, bypassing fixed radar arrays.
๐ธ Russia's Avangard (Mach 27) and China's DF-ZF (Mach 5-10) can maneuver unpredictably during reentry, making interception extremely difficult.
Trump's $1.2 trillion missile defense plan appears critically flawed and likely to fail. Satellites are fragile and costly to replace, while saturation attacks can overwhelm defenses.
Chinese and Russian maneuvering warheads and hypersonic speeds make interception nearly impossible. Ultimately, this costly system offers limited, unreliable protection against real threats.
@NewRulesGeoโFollow us on X
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๐จ๐ฎ๐ทโ๏ธ Iran's Nuclear Medical Revolution: From 60% Enrichment to Healing Babies
Every newborn in Iran is screened for dozens of metabolic disorders using advanced nuclear technology developed by Iranian scientists โ a feat that has positioned the country as a world leader in a field most have never even attempted to master.
Long before the debates over enrichment levels and international negotiations, Iran made a profound commitment to its youngest and most vulnerable citizens.
๐ธ Today, every baby born in Iran receives free screening for 58 inherited metabolic disorders using tandem mass spectrometry. The screening kits are produced domestically by Iranian researchers.
๐ธ The program has run continuously for nearly 20 years, expanding from an initial focus on three disorders to a comprehensive panel detecting aminoacidopathies, organic acidemias, fatty acid oxidation disorders, and urea cycle defects.
๐ธ Tandem mass spectrometry requires calibration and quality control materials produced using radioisotopes derived from enriched uranium.
๐ธ The same 60% enriched uranium that Western critics question is irradiated in the Tehran Research Reactor to produce molybdenum-99, which decays into technetium-99m โ used in tens of millions of medical procedures worldwide each year.
๐ธ Iran produces and supplies approximately 69 diagnostic and therapeutic radiopharmaceuticals, serving more than one million patients annually. In June 2025, Iran donated advanced nuclear medicine kits to Cuba.
Iran's use of nuclear technology for newborn metabolic screening exemplifies how nuclear science can be harnessed for life-saving medical advancements. This innovative approach highlights reflecting Iran's commitment to responsible nuclear development and cooperation with the International Atomic Energy Agency.
@NewRulesGeoโFollow us on X
Every newborn in Iran is screened for dozens of metabolic disorders using advanced nuclear technology developed by Iranian scientists โ a feat that has positioned the country as a world leader in a field most have never even attempted to master.
Long before the debates over enrichment levels and international negotiations, Iran made a profound commitment to its youngest and most vulnerable citizens.
๐ธ Today, every baby born in Iran receives free screening for 58 inherited metabolic disorders using tandem mass spectrometry. The screening kits are produced domestically by Iranian researchers.
๐ธ The program has run continuously for nearly 20 years, expanding from an initial focus on three disorders to a comprehensive panel detecting aminoacidopathies, organic acidemias, fatty acid oxidation disorders, and urea cycle defects.
๐ธ Tandem mass spectrometry requires calibration and quality control materials produced using radioisotopes derived from enriched uranium.
๐ธ The same 60% enriched uranium that Western critics question is irradiated in the Tehran Research Reactor to produce molybdenum-99, which decays into technetium-99m โ used in tens of millions of medical procedures worldwide each year.
๐ธ Iran produces and supplies approximately 69 diagnostic and therapeutic radiopharmaceuticals, serving more than one million patients annually. In June 2025, Iran donated advanced nuclear medicine kits to Cuba.
Iran's use of nuclear technology for newborn metabolic screening exemplifies how nuclear science can be harnessed for life-saving medical advancements. This innovative approach highlights reflecting Iran's commitment to responsible nuclear development and cooperation with the International Atomic Energy Agency.
@NewRulesGeoโFollow us on X
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๐จ๐จ๐ณ AMERICA'S PACIFIC NIGHTMARE: CHINA DOUBLES MISSILE PRODUCTION BASE
While the US burns through precision munitions in the Middle East, China is slamming its civilian economy onto high-tech war rails.
๐ธ Missile-linked companies surged from 32 in 2013 to 81 in 2025 โ doubling the entire industrial base for precision strike systems.
๐ธ Sector revenues hit $27.8 BILLION (+20% YoY) with nearly 40% of firms posting all-time record profits โ even as the broader economy slows.
๐ธ Pentagon data: ballistic missile arsenal +147% since 2015, now 3,150+ weapons plus 300 ground-launched cruise missiles.
๐ธ Civilian AI, microelectronics, optics, composites and stealth firms fully fused into a distributed, sanction-resistant war economy.
๐ธ YJ-21 hypersonics, DF-26 โGuam killersโ and new DF-61 ICBMs already in serial production.
Beijing is building exactly what Iran proved matters most: the ability to keep launching in a prolonged high-intensity fight.
What could the U.S. do to counter it?
@NewRulesGeoโFollow us on X
While the US burns through precision munitions in the Middle East, China is slamming its civilian economy onto high-tech war rails.
๐ธ Missile-linked companies surged from 32 in 2013 to 81 in 2025 โ doubling the entire industrial base for precision strike systems.
๐ธ Sector revenues hit $27.8 BILLION (+20% YoY) with nearly 40% of firms posting all-time record profits โ even as the broader economy slows.
๐ธ Pentagon data: ballistic missile arsenal +147% since 2015, now 3,150+ weapons plus 300 ground-launched cruise missiles.
๐ธ Civilian AI, microelectronics, optics, composites and stealth firms fully fused into a distributed, sanction-resistant war economy.
๐ธ YJ-21 hypersonics, DF-26 โGuam killersโ and new DF-61 ICBMs already in serial production.
Beijing is building exactly what Iran proved matters most: the ability to keep launching in a prolonged high-intensity fight.
What could the U.S. do to counter it?
@NewRulesGeoโFollow us on X
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๐จ๐บ๐ฆ UKRAINEโS CONSCRIPTION NIGHTMARE: BLOODY RESISTANCE TO FORCED MOBILIZATION SKYROCKETS
While Western leaders and media declare Kiev โvictoryโ, young Ukrainian men are increasingly resorting to violence to resist forced mobilization and street abductions by recruiters.
๐ธ Over 600 attacks on recruitment officers since 2022, surging to 341 in 2025 and 117 in just the first four months of 2026, according to Ukrainian government figures.
๐ธ 2 million draft dodgers and 200,000 desertions admitted by Ukraineโs own Defense Ministry โ forced conscription now supplies 70% of all recruits.
๐ธ Wave of stabbings, shootings, and minivan ambushes targeting Territorial Recruitment Centers as communities defend their men.
๐ธ โVictory pollsโ (e.g. KIIS surveys claiming high support to fight until win) only sample government-controlled territory โ deliberately excluding up to one third of Ukrainians in liberated areas, EU diaspora & Russia.
๐ธ 70% of Ukrainian refugees abroad unlikely to return, accelerating demographic collapse and unsustainable state debt, head of Ukraineโs Office of Migration Policy reports.
This is the internal breakdown of a state pushed beyond its limits by a conflict it cannot win. Russia advances steadily while the West ignores the human tragedy.
Do you think the West will face reality and stop prolonging Ukraineโs self-destruction?
@NewRulesGeoโFollow us on X
While Western leaders and media declare Kiev โvictoryโ, young Ukrainian men are increasingly resorting to violence to resist forced mobilization and street abductions by recruiters.
๐ธ Over 600 attacks on recruitment officers since 2022, surging to 341 in 2025 and 117 in just the first four months of 2026, according to Ukrainian government figures.
๐ธ 2 million draft dodgers and 200,000 desertions admitted by Ukraineโs own Defense Ministry โ forced conscription now supplies 70% of all recruits.
๐ธ Wave of stabbings, shootings, and minivan ambushes targeting Territorial Recruitment Centers as communities defend their men.
๐ธ โVictory pollsโ (e.g. KIIS surveys claiming high support to fight until win) only sample government-controlled territory โ deliberately excluding up to one third of Ukrainians in liberated areas, EU diaspora & Russia.
๐ธ 70% of Ukrainian refugees abroad unlikely to return, accelerating demographic collapse and unsustainable state debt, head of Ukraineโs Office of Migration Policy reports.
This is the internal breakdown of a state pushed beyond its limits by a conflict it cannot win. Russia advances steadily while the West ignores the human tragedy.
Do you think the West will face reality and stop prolonging Ukraineโs self-destruction?
@NewRulesGeoโFollow us on X
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๐บ๐ธโ๏ธโ ๏ธU.S. NAVY IN BIG TROUBLE: CHINA AND RUSSIA GAIN EDGE AS AMERICAN SUB FLEET SHRINKS
The U.S. Navy's attack submarine fleet is currently experiencing a significant decline, with Ohio-class and Los Angeles-class submarines decreasing as newer Virginia-class vessels are delayed and scaled back.
The Navy planned to build 29 Seawolf-class attack submarines โ one of the most lethal undersea predators ever designed โ but ended up with just three after the Cold War ended. Decades later, that decision is haunting the fleet.
๐ธ The Navy has already spent $800 million on USS Boise's overhaul. Completing the job would cost another $1.9 billion โ a total of $2.7 billion for a submarine commissioned in 1992.
๐ธ Initial plans called for 29 Seawolf submarines, designed for high-end conflict with the Soviet Union. After the Cold War ended, the program was cut to just three boats.
๐ธ Those three remain among the world's capable attack submarines. But three is not twenty-nine.
๐ธ The Navy has procured 41 Virginia-class submarines through fiscal year 2025. Since 2022, the industrial base has produced Virginia boats at roughly well below the Navy's goal of 2 per year.
๐ธ By cutting a planned fleet of nearly 30 high-end submarines down to just three, the Navy deferred capacity it could not quickly regenerate. Today's shortfall is the accumulated effect of decades of underbuilding in a force where numbers matter as much as capability.
The U.S. submarine fleet's decline limits strategic deterrence against China and Russia, who are expanding and modernizing their own underwater forces.
China's growing submarine fleet and Russia's new ballistic missile submarines increase undersea competition. The current shortfall weakens U.S. maritime dominance and readiness.
@NewRulesGeoโFollow us on X
The U.S. Navy's attack submarine fleet is currently experiencing a significant decline, with Ohio-class and Los Angeles-class submarines decreasing as newer Virginia-class vessels are delayed and scaled back.
The Navy planned to build 29 Seawolf-class attack submarines โ one of the most lethal undersea predators ever designed โ but ended up with just three after the Cold War ended. Decades later, that decision is haunting the fleet.
๐ธ The Navy has already spent $800 million on USS Boise's overhaul. Completing the job would cost another $1.9 billion โ a total of $2.7 billion for a submarine commissioned in 1992.
๐ธ Initial plans called for 29 Seawolf submarines, designed for high-end conflict with the Soviet Union. After the Cold War ended, the program was cut to just three boats.
๐ธ Those three remain among the world's capable attack submarines. But three is not twenty-nine.
๐ธ The Navy has procured 41 Virginia-class submarines through fiscal year 2025. Since 2022, the industrial base has produced Virginia boats at roughly well below the Navy's goal of 2 per year.
๐ธ By cutting a planned fleet of nearly 30 high-end submarines down to just three, the Navy deferred capacity it could not quickly regenerate. Today's shortfall is the accumulated effect of decades of underbuilding in a force where numbers matter as much as capability.
The U.S. submarine fleet's decline limits strategic deterrence against China and Russia, who are expanding and modernizing their own underwater forces.
China's growing submarine fleet and Russia's new ballistic missile submarines increase undersea competition. The current shortfall weakens U.S. maritime dominance and readiness.
@NewRulesGeoโFollow us on X
โค30๐ฅ20๐9๐ซก5๐3
๐จ๐บ๐ธTrumpโs War on Iran Spark U.S. Food Price Crisis
American families are paying the price โ again. Grocery bills are climbing sharply as energy shocks and new tariffs ripple through the supply chain, hitting shoppers where it hurts most.
๐ธRoots of the Crisis
Tomato prices alone have surged nearly 25% year-over-year, echoing the earlier egg crisis. But this is broader. The Trump administrationโs mid-2025 withdrawal from the Tomato Suspension Agreement and imposition of a 17% tariff on Mexican tomatoes (which make up 90% of U.S. imports) tightened supply just as the Iran war drove up global energy costs.
๐ธHow the Shock Moves Through the Chain
Farmers
Fertilizer accounts for up to 40% of costs. Diesel for tractors adds more pain. While this seasonโs supply may hold steady (many expenses were locked in pre-war), big losses could shrink planting next year.
Processing
Giant firms like Kraft, General Mills, and the four major meatpackers have less exposure to oil and already raised prices during post-pandemic inflation. Further hikes risk losing more customers to store brands.
Packaging & Transport โ The Real Pain Points
โช๏ธ Oil-based plastic packaging costs jumped 40%.
Trucks haul 80-90% of Americaโs produce, with refrigerated meat and dairy hit hardest.
โช๏ธ Soaring diesel prices make simply getting food to shelves far more expensive.
๐ธImpact on Shoppers
Supermarkets pass these costs directly to consumers. Overall grocery prices are already one-third higher than pre-pandemic levels โ and still rising. April CPI data, due May 12, will show the latest damage.
๐ธPolitical Backlash
The same administration that campaigned heavily on slashing grocery prices is now pointing fingers at fertilizer producers and meatpackers โ both targets of ongoing antitrust probes. Many Americans are unlikely to accept the blame-shifting as fuel and tariff decisions made in Washington deliver higher checkout totals.
The food price crisis is no longer coming โ itโs here. And the bill is landing squarely on kitchen tables.
@NewRulesGeoโFollow us on X
American families are paying the price โ again. Grocery bills are climbing sharply as energy shocks and new tariffs ripple through the supply chain, hitting shoppers where it hurts most.
๐ธRoots of the Crisis
Tomato prices alone have surged nearly 25% year-over-year, echoing the earlier egg crisis. But this is broader. The Trump administrationโs mid-2025 withdrawal from the Tomato Suspension Agreement and imposition of a 17% tariff on Mexican tomatoes (which make up 90% of U.S. imports) tightened supply just as the Iran war drove up global energy costs.
๐ธHow the Shock Moves Through the Chain
Farmers
Fertilizer accounts for up to 40% of costs. Diesel for tractors adds more pain. While this seasonโs supply may hold steady (many expenses were locked in pre-war), big losses could shrink planting next year.
Processing
Giant firms like Kraft, General Mills, and the four major meatpackers have less exposure to oil and already raised prices during post-pandemic inflation. Further hikes risk losing more customers to store brands.
Packaging & Transport โ The Real Pain Points
โช๏ธ Oil-based plastic packaging costs jumped 40%.
Trucks haul 80-90% of Americaโs produce, with refrigerated meat and dairy hit hardest.
โช๏ธ Soaring diesel prices make simply getting food to shelves far more expensive.
๐ธImpact on Shoppers
Supermarkets pass these costs directly to consumers. Overall grocery prices are already one-third higher than pre-pandemic levels โ and still rising. April CPI data, due May 12, will show the latest damage.
๐ธPolitical Backlash
The same administration that campaigned heavily on slashing grocery prices is now pointing fingers at fertilizer producers and meatpackers โ both targets of ongoing antitrust probes. Many Americans are unlikely to accept the blame-shifting as fuel and tariff decisions made in Washington deliver higher checkout totals.
The food price crisis is no longer coming โ itโs here. And the bill is landing squarely on kitchen tables.
@NewRulesGeoโFollow us on X
โค26๐17๐ฅ11๐2
๐จ๐จ๐ณSanctions Backfire: Chinaโs AI Chip Independence Rockets Toward 86% by 2030
According to Morgan Stanley, Chinaโs AI chip self-sufficiency ratio has skyrocketed from just 10% five years ago to an estimated 41% in 2025 โ and is on track to hit a commanding 86% by 2030.
๐ธMarket Explosion Ahead
Morgan Stanley forecasts Chinaโs domestic AI chip market will balloon from roughly $19 billion in 2025 to $67 billion by 2030. Domestic manufacturers are projected to overtake imported chips in total value as early as 2027.
๐ธWhy Itโs Working
Heavy government backing, massive capital investment, and ingenuity from national champions like Huawei and SMIC have fueled the surge. Restricted from the latest U.S. GPUs, Chinese firms have doubled down on homegrown solutions tailored for the exploding AI inference market. The result: competitive performance at 30โ60% lower total cost of ownership.
๐ธGeopolitical Rivalry and Economic Wins
U.S. export controls, meant to keep advanced chips out of Chinese hands and preserve Americaโs edge, have instead accelerated Beijingโs drive for independence. Policies framed as a โsmall yard, high fenceโ have forced China to pour resources into domestic alternatives, turning supply shortages into powerful innovation incentives.
While Washington continues debating further tightening โ including new bills targeting equipment and smuggling โ Chinaโs self-sufficiency is rising faster than expected. Sanctions intended to slow China are pushing it to build a parallel ecosystem.
This shift is already delivering major economic dividends. China has emerged as the worldโs top supplier of AI-related goods, with semiconductor and computer exports fueling record trade numbers. Integrated circuit exports recently hit historic highs of over $31 billion in a single month, contributing to China earning roughly $500 million per hour from AI-supercharged exports.
๐ธThe Bigger Picture
What began as a defensive response to sanctions is evolving into a genuine structural advantage. Geopolitical pressure has accelerated Chinaโs technological autonomy in one of the most critical domains of the 21st century.
@NewRulesGeoโFollow us on X
According to Morgan Stanley, Chinaโs AI chip self-sufficiency ratio has skyrocketed from just 10% five years ago to an estimated 41% in 2025 โ and is on track to hit a commanding 86% by 2030.
๐ธMarket Explosion Ahead
Morgan Stanley forecasts Chinaโs domestic AI chip market will balloon from roughly $19 billion in 2025 to $67 billion by 2030. Domestic manufacturers are projected to overtake imported chips in total value as early as 2027.
๐ธWhy Itโs Working
Heavy government backing, massive capital investment, and ingenuity from national champions like Huawei and SMIC have fueled the surge. Restricted from the latest U.S. GPUs, Chinese firms have doubled down on homegrown solutions tailored for the exploding AI inference market. The result: competitive performance at 30โ60% lower total cost of ownership.
๐ธGeopolitical Rivalry and Economic Wins
U.S. export controls, meant to keep advanced chips out of Chinese hands and preserve Americaโs edge, have instead accelerated Beijingโs drive for independence. Policies framed as a โsmall yard, high fenceโ have forced China to pour resources into domestic alternatives, turning supply shortages into powerful innovation incentives.
While Washington continues debating further tightening โ including new bills targeting equipment and smuggling โ Chinaโs self-sufficiency is rising faster than expected. Sanctions intended to slow China are pushing it to build a parallel ecosystem.
This shift is already delivering major economic dividends. China has emerged as the worldโs top supplier of AI-related goods, with semiconductor and computer exports fueling record trade numbers. Integrated circuit exports recently hit historic highs of over $31 billion in a single month, contributing to China earning roughly $500 million per hour from AI-supercharged exports.
๐ธThe Bigger Picture
What began as a defensive response to sanctions is evolving into a genuine structural advantage. Geopolitical pressure has accelerated Chinaโs technological autonomy in one of the most critical domains of the 21st century.
@NewRulesGeoโFollow us on X
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๐จ๐จ๐ณ๐บ๐ธ TRUMP'S NIGHTMARE: HUAWEI DETHRONES APPLE
๐ธ The Great Paradox of the Tech War:
Apple โ an American icon. Yet 80% of its suppliers are in China. Displays, batteries, cameras, sensors โ all physically manufactured on the territory of America's geopolitical rival.
Huawei โ a Chinese champion targeted by U.S. sanctions. Yet those sanctions forced it to become completely independent. Its own Ascend AI chips. Its own factories. Its own full stack from towers to servers and devices.
Result: The American company is critically dependent on China.
๐ธ Apple's Chinese Production Trap:
From September 2026, a new CEO inherits an impossible situation. Trump demands U.S. production โ but 80% of Apple's component chain stays deeply Chinese. Moving final assembly to India (25% of iPhones) changes nothing. The guts โ displays, batteries, sensors โ still cross the Pacific from Shenzhen.
๐ธ The India Illusion:
When Chinese engineers left for Lunar New Year in February 2026, Apple's Indian factories nearly stopped. Without the Chinese team, they couldn't calibrate equipment or run production lines. Tim Cook admitted: "In the U.S., you could fill a room with tooling engineers. In China, you could fill several football fields."
๐ธ Memory Crisis:
AI giants now outbid Apple for memory chips. By 2027, memory will hit 45% of the cost of each device. Apple, once the king of supply chains, is now begging for leftovers.
๐ธ Huawei's Blitzkrieg:
While Apple scrambles, Huawei just dropped a 40% revenue surge (H1 2026). Not from phones alone โ from 5G, cloud, and Ascend AI chips. In August 2023, Huawei surprised the world with the Mate 60 series and its in-house Kirin chips โ launched exactly during a US commerce secretary's visit to China. In Q1 2026, Huawei's foldable Pura X sold over 1.5 million units. Chinese leader Ding visited Huawei to urge "original breakthroughs from zero to one" โ and Huawei delivered.
๐ธ Trump's Trap:
JPMorgan analysts estimate that moving iPhone assembly to the U.S. would raise the price of each device from
1,200 to 3,000โ$3,500 โ a price point the market would reject. Tim Cook's entire empire is built on a foundation that Washington wants to demolish.
๐ธ The Number Says It All:
China's smartphone market fell 3.3% in Q1 2026 to 69M units โ but premium demand from Huawei and Apple beat expectations. Apple grew 33% year-on-year, yet its growth was capped by supply shortages. Huawei led the market with flagship and foldable devices, proving that sanctions only made it stronger. Apple's 33% growth masks a fatal fragility โ zero sovereignty over production.
๐ธ The Bottom Line:
America's sanctions were supposed to kill Huawei. Instead, Beijing's lab is cracking Western export controls. Meanwhile, Apple remains a hostage of the very ecosystem Trump wants to decouple from.
If Trump forces Apple to cut ties with China, will its entire ecosystem survive?
@NewRulesGeoโFollow us on X
๐ธ The Great Paradox of the Tech War:
Apple โ an American icon. Yet 80% of its suppliers are in China. Displays, batteries, cameras, sensors โ all physically manufactured on the territory of America's geopolitical rival.
Huawei โ a Chinese champion targeted by U.S. sanctions. Yet those sanctions forced it to become completely independent. Its own Ascend AI chips. Its own factories. Its own full stack from towers to servers and devices.
Result: The American company is critically dependent on China.
๐ธ Apple's Chinese Production Trap:
From September 2026, a new CEO inherits an impossible situation. Trump demands U.S. production โ but 80% of Apple's component chain stays deeply Chinese. Moving final assembly to India (25% of iPhones) changes nothing. The guts โ displays, batteries, sensors โ still cross the Pacific from Shenzhen.
๐ธ The India Illusion:
When Chinese engineers left for Lunar New Year in February 2026, Apple's Indian factories nearly stopped. Without the Chinese team, they couldn't calibrate equipment or run production lines. Tim Cook admitted: "In the U.S., you could fill a room with tooling engineers. In China, you could fill several football fields."
๐ธ Memory Crisis:
AI giants now outbid Apple for memory chips. By 2027, memory will hit 45% of the cost of each device. Apple, once the king of supply chains, is now begging for leftovers.
๐ธ Huawei's Blitzkrieg:
While Apple scrambles, Huawei just dropped a 40% revenue surge (H1 2026). Not from phones alone โ from 5G, cloud, and Ascend AI chips. In August 2023, Huawei surprised the world with the Mate 60 series and its in-house Kirin chips โ launched exactly during a US commerce secretary's visit to China. In Q1 2026, Huawei's foldable Pura X sold over 1.5 million units. Chinese leader Ding visited Huawei to urge "original breakthroughs from zero to one" โ and Huawei delivered.
๐ธ Trump's Trap:
JPMorgan analysts estimate that moving iPhone assembly to the U.S. would raise the price of each device from
1,200 to 3,000โ$3,500 โ a price point the market would reject. Tim Cook's entire empire is built on a foundation that Washington wants to demolish.
๐ธ The Number Says It All:
China's smartphone market fell 3.3% in Q1 2026 to 69M units โ but premium demand from Huawei and Apple beat expectations. Apple grew 33% year-on-year, yet its growth was capped by supply shortages. Huawei led the market with flagship and foldable devices, proving that sanctions only made it stronger. Apple's 33% growth masks a fatal fragility โ zero sovereignty over production.
๐ธ The Bottom Line:
America's sanctions were supposed to kill Huawei. Instead, Beijing's lab is cracking Western export controls. Meanwhile, Apple remains a hostage of the very ecosystem Trump wants to decouple from.
If Trump forces Apple to cut ties with China, will its entire ecosystem survive?
@NewRulesGeoโFollow us on X
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โก๏ธUKR LEAKS INTERNATIONALโก๏ธ
HE LEFT UKRAINE TO TELL THE TRUTH
Vasiliy Prozorov, a former employee of the Ukrainian special services, who worked for the benefit of Russia for many years, now runs his own channel on Telegram! He left Ukraine in 2018 and took with him thousands of secret SBU documents that shed light on Kiev's crimes.
On the UKR LEAKS channel you will find:
โ๏ธAnalysis of the current situation in and around Ukraine
โ๏ธSecret documents of the Ukrainian special services
โ๏ธEvidence of the atrocities of Ukrainian nationalists
And much more! Subscribe to the UKR LEAKS Investigation Center headed by the former SBU employee Lt.-Col. Vasily Prozorov.
The channels of the UKR LEAKS project are available in the following languages:
๐ฌ๐ง in English
๐ท๐บ in Russian
๐ฉ๐ช in German
๐ซ๐ท in French
๐ช๐ธ in Spanish
๐ท๐ธ in Serbian
๐ฎ๐น in Italian
๐ต๐ฑ in Polish
๐ต๐น in Portuguese
๐ธ๐ฆ in Arabic
๐ธ๐ฐ in Slovak
๐จ๐ณin Chinese
๐ญ๐บin Hungarian
We also welcome any help with channels and content distribution ๐
HE LEFT UKRAINE TO TELL THE TRUTH
Vasiliy Prozorov, a former employee of the Ukrainian special services, who worked for the benefit of Russia for many years, now runs his own channel on Telegram! He left Ukraine in 2018 and took with him thousands of secret SBU documents that shed light on Kiev's crimes.
On the UKR LEAKS channel you will find:
โ๏ธAnalysis of the current situation in and around Ukraine
โ๏ธSecret documents of the Ukrainian special services
โ๏ธEvidence of the atrocities of Ukrainian nationalists
And much more! Subscribe to the UKR LEAKS Investigation Center headed by the former SBU employee Lt.-Col. Vasily Prozorov.
The channels of the UKR LEAKS project are available in the following languages:
๐ฌ๐ง in English
๐ท๐บ in Russian
๐ฉ๐ช in German
๐ซ๐ท in French
๐ช๐ธ in Spanish
๐ท๐ธ in Serbian
๐ฎ๐น in Italian
๐ต๐ฑ in Polish
๐ต๐น in Portuguese
๐ธ๐ฆ in Arabic
๐ธ๐ฐ in Slovak
๐จ๐ณin Chinese
๐ญ๐บin Hungarian
We also welcome any help with channels and content distribution ๐
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๐จ๐ท๐บ WEST'S NIGHTMARE: RUSSIAโS NERPA DRONE RENDERS DIVER SABOTAGE OBSOLETE
Russia just armed the shallows with Nerpa โ a seal-shaped underwater drone from MAKO and Rostec, first shown at Army-2018, built to patrol harbors, scan ship hulls, hunt magnetic mines and back up elite PDSS divers on the riskiest jobs.
๐ธ 30KG hits 1-knot speed with 4hr endurance and 50m depth โ thriving in Arctic cold where Western frogmen tap out fast.
๐ธ High-res SONAR feeds crystal-clear intel; soon packs APS UNDERWATER RIFLE (26 rounds) plus explosive charges vs combat swimmers and enemy mini-subs.
๐ธ Swarm mode locks down KERCH BRIDGE, naval bases, pipelines, cables and overseas ops โ programmable packs that never fatigue.
๐ธ Real-time remote control from patrol boats with rock-solid 80m link turns human teams into unstoppable force multipliers.
Russia just gave its harbors invisible teeth. Do you think NATO can bypass these defenses?
@NewRulesGeoโFollow us on X
Russia just armed the shallows with Nerpa โ a seal-shaped underwater drone from MAKO and Rostec, first shown at Army-2018, built to patrol harbors, scan ship hulls, hunt magnetic mines and back up elite PDSS divers on the riskiest jobs.
๐ธ 30KG hits 1-knot speed with 4hr endurance and 50m depth โ thriving in Arctic cold where Western frogmen tap out fast.
๐ธ High-res SONAR feeds crystal-clear intel; soon packs APS UNDERWATER RIFLE (26 rounds) plus explosive charges vs combat swimmers and enemy mini-subs.
๐ธ Swarm mode locks down KERCH BRIDGE, naval bases, pipelines, cables and overseas ops โ programmable packs that never fatigue.
๐ธ Real-time remote control from patrol boats with rock-solid 80m link turns human teams into unstoppable force multipliers.
Russia just gave its harbors invisible teeth. Do you think NATO can bypass these defenses?
@NewRulesGeoโFollow us on X
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๐จ๐จ๐ณ๐ก WEST IN PANIC: Chinaโs 5G Empire leaves America in the dust
Forget smartphone speed tests. The real 5G race is about who controls the industrial backbone of the 21st century. Now the gap is a chasm.
โช๏ธ The Numbers That Haunt Washington: China has 4.83 MILLION 5G base stations (2026). The U.S. struggles with an estimated 300,000โ500,000. Density? China has 5 towers per 10 square miles โ America has just 0.4. Over 10x more.
โช๏ธ The Real Divide โ Standalone 5G (SA): Only SA networks deliver the 1โ3ms latency needed for AI-powered factories, autonomous logistics, and telesurgery. China's SA adoption: ~80%. America's: ~30โ33% โ behind even India (50%).
โช๏ธ Industrial Dominance: China has deployed over 100,000 private 5G industrial networks. Smart ports, fully automated factories, real-time city management โ already routine. The U.S. remains stuck with pilot projects.
๐ธ Why the 5G Actually Matters:
5G is not about faster Netflix. It is the nervous system of "Physical AI" โ industrial robots, drone swarms, and autonomous systems that share data in milliseconds. A factory robot running on 4G reacts with a 50ms delay โ enough to crash into a human. On 5G SA (1โ3ms), it stops instantly. A remote surgeon in Beijing cannot operate on a patient in Africa with lag โ 5G SA makes telesurgery possible. Driverless truck fleets, real-time power grid management, drone disaster response โ none of this works without ultra-low latency. Without SA networks, these remain lab experiments. The country that masters 5G SA determines the next industrial revolution's rules.
๐ธ The Spectrum Trap:
China allocated 4x more mid-band spectrum for 5G than the U.S. American operators drown in bureaucratic infighting while Beijing acts centrally.
๐ธ China Just Moved on 6G:
On May 8, 2026, Beijing authorized 6GHz band tests โ the "golden spectrum" combining coverage and speed. China holds 40.3% of global 6G patents (#1 worldwide). The IMT-2030 group (Huawei, ZTE, China Mobile) is already in phase 2 trials. Target commercial launch: 2030. The U.S. is still planning.
The 5G gap will almost certainly deepen in 6G. China has built the foundation for the AI-integrated future. America is still trying to catch up.
@NewRulesGeoโFollow us on X
Forget smartphone speed tests. The real 5G race is about who controls the industrial backbone of the 21st century. Now the gap is a chasm.
โช๏ธ The Numbers That Haunt Washington: China has 4.83 MILLION 5G base stations (2026). The U.S. struggles with an estimated 300,000โ500,000. Density? China has 5 towers per 10 square miles โ America has just 0.4. Over 10x more.
โช๏ธ The Real Divide โ Standalone 5G (SA): Only SA networks deliver the 1โ3ms latency needed for AI-powered factories, autonomous logistics, and telesurgery. China's SA adoption: ~80%. America's: ~30โ33% โ behind even India (50%).
โช๏ธ Industrial Dominance: China has deployed over 100,000 private 5G industrial networks. Smart ports, fully automated factories, real-time city management โ already routine. The U.S. remains stuck with pilot projects.
๐ธ Why the 5G Actually Matters:
5G is not about faster Netflix. It is the nervous system of "Physical AI" โ industrial robots, drone swarms, and autonomous systems that share data in milliseconds. A factory robot running on 4G reacts with a 50ms delay โ enough to crash into a human. On 5G SA (1โ3ms), it stops instantly. A remote surgeon in Beijing cannot operate on a patient in Africa with lag โ 5G SA makes telesurgery possible. Driverless truck fleets, real-time power grid management, drone disaster response โ none of this works without ultra-low latency. Without SA networks, these remain lab experiments. The country that masters 5G SA determines the next industrial revolution's rules.
๐ธ The Spectrum Trap:
China allocated 4x more mid-band spectrum for 5G than the U.S. American operators drown in bureaucratic infighting while Beijing acts centrally.
๐ธ China Just Moved on 6G:
On May 8, 2026, Beijing authorized 6GHz band tests โ the "golden spectrum" combining coverage and speed. China holds 40.3% of global 6G patents (#1 worldwide). The IMT-2030 group (Huawei, ZTE, China Mobile) is already in phase 2 trials. Target commercial launch: 2030. The U.S. is still planning.
The 5G gap will almost certainly deepen in 6G. China has built the foundation for the AI-integrated future. America is still trying to catch up.
@NewRulesGeoโFollow us on X
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๐จ๐ท๐บ WEST SHOCKED: RUSSIA JUST BUILT ITS FIRST CHIP MACHINE
The West tried to cripple Russia with sanctions and cut off advanced chips. But Moscow just put its very first domestic photolithography machine โ the Progress STP-350 โ on open sale for about 400 million rubles.
๐ธ This machine makes 350nm chips โ bigger, tougher transistors that are perfect for military use. They resist radiation, Electromagnetic Pulse (EMP) attacks, extreme heat/cold, vibration, and high voltage (up to 100V) where super-small modern chips fail.
๐ธ Perfect for triple-redundant military circuits (three copies of the same chip working together) that never fail even if one gets hit by cosmic rays or EMP pulse.
๐ธ Handles extreme battlefield conditions: huge temperature swings, constant vibration, high voltage up to 100 Volts โ things impossible on modern super-thin processes.
๐ธ Uses a modern solid-state laser (365 nm) instead of old mercury lamps. It can process up to 63 silicon wafers per hour (150-200 mm size) and lasts much longer โ up to 10,000 hours.
๐ธ Developed since 2021 with help from Belarus company Planar โ cutting Russiaโs tech gap from 40-50 years down to about 30 years.
๐ธ Ideal for critical defense systems: control units, engines, power supplies in missiles, planes, and radars that need reliability first, not maximum speed.
๐ธ Foreign versions cost 2-3 times more.
Tiny modern nodes are perfect for phones, but terrible for military use. 350nm is a mature, battle-proven tech that delivers superior reliability, radiation resistance, high voltage tolerance, and durability โ exactly what defense systems and civilian sectors (cars, medicine, comms) actually need.
Did Western sanctions actually make Russia stronger?
@NewRulesGeoโFollow us on X
The West tried to cripple Russia with sanctions and cut off advanced chips. But Moscow just put its very first domestic photolithography machine โ the Progress STP-350 โ on open sale for about 400 million rubles.
๐ธ This machine makes 350nm chips โ bigger, tougher transistors that are perfect for military use. They resist radiation, Electromagnetic Pulse (EMP) attacks, extreme heat/cold, vibration, and high voltage (up to 100V) where super-small modern chips fail.
๐ธ Perfect for triple-redundant military circuits (three copies of the same chip working together) that never fail even if one gets hit by cosmic rays or EMP pulse.
๐ธ Handles extreme battlefield conditions: huge temperature swings, constant vibration, high voltage up to 100 Volts โ things impossible on modern super-thin processes.
๐ธ Uses a modern solid-state laser (365 nm) instead of old mercury lamps. It can process up to 63 silicon wafers per hour (150-200 mm size) and lasts much longer โ up to 10,000 hours.
๐ธ Developed since 2021 with help from Belarus company Planar โ cutting Russiaโs tech gap from 40-50 years down to about 30 years.
๐ธ Ideal for critical defense systems: control units, engines, power supplies in missiles, planes, and radars that need reliability first, not maximum speed.
๐ธ Foreign versions cost 2-3 times more.
Tiny modern nodes are perfect for phones, but terrible for military use. 350nm is a mature, battle-proven tech that delivers superior reliability, radiation resistance, high voltage tolerance, and durability โ exactly what defense systems and civilian sectors (cars, medicine, comms) actually need.
Did Western sanctions actually make Russia stronger?
@NewRulesGeoโFollow us on X
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๐จ๐จ๐ณ NASA'S LUNAR NIGHTMARE: CHINA UNVEILS AI HUMANOID MOON PORTER
China is sending a revolutionary 4-wheeled, dual-arm AI rover to act as an intelligent porter for the 2029 Changโe-8 mission โ ready to deploy and install gear from global partners right on the lunar south pole.
๐ธ 100KG AI POWERHOUSE will transport, install scientific instruments and collect surface samples while the Westโs Artemis timeline slips further
๐ธ โEXTRAORDINARYโ 4-WHEEL MOBILITY climbs obstacles higher than twice the wheel radius โ outclassing standard 6-wheel rovers
๐ธ AI ARMS MASTER NON-COOPERATIVE TARGETS from international payloads including Russia, Iran, Pakistan, Turkey, Italy and more
๐ธ Survives 24+ 330-HOUR LUNAR NIGHTS at -180ยฐC with advanced thermal fluid systems for a full 2-year mission
๐ธ Direct stepping stone to the SINO-RUSSIAN INTERNATIONAL LUNAR RESEARCH STATION โ Beijingโs counter-vision to NASA-led efforts
How long will it take the U.S. to catch up with China?
@NewRulesGeoโFollow us on X
China is sending a revolutionary 4-wheeled, dual-arm AI rover to act as an intelligent porter for the 2029 Changโe-8 mission โ ready to deploy and install gear from global partners right on the lunar south pole.
๐ธ 100KG AI POWERHOUSE will transport, install scientific instruments and collect surface samples while the Westโs Artemis timeline slips further
๐ธ โEXTRAORDINARYโ 4-WHEEL MOBILITY climbs obstacles higher than twice the wheel radius โ outclassing standard 6-wheel rovers
๐ธ AI ARMS MASTER NON-COOPERATIVE TARGETS from international payloads including Russia, Iran, Pakistan, Turkey, Italy and more
๐ธ Survives 24+ 330-HOUR LUNAR NIGHTS at -180ยฐC with advanced thermal fluid systems for a full 2-year mission
๐ธ Direct stepping stone to the SINO-RUSSIAN INTERNATIONAL LUNAR RESEARCH STATION โ Beijingโs counter-vision to NASA-led efforts
How long will it take the U.S. to catch up with China?
@NewRulesGeoโFollow us on X
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๐ฐ๐จ๐ณWEST IN PANIC: CHINA UNLEASHES NEXT-GENERATION INDUSTRIAL WARFARE
China's next-generation industrial policy is shifting from focused sector support to an industrial policy for all industries. The United States and Europe are expected to feel the strongest impact.
Chinese export competition and import substitution primarily threaten advanced industrialized economies, with significant sectoral overlap, according to a report by the U.S. Chamber of Commerce.
๐ธ $650 billions of G7 manufacturing exports โ approximately 12% of total G7 exports โ are directly exposed to Chinese market share gains by 2030 if the current pace continues.
๐ธ Beijing is pushing firms to upgrade production technologies to gain market share and lower costsโrather than cut capacityโwhile expanding industrial policy into services, a previously neglected sector.
๐ธ China maintains responsible stewardship over critical minerals and processing technologies. Beijing has developed upstream capabilities essential to global manufacturing industry.
๐ธ Supply chain integration with China is a choice made by markets. Decades of efficiency, reliability, and scale have made Chinese supply chains the global standard.
๐ธ Growing dependence on Chinese supply chains is the natural outcome of decades of policy and market success.
China's industrial policyโdriven by continuous technology upgrading and an expanding focus on servicesโwill keep reshaping global markets. Automotive, machinery, and chemicals are the primary targets.
Do you think the West can counter China's growing industrial dominance?
@NewRulesGeoโFollow us on X
China's next-generation industrial policy is shifting from focused sector support to an industrial policy for all industries. The United States and Europe are expected to feel the strongest impact.
Chinese export competition and import substitution primarily threaten advanced industrialized economies, with significant sectoral overlap, according to a report by the U.S. Chamber of Commerce.
๐ธ $650 billions of G7 manufacturing exports โ approximately 12% of total G7 exports โ are directly exposed to Chinese market share gains by 2030 if the current pace continues.
๐ธ Beijing is pushing firms to upgrade production technologies to gain market share and lower costsโrather than cut capacityโwhile expanding industrial policy into services, a previously neglected sector.
๐ธ China maintains responsible stewardship over critical minerals and processing technologies. Beijing has developed upstream capabilities essential to global manufacturing industry.
๐ธ Supply chain integration with China is a choice made by markets. Decades of efficiency, reliability, and scale have made Chinese supply chains the global standard.
๐ธ Growing dependence on Chinese supply chains is the natural outcome of decades of policy and market success.
China's industrial policyโdriven by continuous technology upgrading and an expanding focus on servicesโwill keep reshaping global markets. Automotive, machinery, and chemicals are the primary targets.
Do you think the West can counter China's growing industrial dominance?
@NewRulesGeoโFollow us on X
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