Tag: Capacity utilization

China banned sale of these minerals to the U.S. It matters to all of us

Tina Marie (Ms. Cat)

China banned sale of these minerals to the U.S. It matters to all of us

The ban will challenge many semiconductor manufacturers in the coming months. After two years of flat consumer demand, exacerbated by the global semiconductor shortage, many companies are predicted to struggle to stay afloat. Access to critical raw materials like gallium, germanium, and antimony is becoming increasingly important due to the heightened demand for electronics due to AI.

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The Battle of Pokrovsk Begins

Tina Marie (Ms. Cat)
Weeb Union

Ukraine War Map Looks ‘Grim’ for Zelensky as Russian Offensive Accelerates

Russia’s offensive has concentrated around the Donetsk logistics hub of Pokrovsk as well as Kurakhove. Moscow captured Vuhledar in October and advanced quickly to Velyka Novosilka.

“The Ukrainians have had issues in stabilizing the front here for a long time, and in November, the pace of Russian advance there only quickened even from September and October,” Kastehelmi told Newsweek.

Previously:

Russia’s Swift March Forward in Donbass [Pokrovsk is the prize]

Ukraine Faces a Double Threat if Russia Takes Pokrovsk

Tina Marie (Ms. Cat)

Ukraine Faces a Double Threat if Russia Takes Pokrovsk

Pokrovsk, a once-vibrant city of 80,000 people, is the object of a Russian encircling move that began in July and is creeping within miles of the city as every day passes. The city has served as a key logistics and transportation hub for Ukrainian military operations in eastern Ukraine and is the gateway to conquering the rest of Donetsk Oblast-and potentially on to even bigger prizes such as Dnipro, Ukraine’s fourth-largest city before the war.

But Pokrovsk’s fall could have an even more insidious impact on Ukraine’s ability to keep fighting: The city is the source of most of the coal used for the country’s steel and iron industry, once the backbone of the Ukrainian economy and still its second-largest sector, though production has fallen to less than one-third of its pre-war levels. That metallurgical coal is needed to produce pig iron, which is what feeds the majority of Ukraine’s old steel furnaces and a significant chunk of its industrial exports. A healthy steel industry also pays a big share of Ukraine’s tax take, helping fund an economy that operates hand-to-mouth these days.

“Without steel plants, the Ukrainian economy will die. It is a very, very important part of the economy,” said Stanislav Zinchenko, chief executive of GMK Center, an Ukraine-based industrial consultancy.

The U.S. Threatens a Drone War in the Taiwan Strait— Seriously?

Tina Marie (Ms. Cat)

The U.S. has long been preparing for a drone war with China in the Taiwan Strait, should conflict arise. The head of the U.S. Indo-Pacific Command even declared that the U.S. would turn the strait into an ‘unmanned hellscape.’ Yet, China’s new generation of military equipment has already surpassed the U.S. in both cost and quantity.

The U.S. Threatens a Drone War in the Taiwan Strait— Seriously?

Previously:

Countering China with Chinese UAVs backfires, US military faces drone shortage

US Wants To Create ‘Hellscape’ of Drones If China Attacks Taiwan

SECNAV Del Toro Meets with Wisconsin Governor, Michigan Cabinet, and Leadership of Fincantieri Marinette Marine

Tina Marie (Ms. Cat)

April 17, 2024

Secretary of the Navy Carlos Del Toro and senior members of his staff met with Wisconsin Governor Tony Evers, members of Michigan Governor Gretchen Whitmer’s cabinet, and the leadership of Fincantieri Marinette Marine to coalesce federal, state, and local initiatives to ensure timely completion and delivery of the Constellation-class frigate.

SECNAV Del Toro Meets with Wisconsin Governor, Michigan Cabinet, and Leadership of Fincantieri Marinette Marine

Previously:

Constellation Frigate Delivery Delayed 3 Years, Says Navy

‘Desperate’ US Seeks Japan’s & South Korea’s Help To Restart Its Defunct Shipyards; Keep Pace With China

Biden’s push for more Chinese steel tariffs is a political decision, not an economic one: Analyst

Tina Marie (Ms. Cat)
Biden’s push for more Chinese steel tariffs is a political decision, not an economic one: Analyst

Biden wants to hike tariffs on imports of Chinese steel and aluminum

Chinese steel imports account for less than 1% of U.S. demand, officials told reporters. But Chinese subsidies and programs mean its steel prices are 40% lower than U.S. prices, and the Biden administration is worried that there could be a surge of exports.

Related:

Trump’s tariffs are equivalent to one of the largest tax increases in decades

New Democrat Coalition Trade Task Force Statement on Section 301 Tariffs Announcement

‘Desperate’ US Seeks Japan’s & South Korea’s Help To Restart Its Defunct Shipyards; Keep Pace With China

Tina Marie (Ms. Cat)1 Comment

‘Desperate’ US Seeks Japan’s & South Korea’s Help To Restart Its Defunct Shipyards; Keep Pace With China

The US approach focuses on tapping Asian funding, engineering know-how, and shipbuilding experience to expand its shipbuilding capacity, Nikkeia Asia reported.

…

Emanuel said, “There’s a closed plant in Philadelphia. There’s a closed Navy shipyard in Long Beach. And there are a couple of others…We wanted to see if Mitsubishi and other Japanese companies would be interested in potentially investing and reopening one of those shipyards and being part of building Navy, commercial, and Coast Guard ships.”

…

Emanuel had also hinted in January this year that for US Navy warships to remain in Asian waters and be prepared for any future confrontation, the United States and Japan are attempting to reach an agreement enabling Japanese shipyards to do routine maintenance and overhauls.

Over the past 40 years, China has developed a remarkable commercial shipbuilding industry, cautioned Del Toro at an event. “We’ve lost that capability from about the 1980s when we left it open to market forces.”

…

The US has seen a very significant dip in its shipbuilding capacity. Nine of the 13 public naval shipyards the United States formerly had are closed. Several closed shipyards are now national parks, naval air stations, or container terminals. However, a few could be brought back for ship repair or construction.

The urgency to resuscitate these redundant shipyards stems from the threat posed by China’s massive shipbuilding industry, producing many naval vessels that could be used to project dominance in far seas and deployed against the US and its Indo-Pacific allies in the event of a conflict.

…

According to the latest Pentagon’s annual report to Congress on Chinese military and security developments, the Chinese Navy possesses an estimated 350 vessels, while the US Navy battle force has 293 warships.

The yawning gap of 60 hulls between the two navies is expected to grow every five years until 2035, when China will have an estimated 475 naval ships compared to 305-317 US warships. Notably, China has inducted as many as 150 warships in the last ten years.

H/T: Johnsonwkchoi

Related:

U.S. seeks to revive idled shipyards with help of Japan, South Korea – Nikkei Asia

But while quick repairs on damages suffered through deployment are allowed, like the Big Horn at Mitsubishi, U.S. law prohibits U.S.-based ships to undergo full-scale overhaul, repair or maintenance at a shipyard outside the U.S. or Guam. Changing such a law — put in place to protect U.S. jobs — may face headwinds, especially in an election year.

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Both tours were led by the companies’ respective CEOs. The shipbuilders expressed “strong interest” in establishing U.S. subsidiaries and investing in shipyards in the U.S., the Navy said in a press release.

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U.S. Navy ships are currently built by seven private shipbuilders, including two non-American players: Italy’s Fincantieri Marinette Marine in Wisconsin and Australia’s Austal USA in Alabama. The involvement of two international shipbuilders serves as a precedent as the Asian players contemplate entry.

Maintenance of the most sensitive nuclear-powered aircraft carriers and submarines are conducted exclusively at four public naval shipyards — in Virginia, Maine, Washington and Hawaii.

…

Emanuel said that when he started working for former President Bill Clinton in the early 1990s, there were 10 to 11 shipyards that built naval ships. “We’re down to seven and our work is growing. You’re not going to get the same volume out of seven that you got out of 11. You need to get back to 11 or 10.”