This article was originally created by “blood drink” official account. Wechat: caojianming1989
According to comprehensive domestic media reports, at the Jackson Hole central bank annual meeting held on August 26, US Eastern time, Powell, the head of the Federal Reserve, delivered a hawkish speech, saying that the Federal Reserve would “vigorously use our tools” to combat inflation, which is still close to the highest level in more than 40 years. Powell’s speech dampened the optimism of the market, the US stock market plunged, the Dow index plunged by 1000 points, and the S & P and Nasdaq both recorded their largest daily declines in more than two months.
[the disorderly flowers gradually make the interest rate rise attractive]
On February 15, one month before the first interest rate hike by the Federal Reserve in March this year, I published an article entitled “the startling secret war between China and the United States behind the Russian Ukrainian conflict”. Against the mainstream of the market, I openly judged that the Federal Reserve was about to start raising interest rates. In the article “Ukraine is doomed! The United States is about to plunder the world financially” published on March 18, I again emphasized that the Federal Reserve would start a continuous violent interest rate hike, and it is expected that it would raise interest rates by 425 points by the end of the year.
Before the Federal Reserve raised interest rates in March this year, many people at home and abroad thought it was impossible; After raising interest rates for the first time on March 16, people thought that the Federal Reserve would cut interest rates soon after raising interest rates; After raising interest rates by 75 basis points in July, they thought that the Fed would soon end raising interest rates. However, Powell’s speech on August 26 severely smacked the view that the interest rate hike would soon ease or even end, and confirmed that my prediction of the Federal Reserve’s violent and continuous interest rate hikes was ahead of time and accurate.
After Powell’s speech, US stocks plummeted by 1000 points, of which Apple suffered the biggest drop, and its market value plummeted by more than 700 billion. As of September 6, US stocks had fallen for seven consecutive trading days. At the same time, the yield of US Treasury bonds soared, and the 10-year US bond rose by more than 14 basis points in one day on September 6. When the United States encountered a double whammy of stocks and bonds, China was also affected. Just after the opening of the market on Monday after Powell’s speech on Friday, China’s stock market also began to fall. On this point, I have said many times on official account and repeatedly reminded on knowledge planet that the volatility of China’s stock market is the same as that of the US stock market, basically rising and falling at the same time. You can superimpose the volatility charts of the Chinese and US stock markets and look at them carefully.
The fact that the stock markets of China and the United States both rose and fell shows that there is no so-called independent market in China’s stock market at present. The fundamental reason is that the US dollar is still the global reserve currency, and countries including China are using US dollars. As long as almost all countries in the world are using US dollars, the fluctuation of the Federal Reserve’s monetary policy will inevitably affect the global economy.
In terms of the current proportion of global monetary reserves, the US dollar is like the central air conditioner that affects the global economy. The policy of the Federal Reserve is the temperature regulator that regulates the cooling and heating of air conditioners, and Powell is the hand that regulates the temperature.
[the true face of the hawkish remarks of the Federal Reserve]
So, what exactly did Powell say? Let’s interpret the main contents and logic of the speech one by one in detail, and straighten out the basic ideas of follow-up investment and financial management.
In his speech on August 26, Powell emphasized the following points:
01
Comprehensively strengthen the determination of the Federal Reserve to tighten monetary policy
As early as June 30 this year, the Federal Reserve reviewed and summarized the experience and lessons brought about by monetary tightening from 1979 to 1981 in its report, and reached the conclusion that gradual interest rate hikes will seriously harm the US economy. Only continuous violent interest rate hikes can decisively curb rising high inflation.
For this reason, the Federal Reserve began to raise interest rates in June and officially started to shrink its tables. The monthly ceiling for shrinking tables from June to August was $47.5 billion. At present, the Federal Reserve has decided to double the ceiling in September to $95 billion. This means that the quantitative tightening (QT) of the Federal Reserve will take off in September.
The current rapid tightening is completely contrary to the return to quantitative easing (QE) expected by the market.
However, the market did not understand the determination of the Federal Reserve. After the Federal Reserve decisively raised interest rates by 75 points in July, some people still judge that the Federal Reserve will quickly return to QE. In response to this situation, Powell made a speech on August 26, which tore up investors’ market expectations such as “the Federal Reserve will change its monetary policy if the unemployment rate rises” and “because of the midterm elections, the Federal Reserve will be forced to turn to easing under political pressure”. Powell’s speech was simple and crude. It directly hit the firm bulls in the bulk and US stocks, and what followed was a decline in the bulk and the stock market.
After all, the previous bulk rise in the world was because the us infinite QE printed more than 8 trillion US dollars, and these US dollar funds had no way to go. It was only then that they poured into the bulk and the stock market, and there was super inflation and stock market strength brought by the bulk rise. Now that the Federal Reserve is determined to tighten the currency in an all-round way, the bulk and the stock market naturally lost their quantitative support, so there was a sharp decline.
02
To curb inflation, the Federal Reserve spared no expense in economic recession
In its report on June 30, the Federal Reserve also summed up its experience from 1979 to 1981 and said that curbing inflation caused by price rises was far more important than the US economic recession. It believed that “it was wrong to increase interest rates gradually from 1979 to 1981, and it was correct to increase interest rates violently after 1982”.
This means that US QT will no longer take us economic growth as a consideration to curb inflation in the future, but will take inflation of 2% as the nominal anchor of the currency. Before inflation falls to around 2%, the United States will continue to raise interest rates violently. In the process, even if the United States has an economic recession, the Federal Reserve will not stop.
This statement means that the indicators such as upside down treasury bond yield and economic growth that the market used to observe the Fed’s policies have basically become obsolete. The only criterion for stopping interest rate hikes is that inflation falls back to 2%. However, at present, the US inflation rate is still around 8%, which means that the Federal Reserve will continue to raise interest rates this year and even in the next few years. This statement has made the market panic.
[the blade of the Fed’s interest rate hike]
The two points Powell emphasized represent that the US monetary policy in the future will turn to tightening in an all-round way. Since curbing inflation at the cost of economic recession means that the Federal Reserve will raise interest rates violently in the future, how much will it increase?
Referring to the 22% interest rate increase of the Federal Reserve from 1980 to 1986, that is, 2200 points, it is estimated that the interest rate will be increased by 425 points in 2022. It is estimated that the future interest rate increase may last as long as five years, reaching its peak in 2027.
During the interest rate hike from 1980 to 1986, the US Federal benchmark interest rate rose to 22%. Compared with the current 3.4% yield of China’s three-year treasury bonds and 3.25% interest rate of large deposit receipts, this interest income is obviously much lower than the 22% interest rate of the United States. This does not include the income brought by the appreciation of the US dollar against the RMB caused by the soaring US dollar index during the interest rate hike. Together, the two will inevitably drive the outflow of domestic capital. This is true of China, not to mention other countries. If it cannot be effectively contained, then the rapid flow of global funds into the United States will produce an inevitable siphon effect.
Just imagine, when international capital is rushing in, the Federal Reserve is still raising interest rates. At this time, when the stock market plummets or even suffers a stock disaster, we can eliminate all the capital flowing in at the bottom, then stop raising interest rates, release liquidity again, and copy the bottom of the stock market. When the stock market rises later, we can put all the international capital flowing in into the pockets of Americans. This financial murder game was played in the United States in 1987. At that time, after the stock market disaster broke out and the interest rate hike stopped, the US stock market soared by 60%, and Japanese companies like Japan, which bought a large number of US assets and even claimed to buy the United States, finally almost all collapsed in the 1987 stock market disaster. The 60% rise in the following year and the subsequent bull market led to the total destruction of Japan’s national wealth accumulated from postwar to 1987 by the United States and its complete transfer to the pockets of the United States.
In the process of violent interest rate hikes in the United States, capital from other countries poured in because of rapid monetary tightening. With the super deflation and capital outflow created by the interest rate hike, the manufacturing and financial industries of other countries except the United States have been hit hard, and the overall economy has been depressed. In this way, the consumption of bulk products required by the manufacturing industry will decline, and the volume and capacity will be reduced, which will inevitably lead to the decline of the price of bulk products. Among them, the most typical is the decline of oil prices. During the violent interest rate hike in the 1980s, the international oil price fell from $39 in 1981 to $8 in 1986, a five fold drop.
The sharp fall in oil prices directly crushed the Soviet Union, which relied on oil exports for foreign exchange. While raising interest rates led to the economy of Japan, Southeast Asia and Latin America falling from real to virtual, the economies of Japan, Germany, the Soviet Union, Latin America and Southeast Asia collapsed under the interaction of the two. The United States defeated the Soviet Union, its biggest external enemy, and Japan and Germany, its biggest internal competitors, at one fell swoop, and at the same time completed bottom reading in Latin America and Southeast Asia. It was under this financial routine that the United States sucked Japan and Germany dry and finally defeated the Soviet Union to win the cold war.
Take the Soviet Union as an example. After the Federal Reserve began to raise interest rates in 1980, the oil price plummeted all the way, and the Soviet Union gradually fell into economic difficulties, which led to doubts about the state system. Under the ys revolution in the west, more and more waverers gradually spread to the top echelons of the Soviet Union. In 1985, the year when the US dollar index reached the historical high of 164.7, Gorbachev, who was supported by the Freemasons in every way, was elected the first leader of the Soviet Union, and Mrs. Thatcher was overjoyed. After that, Gorbachev promulgated various coquettish operations to cater to the West. Therefore, in 1989, three years after the end of the US interest rate hike, drastic changes broke out in the Soviet Union and Eastern Europe. In 1992, six years later, the Soviet Union came to an end.
Take Japan as an example. Under the interest rate hike policy of the Federal Reserve, Japan has abandoned the craftsmanship spirit, and the national economy has moved from the real to the virtual. In 1986, the last year of the Federal Reserve’s violent interest rate hike, Japan’s house price reached an all-time high, and Tokyo’s Ginza house price soared to 950000 US dollars per square meter. In 1989, in order to curb the real estate boom, the Bank of Japan began to tighten monetary policy to become the straw to crush the real estate market. In 1992, Japan imposed a comprehensive real estate tax, and the real estate foam was burst. After that, the Japanese economy fell all the way. In the past three decades, the Japanese economy has never recovered.
For China, from the perspective of time, the Fed’s interest rate hike will continue from 2022 to 2027. Western powers solved the Manchu Dynasty through two robberies in 1847 and 1907. In the future, they are ready to solve China at one time in the new dragon tiger Tianshi robbery that broke out from 2026 to 2027.
In 2027, when China’s new and old leaders are replacing each other, Gorbachev is ready to move;
In 2027, when the US dollar index reached its peak, China’s economy was under tremendous pressure;
Militarily, the nuclear armed forces of Australia and Japan will also be completed in 2027, and the Asian NATO will be fully formed!
Combined with the three, the Western powers are really stuck at the time node. I never think this is a historical coincidence, but a long-term conspiracy. They deliberately squeeze all the economic, political and military pressures to the critical point of 2027, in a vain attempt to blow up China at one time and achieve their reunification.
At that time, the multiple outbreaks of the epidemic and the Federal Reserve’s interest rate hike will be fully tested in all fields of economic and social governance. In the face of the internal contradictions gradually emerging under internal and external pressure in the next five years, the state and individuals must remain highly sober, especially individuals. They must firmly trust the party and the state, and do not be the stupid and dirty bullet that shoots at the heart of their motherland.
[delicate time node]
Having understood the logic and purpose of the Fed’s interest rate hike, we are very curious. Why did Powell make the remarks about the QT monetary policy shift at this current time? On the eve of August 26, what prompted Powell to make the above remarks?
On August 25, Reuters reported that both the United States and Iran had made concessions on the issue of the Iran nuclear agreement. Western and Iranian officials said that some final obstacles had been removed, including the commitment of the United States not to withdraw from the Iran nuclear agreement again. This means that the return of the United States to the Iran nuclear agreement may be realized soon. It is the possible conclusion of the Iran nuclear agreement that has strengthened the determination of the Federal Reserve to raise interest rates violently.
Then, why did the conclusion of the Iran nuclear agreement prompt the Federal Reserve to make hawkish remarks about raising interest rates violently?
The reason is simple. Once Iran returns to the nuclear agreement, the West must lift sanctions on Iran’s oil exports. Once Iran expands its oil and gas exports to the international market, oil and natural gas prices will inevitably fall. In fact, international natural gas prices have started to fall in the nuclear agreement negotiations alone. In this way, the fall in oil and gas prices will directly help the United States curb rising inflation. This winter will be colder than in previous years. After September 23, the northern hemisphere will gradually enter winter. Because of the brain crippling diplomacy of Europe, which leads to the sanctions imposed by Russia, Europe will face a shortage of oil and gas. If it can’t be replenished quickly, then Europe will be frozen into a popsicle.
After Iran returns to the nuclear agreement, it will release about 4 million barrels per day of crude oil production capacity, which will not only force Saudi Arabia to increase production, but also supplement the production lost due to Russia’s sanctions. If the global crude oil supply increases, the price will inevitably fall. If the drop in oil price is combined with the Federal Reserve’s interest rate hike, the bulk products will inevitably fall across the board.
In this way, the falling oil price will gradually export deflation, which will hit the economies of all countries. The weakening of currencies of all countries will inevitably drive the US dollar index to soar. Facts have proved that the US dollar index broke 109 just when the Iran nuclear agreement is about to be reached. As I predicted before, it is possible for the US dollar index to break 110 or even 120.
To sum up, the current monetary policy of the Federal Reserve is the interest rate increase policy of “low oil price + strong dollar”. This policy must shoot down the oil price before it can fully unleash its power. Now the United States is about to reach a nuclear agreement with Iran, which is implemented step by step according to the established monetary policy of the Federal Reserve.
This routine is not unfamiliar to friends who are familiar with finance, because it has been played once in the United States in recent years. In 2015, the Federal Reserve also speculated about raising interest rates. In June of that year, Iran reached a nuclear agreement with the United States and other six countries. Later, at the June meeting, the Federal Reserve strengthened its expectation of raising interest rates. Then, the international oil price began to plummet, and then China’s stock market disaster broke out. In January 2016, the oil price fell to the lowest point, and China’s stock disaster 2.0 broke out. In the process of the Fed’s interest rate hike, China’s property market is also falling, and the RMB exchange rate is also falling. Correspondingly, long-term capital poured into the United States, and the US dollar index reached a high of 103.
Us Iraq confrontation under the Iran nuclear agreement
Speaking of this, many people may have such questions: the United States and Iran are sworn enemies. Does the Iran nuclear agreement reached by the two countries represent the handshake of the two old enemies to make peace?
The answer is No.
Historically, after the Iran nuclear agreement was reached in June 2015, the Iranian Holy City Brigade under the command of general suleimani began to comprehensively reinforce the Syrian Bashar government. In August 2016, the Iranian Holy City Brigade and the Russian Syrian coalition forces besieged 40000 terrorists supported by Britain, the United States and Israel in Aleppo, and completely annihilated the terrorists four months later to liberate Aleppo. In the following year, the Iranian Holy City Brigade, together with the Shiite militia and the Russian Syrian coalition army, wiped out 11000 Isis terrorists in Abu Kemal and other places. It can be said that the Iran nuclear agreement not only did not ease the relations between the two countries, but also prompted the two sides to fight in Syria.
The reality is the same. On August 24, the day the United States and Iran made a breakthrough in the nuclear agreement, Biden authorized US forces to carry out air strikes on Iranian targets in Deir Zor, Syria. On August 31, the Iranian Revolutionary Guard forcibly dragged the US unmanned boat in the Arabian Gulf, which was later recaptured by the US military.
Therefore, whether it is history or reality, the conclusion of the Iran nuclear agreement does not mean that the two sides shake hands and make peace. On the contrary, after the agreement was reached, the exchanges between the two sides increased significantly. Shaking hands at the negotiation table, but punching and kicking under the negotiation table are more fierce.
US forces assassinate Iranian major general sulaymani
[the real abacus of the United States]
Well, since the Iran nuclear agreement can not make Iran give up confrontation, after the lifting of sanctions against Iran, Iran’s livelihood will be greatly improved, which will further enhance the prestige of Iran’s hardliners, which will only further intensify the confrontation between the United States and Iran. At the same time, after the lifting of sanctions against Iran, China will accelerate the bottom reading of Iran and the settlement of RMB will also advance by leaps and bounds. These conditions are extremely unfavorable to the United States. In this case, why is the United States willing to reach a nuclear agreement with Iran? Besides raising interest rates to suppress oil prices, is there any other purpose?
?
01
Stop loss
First of all, it must be made clear that the nuclear agreement reached by the United States and Iran is the fruit of victory in Iran’s struggle, because the reason why the United States is willing to reach a nuclear agreement with Iran again is that Iran, in cooperation with China and Russia, has reversed the situation in Syria and Iraq and successfully opened the Shia arc from Iran to the east coast of the Mediterranean Sea. In this process, Iran controlled the Shiite railway and the areas along the Shiite pipeline. For example, Iran obtained the operation right of Latakia port on the east coast of the Mediterranean Sea for 99 years. Iranian troops stationed in the eastern coastal area of Syria and established a missile base in mysyaf. Iran supported Iraqi Shiites almost control the Iraqi regime, At present, the PMF supported by Iran has become the main force of the Iraqi army and controls southern Iraq. Generally speaking, Iran is close to controlling the core area of the Middle East, which means that Iran has the leading power in energy development and pipeline direction in the Middle East.
On this basis, only by making concessions to Iran can the United States prevent the United States from further losing points and marginalizing in the Middle East. Signing the Iran nuclear agreement is the stop loss action of the United States to prevent further failure in the Middle East.
Iran has opened the Shiite arc to the Mediterranean Sea, dividing the US military in the core area of the Middle East into two
Schematic diagram of China Russia Turkey Iraq alliance opening up the Middle East Europe energy land corridor
02
Reshaping the gold body of petrodollar
In addition to stopping losses, the US signed the Iran nuclear agreement to restart the new energy revolution. As we all know, all previous scientific and technological revolutions began with new means of transportation and new energy. Unlike the Republican Party, which advocates old energy such as oil and coal, the Democratic Party has always advocated clean new energy including natural gas. In the view of the Democratic Party, the frequent military intervention of the United States in the Middle East has drawn the United States into a debt black hole, and its excessive reliance on petrodollars has led the United States to decline.
The most fundamental way to reshape the dollar is to start the fourth scientific and technological revolution represented by new energy. The Democratic Party of the United States believes that only by standing at the highest point of science and technology can we reshape the global industrial chain at any time, and have an absolute advantage to kick china out of the global industrial chain or continue to squeeze middle and low-end industries. This scientific and technological advantage exists in the United States, rather than relying too much on external oil.
Since Obama came to power in 2009, the United States has launched the shale gas revolution in an all-round way. The United States is trying to replace the backward high-carbon oil and coal with clean shale gas, and take new energy as an opportunity to ignite the fourth scientific and technological revolution in the United States. It was under the banner of clean energy that the Democratic Party was willing to sign a nuclear agreement in June 2015 to relax sanctions on Iran, while attacking oil producers led by Saudi Arabia, and nearly fell out with Saudi Arabia in 2016.
For the United States, Iran has the world’s largest single natural gas field – pars oil and gas field, and is also the second largest country in natural gas reserves. As long as the sanctions against Iran are lifted, the natural gas here can be extracted, so that it can be transported to Europe through Sunni pipelines. At the same time, after the sanctions against Iran are lifted, the United States can also participate in the development of this oil and gas field. As long as natural gas is continuously exploited and coordinated with the clean energy movement in Europe and the United States, oil consumption will continue to decline, so that the volume and energy of oil growth will be reduced, and the oil price will inevitably fall. This is in line with the interest rate increase policy of the Federal Reserve of “low oil price + strong dollar”. At the same time, the fall in oil prices will offset the income from Iran’s oil production increase. The US policy is one of continuous elimination and attack. Although the US strategy is devoid of humanity and morality, it still has its own tactics and has to be guarded against.
At the same time, in order to open the Sunni pipeline to Europe, the United States must wipe out the Shiite ruling Syria and Iran that supports Syria, which explains why the struggle between Iran and the United States intensified after the signing of the Iran nuclear agreement in 2015.
Sunni pipeline
For the United States, if the Iran nuclear agreement is lifted now, not only Iranian oil can enter the market to hit the international oil price, but also the synchronized increase in natural gas exports will further replace oil. As long as clean energy is used all over the world, American technology companies that master the largest clean energy technology will be able to achieve technological leaps. After the technological leaps, they will invest in 5g, blockchain and other fields related to the fourth scientific and technological revolution, and the United States will be able to lead China in the new energy movement and ignite the fire of the fourth scientific and technological revolution.
And because clean energy and new technologies have basically taken root in the United States, it has freed itself from excessive dependence on the Middle East, a black hole trap that depletes American national strength. Under the background of Iran’s full-scale natural gas export, the United States will take this opportunity to realize its own technological and security leap. Once realized, the United States can not only continue to control the global industrial chain in the next 100 years, but also, with the help of new technology, suppress the rise of land power represented by China and Russia and continue to dominate the world. This huge benefit is obviously greater than the loss caused by the change in people’s livelihood and the sharp increase in RMB settlement achieved by Iran through the nuclear agreement. This is the fundamental reason why the United States is willing to sign the nuclear agreement knowing that it is beneficial to Iran.
03
Support and explode the Chinese military line
The new energy revolution often starts with transportation, and the current new transportation is new energy vehicles, that is, electric vehicles. In new energy vehicles, the core material is batteries, and other components are basically the same. At present, there are three main types of new energy batteries, namely lithium power batteries, nickel hydrogen rechargeable batteries and fuel cells.
In addition to lithium and nickel, the above three batteries also need manganese and cobalt oxides to greatly improve battery capacity and increase battery life. Therefore, the main precious metals required for new energy batteries are lithium, nickel, manganese and cobalt.
At present, the top three countries in the world with lithium reserves are Chile, Australia and Argentina; The top three nickel reserves are Australia, French New Caledonia and Brazil; The top three manganese ore reserves are South Africa, Australia and Gabon; The top three cobalt reserves are Congo, Australia and Cuba.
It can be seen from the above data that among the precious metals required for new energy, there is not only China and Russia, but also not even a Eurasian country. Among the above four precious metal minerals, Australia is one of them, and French New Caledonia, which ranks second in nickel reserves, is also a South Pacific country next to Australia.
If you look at the map, most of the precious metals needed for new energy are in the hands of the five eye alliance countries led by the United States and Australia. At the same time, almost all countries except Australia are within the influence of the British and American naval power. Although the Eurasian land power Union led by China and Russia has friendly relations with countries other than Australia, it is completely isolated from these friendly countries by British and American maritime power.
After China and Russia jointly sent troops to Syria on September 3, 2015, they gradually seized the Eurasian land power, including the hinterland of the Eurasian continent. However, the precious metal production areas required for new energy are almost all excluded from the areas covered by the land rights of China and Russia.
Under the traditional pattern of old energy such as oil and coal, China and Russia have gradually controlled the world’s major oil and gas producing areas since 2015. Take China as an example. The pars oil and gas field, the world’s largest oil and gas field, has the priority to exploit because of China’s bargain with Iran of $300 billion. At present, the largest oil field in Iran is exploited by China, and the largest oil field in Iraq is also exploited by China. After the signing of the five nation Caspian Sea Convention at the end of April 2018, China and Russia have even controlled the energy development in the Caspian Sea area, The energy here, together with the natural gas in Turkmenistan, is enough for China to use for 300 years. If the cooperation projects between Iran and Russia are added, it is enough for China to use for 500 years.
In 2015, China and Russia sent troops to Syria, and China almost completely solved the energy security problem. However, now the five eyes alliance led by the United States controls most of the precious metals required for new energy vehicles. The United States already has the advantage of new energy technology, and now controls most of the precious metals needed for new energy vehicles. The United States, which has the advantage of technology and bulk reserves, thinks that it can open the technological gap with China, trigger the new energy revolution in advance, and technically abolish the energy security that China has not easily achieved through geographical struggle since 2015.
The new energy precious metals controlled by the five eyes alliance are mainly distributed in Africa, Australia and Latin America. If China wants to obtain the precious metals needed for new energy vehicle batteries, it must vigorously develop its navy, and Navy construction is China’s relative weakness. As the saying goes, it will take at least 100 years for a century old navy to build a strong navy for ocean going operations. China’s current advantages lie in the army and the strategic rocket army. Although the air force has been expanding its long-range delivery capability, the last time it flew 20 kilometers over 8000 kilometers to Serbia is evidence that the long-range delivery capability has made great progress. However, although Serbia is far away, it is still on the Eurasian continent. At present, the PLA’s long-range delivery can only cover the Eurasian continent. It will take time to deliver to South Africa, Brazil, Argentina and other places where precious metals are concentrated.
Therefore, whether it is the air force or the Navy, it is far from enough to effectively support China in competing for precious metal rich areas. Only when we know ourselves and our enemies can we win all battles. Because the United States clearly knows that its strengths are the ocean going Navy and naval aviation, its weaknesses are the army, while China’s strengths are the army and the strategic rocket army, and its weaknesses are the ocean going Navy, the Democratic Party has developed a poison plan to expand China’s military line by making full use of its strengths and avoiding its weaknesses, taking the precious metals needed for new energy as the entry point.
If China wants to compete for precious metals, it must cross the Indian Ocean and the Atlantic Ocean and compete with the United States in the ocean. In this way, China’s military lines from home to Africa, Australia and Latin America will be extended in an all-round way. Moreover, because China’s ocean going Navy is not strong enough, the United States can intercept from the sea, use the sea to dominate the land, intercept China’s military lines, and then destroy them all. This is the wishful thinking of the United States.
The United States itself is a large island, close to Africa and Latin America, and the navy is its advantage. Starting from the island, it is ready to intercept China at any time. It really considers itself a pirate of the Caribbean in the new era. Once the interception is successful and the source of raw materials for China’s new scientific and technological revolution is locked, China will not be able to develop new energy vehicles, let alone ignite the fourth scientific and technological revolution, without an independent source of precious metals. At that time, Wall Street will take the opportunity to speculate on the price of noble metals, guide the price of batteries, drive the price of electric vehicles, and deter China’s technological revolution.
In the long run, it seems that the United States has given up Eurasia, but in fact, it is retreating to lure China step by step into the depths of the ocean where the United States is dominant to fight a decisive battle. This is a typical exchange of space for time, giving way to some space for the opponent, lengthening the opponent’s army line, and then intercepting from it to break through one by one.
This routine is no stranger. Britain and the United States used it against Germany and Japan. Britain controlled the Middle East oil, lured Germany to build Dreadnought class warships to compete with it for maritime hegemony, and then competed for the Middle East oil, eventually defeating Germany in the Jutland naval battle; The United States cut off Japan’s highly dependent crude oil supply, forced Japan to attack the Southeast Asia and Pacific Islands firmly defended by Britain and the United States, and finally annihilated the Japanese joint fleet in the ocean with its own naval and air force advantages. From the historical experience, the initial sanctions and competition are actually aimed at luring the opponent into the field of naval warfare that our side is good at, and then using the strength difference with the opponent to eliminate it in the ocean.
In fact, for this strategic planning, the Democratic Party even designed a matching political propaganda caliber, that is, the preferential treatment policy for ethnic minorities represented by LGBT. The LGBT policy has always been incomprehensible to Chinese people. Why should we encourage it when it is clear that we are cutting off our children and grandchildren?
In fact, if the United States wants to develop new energy, it must seize the resources of Africa, Latin America and other places. There are two groups most distributed in Latin America and Africa, one is black and the other is MSL. They are all marginalized minorities in the United States. As long as these groups are brought in, they can politically cleanse the sins of colonizing Africa and Latin America in those years, advocate preferential treatment policies for ethnic minorities represented by LGBT, This is the specific measures taken by the United States to wash white. With political correctness, it is not allowed to discriminate against blacks, MSL and other ethnic minorities in China, and gradually build itself into a moral defender of these countries. With this painting, the next step is to conveniently steal local resources without being morally condemned. It is both right and right, and both sides have the best of both worlds!
The United States has exploded China’s military line, combined with new energy to drive the scientific and technological revolution, got rid of its dependence on oil, and replaced petrodollars with scientific and technological dollars. The general background of the United States’ space for time strategy is that since Eurasia can no longer be defended, it will be pushed to Africa and Latin America where the United States Navy and air force have the advantage. Little known is that the United States has been increasing its special operations in Africa in recent years, accounting for 15% of its overseas operations, and will continue to increase in the future. The United States has taken precautions to control Africa and Latin America, which has become its last hope for success.
In order to lure China into the pit, the United States has made comprehensive military, political and economic preparations. Under such circumstances, China is in a dilemma. Enter the pit if you enter; If it retreats, the United States will be the first to launch a technological revolution and occupy an overall advantage.
In the future world, electricity is not the key at all. After controlled nuclear fusion, there will be more electricity, but materials are the key. How should China break the United States’ stranglehold on new energy materials?
[China’s preparation for rainy days]
Stick to walking on two legs.
New energy is the only way for the development of science and technology in the future. We must not give up eating just because lithium, nickel and other precious metals are controlled by the five eyes alliance. The first strategy we must adopt is to combine tradition with new energy.
On the one hand, China and Russia have controlled more than 70% of the world’s natural gas reserves. Since these natural gas are enough for China to use for 500 years, they should not be wasted. As a transitional product of new energy, natural gas combustion can significantly reduce carbon emissions. It is a natural green energy. China must cooperate with Russia, Iran and other countries to exploit the rich natural gas resources in the Caspian Sea and Persian Gulf. At present, China, Russia and Iran use RMB to settle energy, so we no longer need to use excess foreign exchange reserves to buy. Moreover, Iran and Russia have given China the most preferential prices. To this end, China must cooperate with Russia and Iran to accelerate the exploitation of natural gas in the Caspian Sea and lay a natural gas pipeline from Iran and Russia to China. According to the current progress, China’s oil consumption will reach the peak in 2025 and the carbon peak in 2060. Natural gas replaces oil for carbon emissions, which is more conducive to the development of clean energy technology and contributes to the scientific and technological revolution.
On the other hand, the current situation of British and American sea power controlling lithium, nickel, cobalt and other resources cannot be changed, so we must make long-term planning to prevent people from taking the stairs.
For a country of China’s size, if the layout is completely based on new energy, the money spent will be in the hundreds of billions or even billions. Take charging stations as an example. At present, it will cost at least 150 billion to replace all 100000 gas stations in the country with charging stations. This does not include the more expensive supporting facilities such as batteries and automobile manufacturers.
As long as we completely rely on resources such as lithium, nickel and cobalt, once this multi trillion dollar industrial system is completed, if it can not be separated from precious metals such as lithium and nickel, according to the urination of Wall Street, it will certainly hype crude oil less than $1 to more than $100, just like crude oil. Once the price of precious metals such as lithium and nickel rises after the completion of China’s industrial layout, it will be a blood sucking bureau that is tightly gripped by others, not only by people, but also by Wall Street. In that case, we worked hard to develop the new energy industry, but it was the Jewish capital on the other side of the wall street that finally picked the peaches.
If we want to break the situation, we must also walk on two legs in technology and balance the relationship between the current industrial system and the future new energy industrial system. At the same time, China can develop more fuel cells, oil electric hybrid and more forward-looking perovskite batteries in addition to lithium nickel batteries. Among them, fuel cells have a longer life and no pollution. The conversion efficiency of perovskite batteries is higher than that of lithium batteries. At the same time, China’s reserves of ilmenite in perovskite are the largest in the world. Both of these batteries deserve China’s vigorous development. Walking on multiple legs and using multiple technical routes to disperse our dependence on lithium and nickel resources is our way to avoid financial bloodsucking from China.
Break through the shackles of us sea power
Lithium, nickel and other minerals are controlled and affected by the sea power of the five eyes alliance, which does not mean that they can control forever or can not be broken. Since the reform and opening up in 1978, we have been using petroleum based chemical raw materials to establish a comprehensive industrial system. At that time, the United States had grasped the lifeline of our oil import and export in the East. However, through so many years of diplomatic and political struggles, China has also successfully entered the Middle East and controlled more than half of the country’s oil and gas resources. Therefore, there is no immutability. Everything depends on man.
Then, in the new century, how should we break through the control of rare metals such as lithium and nickel by the US sea power?
01
Stop the annexation of Palestine by Israeli Nazis
From the map, China and Russia have now controlled the strategic passage from Central Asia through Iran to the eastern Mediterranean. In addition, China has established a huge interest network in southern Africa, East Africa and West Africa. China, which is famous for its infrastructure, has built a railway network covering almost the whole of Africa, including the Sahara railway. However, to cross Central Asia into the Mediterranean and then into Africa from China, we must cross the region where Palestine is located.
On China’s ancient Silk Road, Palestine was the only place that China had to pass through to cross the Middle East and enter Africa. However, in this necessary place, the United States has hit a nail – Israel. Throughout the history of Israel, it is a history of Palestinian blood and tears. In addition to controlling and influencing the Middle East, Israel is also a nail in the United States’ efforts to prevent China from entering Africa through the the Belt and Road initiative. As long as Israel is wedged here, China will never be able to establish a strategic corridor from mainland China to North Africa, East Africa, West Africa and southern Africa, and the Belt and Road will never be able to integrate China’s sphere of influence in Eurasia with that in Africa.
Therefore, whether from the perspective of international justice or national strategy, we must support Palestine’s just action of resisting Israeli Nazi aggression. From 2016 to now, China has more and more openly expressed its support for an independent Palestinian state. On March 23, 2022, Chinese Foreign Minister Wang Yi even said publicly that as long as the Palestinian issue is not resolved, China’s struggle to support the just cause will not stop!
China supports Arab countries and YSL countries in their just actions with Jewish capital groups for the legitimate interests of Palestine. While upholding international justice and justice, it is also a new colonial movement that uses the mass line to resist the penetration of rainbow brainwashing policies such as US LGBT into Africa. We should fight against the double standard policy of American colonialism under the banner of true justice.
China’s support for the Palestinian resistance movement is not aimed at eliminating Israel, but at establishing a new Palestinian state. As long as the Palestinian state is established, it must have territory, sea and air space. In this way, infrastructure maniacs can build a strategic overpass across Israel in the Palestinian area. Across here, China’s railway network in Africa will be connected with the trans Asian Railway in Eurasia, and China’s sphere of influence in Eurasia and Africa will be connected.
Once the docking is completed, China will not only bring employment and economic development to the local area, but also bring greater political and military protection. With the trinity of economy, politics and military, these countries will naturally move away from the United States. At that time, under the economic community, China will certainly be able to get a steady supply of lithium, nickel and other precious metals needed for new energy. Just like after China overturned the Middle East in 2016, China, Russia and Iraq controlled more than 70% of the world’s natural gas resources.
What needs to be pointed out here is that China is not fighting alone to pull out the wedge of Israel. Instead, it is uniting with the Orthodox Church, Christianity and YSL church represented by Russia. China holds high its flag and uses the strength of all religions to jointly attack the United States and Israel. In this way, the international mass line is dominated by literary fights, which eliminates the risk that China’s use of military force will lengthen its military line and be cut off by the United States.
02
Liberate the other side of the Strait and cut off Japan, Australia and the United States
At present, Japan and Australia are accelerating their nuclear armed forces, and Australia has frequently clashed with China because it has almost all the precious metals. Unsurprisingly, around 2027, the nuclear armed forces of both countries will achieve breakthroughs, of which Australia will obtain submarine launched intercontinental nuclear missiles and Japan will also obtain medium range missile nuclear warheads. China must prevent this trend, and the best way is to start first.
To start first is to solve the reunification problem of the other side in advance. Why is this?
To solve the problem on the other side of the Strait, China will obtain exports from the eastern ports on the other side of the strait into the deep-water area of the Pacific Ocean. At that time, the Chinese navy will be upgraded to an ocean going Navy in an all-round way. In 2016, China has controlled the main channel of the South China Sea. Now that the ocean going navy has anchored, we will extend to Japan and South Korea to the north of the other side of the Strait, Australia to the south of the East, and the South Pacific region.
For Japan and the ROK, China’s control of the South China Sea and the other side of the Strait is to strangle 80% of the import and export routes between the two countries. For Australia, China’s oceangoing navy has gone south or established military ties with the South Pacific in the northeast of Australia. For example, when foreign minister Wang Yi visited the South Pacific, he signed military and economic cooperation agreements with 10 local countries. This will not only suppress Australia from the north, but also cut off Australia’s ties with the United States from the South Pacific region.
Countries like Australia and the United States are those who only recognize their fists and ignore their arguments. Only when they strike hard can they really understand Chinese.
In addition to curbing the two countries, China should also do the same to the other and drive nails around the United States. On August 15, China held a joint military exercise with Russia, Belarus, Cuba and Venezuela.
As I said in my previous article, the tropical jungle combat technology of Venezuela’s special forces is among the best in the world, plus 50000 international mercenaries who are also elite in Cuba. As long as the two countries join hands and get the support of China and Russia, it will certainly be able to prevent the United States from controlling Latin America from north to south. After the coup in Venezuela at the end of April 2019, China provided red flag 9 anti-aircraft missiles to Venezuela, and then China imported a large amount of Venezuelan oil through Malaysia. These are a series of measures taken by China to hit a nail in Latin America.
In addition to laying a nail in the north of Latin America, China has also vigorously developed relations with friendly countries in the south of Latin America, mainly Brazil and Argentina. On April 2, 2022, the 40th anniversary of the outbreak of the Falklands war, while the British were celebrating, China openly supported Argentina’s sovereignty over the Falklands, and former Argentine President Christina, who supported China Argentina friendship, has become the country’s deputy prime minister, This indicates that the political wind in Argentina is turning to China in an all-round way.
In addition to Argentina, the politics of Brazil, another country, is also undergoing rapid changes. At present, former Brazilian President Lula is engaged in a fierce contest with the Zionist agent and current Brazilian president bolsonaro, hoping that this firm left wing deeply influenced by the Brazilian Communist Party can defeat bolsonaro in the general election. Once successful, China’s bottom fishing in Brazil will accelerate in an all-round way. Bottom fishing projects include Brazil’s rich nickel, iron, manganese, aluminum and other mineral resources.
In history, like Africa, Latin America was also greatly hurt by American colonialism, and the anti American movement in Latin America also has a huge mass base. As long as China uses it properly, the United States’ attempt to control Latin American resources will not succeed.