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Reddit r/investing48d05/25

Future Tech Still Needs Old-School Metals. How Are People Thinking About Copper Exposure?

The more I look at AI infrastructure, grid upgrades, defense spending and electrification, the harder it is to ignore the metals side of the trade. Data centers need power cables, transformers, switchgear, busbars, substations, cooling systems and grid connections. Defense systems, robotics, EVs and renewables add more demand on top. Copper is the obvious volume metal in that stack, while silver, rare earths, gallium and germanium show up in more specialized parts of the supply chain. The part I

Socialunclassifiedgermany · usa · uk
Reddit r/geopolitics48d05/25war-conflict · 2/5

The AfD at the Gate: What Happens to Germany's Economy If the Firewall Falls?

Germany faces a lot of pressure right now with its industries not doing great and people getting older plus energy problems from conflicts around the world. The piece from Veritas Europaea talks about risks if the Brandmauer falls apart and mainstream parties start working with the AfD. Most talk about the AfD is on social stuff and immigration but this goes into bigger economic and political effects. It wonders what happens to the EU if Germany shifts under AfD influence. The party wants more p

Socialunclassifiedgermany · europe · russia
Reddit r/geopolitics48d05/25war-conflict · 2/5

Is it crazy to think Iran has already weaponized some Uranium? Here’s why it’s not.

This is my theory which should not be misconstrued as anything other than speculation based on the public information available, and my interpretation of the contextual situation around disinformation campaigns, stalled or fledgling and uncredible negotiation claims, am an understanding of complex psychological warfare. Iran has made it very clear that they are not going to give up the enriched uranium OR let it be a part of negotiations until sanctions/assets are unfrozen and the blockade is re

Socialunclassifiediran
South China Morning Post Business48d05/25war-conflict · 3/5

Taipei ‘optimistic’ about arms deal even after US Navy chief says it’s on ice

Taiwan’s defence minister said on Monday he remained “cautiously optimistic” about US approval of an arms package for the island, even as a senior Pentagon official said Washington would put the sale on hold. The reassurance by Wellington Koo Li-hsiung came after acting US Secretary of the Navy Hung Cao said Washington was pausing the proposed deal to ensure the US military had sufficient ammunition to continue its war on Iran. “We’re just making sure we have everything, but then the foreign...

unclassifiedchina · asia · usa
South China Morning Post Business49d05/24war-conflict · 3/5

Breaking the chain? Why Hainan holds the key to survival for China’s aircraft carriers

The PLA Navy’s aircraft carrier base in Hainan could prove vital to the fleet’s survivability and crucial in countering US containment along the first island chain in wartime, according to a prominent mainland Chinese magazine. Such a posture could also support efforts to impose a maritime blockade around Taiwan in the event of a conflict, Defence Review reported this month. China now operates three aircraft carriers: the Liaoning, the Shandong, and the most advanced, the catapult-equipped...

unclassifiedchina · asia · taiwan
South China Morning Post Business50d05/23

New Zealand to invest almost US$1 billion in drones, ships to protect maritime security

New Zealand intends to spend about NZ$1.6 billion (US$936 million) on drones, ship maintenance and naval upgrades to bolster the island nation’s maritime security at a time of increasing concern about supply routes. Defence Minister Chris Penk said on Saturday that the government would invest in two types of drones: one for the southwest Pacific to provide long-duration intelligence, surveillance and reconnaissance, and the other a polar-capable vehicle that could operate from naval vessels in..

unclassifiedchina · asia · usa
South China Morning Post Business50d05/23war-conflict · 3/5

Bordering Russia, Norway adopts ‘total defence’ mode with focus on civil readiness

War is now a possibility in Norway, by the prime minister’s own admission. The country, which borders Russia, has gone into “total defence” mode, preparing its population for the worst in light of the fighting in Ukraine. Dug beneath a peaceful park, the St. Hanshaugen air raid shelter, one of Oslo’s largest, can take in 1,100 people behind its heavy metal doors if ever the worst comes to pass. The air is chilly, the lights dim, and the toilets basic: it is far from cosy, but it is designed to..

unclassifiedchina · asia · russia
South China Morning Post Business50d05/23war-conflict · 3/5

Israel thrusts reluctant UAE into open over defence ties

For months, the United Arab Emirates had denied Iran’s accusations that it was in league with Israeli Prime Minister Benjamin Netanyahu or hosting his country’s military personnel. Then, US ambassador to Israel Mick Huckabee handed Tehran a propaganda gift and Abu Dhabi a diplomatic headache all in a single sentence. Israel sent Iron Dome air defence batteries to the UAE amid the ongoing war on Iran to help protect it from Iranian attacks, Huckabee confirmed at a conference in Tel Aviv on May...

unclassifiedchina · asia · usa
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