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Paul M Sotkiewicz's avatar

Minna, great summary! Much of the details I did not know and this is helpful to understand, and heartening to read in many respects. However, the percentage spending I would view as something to mollify the orange infant in diapers and acts as a pacifier while Europe builds its own capabilities and leaves the US behind quietly. You are right to worry about wasted spending and duplication, but the moment is too serious to engage in such folly.

In the end, NATO as we have known it is dead. It will move forward as a European plus Canadian endeavor and hopefully over time under a completely different infrastructure from NATO.

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David E Lewis's avatar

Despite the US easing export controls on electronic design automation (EDA) and ethane, China continues to restrict their exports of rare earths and rare earth magnets.

https://swarajyamag.com/news-brief/chinese-freeze-on-rare-earth-magnet-talks-pushes-indian-automakers-towards-costlier-alternatives-report

This is a bottleneck worth watching. As you know, no rare earths, no missile defenses.

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