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Sunday, March 23, 2014

How China Fooled The World ... And Will Do It Again.



  This documentary brings the very important perspective to the China's economic miracle. We do agree that Collapse of China will be nothing less spectacular than its Rise, but will it ever happen? Nobody questions that the growth above 10% is unsustainable, but will anything "less amazing" like 7.0% -7.5% will Crash China? Western media would like us all to believe so. We are not convinced. Timing is very suspicious. West is desperate for another War, for anything to fight for ... with its last Empire attribute left - The Military Industrial Complex. Whether it is Syria, Ukraine or even China does not really matter. Whatever it takes to keep the party going.
  So far we can tell that China is laughing all the way to the bank with lower prices on all assets including Copper and Gold. Why pay more if you can pay less? Nobody knows for sure how the rebalancing in China will work and whether domestic growth will smoothly overtake the export driven economy. The only one thing we can tell for sure is that China implements the state-level plan to accumulate and secure the strategic supply of critical commodities like Lithium, Copper and Gold. Situation will be always more complex than any article or even this documentary can analyse, but Financial Wars will unlikely weaken China's Rising Power and West will have to deal with the very strong competition for the diminishing Supply of all crucial commodities.
  China is already busy weakening Yuan in order to stimulate export and next round of economic stimulus maybe just around the corner. We have to mention another very important thing here: in the West the stimulus goes to those who are closer to the FED, bubbles in equity markets are not making new infrastructure for future development. Appearing in the documentary of Henry Paulson is the very good reminder of it. In China, despite all unquestionable corruption and mistakes, economic stimulus normally means high speed railway systems and new roads and airports built all around the country.

Powered by Lithium: This New BYD Electric Car Is Demolishing The Competition In China ILC.v TNR.v LIT TSLA






Smog in China.

  Investors are still connecting the dots and far reaching implications of the Tesla Gigafactory for the Electric Cars, Solar and Wind power industries. The real players are taking steps already to secure the supply of the strategic commodities like Lithium for the ongoing Electric Revolution. China is literally chocking up with pollution in all major cities and government has announced dramatic shift towards the cleaner economy. Electric Cars will be the very important part of it. 



  We will have to learn the new names like Ganfeng Lithium - China has very quietly built the Lithium Industry over the last few years and now controls the very big part of the world-wide Lithium Materials market. Now these companies have grown up and searching the globe in order to built vertically integrated conglomerates with value chain from raw materials to the Lithium Batteries. International Lithium from Canada has built the portfolio of Lithium Projects spanning the globe from Canada to Ireland and Argentina and is moving forward with development in the partnership with Ganfeng Lithium. Do your own DD and enjoy the ride, hopefully in the Electric Car!


International Lithium's Strategic Partner, Ganfeng Lithium, Takes Large Stake in Mariana and a $10 million Option on the Blackstairs Projects ILC.v TNR.v LIT

  "Mar 19, 2014 (ACCESSWIRE via COMTEX) -- Vancouver, B.C. / ACCESSWIRE / March - 2014 / International Lithium Corp. (the "Company" or "ILC") announces several major transactions with strategic partner GFL International Co., Ltd. ("Ganfeng Lithium" or "GFL")."


Copper M&A: Glencore Xstrata Close to Sale of Its Las Bambas Peruvian Copper Project MUX TNR.v LCC.v





  "According to the report China is closing the next mega deal in the resource sector in order to secure the supply of strategic commodities. This time it is copper. Another Chinese company - China National Gold is reported to be in talks with Ivanhoe on DRC Copper mine. We guess that the end of the world will be postponed again and China is using any opportunity to buy the real assets at the cheapest price possible. China is executing the state-level plan to diversify its reserves out of US Dollar and is buying assets in GoldCopper and Lithium. We have mentioned before the rumours about Barrick Gold being in talks over its huge Pascua Lama with CITIC from China and are monitoring the sector for the conformation."

Koos Jansen: China’s Road To Secret Gold Accumulation TNR.v MUX GLD GDX ABX NG.to RGLD

"Koos Jansen research provides more confirmation of the state-level military plan implemented by China in order to accumulate Gold under the radar screen of the market observers. Explosive situation around Ukraine will ignite further catalyst for De-Dollarisation and China and Russia maybe already much better prepared for it than a lot of Western policy makers really understand. The Financial War could have been already won long time ago. We are due for a lot of surprises in the Gold and Currency markets coming out in the next few weeks."
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