Investment Intelligence When it REALLY Matters.
USA versus China: Which Holds More Strategic Power?
The Full Suite of ChatGPT Analysis of our investment research >> HERE
China's Strategic Power Over the United States
For decades, U.S. policy analysts have framed China as an economic competitor, a military rival, or a trading partner with sharp elbows.
Here, we survey multidimensional forms of leverage China holds over the U.S. and vice-versa.
1. The Material Foundations of Power
China's grip on the world’s critical materials is unmatched. These aren’t just industrial inputs—they’re the backbone of modern life.
Rare Earth Elements (REEs)
China controls over 60 to 70% of global REE production and nearly 85% of global processing capacity. These minerals power everything from F-35 fighter jets to iPhones.
Graphite & Battery Metals
Graphite, essential for EV batteries, is over 80% sourced from China. Even if mined elsewhere, nearly all refining is done in China.
APIs & Medical Inputs
Roughly 80% of U.S. antibiotics' active ingredients come from China. The U.S. medical system’s reliance on Chinese production became clear during COVID-19, and remains unchanged.
Leverage Summary: If tensions escalate, China could
ChatGPT Analysis of Mike Stathis' Full Body of China Research Spanning Two Decades
You won't find many analysts in the world who know more about China than Mike Stathis.
Stathis accurately predicted China's rise, turbulent times since 2012 and the recent collapse.
The central question is where does China go from here?
Mike Stathis published the world's most insightful research report on China.
The China Report is more than 250 slides and 3 hours of lecture (live webinar recorded).
The report contains insights you won't find elsewhere because it's from the world's best investment analyst who has been researching China for over twenty years.
The report will remain very valuable for years to come
Click here for more information on The China Report.