🧵 THREAD SUPPLY CHAINS > MISSILES: China flipping the global tech & military balance

1/ 🚨 Big escalation. China’s Ministry of Commerce (MOFCOM) is rolling out sweeping export controls on rare earths, processing tech, magnets, recycling, and associated know-how - with military & AI implications baked in. 👇 2/ Starting December 1, any export (or re-export) of technology, equipment, or data relating to rare earth mining, smelting, magnet manufacturing, or recycling must get a Chinese government license. No exceptions.

Forget the world order of yesterday. Zoom out. Think long-term.

Because the real war of the 21st century isn’t about borders per se, it's about civilizations: The West vs China.

Russia? Not a civilization - never was, never will be. Just a piece on the Go board. Its role is to take territory and bleed itself dry, while weakening and dividing the West. The Dragon (🇨🇳) watches the Bear ( 🇷🇺) bleed and will collect the spoils when the time is right. Let’s break this down. To understand the clash, we have to know who’s fighting. 🧵👇 1/ What is Western civilization?

Athenian logic: categories, clarity, contradiction.
Roman law: institutions over men.
Christian values: the soul comes before the state.
The individual is sovereign; truth is arbitrated in court.
Clausewitz doctrine.

The result? A rules-based world order. Not static, not chined to immovable hierarchies, but agile and adaptable.

Do you guys know the meaning of the term "ketman"?
It's a Persian word for the practice of maintaining an outward appearance of Islamic orthodoxy while inwardly dissenting. 2/ In the former Soviet Union, ketman was the strategy everyone who wasn’t a true believer in communism adopted to stay out of trouble from the state authorities. You lived by lies to survive because you thought you had no other choice.